Forum Topics 3DP 3DP ASX Announcements

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Valueinvestor0909
Added 2 years ago

Thank god management did what they did. It is a major red flag for me and definitely out of my investible universe now. Probably it is a great stock and has great management but I don't have the balls to trust them. One less stock to research - should have waited for 4C before spending a few hours researching this.

I would love to hear from holders. What do they think of this sequence of announcements? am I overthinking here?

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Dominator
Added 2 years ago

@Valueinvestor0909 I can see the red flag you talk about but is this just an attempt by management to get a better price for the capital raise that looks likely if those "delayed cashflows" don't come through soon? The potential for a capital raise at a depressed valuation has been what has been keeping me from buying for a while now.

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Valueinvestor0909
Added 2 years ago

Probably. However, if Management is trying to get better price this way.. How would you trust in the future they won't do a similar thing to get out and keep shareholders with the bag? too difficult.

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Rocket6
Added 2 years ago

@Valueinvestor0909 very true mate, I should have used 'program' or 'deal' instead of referencing a contract -- you are right in saying there is no contract here.

While it might not be clear, I think it is sensible to assume Pointerra's partners were viewed positively given their use of Pointerra3D, which Entergy is familiar with having selected it themselves last year to assist with a GIS upgrade.

@Valueinvestor0909 your comment about Pointerra actually not winning a contract themselves -- there is a strong argument this is what makes Pointerra3D an attractive investment proposition -- a company entering into a deal with partners of Pointerra, which in turn results in all parties using Pointerra3D and paying revenue to Pointerra. That is a hella' scalable opportunity if they can get it right.

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Wakem
Added 2 years ago

Agree @Valueinvestor0909 lets not get ahead of ourselves - Ian is up to old tricks ????

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thunderhead
Added 2 years ago

The market sure has taken a shine to it. Fool me once...?

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