IRI 1.78% 83.0¢ integrated research limited

A valuation which still discounts a cautious scenario, page-2

  1. 10,572 Posts.
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    The whole junior tech space are at secular lows. They have been beaten up since 2022 interest rate re-evaluations that has sucked tech spend across the globe. None these tech juniors are perfect - but need to make some cashflow and no debt and will rerate as tech spend environment improves. When that will be is anyone's guess but in the meantime they need to improve and develop their products and services as when the tide turns they will be in a strong position to compete.
    Last edited by Calvo: 01/05/24
 
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