IKE - Ike GPS.com

[Ninefingers]

I still can't understand why they don't name the business they have signed up with? Unless I missed it somewhere?

6 separate utility companies under Exelon, many with hundred+ year histories so god knows how many separate utilities they gobbled up along the way, but I'd say commercial sensitivities prevent them naming outright.

[sb9]

BOOM!!!

[tango]

Brilliant news and the market likes it. I have been meaning to top up my shareholding in IKE. I will wait for a pause in the rally

[clown]

6 separate utility companies under Exelon, many with hundred+ year histories so god knows how many separate utilities they gobbled up along the way, but I'd say commercial sensitivities prevent them naming outright.

That makes sense, thanks

[sb9]

Is that the first time they've reported the number of "assets" in a contract announcement? $3 per asset for 6 months? $6p.a...get all 10mil.

Only top 100 Fortune energy utility business is Exelon: https://www.exeloncorp.com/company/about-exelon

That's an eye watering $ 30mln in revenue alone and with 70% margin, that'll do wonders to their bottom line. If they aren't attributed a fair multiple here on NZX, they may move their primary listing to ASX in due course, just pure speculation on my part atp.

[Leftfield]

That's an eye watering $ 30mln in revenue alone and with 70% margin, that'll do wonders to their bottom line. If they aren't attributed a fair multiple here on NZX, they may move their primary listing to ASX in due course, just pure speculation on my part atp.

FY22 is going to be a Boomer.

[Timesurfer]

Which begs the question........... why hold??

I think that today’s announcement answers that question.

[sb9]

FY22 is going to be a Boomer.

Absolutely, if it was solely listed on ASX it would've been at least $2 on this news.

[Valiant]

Good to see they're executing on their strategy.
Disc: Happy holder.

[Leftfield]

I actually find this company extremely strange and a weird hold now.

Last time they became "standardized" it didn't really translate to much, but I guess we'll see.

Which begs the question........... why hold??

oh I dont hold anymore

I think that today’s announcement answers that question.

Exactly, it's Cadalac123 who has sold his/her holding..... and it is not my job to try and persuade them otherwise. It's all about DYOR and owning your own decisions.

I'm still a v happy long term holder