https://www.linkedin.com/posts/lukastimm_721-billion-burned-the-crazy-decline-activity-7209087585028063234-Qbbm?utm_source=share&utm_medium=member_ios
Adjacent sector but similar parallels in terms of competition.
I had another listen to the coffee microcaps webinar yesterday. Heard some things I missed the first time. One that stood out was the emphasis put on the product RnD. Sales and bd actually have been underspent on relative to RnD.
It may seem really dark at the moment but I’m sure we will feel the benefits of this soon. I am still of the opinion this can be a Deputy/ Xero like platform that underpins a lot of physical asset managers. Equally do not underestimate the power of Open API. Pointer platform really complements all other software and analytics platforms nicely.
PME took along time to get cranking but it finally did and then some. Pointerra’s Gross Margins remain robust!
Chin up believers.
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