IMS 0.00% 69.0¢ impelus limited

aus convey value at least $150mln or 46cps, page-10

  1. 299 Posts.
    lightbulb Created with Sketch. 4
    Great analysis and thanks for sharing guys. You all bring a lot to this forum.

    The growth percentages will be around the numbers that you are expecting and this means one thing - Profits are going up.

    What these calculations show is that there is no Blue Sky priced in at the moment.

    Overseas income from a market >20 times the size of Australia( USA + Singtel only) is going to be significant. The definition of Blue Sky!!

    We might have to wait a week or a month or 3 months for the market to pay us for this Blue Sky but it will, and when it does there will be a substantial rerate.

    Some could get cute and wait for the information or announcement that triggers this rerate or you could get set now. There was a massive opportunity at 18-20c and this is another one.

    The supply of shares for sale has dwindled and we are seeing classic churn at the moment. Large buyers buying and selling the same shares to shake out the weaker holders and slowly increase their holdings.

    The big money will be made by holding patiently and not sweating the daily fluctuations.

    These guys are working their butts off to get set for the increased work load. They are hiring more staff members so they can handle the increased work load. They are analyzing and negotiating on new products constantly. They are also managing a 50-70% growing business.

    I look forward to the share price in December, until then it will do what the market players make it do. At some stage someone will want a big chunk and then Longshot will tell us to stand by for greatness Part 3 !!!!!!

 
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Currently unlisted public company.

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