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Ann: Sentry Group Pilot Program - Progress Update, page-135

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  1. 1,302 Posts.
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    Just to make my previous post more clear hope I don't upset anyone
    •Historically SRT-IAM only droop a positive ann per season
    •Last week I mentioned SP will suffer if we don't get the MOU2 in February today's ANN it's great but in a sense it's saying the "test with Sentry doubled" and an update to the pilot ,?we have well covered that in the 70M MC
    Shows great progress with Sentry? Absolutely but I personally don't evaluate this as a catalyst for IAM I would put 2-3 pips on it from the 6.6c level for now. Sentry finalised Contract? Yes bring it on diferent story
    •Why did I exit at 7.2c? I entered at 6c last year before the run to 9.5c (LT ? yes! 4 months for now and hopefully will reenter and hold for the big story to unfold later) when we got the "Company Update" end December SP went and went and went down to 5c. Was the ANN bad? No was excellent was great was showing amazing expansion 3rd office and new appointment Tim T
    Why went down almost 100% ? Market expected MOU2 with a house hold name in December Quarter
    •Does market expects MOU2 out this month? Yes
    The December Quarter failed to deliver but there was a strong statement in place from October Seminars PC "if not December will then be in February"
    •I realise I have been extremely positive and mentioned MOU2 daily on hc and twitter. Done it to much sorry maybe was unnecessary
    Every time I mentioned MOU2 or house hold name I had the information from Objectives and Presso that's my motivation for investing in IAM last year
    •I see today's ann as a rescue situation give something to the market and accept the delay easier like the December update just IMO
    •I absolutely believe the company will achieve it's goals but it will take time
    •Building a dynasty won't be overnight
    •reality is it's early days revenue and locked in big companies as clients will take tests pilots and months. till then I think the 70M MC it's little in hype in anticipation of MOUs as per Objectives and Sentry Deal that just got confirmed today it will take little longer weeks in the good scenario, months highly likely
    •Why bother as LT the SP talk is irrelevant
    Yes true but I feel much more comfortable to be in profit with my holdings then to stress about it every time it's under my entry point... so few in and outs should not do me any pain (sure all do it just never mentioned it's called "Market" to do that)

    I will buy back on the next catalyst ANN or if the price dips lower in March
    Go IAM!!!

    Sincerely apologise for upsetting anyone this are my honest thoughts
 
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