........in case anyone doesn’t know, what I like to do (or part...

........in case anyone doesn’t know, what I like to do (or part of what I like to do) is to bring information on companies I am interested in to a wider forum.
At best  it encourages discussion and further learning, at worst offers others, who may have missed the reports, a chance to see what is being said in the wider world.
It’s also good to collate things here for ease of reference down the track ...or high tech -connected, EV-driven road as the case may be ..
Cheers


AFR on September 17, 2019 interviewed three wise asset managers :
https://www.afr  .com/markets/equity-markets/what-we-learnt-lendlease-gwa-infomedia-beach-energy-20190819-p52ikb



Infomedia
James Dougherty: It's a hold for us. The FY 18 result was really good. The new CEO Jonathan Rubinsztein appears to have got the business back into growth mode, but there was big share price move in August that probably puts it at fair value now. For us to say it is a buy, you'd need to see global growth accelerate significantly.

Oscar Oberg: It's a buy for us, so we own it in our micro-cap fund. We think management is really focused on growth here. The Superservice division outperformed expectations at the recent result. There's plenty of organic growth opportunities in large market and also acquisitions. So it's a buy.



From Kalkine Media, also on September 17, 2019
https://kalkinemedia.com/2019/09/17/3-top-small-cap-tech-stocks-of-2019-nea-cda-and-ifm/

“Infomedia Ltd
Company Overview
Infomedia Ltd (ASX: IFM), established in 1987, ranks amongst the largest providers of SaaS solutions to the parts and service segment of the automotive industry. Its products are being used by more than 170,000 users.

Recent Updates
Dividend Distribution Update
On 11 September 2019, the company gave an update related to a dividend distribution of 2.15 cents per ordinary fully paid share (unfranked). The update was intended towards confirming its dividend reinvestment plan issue price. The dividend related to a period of twelve months ended 30 June 2019 is scheduled for payment on 25 September 2019.

FY2019 Results
The company in FY2019 ended 30 June 2019 reported a 16% increase in group revenue from ordinary activities to $ 84.59 million as compared to its previous corresponding period (pcp). Its EBITDA increased by 31% to $ 38.041 million, while cash EBITDA went up by 82% to $ 19.111 million. Net profit after tax or the period grew by 25% year-on-year to $ 16.122 million. IFM unveiled a full year dividend of 3.90 cents per share.




Stock Performance
The shares of Infomedia Ltd have given a decent YTD return of 81.90%. The stock of IFM opened at a price of $ 1.985 and was trading at $ 2.020 on 17 September 2019 (AEST 12:44 PM), up 0.498% from its previous close. IFM has a market cap of $ 639.13 million with approximately 317.97 million outstanding shares, annual dividend yield of 1.07% and PE ratio of 38.73x.”