Added to YB: 2026-07-06
Pitch date: 2026-07-01
IMB.AX [bullish]
Intelligent Monitoring Group Limited
+2.44%
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 265.6M
Pitch Price
AUD 0.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.33
P/E
-15.38
EV/Sales
1.71
Sector
Commercial Services and Supplies
Category
value
Trident Opportunities | Portfolioupdate Q2 - 2026 - +31,2% YTD - Intelligent Monitoring Group Limited
IMB.AX (added to position): Australasian video guarding/security co pivoting to commercial (competing w/ physical guards, TAM expanding, lines +18% to 1,000+). Added Wormald NZ & Red Wolf (fire protection, sticky recurring rev, cross-sell). Guides $0.062-0.07 EPS = 8-9x P/E. Risk: residential churn, past trust issues. Q4 seasonally strong; must hit low-end guidance to re-rate.
Read full article (2 min)