@zhanginu
@madamswer
@StealthInvest
Was doing some prelim work on IME over the weekend and was getting interested until I realized that ~40% of revenue is derived from a single counterparty (Colsubsidio), expires in June 2022, and is filtered through a company (RIMAB) owned by the CEO.
What's your prognosis on that contract? Unless there was very good reason to the contrary, i'd put nil value on that such that ARR in my mind is more like ~$8m (instead of what i'd guess they'll report for Q2-21, being ~$12M).
Thanks
@zhanginu@madamswer@StealthInvestWas doing some prelim work on...
-
- There are more pages in this discussion • 17 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add IME (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
48.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $21.89M | |||
| Open | High | Low | Value | Volume |
| 45.0¢ | 48.0¢ | 43.0¢ | $5.183K | 11.56K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10000 | 45.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 51.0¢ | 3000 | 1 |
View Market Depth
| Last trade - 16.10pm 17/09/2024 (20 minute delay) ? |
| IME (ASX) Chart |