$VR1 valuation, page-51

First 51 Last

Share
Profile

Follow
rolling

7,720 Posts.

894

05/03/21

11:37

Post #: 51545427
Share

Originally posted by davroz1865: ↑

The original poster chose to use 3DP as a comparison. Presumably he also posts his valuations on the 3DP forum under a different name, or perhaps he doesn't hold?

Vection doesn't publish ACV figures yet, but we are in the funny situation where VR1 may receive more revenue this year than 3DP, and yet, we are apparently only worth a $42M market cap, vs $500M+ for 3DP?

Vection has far better product diversification than 3DP and can apply its solutions across almost any industry, I hold 3DP, and have made a good return, but don't subscribe to the hype. I am also a point-cloud user (Autodesk Recap and AutoCad), and am well aware of the competition in the point cloud storage and dataset management space. 3DP is up against its own "behemoths" with Leica, Trimble, Bentley, Autodesk and many others.

Vection;s partnerships and MOU's with the leading hardware and software companies would be the envy of any SME trying to grow a VR/AR/XR business. None of the announcements last year were going to lead to instant revenue sugar-hits, but those partnerships are now in place, and this weeks presentations confirmed, unless the business is weaving the most elaborate lies, that many are well progressed.

This year, Mindesk should be integrated with Revit, the most widely used architectural design/BIM software in the world. The addressable market for Mindesk is about to increase by a huge factor and we will receive new customers. All those will be 100% ARR subscriptions, and therefore the % ARR will start to increase. As FrameS products are developed, these will also provide a higher % of ARR than they currently do.

I don't think the business sat on its hands last year, but by the 1H revenue figures (Coivd, delayed contracts etc), it looks like they used it as an opportunity to lay the growth foundations. Will it pay off, none of us know for sure, but with the caliber and vision of leaders in Italy and the US, we have a very good chance.

Expand

The opportunities around the marriage of point clouds with VR shouldn’t be understated. #VR1Autodesk?

https://info.vercator.com/blog/point-clouds-and-vr-the-future-of-point-cloud-visualisation

VR1 Price at posting: 8.2¢ Sentiment: None Disclosure: Not Held
7 Upvote

0 Great analysis

Reply

Top Stories

Trump is President Again: What Does This Mean for Crypto?

NHF

Burgeoning NZ insurance claims drive 1H25 operating loss for nib

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

ACW

Actinogen receives $9M R&D tax rebate to fund Alzheimer's trial

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

There are more pages in this discussion • 25 more messages in this thread...

First 51 Last

Add VR1 (ASX) to my watchlist

(20min delay)
Last 2.7¢		Change 0.004(17.4%)		Mkt cap ! $35.81M

Open	High	Low	Value	Volume
2.5¢	2.9¢	2.4¢	$483.8K	18.53M

Buyers (Bids)

No.	Vol.	Price($)
4	3518698	2.7¢

Sellers (Offers)

Price($)	Vol.	No.
2.8¢	618600	2

View Market Depth

No.	Vol.	Price($)
4	3518698	0.027
6	3423432	0.026
4	2206200	0.025
2	2167866	0.024
4	1630434	0.023

Price($)	Vol.	No.
0.028	600000	1
0.029	1438540	5
0.030	2027053	9
0.031	511870	5
0.032	468157	3

Last trade - 16.10pm 12/11/2024 (20 minute delay)

VR1 (ASX) Chart

$VR1 valuation, page-51

Trump is President Again: What Does This Mean for Crypto?

Burgeoning NZ insurance claims drive 1H25 operating loss for nib

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Actinogen receives $9M R&D tax rebate to fund Alzheimer's trial

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

$VR1 valuation, page-51

Top Stories

Trump is President Again: What Does This Mean for Crypto?

Burgeoning NZ insurance claims drive 1H25 operating loss for nib

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Actinogen receives $9M R&D tax rebate to fund Alzheimer's trial

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News