IME 4.11% 38.0¢ imexhs limited

@tnicholl I topped up a little more today. I'm with you mate,...

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    @tnicholl

    I topped up a little more today. I'm with you mate, now fully invested at 1 mill shares.

    It will actually be the full year report due in the new year. They run on a calendar year financial year.

    FY2017 was $4.5mil revenue.

    H12018 was $2.2mil revenue.

    Second half, in particular December (Q4) quarter is their strongest historically as they have a lot of end of financial year one off sales go through. Remember from prospectus, "In the 2015 to 2017 financial years an average of 67% of one off sales by value occurred towards the end of the financial year (Q4)."

    So 67% of one off sales occur in the one quarter (25%).

    So given that, plus the constantly growing recurring revenue from increased contracts, I would expect the second half revenue to be possibly $3mil+ and therefore full year revenue to be around $5.2mil+.

    We will see. I still expect some more news pre-Christmas. Possibly another good contract or commencement of the cardiology vertical contract. The recent quarterly mentioned there were further PAAS contracts close. I guess the size of these contracts would determine whether they warrant their own market announcement or not. I would think commercial contracts commencing in new verticals, even if not large would warrant a market release.

    Also expecting FDA application to be submitted in the US soon too.
    Last edited by jlo2012: 29/11/18
 
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