IKE - Ike GPS.com

**justakiwi** · 05-05-2021, 01:58 PM

There is a great deal more to checking, analysing and monitoring poles than you might think - especially hardwood poles. A fly-by review no doubt has it’s place, but in relation to structural pole safety in particular, you need more than a “quick glance.”

Originally Posted by bullfrog

Yep, saw that, it's got to be the way to go. Concerned that they're over complicating the solution. I've rejected software because of too many bells n whistles, just too hard/too many boxes to tick in the field on a rainy day. A fly-by that can be reviewed in the office is a great solution.

KISS and IKE should be unstoppable. Just a risk for investors to consider. More drones, less shoe leather. It'll be the company that offers the most efficient field gathering data solution that'll win the big contracts.

**bullfrog** · 05-05-2021, 02:55 PM

"Undoubtedly, the next evolution of mass field data collection will involve drones and LIDAR. When that standard is set, IKE Analyze will be ready to optimize data from both those sources. Until then, we will keep providing and optimizing the IKE device that has already revolutionized field data collection."

Quote from the IKE website.

Seems they have acknowledged the risk and hopefully have plans to make it into an opportunity. Partnership with General Atomics Technologies Corp., Northrop Grumman Corporation, Textron Inc., AeroVironment Inc. and Boeing Company would be nice.

**sb9** · 27-05-2021, 02:29 PM

Buy depth looking very strong, hasn't seen that in a while. Time for catch up with all good news perhaps...

**Timesurfer** · 27-05-2021, 04:53 PM

Originally Posted by sb9

Buy depth looking very strong, hasn't seen that in a while. Time for catch up with all good news perhaps...

Hopefully someone knows about some more good news on the way.

**jimdog31** · 31-05-2021, 02:42 PM

Finally punters are realising this one is a no brainer!

**Leftfield** · 31-05-2021, 04:32 PM

Results just out..... see here

Pretty much BAU for FY21 but FY22 and beyond looking v interesting.

+ IKE has closed approximately $8.8m of new contracts in calendar 2021 as the
North America market has emerged from COVID-19 impacts and network projects
are accelerated.
+ The final quarter of FY21 to March was strong, with record new contracts
closed as project deferrals through calendar 2020 were eased.
? Approximately $5.4m of contracts were closed in Q4. A majority of the
associated revenue is expected to be recognized through IKE's FY22 period to
March 2022.

**sb9** · 31-05-2021, 04:39 PM

Very bullish outlook for FY22

**Leftfield** · 31-05-2021, 04:43 PM

Originally Posted by sb9

Very bullish outlook for FY22

But wait..... there is more......(updating what IKE has said previously)

Broader market tailwinds continue to support the growth potential of IKE's
business, with more than $300b forecast to be invested into fiber and 5G
infrastructure over the next five plus years, with the potential for more the
$80b of government funding for rural broadband initiatives, and with more
than 3,000 electric utilities needing to address the challenges of network
assessments, strengthening, engineering, and maintenance. The IKE platform
delivers network assessment, execution and maintenance processes that are
faster, safer, and to a higher quality data standard.