Having sat in on investor meetings during the roadshow, it's...

Having sat in on investor meetings during the roadshow, it's pretty clear that DVI intends on focusing on IBN for the foreseeable future. I would be extremely surprised if they invested in a different tech asset or sold IBN within the next 3-5 years.

I was extremely impressed with what I heard from management, most notably the early success from the distribution channels i.e. wholesale, corporate and agent platforms. I reckon these could be very very large ticket items going forward.

Like many others before it, it's pretty clear that the real estate market is moving fully online too and IBN is well placed to capitalise on this. I don't expect this to hang around these levels for too much longer especially given the increased clarity around reporting going forward.