Pointerra Ltd (ASX:3DP) provides a powerful cloud-based solution (Pointerra3D) for managing, visualising, analysing, using and sharing massive 3D point clouds and datasets. Pointerra3D is a proprietary digital twin Software-as-a-Service (SaaS) platform which delivers predictive digital insights and definitive answers to complex physical asset management questions. Pointerra has announced that it has been awarded a $0.7m (ex-GST), three-year contract with Origin Energy (ASX:ORG) for automated pipeline monitoring and analytics across 750km of gas transmission pipelines in Queensland. The contract follows the completion of a paid Proof of Contract (PoC). The agreement is structured as a three-year Master Services Agreement with an option to extend for a further two years, is paid in advance, and is structured to support flexible expansion beyond pipeline assets into adjacent critical upstream and downstream infrastructure. Operations are due to commence in July 2026. We view the contract as important validation of Pointerra3D’s benefit to remote monitoring in the natural resources sector. We make no changes to our forecasts following the announcement and maintain our DCF valuation at $0.18/share.
