IKE - Ike GPS.com

[Pegasus2000]

......Exactly!

They try to build a standard on anything about the 'pole'. 'PoleOS' looks like borrowing the idea of 'iOS' (Apple). Unless all the cables go underground .

[GTM 3442]

Seems like there's growing impetus to get those cables underground.

https://www.washingtonpost.com/busin...power-outages/

[justakiwi]

Maybe in cities, and for new line construction, but the cost to underground every distribution line in the US, would be off the planet, so never going to happen.

Seems like there's growing impetus to get those cables underground.

https://www.washingtonpost.com/busin...power-outages/

[bullfrog]

Maybe in cities, and for new line construction, but the cost to underground every distribution line in the US, would be off the planet, so never going to happen.

To establish a resilient power grid, one needs to know the condition of the infrastructure. Power companies simply don't know the condition of their inherited assets, remember the surprise when all those power poles were found to be rotten - that didn't happen overnight, that's where Ike comes in.

If the poles need replacing, maybe they might put the lines underground, but atm its poles not moles.

[justakiwi]

Correct. IKE understands the huge scale of opportunity that is there for the taking right now. They know their stuff and understand the industries they are marketing their solutions to. They are sitting in the perfect position to take full advantage of those opportunities. Every announcement of an extension to a current contract, shows that they are right on the money in terms of meeting customer needs, and hooking those customers in, long term. Alongside that, they will be working hard to attract new customers. I see only good things for IKE and us as shareholders.

To establish a resilient power grid, one needs to know the condition of the infrastructure. Power companies simply don't know the condition of their inherited assets, remember the surprise when all those power poles were found to be rotten - that didn't happen overnight, that's where Ike comes in.

If the poles need replacing, maybe they might put the lines underground, but atm its poles not moles.

[GTM 3442]

Maybe in cities, and for new line construction, but the cost to underground every distribution line in the US, would be off the planet, so never going to happen.

Oh, I completely agree that it's very unlikely to happen to every pole, but it's going to happen someplace, sometime, for some reason.

The question is the timeframe - which I think will turn out to be in the longer term - and the scale.

"In California, for example, Pacific Gas & Electric wants to bury 10,000 miles of power lines, both to make the grid more resilient and to reduce the risk of sparking wildfires. Its power equipment has contributed to multiple deadly wildfires in the past decade, including the 2018 Camp Fire that killed at least 85 people."

What will also be interesting is the fate of all those other, non-powe cables and other infrastructure which currently uses space on those poles.

[sb9]

Strong moves on ASX y'day, reached high of 1.04 A$ before closing down at 98.5c with at VWAP at 1.01

[justakiwi]

Nice little bump here today too.

Strong moves on ASX y'day, reached high of 1.04 A$ before closing down at 98.5c with at VWAP at 1.01

[tango]

FYI I stumbled on this Motley Fool stock analysis of IKE from 6 weeks ago

https://www.youtube.com/watch?v=MxQMMuJ2KWQ

[percy]

FYI I stumbled on this Motley Fool stock analysis of IKE from 6 weeks ago

https://www.youtube.com/watch?v=MxQMMuJ2KWQ

Thanks for posting the link.Very good presentation.