ACV (time-adjusted forward by 9 months) has forecasted trailing twelve months of quarterly cash receipts closely.

Assuming the ~9 month lag between ACV and trailing twelve months quarterly cash receipts continues, we may be able to forecast future trailing twelve months quarterly cash receipts.

I believe that this trend will continue and expect ~AU$5M in cash receipts to be received for the 01/01-30/06 period.

Working: Forecast AU$6.41M at Jul-2021 minus the last two quarters of cash receipts ($0.609M + $0.635) = AU$5.166M

Pointerra has already signaled that ~$1M of that ~AU$5M was already incoming, as at 31 December 2020 (before the 01/01-30/06 period had even started). See below:

December 2020 Quarter (Q2 FY21) Activities and Cash Flow Report 29 January 2021
"Additional A$0.96 million in receivables and unbilled customer accounts as at 31 December 2020" (See: https://www.asx.com.au/asxpdf/20210129/pdf/44s3r3kb7pn60s.pdf)

"base case DCF valuation of $0.75/share"
"GP margin in FY20 was 92% ... stay around 90%"
https://lnkd.in/gReS-AH
https://lnkd.in/g2CANMa
https://lnkd.in/g7iNY7J

Here is my new graph,
with exponential trend lines,
fitting data well.

Decided to share this graph on here. Feel free to correct or nitpick at it. Keep in mind that September's AU$ ACV value has been calculated using the exchange rate today. Also keep in mind that quarterly ACV values are usually not released until a complete month after the end of the actual quarter's end. Expect September's quarterly ACV to be a lot higher than what is shown on the graph when the final ACV is released by the company at the end of October (1 month down, 2 months to go).