Added to YB: 2026-01-07
Pitch date: 2026-01-02
IMB.AX [bullish]
Intelligent Monitoring Group Limited
+1.34%
current return
Author Info
Trident Opportunities writes about deep value and special situation investment opportunities. Sign up for the newsletter.
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 0.74
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
growth
Trident Opportunities | Portfolioupdate Q4 - 2025 - +24.8% - Increased Position: Intelligent Monitoring Group Limited
IMB.AX (added to position): AI video guarding co completed earnings accretive acquisition at 4x EBITDA via JCI strategic review. Equity raise <10% dilution at 0.58 premium to pre-deal levels. Management eyeing international expansion, likely US. Strong capital allocation track record. Trading at 52wk high on execution + no botched raise.
Read full article (3 min)