IKE - Ike GPS.com

[justakiwi]

FYI for anyone who hasn't seen this:

We hereby invite you to join us for the annual shareholders meeting which will be held online at www.virtualmeeting.co.nz/ike21 on Thursday, 30 September 2021 commencing at 2pm (NZT).

[sb9]

FYI for anyone who hasn't seen this:

We hereby invite you to join us for the annual shareholders meeting which will be held online at www.virtualmeeting.co.nz/ike21 on Thursday, 30 September 2021 commencing at 2pm (NZT).

ASM today at 2pm, will be nice to get bit more colour around how they've been progressing and also if they managed to acquire any new contracts/customers.

[Rawz]

ASM today at 2pm, will be nice to get bit more colour around how they've been progressing and also if they managed to acquire any new contracts/customers.

Anything worthy of sharing? Wasn’t able to partake

[sb9]

Anything worthy of sharing? Wasn’t able to partake

Sorry I couldn’t either, had other commitments to attend to.

[justakiwi]

I couldn't either, but everything is available on their website, under Investor Relations.

https://ikegps.com/investors/

Looking good to me. I am in this for the long haul. Huge potential.

[justakiwi]

Anybody actually watch the webinar/have any thoughts to share?

[sb9]

Another material contract win, lost count how many they won this year. Time for this to get rerated.

[percy]

Another material contract win, lost count how many they won this year. Time for this to get rerated.

Yes with further extensions expected.
https://www.nzx.com/announcements/380416

[justakiwi]

Multiply this by the number of other existing and potential customers, and watch this company go places. As you once said, these customers are "sticky" - once they are in the IKE system and happy with the service, they will be there forever.

I need to buy more.

“The expansion of this customer further demonstrates the value that the IKE platform provides to communications groups, and our ability to expand the use of our platform over time across targeted groups. This specific entity has been a customer for several years, growing from an initial annual account size of tens of thousands of dollars to a multi-million dollar account today. The long term revenue opportunity with this group is substantial.”

Yes with further extensions expected.
https://www.nzx.com/announcements/380416

[pg0220]

Anybody actually watch the webinar/have any thoughts to share?

Once contracts are opened, they are closed in a very short time frame as power companies have a very standard process to go through.
CEO didn't give a revenue guidance for this fy.
IKE analyzer getting market tractions in Canada rather than US. CEO acknowledged US is a bigger market, but Canada is also a good market as well.

With English being my second language, pretty sure there were more than this but at least these were what I took away from Q&A sessions. CEO sounded quite confident about the market opportunities, but again with English not being my mother tongue, I might be wrong