Ann: Intiger Group Limited - Investor Presentation-IAM.AX, page-215

Today is a glorious day!
Sun is shining. Air is fresh !
Thanks to everyone who attended the presso, with the comments and updates.
Here are some observations:


1. M1 -M4, can be achieved within 18-24 months, with Sentry alone.
(With other signing up, then 12-18 month is a possibility.)

If Class 1 carry a MC of >$400m, with NPAT $6m,

IAM will have >MC $400m to match when Npat=$6m,
in 8-12 months (?), imo



2. SP can double every 3 months.

Next MOU will be signed within 6 weeks, and another in Q1 2017
5c today ==> 10c, 20c, 40c, 80c, Dec 2017 or earlier, imo



3.M1 to M4 is always too easy for MF.

Let's change them to M5 to M8 , NPAT aggregate= $60m,
before 30June 2019
What say you?



4. Top six FP players employ 7210 fp advisors.

Say each fp branch has 2-3 advisers.

IAM ultimately will service 2400 - 3600 fp branches, with 2-3 years

NPAT will be at least $60m to $100m,
in 2-3 years,
if MOU is signed every 3 month.




5. Vietnam LCCE is expected . Mongolia LCCE is a surprise !
-
Interview: Revolutionising offshore outsourcing - Professional Planner


6. Can you tell who IAM?





Well done TEAM IAM !!
Cheers
G

----
Ps,

MC:
Glyco ,
26/10/16
20148698
Davy Boy said: ↑
DB

Pls check latest press of CL1,
Class 1,
NPAT $5.8m, MC=$410m
MC is based on
fwd f/c NPAT in 12 month , x PE (50,80' etc?, depends on Eps YOY growth)

If presso can indicate f/c NPAT in 6-12 months,
and/or
who else are in the pipelines,
and/or
how many fp branches, etc
then we can estimate MC.

Cheers
G.