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Thread: ikeGPS - IPO

  1. #341
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    Buy of the day to my mind , if one reads between the lines and does your research this company could be the winning share of 2021 if all goes well and they tick 90% of their boxes.

  2. #342
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    Quote Originally Posted by Timesurfer View Post
    Disc - reasonably large holding
    I’m laughing because some in the Sharesies crowd would think 100 shares is a large holding

  3. #343
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    Quote Originally Posted by whatsup View Post
    Buy of the day to my mind , if one reads between the lines and does your research this company could be the winning share of 2021 if all goes well and they tick 90% of their boxes.
    And first time we've seen decent volume traded on ASX y'day, a sign of things to come perhaps with Bell Potter leading the way and also with likes of PLX.

  4. #344
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    Courtesy of poster on HC, bit of explanation for y'day volumes both on NZX ans ASX.

    Regal, Ellerston, OC Funds jump onto ikeGPS's register


    Dual-listed power pole data solutions company ikeGPS has welcomed four Aussie institutions onto its register, as it seeks to improve its liquidity on the ASX.
    Street Talk understands funds including Regal Funds Management, Ellerston Capital, OC Funds and Washington H. Soul Pattinson all jumped into ikeGPS's NZ$19.7 million ($18.4 million) capital raising, launched this week.

  5. #345
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    Quote Originally Posted by sb9 View Post
    Courtesy of poster on HC, bit of explanation for y'day volumes both on NZX ans ASX.

    Regal, Ellerston, OC Funds jump onto ikeGPS's register


    Dual-listed power pole data solutions company ikeGPS has welcomed four Aussie institutions onto its register, as it seeks to improve its liquidity on the ASX.
    Street Talk understands funds including Regal Funds Management, Ellerston Capital, OC Funds and Washington H. Soul Pattinson all jumped into ikeGPS's NZ$19.7 million ($18.4 million) capital raising, launched this week.
    .

    Thanks for sharing. Great to see the interest growing on the ASX!!

  6. #346
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    Really wish that list didn’t include Regal

  7. #347
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    Quote Originally Posted by Cadalac123 View Post
    Really wish that list didn’t include Regal
    What is their modus operandi?


    Quote Originally Posted by tango View Post
    I’m laughing because some in the Sharesies crowd would think 100 shares is a large holding
    I do love their optimism though with those who joined recently making great gains on their 100 shares. I guess we all started somewhere.

  8. #348
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    Quote Originally Posted by Timesurfer View Post
    What is their modus operandi?

    I do love their optimism though with those who joined recently making great gains on their 100 shares. I guess we all started somewhere.
    Yes, and I applaud the ones who have an actual strategy and are putting in $20/month for their kids.

  9. #349
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    Did you see this?

    I’ve registered for the presentation


    ikeGPS ("IKE" or "the Company") (NZX: IKE), a company aiming to be the
    standard for collecting, analysing and managing pole and overhead asset
    information for electric utilities, communications companies, and their
    engineering service providers, is pleased to announce it will present at the
    NWR Small Cap Conference to be held on Tuesday 4 August. The Company invites
    shareholders and investors to view a live streamed video presentation with
    CEO, Glenn Milnes.

    Event: NWR Communications Small Cap Conference

    Presenting: Glenn Milnes (CEO)

    Time: Tuesday 4 August, 11:30am NZST (9.30am AEST) for 30 minutes

    Investors are invited to submit questions prior to the event to:
    simon@nwrcommunications.com.au.

    Investors can register online to view the presentation here:
    https://us02web.zoom.us/webinar/regi...Rtu_YzDIlMGBhw

  10. #350
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    Current traded price on ASX at 89c AU.

  11. #351
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    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

  12. #352
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    Quote Originally Posted by percy View Post
    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 ".

  13. #353
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    Quote Originally Posted by whatsup View Post
    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.

  14. #354
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    Quote Originally Posted by Cadalac123 View Post
    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.

  15. #355
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    Make sure to tune in at 11.30 am today for presentation by CEO @ NWR Communications Small Cap Conference..

  16. #356
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    Quote Originally Posted by sb9 View Post
    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.

  17. #357
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    Unfortunately couldn't attend, does anyone know if this was recorded and available to view?

  18. #358
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    I liked "not going to throw guidance out there"...
    ...but potential revenue of ***,***,*** in the next few years if things pan out...

  19. #359
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    Quote Originally Posted by Valiant View Post
    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

  20. #360
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    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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