Further on the 4C, it's pretty damn impressive what Ian and the team have done in the quarter.
Aside from significant R&D and sales, the Bentley Systems integration holds real promise (provided we can avoid a BS acquisition , ref. this dated article) and the Autodesk BIM360 integration is another way of building exposure for our 3DP data solutions. The recent WEF report on BIM gives some sense of how critical BIM data/tech is going to be...
I've invested in geospatial and big data specs. before, but none with the scalability potential of 3DP. Data ingestion almost doubled in the quarter (Q2 500B points; Q3 900B points)... which is phenomenal. Exponential growth in data will soon be matched by revenue IMO. GLTAH R-7
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