IKE - Ike GPS.com

[Cobber]

Q4 revenues $7.5m …only up 23% on pcp

That (quite dramatic) decline in growth rates I didn’t expect hence my FT forecast was well out

Anyway headline numbers for full year look good and should keep punters excited.

So did they make a profit or a loss??

Devil is in the detail.

[winner69]

So did they make a profit or a loss??

Devil is in the detail.

Whether it’s profit or not seems to depend Foreign what exchange rate gains and Movement of fair value assets and liabilities comes in at. These were favourable $5m in first half

[t.rexjr]

Whether it’s profit or not seems to depend Foreign what exchange rate gains and Movement of fair value assets and liabilities comes in at. These were favourable $5m in first half

"ongoing these exchange rate fluctuations are becoming insignificant"

Something like that anyway. Drown them in profit I guess

[Rawz]

The last report they said they were executing on a strong pipeline of sales (or something to that effect).

So for me I want to see $10m in signed contracts which would be a record.

[percy]

http://nzx-prod-s7fsd7f98s.s3-websit...851/393662.pdf

[justakiwi]

I will need to read this a few times to fully digest (as always!) but I found this paragraph very interesting in particular:

This customer win means an initial 100 subscription licenses for distribution network design, for three-years, displacing the incumbent competitor who had served this account for more than 20 years.

http://nzx-prod-s7fsd7f98s.s3-websit...851/393662.pdf

[GTM 3442]

Good result. I have a pile of these in "the bottom drawer" with a five to ten year timeframe

[whatsup]

Bit of a scrap going on before opening today !!

[sunnysleeper11]

fairly slow but steady selling in the past couple of months

[Rawz]

report was good and one of the key take outs was 14 new customers signed up last quarter vs 4 in Q3.

Outlook commentary looks good. Looking forward to dialing into to the call at 12.30