AMX aerometrex limited

Undervalued / Under radar tech stock, page-32

  1. 116 Posts.
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    https://news.microsoft.com/en-au/features/euclideon-plans-worlds-largest-geospatial-data-platform-on-microsoft-azure-accelerates-innovation-opportunity/
    Microsoft is proud to have partnered with Euclideon (Aerometrex 3D customer), Australian and world leader cutting-edge 3D visualization data technology company, to launch its visualisation as a service (VaaS) platform and develop the world’s largest 3D geospatial data platform powered by Microsoft Azure.

    Aerometrex models that can be seen in their demos online include
    • Denver

    • Gold Coast (https://www.euclideon.com/news/pointcloud-visualisation-in-python-edition-2-in-a-series/)
    • Sunshine Coast
      https://www.linkedin.com/posts/ugcPost-6811466822928478208-qj2_
      https://www.linkedin.com/posts/ugcPost-6811466822928478208-qj2_
    • 'If you would like to view or work with an entire city on the table then our partner company Aerometrex is one of the world’s leading aerial scanning firms. They will fly over your city using planes, drones or helicopters to develop a full 3D scan, detailed according to how low they fly.'(https://euclideonholographics.com/content-creation/)
    • It appears the ASX announcement in February regarding the first US Enterprise Client whom is a leading defence contractor was related to the partnership with Eucilideon based on this LinkedIn article by Eucilideon global sales manager https://www.linkedin.com/pulse/why-aerometrex-amx-share-price-surging-9-andy-mccutcheon/ 'A recent personal introduction to our highly developed Aerospace & Defence procurement networks in the US, through our North American Distributor, Cory Weisman, from Weisman Worldwide Entertainment, has led to Aerometrex securing a contract with a prominent defence contractor within days of launching US operations.'
    • To give you an idea what their clientele is like one of their major customers is Lockheed Martin

    https://www.linkedin.com/posts/matthew-walker-39a97965_ue5-nanite-earlyadopters-ugcPost-6808594455784943616-9_eD
    https://www.linkedin.com/posts/matthew-walker-39a97965_ue5-nanite-earlyadopters-ugcPost-6808594455784943616-9_eD
    Video from Aerometrex that has been garnering quite some attention on LinkedIn which features Epic Games Unreal Engine 5 which is in early access.
    Quality is insane! Must watch IMO to understand the potential of this technology
    • The model featured is the recently captured Melbourne 2cm which is on presale for around $20,000.
    • Viewed in real time, 'Running on a laptop with 32gb of Ram and an Nvidia 1660TI, I'm getting about 20-25 fps at 30gb of memory usage.'

    Miami model released one month ago
    Video for teaser of San Francisco model (ordered by Google prior to completion) released last week
    https://www.linkedin.com/posts/aerometrex-usa_aerometrex-sanfrancisco-smartcity-activity-6813518539908112385-RTvI
    • Should see some US revenue in H1 2022FY with the release of Miami and San Francisco model.

    https://www.theinformation.com/articles/unity-ceo-predicts-ar-vr-headsets-will-be-as-common-as-game-consoles-by-2030
    Unity CEO - $30b company with main business of game engines (powers 70% of mobile games incl. Among Us, Pokemon Go etc.)
    • History of making correct prediction regarding industry trends
    • His latest prediction is that “real-time 3D content”—a category that includes games and material with game-like interactivity—will account for almost half of all visual digital content by the end of the decade, compared with what he estimates at only about 3% today.
    • In recent years, Unity has been pushing its game engine as a tool for a variety of industrial uses.
    • In the first quarter ended March 31, the company told investors that 17% of customers who spent $100,000 or more on Unity products over the prior 12 months weren’t using it for games, up from 13% in the quarter ended Dec. 31.

    Game engines that were originally used to render 3D environments for video games are adapting & increasingly being utilized for industrial uses e.g. architecture, civil engineering, construction, defence as can be seen Unity's exponential growth of these sorts of clients and Epic Games Unreal Engine 5 (in pre release).
    Mirroring this trend is the amount of industrial demos from the pre release of Unreal Engine 5 which is created by Epic Games ($28b company, 40% owned by Tencent, creators of Fortnite), demo from Aerometrex utilizing UE 5 linked above with stunning visuals.

    The main constraint preventing Aerometrex from realizing commercial success from their 3D products has been the inability for clients to visualize models in Aerometrex's leading resolution however it seems the industry is starting to hit an infliction point with technological developments from various providers meeting the gap.
 
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