What's happening?, page-32

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Michaelirish

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13/04/16

12:31

Post #: 17492065
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Originally posted by TPI1 ↑

This is what Roger said on his blog to a post I did on an old thread about ISD (he doesn't say if he has held, sold, bought more or sold a bit):

An excerpt from our analyst's notes:

Good result, revenue up 22.0% (9% underlying with the remainder driven by King Content). Growth driven via increased VAS spend in Asia and ANZ.
· ANZ SaaS grew by a mere 2% (MIMe 1.5%), as expected demand for press content is continuing to decline which drove the 2% figure. ANZ VAS grew 26% via more penetration across the product suite and more yield (usage) out of ‘Insight’ from existing client base.
· Mediaportal rollout undertaken for Asia reduced churn from 15% to 10% and also contributed to Asia SaaS revenue growth of 21%. Clients numbers in Asia have fallen slightly – this isn’t great but these clients were small and not material, largely poached by cheaper SMA offers.
· EBITDA margins look a little weak however this was due to lower margins from the King Content acquisition as well as additional opex spend for developing the iSentia team in Asia. Margin growth in expected to normalise in the near term. Given an otherwise unsurprising result, this appears likely to be the main driver of today’s share price fall.
· Firm re-iterated guidance for 22-24% revenue growth and 18-25% EBITDA growth.

http://rogermontgomery.com/12293/

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he holds

ISD Price at posting: $3.44 Sentiment: Hold Disclosure: Held
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0 Great analysis

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What's happening?, page-32

Top Stories

Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some

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

Augustus sees imperial share rise on high-grade Cu and gold results at Ti-Tree

Telix jumps 11.6% as US government indicates proposed medicare changes won't affect prostate cancer drug

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