IRI - Integrated Research

[finicky]

IRI @ 0.385

Pleased to see I'm not the only one speccing on this. Up 11% so far today, I'm only down 5% now.
Not recommending
Volume moving average rising. Illiquid stock.

Held

DAILY

 

[finicky]

IRI @ 0.52, up 30% intraday
A shaft of ephemeral sunniness on a gloomy little day.
EBITDA for10 months up 93% on pcp.
EBITDA guidance for FY24 anything from 48% -110% up on FY23

Held

 

[Dona Ferentes]

A shaft of ephemeral sunniness on a gloomy little day.
EBITDA for10 months up 93% on pcp.
EBITDA guidance for FY24 anything from 48% -110% up on FY23

been a long time between drinks


.
holding on to a 60 per cent lift on the back of the update

.
Commenting on the market update, CEO, John Ruthven said: “We are pleased with our YTD performance and field execution, particularly in securing several key new Collaborate customer wins. The changes we have made to our sales leadership team and go-to-market approach over the last 12-18 months are starting to bear fruit. As we progress through May and June, we anticipate a strong finish to the financial year.”

 

[galumay]

EBITDA, that says it all really. A modest increase in Revenue, impossible to tell if its really turned a corner until we see the FY results, my guess is that things are still pretty dire given they only mentioned EBITDA.

 

[finicky]

After fully tecovering from another galumay ice bucket challenge I soberly scanned the field and deployed a makeshift plan. This is to sell half the boutique's holding for an almost free carry on the remainder. Price might be falling away from my offer however.
If there are any more nasties to come from the depreciation or amortisation part of the EBITDA guidance, I figure that this should not surface for a few months.
Remembering they did a $32m impairment in FY23.

Held
Trading stance

 

[finicky]

20,000 sold @ 0.785

Held

 

[galumay]

Sounds like a wise plan, @finicky.

It will probably double and you will once again curse me!

 

[finicky]

@galumay I look forward to the opportunity

 

[debtfree]

Chart update only.

 

[finicky]

Looks good doesn't it?
It got some interest a week or two ago from Gary Glover on his YouTube channel* for its high level consolidation following a run.
*Finer Market Points

Held
Trading stance

 

[galumay]

@galumay I look forward to the opportunity

The time has come!

 

[finicky]

No worries @galumay
The sale of half holding was the finicky boutique practising good capital management.

 

[finicky]

IRI @ 0.93

Soon finicky boutique will be advising clents to be bringing in the sheaves. We'll be wiping the sweat from our toiling brows and sinking a cold mead whilst thanking The Lord for rewarding our earnest endeavours. Disgusting really.

 

[finicky]

Getting a boost today on trading update which is a beat on recent guidance.
But CEO retiring? Daily chart looking a bit wonky.

Held
Trading

 

[So_Cynical]

2 and a half year high with todays positive trading update - go you good thing.

 

[finicky]

Sold 10,000 @ 0.96
10,000 to go

I've never understood what this company does, so I'm an uncomfortable holder.

Held
Trading

 

[finicky]

Far out, IRI has made enough profit to pay a dividend. I don't understand their guidance for FY25 but I won't be sticking around to find out anyway.

Held
Trading

 

[finicky]

Just a fess up for IRI as I prefer not to think about it. Price completely reversed yesterday and finished down heavily with another 12% plunge so far today. Completely blindsided. I don't understand why it fell so hard although, as I admitted, I couldn't understand the FY25 outlook statement. It might just have been a bigger holder seizing on the temporary liquidity generated by the report to get out?

Held
Trading