3DP

0.00%

4.4¢ pointerra limited

Ann: Enterprise Sales Update, page-9

First 9 Last

Share
Profile

Follow
Hmmmmmmmmmm

306 Posts.

28

15/10/18

18:32

Post #: 36130317
Share

Originally posted by jaluma ↑

Great to see another sales update with positive progress in both of our key markets.

One question I was considering was the size of US customers once they move from trials to enterprise agreements compared to the Australian companies that are already on board.

As I understand the pricing model, the number of users and the amount of data being stored will impact the pricing.

Australia has two enterprise customers currently:
1. $10k per month, moving to $20k per month and
2. $7.5k per month initially.
While a small sample size, let's average the high and low out and say the average Aus customer might initally be worth $14k a month.

If you look at the Nearmap expansion, they have the following ARPS:
Aus = $7,473
US = USD$13,603 = AUD$19,108
Or roughly 155 - 160% higher in the US.

While it might not translate to the US for all customers, given the larger scale businesses, if Pointerra secure US customers on a ARPS of 150% higher, an average US enterprise customer might be worth $35k per month to the business? Or roughly $400k per year in revenue.

Maybe that is a bit high, but the number of users and scale of data should be much larger than an Aus business in most instances.

Happy for other suggestions, but that was the best I could come up with.

Expand

all I can figure out is that at $0.035PS is way undervalued IMO

3DP Price at posting: 3.5¢ Sentiment: Buy Disclosure: Held
5 Upvote

1 Great analysis

Reply

Top Stories

AMP

'Better together': Amcor's $13B Berry buy makes it true packaging powerhouse

GRL

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

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

SE1

"Tip of the iceberg": SciDev inks first EU deal to treat PFAS contamination

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

There are more pages in this discussion • 10 more messages in this thread...

First 9 Last

Add 3DP (ASX) to my watchlist

(20min delay)
Last 4.4¢		Change 0.000(0.00%)		Mkt cap ! $42.66M

Open	High	Low	Value	Volume
4.4¢	4.4¢	4.4¢	$19.70K	447.7K

Buyers (Bids)

No.	Vol.	Price($)
1	2224	4.4¢

Sellers (Offers)

Price($)	Vol.	No.
4.6¢	278023	3

View Market Depth

No.	Vol.	Price($)
2	173926	0.053
3	71062	0.051
3	100898	0.050
2	200000	0.049
2	165000	0.048

Price($)	Vol.	No.
0.054	37619	1
0.057	34225	1
0.058	110423	2
0.059	250000	1
0.060	75000	1

Last trade - 10.11am 20/11/2024 (20 minute delay)

3DP (ASX) Chart

Ann: Enterprise Sales Update, page-9

'Better together': Amcor's $13B Berry buy makes it true packaging powerhouse

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

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

"Tip of the iceberg": SciDev inks first EU deal to treat PFAS contamination

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Enterprise Sales Update, page-9

Top Stories

'Better together': Amcor's $13B Berry buy makes it true packaging powerhouse

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

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

"Tip of the iceberg": SciDev inks first EU deal to treat PFAS contamination

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News