-
22-11-2017, 05:59 PM
#271
Originally Posted by Joshuatree
3DP Pointerra is a company in a very interesting space; worth a look.
https://www.linkedin.com/pulse/its-a...rce?trk=v-feed
A snippet from TMT analytics
Arguably one of the best-scalable business models on the A X
In our view, 3DP’s business model is one of the best scalable models of any company listed on the A X today. While still at the very early stages of its development, we believe 3DP has massive potential in the global Geospatial Analytics market. Furthermore, because 3DP doesn’t compete with established players in this market, but is complementary to existing solutions, we expect 3DP will be very successful in partnering with these established players.
More deals like AAM should trigger rerate of 3DP shares
Judging from the company’s market cap of just A$ 13M, we believe investors are largely oblivious to 3DP’s upside potential. Commercial agreements, such as with AAM, have very strong revenue potential, which we believe is not reflected in the company’s valuation.
We expect 3DP to be able to close deals similar to AAM in the next few months and quarters, which we expect may lead to a rerating of 3DP once the revenue potential of such deals becomes apparent, e.g. through 4C and half-yearly results announcements.
BUY rating reiterated, PT A$ 0.08
We reiterate our Buy recommendation for 3DP. Our initial price target is A$ 0.08 per share, but we believe there may be further upside driven by conversion of the sales pipeline and confirmation of revenue potential from current customers, such as AAM.
Took some excellent profits but as is often the case sold too early. Great run from sub 4 to to 7c ,coming back a little now.
-
22-11-2017, 08:16 PM
#272
Member
nice one on 3dp, great run shortly after you bumped it
-
27-11-2017, 10:31 AM
#273
Member
SP3 worth a look - tiny company growing its revenues via geographic expansion of solar powered security cameras for unmanned and unpowered mining/building sites + moving into new areas such as oil and gas leak detection.
Tight register after IPO by Alto Capital.
-
27-11-2017, 02:13 PM
#274
Member
WBT had a great de-risking announcement today
Ann: WBT achieves 40nm working SiOx ReRAM cells milestone
hitting new all time highs since relisting, currently at 8.2c with massive volume
still holding, happy with my purchases at 1.6c
Last edited by showstring; 27-11-2017 at 02:14 PM.
-
30-11-2017, 02:21 PM
#275
WBT Great announcement but has it run ahead of itself like BUD with the s/p dropping back.
"strategic discussions with semi conductor industry players" the next catalyst.
GMV the same on good news or has the whole sector come back?
G Medical Granted TGA Approval and MEDSAFE Certification
-
08-12-2017, 02:20 PM
#276
NUH nuheara in the top 8 of best techie things 2017. Hasn't helped the s/p though.heres hoping its a popular xmas pressie. Some cool things here.like the can sized drone controlled with hand movement.
http://mashable.com/2017/12/06/best-.../#419dREPfPkqS
-
02-01-2018, 11:07 PM
#277
Any new tips on this front?
-
08-01-2018, 10:49 PM
#278
Member
refer to post #270
both D13 and DTZ had good anns and may just be starting their run
-
08-01-2018, 11:57 PM
#279
mate... the only tech thats distruptive is cryptocurrency... bar nothing...
BITCOIN certified rat poop. Expensive to send, slow, can only trade on cex, no autonomy, spaghetti code, has been hacked, accidental Backdoor brc20s whoops, no one building on it, alienated all cryptos against it, volume is fake, few whales control large supply... it will perform though
-
09-01-2018, 07:39 AM
#280
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks