Ann: Macquarie Australia Conference Presentation-ISD.AX, page-49

Just like TH, I got in @ 3.84 and more recently 3.41

This is on my watchlist - it is the only stock in my PF that hasn't ridden the Brexit rally.

I wonder if the mass market doesn't really know how big ISD is.

The tech scene in Asia is appalling ... but they're a giant market, and from following a lot of companies and social media within Asia, looks like they're slowly stepping up. Advertising and marketing / promotional activities in Asia has been picking up in the last 2-3 years.

I think in the next 5 years, they'll be a massive consumer of media. More and more companies will be using analytics services from the likes of iSentia.

From my observations, Asian companies don't like tot have "in house" analytics or even any services in general. They love outsourcing it to a "big brand name" or "popular" company, and never trust that they could potentially have good enough talent to set up their own monitoring tools.

I have big hopes for ISD and don't see it going below $3 anytime soon, but I'm cash strapped atm after the Brexit fallout last week, so I'll hold with a Buy sentiment.