IKE - IKE GPS Group

[Untamed]

Ha ha ha! I wish 

I have no money for investing now unfortunately. Best I can do is add a few $ each fortnight (and when I say "a few" I mean that literally).

Took all day to get my few today. Every $ counts though.

I'm very happy with IKE. I just hope there are no takeovers. I want to stay invested and part of the journey with this one.

Go on..... 50,000 on offer today at  an average of $1.275.... just do it! 

[Left Field]

Ha ha ha! I wish 

... Best I can do is add a few $ each fortnight (and when I say "a few" I mean that literally).....

I'm very happy with IKE. I just hope there are no takeovers. I want to stay invested and part of the journey with this one.

Buying incrementally and trying to keep a safety margin between your DCA versus the current market SP is the KEY. Well done you.



 

[Greekwatchdog]

I see another 1m shares crossed late. Interesting to see who buyer/seller is..

[Left Field]

FY 26 IKE Annual Report FYI

https://api.nzx.com/public/announcement/475319/attachment/471623/475319-471623.pdf

[Minimoke]

FY 26 IKE Annual Report FYI

https://api.nzx.com/public/announcement/475319/attachment/471623/475319-471623.pdf

As expected a solid result. This could be the year they actually make a profit.

[Greekwatchdog]

As expected a solid result. This could be the year they actually make a profit.

Me thinks we will be very close. Very interested to see if any of the Transaction revenue came back during first quarter as the US Govt issues dollars finally to start getting this part of the business on track

[Untamed]

Transaction revenue will always be inconsistent and unpredictable. I am far more interested in the subscription revenue figures as that will always be the main source of revenue. Transaction revenue is completely out of IKE's control. It WILL come at some point (per customer) but nobody knows when. So as far as I am concerned, I consider it a "bonus" income source. 

As long as new customers are coming onboard, current customers are sticky and expanding their contracts, and subscription revenue is increasing, all is well in the IKE world.

Me thinks we will be very close. Very interested to see if any of the Transaction revenue came back during first quarter as the US Govt issues dollars finally to start getting this part of the business on track

[Greekwatchdog]

Transaction revenue will always be inconsistent and unpredictable. I am far more interested in the subscription revenue figures as that will always be the main source of revenue. Transaction revenue is completely out of IKE's control. It WILL come at some point (per customer) but nobody knows when. So as far as I am concerned, I consider it a "bonus" income source. 

As long as new customers are coming onboard, current customers are sticky and expanding their contracts, and subscription revenue is increasing, all is well in the IKE world.

Iam looking for it to come back in a meaningful way. I get its choppy, but US Govt is moving again and projects are being built so that should see income for IKE.

Thats the theory. Anyway not long before Quarter update

[Left Field]

latest update.... some interesting developments

total revenue flat....but it's all about looking ahead they say..... gross margins improving.

https://api.nzx.com/public/announcement/476880/attachment/473358/476880-473358.pdf

Summary
• Annualized Exit Run Rate (ERR) of subscription revenue to ~$22M, +31%vs prior
calendar period (pcp)
• Platform Subscription Revenue for the quarter of ~$5.3M, +27% vs pcp
• Gross Margin up to 82%, from 75% vs pcp
• Total Revenue for the quarter ~$6.4M, this is flat vs pcp reflecting some interim
softness in one-off and lower margin services revenue
• Subscription enterprise customers up to 476, from 441 vs pcp
• Cash and net receivable position of ~$33.8M

[winner (n)]

Leftie - looking ahead is going to bring amazing results eh

Wonder if they'll ever live up to the hype

Annual sales still less than they were in 2022 says something 

[Minimoke]

Leftie - looking ahead is going to bring amazing results eh

Wonder if they'll ever live up to the hype

Annual sales still less than they were in 2022 says something 

A lot of potential - but they do seem to be flat lining.

[Left Field]

Leftie - ......Wonder if they'll ever live up to the hype

Annual sales still less than they were in 2022 says something 

and now they have amended their earlier release.....

https://www.nzx.com/announcements/476938

Looking a tab Mickey Mouse IMO...... will be interesting to watch their presentation.

[Left Field]

latest update.... some interesting developments...
.....

Further to the above post, today's conference call gave more details of IKE's "interesting developments"

It seems as if IKE is planning to release an 'electricity grid management' tool that 'manages the flow of power". The product will compete with existing products/competitors in the "Electrical Utilities" industry.   IKE say their offering provides distinct advantages.

IKE see a "positive revenue impact' in Qtr 4 from this new development.

We shall see.

[winner (n)]

and now they have amended their earlier release.....

https://www.nzx.com/announcements/476938

Looking a tab Mickey Mouse IMO...... will be interesting to watch their presentation.

Got to be careful with the old copy and paste trick eh