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  1. #131
    Outside thinking.
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    Nice update today...see it here.

    + Projected record revenue of approximately $5.0m.
    + Success and growth of IKE Analyze has resulted in improvement in the quality, predictability, and sustainability of earnings with approximately 70% of revenue now from IKE Analyze transactions or recurring software subscriptions.
    + Projected approximately EBITDA breakeven Q2 FY20, continuing the positive performance trend with both May and June also being EBITDA positive.
    + Total cash and receivables at 30 September 2019 are expected to be approximately equal to 31 March 2019, at between $4.5m to $4.8m.
    + Projected record gross margin of approximately $3.6m and with gross margin percentage of greater than 70%.

  2. #132
    percy
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    Quote Originally Posted by Left field View Post
    Nice update today...see it here.

    [FONT="]+ Projected record revenue of approximately $5.0m. [/FONT]
    [FONT="]+ Success and growth of IKE Analyze has resulted in improvement in the quality, predictability, and sustainability of earnings with approximately 70% of revenue now from IKE Analyze transactions or recurring software subscriptions. [/FONT]
    [FONT="]+ Projected approximately EBITDA breakeven Q2 FY20, continuing the positive performance trend with both May and June also being EBITDA positive. [/FONT]
    [FONT="]+ Total cash and receivables at 30 September 2019 are expected to be approximately equal to 31 March 2019, at between $4.5m to $4.8m. [/FONT]
    + Projected record gross margin of approximately $3.6m and with gross margin percentage of greater than 70%.
    Thanks for your post.
    As you say a nice update.
    That Q2 FY20 EBITDA breakeven quarter ends at the end of this month.Positive.

  3. #133
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Left field View Post
    Nice update today...see it here.

    [FONT="]+ Projected record revenue of approximately $5.0m. [/FONT]
    [FONT="]+ Success and growth of IKE Analyze has resulted in improvement in the quality, predictability, and sustainability of earnings with approximately 70% of revenue now from IKE Analyze transactions or recurring software subscriptions. [/FONT]
    [FONT="]+ Projected approximately EBITDA breakeven Q2 FY20, continuing the positive performance trend with both May and June also being EBITDA positive. [/FONT]
    [FONT="]+ Total cash and receivables at 30 September 2019 are expected to be approximately equal to 31 March 2019, at between $4.5m to $4.8m. [/FONT]
    + Projected record gross margin of approximately $3.6m and with gross margin percentage of greater than 70%.
    IKE just been a squiggly line on a chart to me .....didn’t realise that sales so minuscule.

    Never mind - a good report and hopefully it’ll get Craig’s excited and they’ll put out a glowing report to get share price back to 70 cents or higher
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #134
    percy
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    Quote Originally Posted by winner69 View Post
    IKE just been a squiggly line on a chart to me .....didn’t realise that sales so minuscule.

    Never mind - a good report and hopefully it’ll get Craig’s excited and they’ll put out a glowing report to get share price back to 70 cents or higher
    Yes it would be pleasing to see Craigs initiating research/coverage of IKE.
    Possibly the 5G networks opportunities will get them excited as I am.?
    Last edited by percy; 06-09-2019 at 08:01 AM.

  5. #135
    Speedy Az winner69's Avatar
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    Quote Originally Posted by percy View Post
    Yes it would be pleasing to see Craigs initiating research/coverage of IKE.
    Possibly the 5G networks opportunities will get them excited as I am.?
    Isn’t that 5G thingie going to make us all sick ....not that exciting if that’s the case
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #136
    percy
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    Quote Originally Posted by winner69 View Post
    Isn’t that 5G thingie going to make us all sick ....not that exciting if that’s the case
    Shouldn't do as IKE is only involved in USA 5G.

  7. #137
    Investor
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    Jul 2014
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    Quote Originally Posted by percy View Post
    Thanks for your post.
    As you say a nice update.
    That Q2 FY20 EBITDA breakeven quarter ends at the end of this month.Positive.
    Despite all positive news and traction, there seem to be one entity that's keen to offload at lower levels. Hopefully there's a turnaround.

  8. #138
    Senior Member
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    Finally a splash of green. The recurring revenue model has to start compounding over the next couple of years. Still one of my top holdings and still looking forward to where we might go.

  9. #139
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    Its a shame they couldn't do webcast of ASM, which is currently on in Wellington.

  10. #140
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    Quote Originally Posted by sb9 View Post
    Its a shame they couldn't do webcast of ASM, which is currently on in Wellington.
    It was a small gathering at the ASM, around 20 of us plus the board, almost all of us older white men. The NZSA were also in attendance.

    There was a question from the floor as to whether they were a takeover target. there was no direct response but they did mention they were getting noticed.

    Have involvement with 8 out of the 15 leading players, five of these eight are established whilst the others are pilots. No major tier company has not continued with them after a pilot, the main issue is getting the pilot in the first place.

    IKE's moat was seen as becoming the standard for a process to view the assets as a record.

    There are 220m poles in the US with 6/7 companies attaching items to such poles. IKE tries to make it easy to adopt their process but more difficult to leave.

    I had to leave to head back to work so wasn't there for the entire meeting.

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