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UBI Ubisense

67.50
0.00 (0.00%)
18 Apr 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Ubisense LSE:UBI London Ordinary Share GB00B3NCXX73 ORD 2P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 67.50 0.00 01:00:00
Bid Price Offer Price High Price Low Price Open Price
65.00 70.00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
  -
Last Trade Time Trade Type Trade Size Trade Price Currency
- O 0 67.50 GBX

Ubisense (UBI) Latest News

Ubisense (UBI) Discussions and Chat

Ubisense Forums and Chat

Date Time Title Posts
29/11/202313:53Ubisoft101
03/1/201919:14Ubisense Group plc1,014

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Ubisense (UBI) Most Recent Trades

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Ubisense (UBI) Top Chat Posts

Top Posts
Posted at 29/12/2018 15:56 by nurdin
Used to own these p1nkfish but gave up when I felt the market wasnt too excited by their technology..as reflected in the share price movement,or rather the lack of it, at that time..Also their reports and explanation of the technology was so convoluted and full of buzz words designed to impress rather than clarify,that I had a job understanding exactly what they had to offer to their clients

The disposal of RTLS is a good move however and allows them to concentrate on some key areas of growth in a focused manner..Financial metrics also look a bit more attractive now.The profits however still look far away unless you can persuade me otherwise.I would also like o know whether they have a moat and if so how wide it is.I might be tempted back in if I can get a handle on these issues.
Posted at 13/12/2018 07:27 by p1nkfish
Below is certainly not the same as UBI but gives an idea of the money being raised for digitizing infrastructure and building in the field.

IQGEO - no excuses for them not giving a good shareholder return.
VERY STRONG GROWTH.
TOTAL RAISED $60M
SALESFORCE VENTURES INVESTED

"FINALCAD improves construction companies' operational efficiency through a mobile digital platform. Site engineers, Foremen, Architects and Consultants can collaborate using FINALCAD's app, enabling collaboration across a wide variety of workflows both on site and at the office.  

The building and construction industry has been a slow adopter of digital technology; using predominantly manual, non-digital processes and FINALCAD is experiencing very strong growth as a result.

Draper Esprit invested £12.4 million (€14.0million) in the round, alongside international investors Cathay Innovation and Salesforce Ventures. The latest Series C funding round brings the total funds raised by FINALCAD to $60m. The investment will be used to extend the product platform into the energy, operations and maintenance sectors, increase headcount globally, and to invest further in R&D.
Posted at 11/12/2018 18:33 by ant445
no your not ... need some share movement to get more posts
Posted at 27/11/2018 17:16 by p1nkfish
All the above and below is approx.

20p/share cash back would still leave IQGEO with about £14M cash and no debt and upto £5M deferred.

Current market cap about £48M and extracting £35M for Ubisense leaves IQGEO at about £13M of the combined enterprise. Hence it would exit with about 1x it's current part value in cash after handing back 20p/share to holders and then be free to be re-rated too.

The total value at about 83p (could be higher) and close to the 84p 52 week high.
Posted at 27/11/2018 16:50 by p1nkfish
It means about 65p share price now is buying a conservative 83p of value and a rapidly growing SaaS business. Cash back will come off the 83p and add to the holders liquidity.

Anyone care to chip in?
Posted at 27/11/2018 16:45 by p1nkfish
Shareholder value release? Please post thoughts.

Current Ubi market cap = £48M approx. RTLS valued all in at £35M tops by sale amount.

2018 IQGEO sales should be about £11M (H1 £2.5M own products and £3.5M 3rd party), contributing about £2.6M, approx £1M loss likely, valuation could easily be 3x Revenue for the business.

At the end of transaction, before hand back of excess funds to shareholders, IQGEO should have around £29M cash with potential further £3M in staged pay out (if RTLS achieves goals), and about £2M of Ubisense shares, approx 5% of RTLS. The £29M is £23M immediate proceeds plus approx £6M cash in bank as Ubisense is being sold cash and debt free.

So IQGEO will have about £29M cash (ignoring potential extra £5M to come in), about £11M sales for the year and growth of 30% CAGR potential and could be in a 3x Revenue type multiple = £62M before handing cash back.

Add a real plan to make it very attractive in recurring revenue, cash flow and growth & I think £62M is on the sensibly conservative side (not including any of the £5M deferred).

The sales multiple for SaaS is a big variable but looking at the team, customer base, future user capture, lifetime of users then 3x Revenue is not a stretch imho and could easily be higher if they are careful and don’t go overboard.

Zuora 101 worth a read, linked in the below.



So conservative £62M value at the end of transaction with path to much higher and strong balance sheet.
Posted at 21/11/2018 09:38 by ant445
good to see the share price moving in the right direction
Posted at 13/8/2018 15:06 by she-ra
That's rubbish when you are a shareholder you ramp like crazy without any negativity and post the exact same some ramping stuff on Interactive Investor and London South East under the name 'You_Having_a_Laugh'. I haven't believed the fake balanced post a week or so ago. You clearly need these to drop. YOU ARE NOT A UBISENSE SHAREHOLDER

You have lost heavily on Igas and other stocks losing the money you clawed back on Ubisense and now you want to get back into Ubisense lower so you can do it all over again.

Things have changed with Ubisense. They have broadened their markets with those two massive military contracts and things are seriously on the up. With their in house developed technology the margins are going to be significant. Canacord wanted in for a reason. You know this but you need people to sell to get the price down for you to maximise your profits.

You've been rumbled!
Posted at 13/8/2018 14:37 by p1nkfish
She, a rule of investing, say & see it as it is. I ALWAYS try to take a balanced view of everything I hold and that includes posting stuff that reads as less than ideal on the share in question.

Doing so helps me become detached.

It's also a good idea not to project your own thoughts onto someone else's actions. Doing so is highly likely to distort your reality.

As for the options : "Knowing the incentive helps predict the result."
We can say the 5M9 options (I thinks that's the number, please double check) will result in > 70p share price for enough consecutive days post Dec 14th 2018.

What does that mean? If it falls to some degree it is worth adding as the CAGR on share price could well be attractive - dyor & get out a calculator as to what price is attractive if it falls.

Someone has been letting small parcels into the market. Let's see if it goes < 70p, when if it happens and the response after Dec 2018.
Posted at 11/8/2018 12:06 by she-ra
I suppose you need it to drop having recovered your losses on Ubisense only for you to go and lose those gains on iGas. You need to get back in and do it all over again. But its not going to happen. The share price is supported by some very attractive contracts and Ubisense's leadership in this emerging technology.
I suppose your biggest worry will be if companies such as Zebra Technologies, Honeywell, General Electric or Siemens make a move on Ubisense. Then you would be stuffed. Or if, as they are likely to, get more contracts then you are stuffed also.

Funny when you are shareholder you ramp this like crazy.

Your obsession with management options is bizarre. Kestrel Partners , the largest shareholder in Ubisense, who also have places on the board will be more interested in exiting at a significant premium. And I think that will be sooner rather than later.
Ubisense share price data is direct from the London Stock Exchange

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