And this note is to holders of a fund that returned 10.5% for...

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jacklesd

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21/10/19

06:08

Post #: 40979126
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Originally posted by jacklesd: ↑

To summarise LHC's quoted comments:

In coming to the defence of iSignthis, LHC co-chief investment officers Marcus Hughes and Stephen Aboud say that its achievement of positive cashflow in the June quarter and the creation of a "highly scalable financial platform" are evidence of managing director John Karantzis delivering on his strategy...

...iSignthis is experiencing "explosive consecutive month-on-month-on-month growth in any language", they conclude, based on their expectations for gross processing transaction volumes (GPTV) which the company reports on an annualised basis...

..."As ISX charges a merchant service fee which is applied to the GPTV, this is a very important metric for determining quantum and trajectory of one of ISX’s main revenue line items. Clearly, the outlook for ISX revenue growth is very strong!" writes LHC...

..."Public market investing involves making decisions with imperfect information. As we reconsider and challenge our investment thesis, and in light of the presently known facts, we remain comfortable with our holding in the business," LHC says.

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And this note is to holders of a fund that returned 10.5% for the QUARTER - clearly LHC expect ISX to be making up for lost time once quotation is restored.

ISX Price at posting: $1.07 Sentiment: Buy Disclosure: Held
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