Brisbane Road Show, page-21

Two parts to this week’s post first a recap of the week and second some questions for the Brisbane roadshow.

Round-up

What a week. Like everyone else on board IAM the trading halt held so much promise. We have all waited for the MOU#2 announcement since it was first slated for December ’16.

The wording in both trading halt and the announcement that followed was very specific and only the team at IAM will know the details. Speculation on hc has been rampant both rational and irrational (not surprising really in the absence of details). Enjoyed your posts @CheekyMessiah (24490683); @Pinkie38 (24485271)

Given what has transpired I am very surprised that the share price has recovered the way it has which tells me that Mr Market is more buoyant than most on this forum. I think that if Sentry had walked away the share price would still be falling.

Can’t say I was happy with the outcome and I can’t imagine that the management team at Intiger would have been too pleased either. Hopefully we learn more from the roadshow.

The wording “Those discussions have ceased, with no legally binding agreement entered into by the Company.” could leave the door open to re-starting the discussions with a view to a non-binding agreement but that’s me speculating and I could come up with a list of ten more possibilities like others have but there’d be no point as we are just not privy to the details.

For investors it really boils down to whether you believe in the company’s story or not and act accordingly. For traders I guess they will continue to trade the trade.

When I think about the objectives that was presented late last year (which had everyone pretty excited about the potential and prospects) none of the March quarter objectives have been realised. Yet. I factor in Mark Fisher’s comments around some deadlines might be missed and there might be some setbacks. I also factor in Patrick’s comment about building a business to last a generation i.e. step by step etc.



Did the trading halt relate to MOU#2 or #3 etc. we just don’t know. I still hold but Intiger does need to shoot some goals soon and turn those reds into more greens.

Questions for the Roadshow

@GravyTrain01 has already kicked some off and it would be really good if someone could round them up and present them at the Roadshow.

GT I like your questions around the naming of clients and whether this approach applies to new clients only or if it also includes existing clients too.

When do we get a new/revised objectives timetable?

Is MOU#2 and MOU#3 still on the table?

In an interview with Mark Fisher (last July from memory) Mark indicated that the company was already in discussions with six licencees ““We’re engaging and chatting now with about half a dozen licensees…” so I’d like to have an update on those discussions given that we’re nearly 12 months down the track.

Any news on international expansion?

I’d also like to hear updates from other senior management figures around their activities – Charles Blakes, Tim Thornton, Sharon Wright etc.

What progress has been made on the portal and when will it go live?

Is Intiger on track to meeting the milestones?

GLTA and looking forward to hear some good cheer from the Roadshows. H