Ann: Change of Company Name, page-57

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Merchant2000

20,762 Posts.

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29/01/18

13:32

Post #: 30630733
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Originally posted by longshot41 ↑

Beany, it's all about Neil establishing a new credibility after the very unfortunate DCB drama which was unforeseen, beyond their control and hit them extremely hard on the SP. Prior to that they didn't put a foot wrong for 5 years with steady and very impressive EPS growth (0-1.26c), high quality funds including CBA, all the major global telcos, the very best clients (Cadbury, Coke etc) and large and very influential shareholders called Longshot41 & 4Beanmix.

They are still the same company but focusing on their core business model digital marketing which is why I invested so heavily in the first place. They are the largest mob in Australia with world class IP technology with Neil at the very top of his game.

I spoke with Neil (and Ian/Drew) at length at the AGM and he impressed me greatly with his new vision for IMS which could surprise all of us on the upside if it's delivered as planned. With a handy 20 million shares in his name and Thorpey still holding too, they have every reason to succeed.

This is why I reloaded into the company and are very happy to hold for the next 1-2 years to see if they can rebuild the EPS like last time. If you look at the MC, lack of debt, cashflow positive position, dramatic staff/overhead reduction and incredible growth potential, it is still extremely good value IMO and worth accumulating at these levels.

The Feb update is quite important and provide the sort of confidence we are after for the market to look forward, not backwards with its multiple.

I've got another slab of beer on the line with old mate Q so Neil better deliver so I can really have some fun on HC this August.

Start buying champion!

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Longshot,

You are welcome to deposit $50 into my account at any time as it will be pointless to wait until August lol

IMS Price at posting: 4.8¢ Sentiment: Sell Disclosure: Not Held
3 Upvote

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Ann: Change of Company Name, page-57

Top Stories

Nimy to raise $1.21M to explore 'newsy' WA targets

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Almonty locks in govt agreement for tungsten oxide plant in South Korea

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Bitcoin investors need to know the risks

Immutep reports strong response rate from immunotherapies treating carcinomas

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

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