Good questions, and looking at the 4C and Annual Report myself I can't clearly see where AWS and other COGS are included.
I've sent an email to Ian to ask him, will report back. Letting y'all know so we don't waste his time with duplicate questions.
Re: capital raising, it's hard to see how it can be avoided. At best there's 2-3 quarters of cash left. The separate licensing announcement released today suggests that it might be on the cards soon as they'd be wanting to do the CR with some good news.
Full disclosure: have kept an eye on 3DP since IPO. Bullish on its future as the 3D space is going to be absolutely huge but haven't jumped in yet due to impending CR.
