Ann: Profit Guidance, page-9

IRI is in a great sector, with apparently top quality clients - in a potentially huge international market. If they continue to mange this business well, they're a future takeover target given their business critical services.

I'm a bit late to the party (although already a happy shareholder) but despite only recently learning the story, what I've seen suggests very good management, which gives me confidence that they'll capture the upside benefits of potentially lumpy earnings. It's promising that they're making good money already.

I see tremendous potential in this story, with cream on the cake in the form of US$ earnings while having a fair chunk of $AU costs. ($AU still has much more downside than upside in short-medium term). It's had a good run recently but is a very good super fund investment, I think.