IKE - Ike GPS.com

[winner69]

They better deliver some good numbers when they report on Thu or else it might drift even lower after the not so great Q3 report..

Q4 revenues $7.5m …only up 23% on pcp

That (quite dramatic) decline in growth rates I didn’t expect hence my FT forecast was well out

Anyway headline numbers for full year look good and should keep punters excited.

[justakiwi]

I will need to read this a few times to fully digest (as always!) but I found this paragraph very interesting in particular:

This customer win means an initial 100 subscription licenses for distribution network design, for three-years, displacing the incumbent competitor who had served this account for more than 20 years.

http://nzx-prod-s7fsd7f98s.s3-websit...851/393662.pdf

[winner69]

Revenue Growth rates for last 4 quarters v pcp

Q1 +162%
Q2 +177%
Q3 +88%
Q4 +23%

See why some of us had high expectations and FY revenues >$35m

Never mind ……ljust need to dial back the enthusiasm

[winner69]

my guess is $30.9m FY revenue which is 94% ahead of last year

You were pretty close rawz

What’s FY24 going to be?

[justakiwi]

Or maybe have faith that IKE knows exactly what they are doing, and are creating what will be a hugely successful business down the track. Patience is needed.

Never …just need to dial back the enthusiasm

[GTM 3442]

Good result. I have a pile of these in "the bottom drawer" with a five to ten year timeframe

[whatsup]

Bit of a scrap going on before opening today !!

[sunnysleeper11]

fairly slow but steady selling in the past couple of months

[Rawz]

report was good and one of the key take outs was 14 new customers signed up last quarter vs 4 in Q3.

Outlook commentary looks good. Looking forward to dialing into to the call at 12.30

[Rawz]

Revenue Growth rates for last 4 quarters v pcp

Q1 +162%
Q2 +177%
Q3 +88%
Q4 +23%

See why some of us had high expectations and FY revenues >$35m

Never mind ……ljust need to dial back the enthusiasm

Probably see Sp slide continue based off this trend aye.

I dont know what FY24 revenue will be. But confident more than FY23. They have less than 10% market share and todays update shows a case of winning a customer that had a seemingly deep relationship with one of IKEs competitors