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  1. #541
    percy
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    Quote Originally Posted by jimdog31 View Post
    I read this announcement as good for long term for Ike with regards to future collaboration and partnership. Surely IKE would be a candidate for someone like AT & T to acquire? Your thoughts percy?
    IKE had to bulk up their balance sheet.The issue was well supported.I think their big US companies had concerns about dealing with a small company,perhaps being seen as under financed..I am just guessing this.
    The huge US companies are making a big commitment to IKE, by aligning their systems to IKE's.So if IKE went bust it would cost the major telegraph and electric companies a great deal to replace IKE's systems.
    This could mean IKE is attractive to AT&T and others in the sector. They could also be of great interest to a private equity fund, owning a company with such a strong major blue chip client base.
    Last edited by percy; 25-03-2021 at 05:55 PM.

  2. #542
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    Quote Originally Posted by jimdog31 View Post
    Anybody watch the latest presentation at the small cap conference? I must say this would have to be one of the most highly underrated potentials we have on the NZX right now. I feel they have more upside potential than say plexure, without all the BS PR, a reasonable moat, and in a solid infrastructure sector. Can anyone convince me im wrong??

    Bell potters coverage at $1.40 seems to have gone completely unnoticed also.
    Totally agree, jimdog31. No bull****. Also they are thinking about the future and acquired a drone inspection company. Anything related to the poles might use their system for installation and maintenance.

  3. #543
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    Quote Originally Posted by jimdog31 View Post
    Anybody watch the latest presentation at the small cap conference? I must say this would have to be one of the most highly underrated potentials we have on the NZX right now. I feel they have more upside potential than say plexure, without all the BS PR, a reasonable moat, and in a solid infrastructure sector. Can anyone convince me im wrong??

    Bell potters coverage at $1.40 seems to have gone completely unnoticed also.
    Watched the replay of presentation y'day, this is one truly is a little sleeping giant. It'll pop big time soon, in the meantime someone's happy to feed the buying interest at current price levels.

  4. #544
    percy
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    Another great director coming onboard.
    http://nzx-prod-s7fsd7f98s.s3-websit...989/343408.pdf
    Last edited by percy; 31-03-2021 at 08:36 AM.

  5. #545
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    Quote Originally Posted by percy View Post
    Another great director coming onboard.
    http://nzx-prod-s7fsd7f98s.s3-websit...989/343408.pdf
    With all the right connections too.....and share price has dropped to 95c.

    I reiterate my belief this has some of the best long term potential on the nzx.

    will keep buying!

  6. #546
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    Quote Originally Posted by jimdog31 View Post
    With all the right connections too.....and share price has dropped to 95c.

    I reiterate my belief this has some of the best long term potential on the nzx.

    will keep buying!
    What a great addition is Eileen to the board, she has got incredible experience and great background for a company like IKE.
    Anything under a buck now will look like a huge bargain in year's time.

  7. #547
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    I think this is a real sleeper. Mainly because the majority of shares are tightly held by the insiders we don't see the same trading activity and the market gets bored so a few sales drive the price down over time.
    Potentially COVID had a bit to do with cooling the 5g roll out but we should start to see some cranking over the next 12 months or I have misplaced my trust and a sizeable stake.

  8. #548
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    FY21 performance update for 12 months period ending March 21 shouldn't be that far away...

  9. #549
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    there 180 million power poles in the USA alone.

    back of the envelope stuff here, but if one company has 350,000 poles that translate to $1.2 million in transaction revenue in a year, the size if the addressable market is.....

    when will people recognise this has as much upside as PEB

  10. #550
    percy
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    I wish you had said as much upside as PAZ rather than PEB...,lol.

    Disc hold IKE and PAZ,and never held PEB.

  11. #551
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    Quote Originally Posted by jimdog31 View Post
    there 180 million power poles in the USA alone.

    back of the envelope stuff here, but if one company has 350,000 poles that translate to $1.2 million in transaction revenue in a year, the size if the addressable market is.....

    when will people recognise this has as much upside as PEB
    Does IKE earn any reoccurring revenue on these power poles or is it a one charge thing? Then wait 50 years for the next service?

    Sorry if that seems like a silly question. I don't know much about IKE GPS but listened to a podcast the other day talking about how the USA electricity network is completely outdated and billions and billions will need to be spent upgrading it for the coming green electricity revolution (electric vs fossil fuels). At the time I thought this company could benefit but havnt had time to do any research.

    Thanks in advance

  12. #552
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    Nice market update from IKE see it here.

    FY22 looking exciting.

    "We are also pleased with the broader strength of new contract wins over the quarter to 31 March, of approximately $5.4m, and now with contract wins in the initial weeks of Q1 FY22, of approximately $2.2m. This provides real momentum for growth for our FY22 to March 2022.”
    Last edited by Left field; 05-05-2021 at 09:20 AM.

  13. #553
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    Quote Originally Posted by percy View Post
    I wish you had said as much upside as PAZ rather than PEB...,lol.

    Disc hold IKE and PAZ,and never held PEB.
    Well said and then there is always a prospect of Corporate play with this one in the form of Takeover/Scheme of Arrangement.

  14. #554
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    Quote Originally Posted by Rawz View Post
    Does IKE earn any reoccurring revenue on these power poles or is it a one charge thing? Then wait 50 years for the next service? Sorry if that seems like a silly question. Thanks in advance
    IKE will gain reoccurring SAAS revenue. Read a few of their last annual reports and you will appreciate how their business model has changed..... In FY20 approx 70% of IKE's revenue described as "reoccurring or subscription transaction services."

    "The transition to the IKE Analyze business model was initiated in FY19 and was matured through FY20. Adding
    to our historical model of selling field tools and software subscriptions, IKE Analyze leverages our cloud-based pole software platform so that IKE can deliver significantly more value to customers via engineering reports and analysis. The depth and specificity of the IKE Analyze offering for distribution asset projects is important and provides an opportunity to access materially larger customer contracts. As a result of this product transition, approximately 70% of FY20 revenue was derived from either recurring subscription or transaction sources."





    Last edited by Left field; 05-05-2021 at 10:04 AM.

  15. #555
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    Quote Originally Posted by Left field View Post
    IKE will gain reoccurring SAAS revenue. Read a few of their last annual reports and you will appreciate how their business model has changed..... In FY20 approx 70% of IKE's revenue described as "reoccurring or subscription transaction services."

    "The transition to the IKE Analyze business model was initiated in FY19 and was matured through FY20. Adding
    to our historical model of selling field tools and software subscriptions, IKE Analyze leverages our cloud-based pole software platform so that IKE can deliver significantly more value to customers via engineering reports and analysis. The depth and specificity of the IKE Analyze offering for distribution asset projects is important and provides an opportunity to access materially larger customer contracts. As a result of this product transition, approximately 70% of FY20 revenue was derived from either recurring subscription or transaction sources."





    Thanks LF, my interest has been piqued

  16. #556
    Senior Member justakiwi's Avatar
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    And away goes the SP!

  17. #557
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    I am an investor in IKE, but do have some reservations, mainly over whether its the best solution for data collection in the field. I can't help thinking that for a quick and dirty assessment of pole conditions, a drone would be best. It's the scale of the problem that I'd struggle with if I was the CEO of a utility company. I'd do a drone or fly by with a high resolution camera/GPS to assess overall network condition. IKE seems to be in the more detailed asset inspection phase, which is nice for accountants to work out renewal budgets, optimised depreciated replacement cost, etc, but probably doesn't add much for the operations managers.

    A very niche solution provider. Could be huge, but could be cut off by a rough and ready outfit giving the pole companies a "good enough to get started" solution.

  18. #558
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    Somehow I doubt the companies that are currently using IKE, or those considering engaging them, would be interested in a “good enough to get started” solution. Efficient, high quality data collection is essential when one is talking about networks of millions of poles. Not just for current major upgrades but for future, ongoing maintenance and regulatory requirements. This market is huge.

    Quote Originally Posted by bullfrog View Post
    A very niche solution provider. Could be huge, but could be cut off by a rough and ready outfit giving the pole companies a "good enough to get started" solution.

  19. #559
    percy
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    Quote Originally Posted by bullfrog View Post
    I am an investor in IKE, but do have some reservations, mainly over whether its the best solution for data collection in the field. I can't help thinking that for a quick and dirty assessment of pole conditions, a drone would be best. It's the scale of the problem that I'd struggle with if I was the CEO of a utility company. I'd do a drone or fly by with a high resolution camera/GPS to assess overall network condition. IKE seems to be in the more detailed asset inspection phase, which is nice for accountants to work out renewal budgets, optimised depreciated replacement cost, etc, but probably doesn't add much for the operations managers.

    A very niche solution provider. Could be huge, but could be cut off by a rough and ready outfit giving the pole companies a "good enough to get started" solution.
    Note mention of using drones and smart phones to collect pole data.
    https://stocknessmonster.com/announc...ke.nzx-365791/
    Last edited by percy; 05-05-2021 at 12:42 PM.

  20. #560
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    Quote Originally Posted by percy View Post
    Note mention of using drones and smart phones to collect pole data.
    https://stocknessmonster.com/announc...ke.nzx-365791/
    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.

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