It was mentioned in the 25/11 presentation that a bunch of licence sales normally come through at the end of Dec. I guess they were hoping this would provide a buffer but it obviously hasn't materialised.
Management needs to do an investor call to elaborate on the deferrals: what geographies and what segments are they coming from? Are they truly deferrals? If IRI's products are really mission critical (as has been advertised since its inception), this should only be temporary. I will wait for the Jan update to hear more but will look to accumulate at these levels if the long term prospects are still sound
Ann: Market Update - Continuous Disclosure, page-21
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Last
95.0¢ |
Change
0.025(2.70%) |
Mkt cap ! $165.8M | |||
| Open | High | Low | Value | Volume |
| 93.0¢ | 97.0¢ | 92.0¢ | $313.5K | 332.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1085 | 92.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 95.0¢ | 22153 | 1 |
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| Last trade - 16.10pm 23/07/2024 (20 minute delay) ? |
| IRI (ASX) Chart |