the board reconfirmed guidance at the agm and now they need to update the market in jan if that guidance will be breached. they have the benefit of knowing the rates agreed at the start of dec as part of the recent legal challenge on copy right costs. my thinking is if they have loaded up fixed costs with key leadership wizards and can maintain guidance overall or beat it with reduced copyright costs then it suddenly becomes a growth prospect again and a significant price re-rating is likely! my cash is on the table, big question is will ISD break-out if it's recent negative surprise announcements or maintain guidance?
ISD Price at posting:
27.0¢ Sentiment: Buy Disclosure: Held
