Obviously you didn't include $15m contract iSentia won in August...

First 214 Last

Share
Profile

Follow
8horse

26,847 Posts.

1841

05/02/19

20:03

Post #: 37340583
Share

Originally posted by Transversal ↑

To be frank, looking at the price action in the lead-up to last November’s AGM (heavy selling before confirmation of guidance) and to last August’s results (SP up five days in a row, before forward guidance far below expectations), I wouldn’t rush to any conclusions from the observation that there currently is “no buying”.

Talking of fundamentals, instead, and given that one of the biggest concerns appears to be the possible loss of Australian (federal and state) Government business to Meltwater, I have done a little search through the relevant websites, namely:

www.tenders.gov.au
www.tenders.nsw.gov.au
www.tenders.vic.gov.au
www.qld.gov.au/digitalprojectsdashboard/tenders
www.tenders.wa.gov.au
www.tenders.sa.gov.au
www.tendersonline.nt.gov.au
www.tenders.tas.gov.au
www.tenders.act.gov.au

and have found that, between June 30th 2018 and yesterday, contracts for a total revenue of 4.54m$ have been awarded to iSentia (4.01m$ from the federal government, the rest from VIC and WA) vis-a-vis merely 0.17m$ equivalent (from the federal government) to Meltwater.

This doesn’t of course include the big contract (9.0m$ over three years) that the NSW government awarded to Meltwater back in July.

Therefore, with that one exception (that has already been factored into their current earnings guidance), it would appear that ISD are still winning the quasi-totality of government-related media monitoring business in Australia.

IMHO & DYOR

Expand

Obviously you didn't include $15m contract iSentia won in August 2018,

ISD Price at posting: 26.5¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

HotCopper Highlights: Your most watched stocks for Week 46, 2024

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

AN1

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

AUN

Cyclone signs MOU with Vale for development of Iron Bear play

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

LYN

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

ME1

Banshee's historic trenches prove rich in antimony and gold for GDM

BNL

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

EDE

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

There are more pages in this discussion • 94 more messages in this thread...

First 214 Last

Add ISD (ASX) to my watchlist

Obviously you didn't include $15m contract iSentia won in August...

Top Stories

HotCopper Highlights: Your most watched stocks for Week 46, 2024

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

Cyclone signs MOU with Vale for development of Iron Bear play

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

Banshee's historic trenches prove rich in antimony and gold for GDM

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play