Great Coverage from Canary Capital

I had this sent to me from a friend who is one of 30,000 clients on the Canary Capital data base and he said he bought today on the back of it.......makes a compelling read and compelling buy based on the summary below IMHO :

POINTERRA (3DP.ASX)


POINTERRA HAS DEVELOPED A POWERFUL WORLD FIRST, PATENT PENDING, CLOUD BASED TECHNOLOGY SOLUTION HELPING ITS CLIENTS VISUALISE, MANAGE AND SHARE MASSIVE 3D DATA SETS.







KEY INVESTMENT INSIGHTS




WORLD CLASS, DISRUPTIVE TECHNOLOGY

Pointerra’s technology enables companies to easily manage large and unwieldy 3D data sets through their unique cloud based technology. The technology is world class and highly disruptive. We believe Pointerra is therefore, very well positioned to earn significant revenues and profits in the high growth $500bn global geospatial technology sector.


FIRST MOVER ADVANTAGE

Globally, there is currently no other technology like Pointerra so it has a good opportunity to capitalise on its first mover advantage.


LOW MARKET CAPITALISATION

The market capitalisation of 3DP is low relative to its growth potential. Management also have a strong incentive to deliver with the current performance share scheme.


HIGHLY SCALABLE, HIGH MARGIN BUSINESS MODEL

The company has a simple and well thought out strategy to commercialise the product through a  Data as a service (DaaS) business model. This business model is highly scalable and can deliver very high margins.


EXPERIENCED MANAGEMENT TEAM

We believe Pointerra’s management team has the relevant knowledge, experience and drive to make the company a success. The non-executive Chairman (Graham Griffiths) and a non-executive director (Dr Rob Newman) were the founders of NearMap (NEA.ASX), a highly successful company providing large scale high definition images.







POINTERRA’S CLOUD SOLUTION BENEFITS


KEY BENEFITS OF THE COMPANY’S SOLUTION ARE EASE AND EFFICIENCY.

COST EFFECTIVENESS

Clients are able to swap a high CAPEX spend to a low monthly operating expenditure through a simple Data as a Service (DaaS) fee to Pointerra.


EFFICIENT STORAGE

Data is spatially indexed for efficient compression and storage.


VALUE UNLOCKING

Unlike current solutions, clients don’t need IT specialists or technical knowledge to unlock the value of their geospatial assets.


SIMPLE REAL-TIME DATA ACCESS

Search, access and analyse 3D data with easy dynamic web viewing tools.


EASY DATA SHARING

Data can be quickly and easily shared with employees, clients and partners with subscription, permission and sharing management

.


DATA ANYTIME, ANYWHERE

Pinpoint accuracy with image rendering at unmatched scale and performance.







CLIENT ACQUISITION PROCESS

• • LEAD GENERATION WITH FREE TRIALS
    
    
    Sales staff engage and sign up potential clients for free trials.
  • UPLOAD MASSIVE 3D DATA SETS
    
    
    During the trial period, a client's 3d data set is uploaded to the platform.
  • SALES CONVERSION
    
    
    Trial users are converted to full paying clients and extra sales staff are hired as sales grow.