||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Ingenta Share Discussion Threads
Showing 26 to 47 of 50 messages
|stiggie does seeem to be a rare bird of late. i am now guessing that the shares are -if anything - about 50 per cent UNDER valued. Stig does not know Rose - that's his main problem.....|
|Where are Stigologist et al when you need them?
Eating humble Pie?|
|I believe Kestral are still adding, grabbing anything that comes on the market. They now have 26% of Ingenta
I also think it is interesting to note Kestral are also major shareholders in Gresham Computing, a £65m company.
It just so happens that Max Royde is a partner at Kestral and more importantly a director at Gresham Computing, now on the board of Ingenta.
Ingenta may not remain an independent company for much longer, there was takeover talk last year.
The recent acquisition of 5 fifteen Ltd could significantly enhance earnings for ING, over-looked by the market IMO.
At £2 the company would only be valued at £32m,|
|Where is Tara aka William Barbour, the arch ramper?|
|Creeping up nicely, chart suggests £2 but could go much higher, still nothing available on-line.|
|Surprised this has not been RNS'ed, new product proving successful + recent return to profit, shares heading back to highs IMO, chart suggests £2+
TrendMD recommendations help readers discover more journal articles directly related to their interests.
The first figures released since Ingenta Connect and TrendMD announced their partnership in May 2016 show the immediate success that the TrendMD recommendation widget has had on driving additional traffic to Ingenta publishers’ content. TrendMD continues to demonstrate it consistently delivers online readership and visibility for scholarly publishers.
Participating publishers on Ingenta Connect have had a 4.56% lift in traffic for over the last month alone – a figure that represents over 7,200 additional visitors to their sites. 166 publishers now feature article recommendations powered by TrendMD, representing 442 websites and feature a large portion of the Social Sciences and Humanities publishers in the TrendMD network. As expected smaller publishers are benefiting most rapidly, because they see an even higher percentage increase in overall traffic due to the large network and wide interdisciplinary reach that TrendMD offers to them.
“We are delighted with the impressive impact TrendMD has already had driving increased readership for publishers across the Ingenta platform. We look forward to building on this initial success. We plan to work with TrendMD and our publishing partners to extend the network rapidly and we shall encourage them to take advantage of the sponsorship pilot program. The results show TrendMD recommendations help readers discover more journal articles directly related to their interests.” Byron Russell, Head of Ingenta.|
|Has been nothing available on-line for weeks now, I expect Kestral are still buyers of any loose stock.
Broker coverage is private but I recall a report from the AGM suggesting they thought ING was undervalued to peers. I expect to see £2+ in due course.
The shares used to add 20p-30p in a day back in 2013-14 in the run up to £4.50p|
|tried to get 20k this morning at 150p or below and failed miserably. agree should push up to just shy of 200 medium term.|
|There is simply no stock around currently and I sense Kestral Partners are still buyers, they have 26%, this used to move very quickly and probably will again on modest volume. The company has returned to profit and has, in the past, been subject to takeover rumours.
The chart suggests a return to £1.80-£2 in the short term.|
|Oregano thanks. I missed that.|
Yes, the free float is tiny (under 3 million), so no wonder the price moves on just small volumes|
|This is moving up with every small buy, Kestral has 25% and has been adding recently. They have returned to profit and the directors hold a large %. Looks a good recovery play with a outside chance of a takeover. I think £2 looks nailed on, only 16m shares in issue as well.|
|it was the acquisition announced alongside their results.|
|Why not RNS this type of news ?
Thoughts on this acquisition? :-)
Ingenta acquires advertising software supplier 5fifteen
By Richard Stuart-Turner, Monday 08 August 2016
Publishing industry software provider Ingenta has acquired magazine and newspaper industry software supplier 5fifteen.
Ingenta will pay up to £1m for the share capital of 5fifteen
The purchase, which was completed on 29 July, will allow Ingenta to strengthen its product portfolio and strategically build on its existing plans to diversify its client base. This will extend its offering into the media industry as well as the trade and academic publishing markets.
Ingenta will pay up to £1m for the share capital of 5fifteen, half of which will be paid now and half as an earn-out on revenue.
5fifteen is known for its web-based advertising platform Ad Depot, which enables media organisations to sell, manage and deliver print and digital advertising.
The system has processed more than £1bn in advertising income and is used by organisations such as Hearst Corporation, Trusted Media Brands, Springer Nature and Elsevier.
Ingenta said Ad Depot complements its web-based offerings and will broaden the overall appeal of its products and help it to establish a stronger foothold in the media industry.
Ingenta chief financial officer Alan Moug said the company’s chief executive David Montgomery already knew 5fifteen and the Ad Depot product as he was involved with the firm a number of years ago.
“The two businesses had recently signed a bi-lateral reseller agreement with Ingenta selling Ad Depot and 5fifteen selling Ingenta CMS,” said Moug.
“When the owners wished to sell, they came to Ingenta because of the close ties and because both parties recognised Ingenta was a natural home for the product.”
He added: “Ad Depot will continue to be developed and invested in, but the most immediate boost to the business will be using Ingenta’s global reach to take the product into a wider market.”
5fifteen will be hived up into the Ingenta trading companies in the UK and US with the global division and the Ad Depot product being renamed Ingenta Advertising.
The acquisition will add 16 staff to Ingenta, bringing the company’s total headcount to 160.
5fifteen’s Slough office will be closed and staff will move across to work out of Ingenta’s Oxford office from Q4 2016. The firm said there are no plans for any jobs to be affected by the acquisition other than at board level.
Ingenta’s turnover for 2015 was £14.6m while 5fifteen’s turnover for 2015 was £1.9m. Ingenta said its results for the year to 31 December 2016 will include five months of the acquired business from 1 August.|
|Well it is good to see them return to profit so it looks like market expectations of circa £1m pre tax for this year should be met.
The company continues to be run like a private entity, no presentations, no media, no press, no broker coverage for the retail market, there is nothing here to excite the private investor I am afraid to say on the face of it.
But saying that I would not be surprised to see a bid for the company who has admitted in the past they were in discussions with a 'investor'
The shares are very tightly held with Kestral having 25% and 50% held by directors a 4 others.
7 of the 10 global publishers use Ingenta systems
I think the chance of corporate action is the best avenue for upside, it would not take much buying for the share price to move north quickly.|
|Regarding the appointment of the second no-exec (Henrik Holmström), having found these web sites I now see the significance:
Henrik was previously Chief Technology Officer at Atex Media Limited having founded Polopoly AB in 2000 and sold the business to Atex in 2008.|
|according to Digital look, PBT of £800k so EBITDA around £1m. Which implies continued improved operating performance given H1 benefited from currency translation.
Hard to argue this is cheap on near term valuation, key is whether they can leverage the historic investment and start generating cash!
Nice to see directors buying at 130p in the placing. A slow burn.|
|Results on Friday were presumably in line with expectations (not that any of us know what expectations were supposed to be). The acquisition of 5 fifteen and subsequent board changes (announced today) seem significant with Max Royde a representative from Kestrel Partners (circa 25% shareholding) now on the BOD, I'm not sure about the significance of the other director appointment (was he previously involved with 5 fifteen?)|
|Co. Would guess now profitable and no debt. gently north from here i would hope. patience to be (moderately) rewarded -- lets see.|
|Tadtech I think the same. Something must be brewing. Having been languishing for so long its about time we had a surge!! Fingers crossed.
Timbo003...I recall emailing the investor contact at the time when the company was PTO. The impression I got was that the 3rd party were dragging their heels or not moving fast enough to take things forward. This of course could all have changed now with the long passage of time....
I agree they are run like a private entity with no communication or real PR.
Watch and wait. I have enough.... not buying any more...!|
I think the very best chance of shareholders getting a strong imminent return from their investment is by way of takeover or some other form of corporate action.
The management here seem to have lost the will to communicate to the market, there is simply no news, no media presentations, we used to get contract win RNS statements but now they do not bother, but there have been new contracts.
I am convinced Kestral are building a position (now 25%) on behalf of a entity, the question is who. If a sector blue chip player declares a position the shares will surge.
The current market cap barely covers the money they have invested over recent years let alone the progress they seem to be making on the trading front.
There was a Trading Update around this time last year.|
Yes the overseas third party hasn't suddenly disappeared in a puff of smoke
Mind you the Chairman didn't seem to want to relinquish control to the overseas third party when the share price was around 180p, so I doubt if he would entertain it now, at around 125p.|