And I should re-iterate my speculation is not based on I want the sp to go up so I make money
- I think 5G infrastructural development is actually being promoted right now and seen as being extremely essential. Furthermore, the pole infrastructure issues that IKE has and will solve provide somewhat of a long-term security to the product, with their cloud component creating stickiness and somewhat of a switching cost with companies being trained
in using IKE analyze.
Possible bear arguments is the potential for IKE to grow from a revenue standpoint may not be extensive, especially
with deals probably not being signed as much. But I think that's a very fear based statement. And if anything the current
climate also filters out smaller competitors. IKE also reduces the need for # of people to be out in the field for
pole projects and I imagine that's going to be beneficial in the current climate.
Will the sp spike above $1 in the next year? maybe not, how about in 3 years? who knows might just hover below for a long-time till it scales up which could be anyones guess. Either way a strong recurring revenue stream means i'll continue to be bull on IKE until I hear the company has stagnated or their product is no longer fetching the attention of companies like AT and T