Added to YB: 2025-10-03
Pitch date: 2025-10-01
IMB.AX [bullish]
Intelligent Monitoring Group Limited
+13.71%
current return
Author Info
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Company Info
Intelligent Monitoring Group Limited provides security, monitoring, and risk management services for businesses, homes, and individuals in Australia and New Zealand.
Market Cap
AUD 310.9M
Pitch Price
AUD 0.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.05
P/E
-11.54
EV/Sales
2.19
Sector
Commercial Services and Supplies
Category
value
Trident Opportunities | Portfolioupdate Q3 - 2025 - +16.7% - Added On: Intelligent Monitoring Group Limited
IMB.AX (increased position): Australian monitoring co can't use NOLs, increasing net liabilities $8M vs preliminary results. Targeting $46M EBITDA FY26 (7-8x normalized P/E). Operationally recovering, growing organically + acquiring at lower multiples. Author increased position despite NOL setback.
Read full article (1 min)