Ann: Cash Receipts - Performance Rights, page-46

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Mach2money

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23/06/18

14:05

Post #: 33902409
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Originally posted by jlo2012 ↑

Thanks M2M.

I agree with you it would not be a great investor relations move if R&D is what gets them across the line but I think it will be very close and that it may legitimately be what pushes it over the line. If the R&D is legitimate and can be justified then it is what it is.

I don't want people to get the wrong idea from me. I am impressed with ISX and I think it has the potential to be something huge. Especially some of the hints coming out of the more recent announcements. They are basically looking to become a modern bank.

I do try to play devil's advocate a bit and try keep discussion balanced. After all, this is our money we have invested here. I'm not here to be a cheerleader or part of some fan club. Always best to critically analyse.

I still see it as a while before SP picks up much. Once performance shares dilute the market cap will be pretty hefty for current revenues. $150m + market cap is a big premium to pay for current revenues. iSX will have to keep growing rapidly to warrant the new market cap. I think it will but it may be another quarter of big growth before SP moves out of long term range.

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Yeah. Spot on. 150-160m is a big cap.

Maybe michealhp, or other FA guys could provide some insight as to what justifies a 160m cap by revenue at the next stage of company maturity?

ISX Price at posting: 17.0¢ Sentiment: Buy Disclosure: Held
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