Ann: Macquarie Australia Conference Presentation-ISD.AX, page-110

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adamdouglas555666

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26/07/16

14:07

Post #: 18368473
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Originally posted by tomg_76 ↑

"Although revenue and underlying net profit (NPATA) both rose 22% during the first six months of financial year 2016 (FY16), it seems investors were disappointed with its growth in its core Australia and New Zealand market. Revenue from the region grew just 6%, compared to 22% in Asia, with group operating expenses also rising faster than revenue.

iSentia will announce its full-year results to the market on Wednesday 24 August, but until then it seems investors are becoming less willing to take a bet on iSentia’s prospects.
Of course, it isn’t without risk: investors do need to keep an eye on the company’s growth rates – both in ANZ and abroad.

However, for long-term investors who are somewhat more optimistic regarding the group’s future, now could be a good time to purchase shares. According to estimates from four analysts compiled by Yahoo! Finance, iSentia will generate earnings per share of 16 cents for the full-year, putting it on a forward price-earnings ratio of just over 19x.

Considering the returns that iSentia has generated in the past, and its potential to continue doing that in the future (despite its first-half result), that does make iSentia worthy of a closer look."

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Thank you! I will be topping up tomorrow at these prices. I have confidence in this company, they have a monopoly and still look to be a good long term investment.

ISD Price at posting: $3.01 Sentiment: Buy Disclosure: Held
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0 Great analysis

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Ann: Macquarie Australia Conference Presentation-ISD.AX, page-110

Top Stories

Venture to sniff out high-grade REE targets at Jupiter project, WA

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Westgold sets its sights on top five producer status through merger with Karora

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

GreenX picks up prospective copper project in Germany

Is oil undervalued?

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

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