Firstly, a big thank you to @Strawman for another insightful interview.

I will think on it some more, but there has obviously been some big problems.

On the positive, Ian seems convinced that they will be cash flow positive and the business does appear to be more mature. The opportunities certainly seem there and it would seem likely that at least some will eventuate.

On the negative, it seems like recent performance slides are due to delays by big customers. I understand that this is out of their control, but it doesn’t inspire confidence.

On balance, appears likely that revenue will start to tend upwards again. Probably.

Now this must be the definition of hope, with a SPP price of 12 cents and a share price below 10 cents.

Extension of Share Purchase Plan closing date

@Strawman

Hi Andrew,

Any chance of a meeting with Pointerra? It has been ~1 year since you last met them.

I realise that the last year has been a disappointment, but I am trying to work whether I sell. I am particularly interested in future revenue, noting that last year was heading downwards.

Ideas for questions are:

Q. Future revenue expectations

Q. Traction in the US market? Has this fallen away?

Q. When do they expect to raise money from shareholders again? [ Boom!]

Q. Can they report customer retention rates?

Q. Are they still predicting cash flow positive? When?

I note that they have said they will not report ACV anymore, so not personally interested in asking that.

Thanks.