$ITMSF
Always appreciate the fundamental analysis here ... my focus is on the technicals the psychology factors ... you would think being a CFO for 35 years I be with the fundamentalists NOT SO ... worked for a MM INSTITUTION the big shots taught me all the tricks of the trade .. the key is if all this negativity is built in .. if we stay in the 60s for awhile or breakout to the 80s thats a positive ... will the MMs scare the shit out of retail .... thats what im watching now
$ITMSF Can someone explain why short interest has dropped considerably over the last 3 bi-monthly updates? Did a short seller finally exit the position?
$ITMSF $IMP.TO
• $16.2M cash / $12.6M WC despite $2.2M YTD inv in aircraft, sensors, processing + AI
• Prepaid SW +35%; value-added data rev >2x
• PCI = C$11M cash, adds material recur subs rev + cash flow
• Asked if PCI/liquidity is underwritten WITHOUT near-term Indonesia cash. Blott: “And then some, yes.” Biggest takeaway IMO.
• Indo confidence high. World Bank actively involved + IMP has several X req liquidity from lenders/capital providers
• If Indo awards this yr + IMP wins, Blott says $30M guidance likely “conservative”
• PCI: 500+ satellites + 1,000s of workflows + edge processing/APIs combined w/ IMP’s 3D/elevation/AI. Blott says it improves positioning “across the board”
• Another national mapping POC WON, expect to lead to a national program
• Defense/PNT progressing; DARPA converted + Luno task orders continue
I get frustration, delays suck, but IMO the Co is NOT dependent on Indo. Growing recur rev + cash-flow positive PCI + defense + other national Map programs
$ITMSF what this company can do is irrelevant. I told you not to vote for thos lying ceo. NGA and Darpa was supposed to happen a year ago, now he doesn't know or have confidence it will happen at all. He backtrack on everything
Yes indonesia will most likely eventually award intermap. Bit they won't get any else that's why they are buying a company that can get contracts. Next year do some self preservation and fire the liar
$ITMSF he always gets me thinking it's ours to lose and there is so much opportunity but rarely is any coming to fruition. It is our turn now. Come on guys, MIH (Make It Happen)
