IRI 0.95% 52.0¢ integrated research limited

A classic over-reaction - probably all the Lincoln Indicator's...

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  1. 2,617 Posts.
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    A classic over-reaction - probably all the Lincoln Indicator's guys bailing.

    We have 3 revenue streams - annual maintenance, consulting support and new business. First 2 are reasonably predictable and seem to have met expectations. New business, as the announcement states, is lumpy. Nothing new about that - a well qualified pipeline does not go away, it might slip though, into the next period. So we may well see a compensatory upward move in revenue in first half of fy 2015. And, eventually, a translation move up when the AUD finally settles in the 80's.

    Security systems remain a good place to be - imo.
 
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