November 18, 2016

Stock Talk No.1623300

I'm sure someone mentioned KNM was just a reject shop version of 3PL, who happens to be doing well in this space. Their products would want to be fantastic in every way to make any real earnings in the industry - educational software is a difficult sell at the best of times. Look at the trouble FUN had with Leapfrog and growing its sales base - the licence was revoked in june and taken back over by the lead company with a plan to rapidly expand the 'leapfrog universe' on non leapfrog devices - i.e google & apple app stores.

IAM may have a chance to grow, if they move away from the "tech support" model for financial data. Their current downfall is they use a step by step/checklist system without deviations for their customers - so it is very OneSize at this point. There is another group in WA about to RTO a mining shell who uses a one on one approach to financial services, and centralises the data to allow movement throughout their 'network' ausgrid or something like it -i only remember it because its an electrical group with a giant sign in Sydney. They're in managed funds, real estate, financial planning and a handful of related areas - More than 146 compliant so safe if there are changes.

CKL will more than likely fall victim to the export issues next year, and the 10 year phase out of foreign owned mines unless they are looking to upgrade or process their resources before export. I read somewhere they are looking at selling it in country to a third party/sovereign owned group - BMM or something like it. It will circumvent most of the taxation on sales and transport. PWC can confirm coking coal is under the purview of the mining act and its revisions.

and DRM, Its a gold mining and refining company that's doing the same now as it did last year, and lower than it was 5 years ago, same pattern as gold - in theory should go up. Only red flag i have against it is that it's listed on Motley Fool a few times - fucking shills.

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