Are you invested in 3DP? If so, what are the highlights and lowlights from your perspective?
Long term holder. Trying to talk about high/lowlights would take too long. That said, the highlights for me are, CEO Ian Olsen always doing what he says he will do - even if for some investors this has taken longer than first thought - the management team he has assembled esp. in the US, ever-increasing blue-chip customer list, multiple US Defence/Security initiatives underway, global expansion to UK/Europe commencing this year, Q on Q cash ACV/cash receipts/high margin revenue growth, relatively fixed overheads. The technology, strategy and business model are all coming together at a pivotal time of market change, acceptance and exponential demand for 3D geo-spatial data analysis and actionable insights. Huge global macro trend that is only just getting started. Pointerra is well-positioned to benefit in multiple verticals. Right place, right time, right technology, right company. They will either continue to flourish and grow organically and by acquisition, or they will get taken out. Significant upside before either of those happen.
Geo-politics and macro economic environment will have/already have had an effect. IMO this will be temporary. Pointerra has everything in place to be a defensive play, weather the storm and emerge stronger than ever.
