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  1. #141
    Outside thinking.
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    Thanks for posting Kiwico. Watching with interest and following this week have added some to my portfolio.

  2. #142
    Investor
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    Quote Originally Posted by kiwico View Post
    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.
    Thanks for the update kiwico, much appreciated. Sounds very promising and there could be takeover play by an US based entity, just a speculation on my part though.

  3. #143
    Investor
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    And that mystery low price seller is back....what a surprise

  4. #144
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    Just noticed buyers on both NZX and ASX are at same price level $0.55c.

    First time have noticed bit of buyer interest from ASX which was non-existent for few months.

  5. #145
    Outside thinking.
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    Quote Originally Posted by sb9 View Post
    And that mystery low price seller is back....what a surprise
    Interesting day today. Looking at the TA I think we are beginning to see a break upwards. Both MACD and RSI looking more positive. Time will tell.

    (Disc - only a small stake at the moment, will increase if trend and news improves.)
    Last edited by Leftfield; 11-09-2019 at 11:15 AM.

  6. #146
    Senior Member
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    May 2018
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    It seems the ASM may have awakened some as to the undervalued potential. Nice to see some consistent pressure in the green direction continuing.
    Spring is upon us and my portfolio is starting to show some signs of life after a long cold winter with multiple die backs.
    Maybe the world is not about to end after all?
    It would certainly be nice to see IKE with a 7 back in front again.

  7. #147
    percy
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    christchurch
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    Looks as though we are "well positioned,"...lol.

  8. #148
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    Quote Originally Posted by percy View Post
    Looks as though we are "well positioned,"...lol.
    Seem to be getting noticed out there, one or two big boys interest is all we need.

  9. #149
    percy
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    Quote Originally Posted by sb9 View Post
    Seem to be getting noticed out there, one or two big boys interest is all we need.
    The share price is increasing on reasonable volume,which is positive.
    Only 3243 for sale at 63 cents,then 25,000 at 64 cents.
    Last edited by percy; 11-09-2019 at 11:30 AM.

  10. #150
    Senior Member
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    May 2018
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    Quote Originally Posted by percy View Post
    The share price is increasing on reasonable volume,which is positive.
    Only 3243 for sale at 63 cents,then 25,000 at 64 cents.
    The 79000 and 72000 sitting back on the buys side is particularly encouraging. It has been a while since we have seen that kind of interest.
    "Well positioned" I am.

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