Hello everyone,I have been reading various posts from many...

Hello everyone,

I have been reading various posts from many users.

I think we are not helping each other when Pointerra:
1. Mentioned Q3's cash flow will be materially better than Q2.
2. In Q1, the company is breakeven.
3. In the first half report, the board of directors mentioned the company does not need for additional capital.
4. Plus, ACV won't be below $20M USD.
5. There are many possibilities of Pointerra possibly winning a few big customers this year.

A business is never a linear path, there will be speed bumps all the time. Some of you are even calling for Ian Olson's resignation. It's this madness that created self-inflicted poor sentiments that pushed down the share price of Pointerra. It becomes very attractive because once you ask yourself, what is the CAGR needed to bring its current ACV to $50M in 5 years, apply some end-state margins and price multiples, then ask yourself whether this is a reasonable return from the current price? Sure, there are some short-term obstacles but it comes a time when the sentiments are just so overblown beyond the current obstacles.

J.P. Morgan once said, "In bear markets, stocks return to their rightful owners."