good presso. Hard to get a good handle on margins, growth rates, etc but in a nutshall IKE seeks to earn annuity-like revenues by providing innovative and efficiency-enhancing services with respect to mission-critical assets of essential services providers (monopolies). that is a very sound investment thesis, even if modelling value is hard.
From the webinar just now … not word for word but close enough.
”We aim to build decades long relationships … and be the partner they can’t live without”
Yessss! Exactly what Percy said about "stickiness"
This company seems to be doing everything right
You can have a company with a great product and crap marketing that never goes anywhere (Blis and Rakon come to mind although they have shaken up their marketing and management a little in the last year) but this one has it all
minimum!! does anyone have any insight into who their competitors are? and what P/e ratio the sector operates at?
If you go back and read their annual reports and their recent competitive acquisition you will see competitors discussed. Don't recall any discussion of competitive P/e's.
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Originally Posted by jimdog31
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