IKE - Ike GPS.com

[percy]

I read this announcement as good for long term for Ike with regards to future collaboration and partnership. Surely IKE would be a candidate for someone like AT & T to acquire? Your thoughts percy?

IKE had to bulk up their balance sheet.The issue was well supported.I think their big US companies had concerns about dealing with a small company,perhaps being seen as under financed..I am just guessing this.
The huge US companies are making a big commitment to IKE, by aligning their systems to IKE's.So if IKE went bust it would cost the major telegraph and electric companies a great deal to replace IKE's systems.
This could mean IKE is attractive to AT&T and others in the sector. They could also be of great interest to a private equity fund, owning a company with such a strong major blue chip client base.

[Pegasus2000]

Anybody watch the latest presentation at the small cap conference? I must say this would have to be one of the most highly underrated potentials we have on the NZX right now. I feel they have more upside potential than say plexure, without all the BS PR, a reasonable moat, and in a solid infrastructure sector. Can anyone convince me im wrong??

Bell potters coverage at $1.40 seems to have gone completely unnoticed also.

Totally agree, jimdog31. No bull****. Also they are thinking about the future and acquired a drone inspection company. Anything related to the poles might use their system for installation and maintenance.

[sb9]

Anybody watch the latest presentation at the small cap conference? I must say this would have to be one of the most highly underrated potentials we have on the NZX right now. I feel they have more upside potential than say plexure, without all the BS PR, a reasonable moat, and in a solid infrastructure sector. Can anyone convince me im wrong??

Bell potters coverage at $1.40 seems to have gone completely unnoticed also.

Watched the replay of presentation y'day, this is one truly is a little sleeping giant. It'll pop big time soon, in the meantime someone's happy to feed the buying interest at current price levels.

[percy]

Another great director coming onboard.
http://nzx-prod-s7fsd7f98s.s3-websit...989/343408.pdf

[jimdog31]

Another great director coming onboard.
http://nzx-prod-s7fsd7f98s.s3-websit...989/343408.pdf

With all the right connections too.....and share price has dropped to 95c.

I reiterate my belief this has some of the best long term potential on the nzx.

will keep buying!

[sb9]

With all the right connections too.....and share price has dropped to 95c.

I reiterate my belief this has some of the best long term potential on the nzx.

will keep buying!

What a great addition is Eileen to the board, she has got incredible experience and great background for a company like IKE.
Anything under a buck now will look like a huge bargain in year's time.

[Timesurfer]

I think this is a real sleeper. Mainly because the majority of shares are tightly held by the insiders we don't see the same trading activity and the market gets bored so a few sales drive the price down over time.
Potentially COVID had a bit to do with cooling the 5g roll out but we should start to see some cranking over the next 12 months or I have misplaced my trust and a sizeable stake.

[sb9]

FY21 performance update for 12 months period ending March 21 shouldn't be that far away...

[jimdog31]

there 180 million power poles in the USA alone.

back of the envelope stuff here, but if one company has 350,000 poles that translate to $1.2 million in transaction revenue in a year, the size if the addressable market is.....

when will people recognise this has as much upside as PEB

[percy]

I wish you had said as much upside as PAZ rather than PEB...,lol.

Disc hold IKE and PAZ,and never held PEB.