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01-08-2020, 08:57 AM
#351
From their capital raise presentation.
➕ ikeGPS (“IKE”) is an innovative developer of a technology platform used for the collection, analysis, and management of networks attaching to
power poles in North America
■ We have 46 staff today and are headquartered in Colorado, USA
■ Our solutions enable power utilities and telecommunications companies (fiber, 5G, phone) to assess and deploy their networks more
quickly, cost efficiently, and safely
■ We have a tier-1 client base including AT&T, Verizon, and Crown Castle among others
■ We have a Board and executive team with deep industry experience – from AT&T, Vodafone, Cable & Wireless, NBN Co, Tilt, Spark
➕ Our products are experiencing organic growth and utilization in the U.S. market:
■ We speed up the construction process for network deployments
■ Our products save customers money via less field time, and with increased quality and safety
■ We are taking advantage of an expected super-cycle of >$350b investment in fiber network and 5G deployment across the U.S. over the
coming 5+ years
■ We have “first mover advantage” and network effect potential from our large and high-profile customers
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01-08-2020, 11:21 AM
#352
Originally Posted by percy
From their capital raise presentation.
➕ ikeGPS (“IKE”) is an innovative developer of a technology platform used for the collection, analysis, and management of networks attaching to
power poles in North America
■ We have 46 staff today and are headquartered in Colorado, USA
■ Our solutions enable power utilities and telecommunications companies (fiber, 5G, phone) to assess and deploy their networks more
quickly, cost efficiently, and safely
■ We have a tier-1 client base including AT&T, Verizon, and Crown Castle among others
■ We have a Board and executive team with deep industry experience – from AT&T, Vodafone, Cable & Wireless, NBN Co, Tilt, Spark
➕ Our products are experiencing organic growth and utilization in the U.S. market:
■ We speed up the construction process for network deployments
■ Our products save customers money via less field time, and with increased quality and safety
■ We are taking advantage of an expected super-cycle of >$350b investment in fiber network and 5G deployment across the U.S. over the
coming 5+ years
■ We have “first mover advantage” and network effect potential from our large and high-profile customers
One could say , " ducks in a row ".
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01-08-2020, 11:41 AM
#353
Originally Posted by whatsup
One could say , " ducks in a row ".
One thing I find fascinating is they've had all these top tiers companies and were "standardized" last year too yet revenue continues to track slowly.. Maybe the 19 mil is a hint at a bigger project, however questionable how much change this will yield on the balance sheet.
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01-08-2020, 12:44 PM
#354
Originally Posted by Cadalac123
One thing I find fascinating is they've had all these top tiers companies and were "standardized" last year too yet revenue continues to track slowly.. Maybe the 19 mil is a hint at a bigger project, however questionable how much change this will yield on the balance sheet.
IKE is currently a very small company with a market cap of under $100 mil NZ.
The likes of Verizon [US market cap us $ 257.855 Billion] and AT & T [US market cap of us $210.76 Billion] will be making sure IKE has the capital to stay in business,otherwise it is a waste of time dealing with them.
So I would expect the capital raise is in part, to allay major clients fears of IKE not staying the distance.
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04-08-2020, 10:52 AM
#355
Make sure to tune in at 11.30 am today for presentation by CEO @ NWR Communications Small Cap Conference..
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04-08-2020, 12:34 PM
#356
Originally Posted by sb9
Make sure to tune in at 11.30 am today for presentation by CEO @ NWR Communications Small Cap Conference..
Well the market seems to like it!
I listened to the last 15 mins...... 'quietly confident' and 'well positioned' is my summary.
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04-08-2020, 12:44 PM
#357
Member
Unfortunately couldn't attend, does anyone know if this was recorded and available to view?
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04-08-2020, 01:52 PM
#358
I liked "not going to throw guidance out there"...
...but potential revenue of ***,***,*** in the next few years if things pan out...
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04-08-2020, 07:10 PM
#359
Originally Posted by Valiant
Unfortunately couldn't attend, does anyone know if this was recorded and available to view?
I listened and it was interesting. I saw a REC button so it was definitely recorded. Check the NZX announcements for information or contact the organiser simon@nwrcommunications.com.au
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04-08-2020, 08:06 PM
#360
Pity there wasn’t a bit longer for Q&A.
I liked his confidence in the connectedness of the board within their market. Should be an exciting next few years with the money now in reserve.
I have taken up my quota of the share offer - and applied for as much again so hopefully not everyone out there is as greedy and I get scaled.
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