Escher Grp Share Discussion Threads

[knackers] 09/9/2013 12:33

PG target £4.67 Battle ;o)
2013(e) EPS 41.54c

A way to go yet!

[battlebus2] 09/9/2013 11:31

Escher Group: Panmure Gordon shifts target price from 265p to 467p staying with its buy recommendation. Pretty pathetic really imv.

[knackers] 09/9/2013 11:11

Tech Market View - Tenders are coming in and Escher is well placed to respond hxxp://www.techmarketview.com/ukhotviews/archive/2013/09/09/usps-leads-escher-to-a-high-growth-h1

[knackers] 09/9/2013 09:17

Large TX of stock being worked...?

[edwardt] 09/9/2013 08:54

all this on 10 times earnings, go figure.

[knackers] 09/9/2013 08:29

In many countries, these 'Gov 2.0' projects have their Post Office networks positioned as the front office for Govt to citizen to business interaction/transaction. Secure digital messaging via web/wireless/NFC is Escher Interactive's new niche. Long term, trusted relationships with Posts are there to be leveraged.

[battlebus2] 09/9/2013 08:11

Yes Knackers once the contracts for the interactive services start to flow in these will take off imv. The interested parties are there waiting imv.

[knackers] 09/9/2013 08:03

A mouthwatering set of interims...and should continue the re-rate especially with USPS services revenues now kicking in.

Also like the reference to Interactive Services which they continue to invest in. Blatant ref to "tenders" would suggest this capability is fully baked and right up there with the big boys. Statement oozes confidence.

Think we can look forward to further newsflow...perhaps a rev upgrade ;o)

[battlebus2] 09/9/2013 07:25

Results as expected with lots of growth to come from the UP postal roll out and the interactive side taking on new staff and investing further. All to look forward too here imv.

[dimotane] 05/9/2013 14:29

You've been able to buy these at the mid price for a lot of this week.Reckon this mornings early trades were buys and one earlier this week certainly was(it was my top up!)

[knackers] 05/9/2013 13:59

Someone's been buying off the bid in recent days. I make that about 30k of sells and no counter buy trade as yet published, plus a small tick-up in the bid price. An order being filled ahead of results...?

[battlebus2] 04/9/2013 19:33

Very interesting read Knackers, no doubt this technology will eventually be common place.

[knackers] 04/9/2013 18:55

Here's why: www.bankingtech.com/162072/visa-europe-ibm-and-monitise-plan-european-mobile-revolution/?utm_source=rss&utm_medium=rss&utm_campaign=visa-europe-ibm-and-monitise-plan-european-mobile-revolution

[knackers] 04/9/2013 10:50

Am keen to understand more about the interactive services they've been developing, BB. Their service platform strategy is not a million miles away from BYOD vendor, Globo (great looking little business). Globo exploiting the proliferation of smartphones and tablets for remote working; Escher for mobile payment and loyalty...

If they can piggy-back on their traditional partners in post (around the world), the potential channel leverage for Escher is there for the taking.

Further, the strength of Escher's core business is a notable positive underpinning these new mkts / areas of future growth.

[battlebus2] 04/9/2013 09:18

A tick up or two before results perhaps.

[battlebus2] 02/9/2013 14:07

Yes very good, results will be very interesting this time around.

[knackers] 02/9/2013 14:06

Another buy reiteration from PG this am. Target unchanged @ £4.65. No shortage of upside potential here.

[battlebus2] 28/8/2013 10:30

Results the 9th September.

[knackers] 15/8/2013 22:00

Have spotted an interesting connection between mobile/next gen identity management technology and Escher - could that be something Escher are weaving into their new offer..?

NZ post has been running a pilot though not certain if that involves Escher. One for the future but increasingly obvious that Escher are up to some interesting and cutting edge BD work to help Posts reinvent their propositions to better connect Govts with communities and their citizens. Certainly no shortage of opportunity in this sector that's looking to radically [and urgently] re-model its offering.

[knackers] 09/8/2013 09:46

Hey Ed, I think they've been badly misread, but that was as much IQE's fault as the markets not reading the tea-leaves correctly. To be fair to the analysts and commentators, whilst their technology is very sound, I think IQE have suffered from a seriously malfunctioning PR/Comms/Marketing team. The IQE narrative has been vague, grey and cloudy for some time...perhaps as the new strategy has only really come together in the last 6 months I guess allowances could be made for that, but as the story was developing the Exec should have been more transparent and proactive.

I gather they now have a new PR man advising them. Now, as a techie one doesn't invest in a PR guru unless there's a story to be told...

I'm expecting further news to accompany Sept interims. All eyes on the photo-CPV area. Yesterday's RNS (mass production validated by Solar Junction) provides an obvious enough pointer for what we can expect. PR advisors practising this dark art tend to favour a thunderstorm approach to comms rather than dribble stuff out in piecemeal fashion...

Could get lively in the coming days/weeks, IQE does have a pretty loyal band of followers. When it moves...it moves!

40p+ target.

[edwardt] 08/8/2013 14:06

knackers -what's the scoop on iqe?

[battlebus2] 06/8/2013 16:36

Another great day with only buys again :))

[knackers] 06/8/2013 15:59

;o) Nice to see some momentum at last.

[edwardt] 06/8/2013 15:51

easy knackers. it will take at least a week to get there!

[knackers] 06/8/2013 14:07

On the march now, buyers paying a premium to published offer. MMs scrabbling about for stock. £3 tomorrow...?