Ingenta Share Discussion Threads

[jurgenklopp] 24/4/2024 11:18

Results must be due very soon.

[boadicea] 04/4/2024 16:26

Nice run up today.
Worth noting that the two larger trades at 159 and 160p, marked by advfn as sells were delayed reporting and took place when the quote was 155/160 and 157/160 respectively.

[p1nkfish] 05/3/2024 09:09

Outside of increasing operational efficiency (they have done a decent job of that), I hope this management have enough sense to investegate how AI tools can help further and offer new services to their customer base/new targets.

It's not a time to have both feet stuck n the old way of doing things if they want to grow and not become a dead-end waiting to be culled spinning off some cash until they are totally irrelevant.

[sidarthur2] 26/2/2024 11:38

Here we go again!!!?

[texaspete2] 23/2/2024 20:25

Looks to be building some good support now at around 158p, two or three times now theres been volume at this level, looks good

[p1nkfish] 23/2/2024 17:09

Been waiting a while if something does suddenly occur. The TU was one of the most terse I have ever encountered and a bit strange. Say nowt, give nowt away to the market?

[boadicea] 23/2/2024 16:35

Noteworthy price action today, including a late reported 28k from yesterday, 2p above the offer reported at the time (line 5). Also a delayed 12k buy, line 14, and a number of close timed smaller buys would tend to indicate sudden interest or someone scratching around for anything available.

Something tells me this could get interesting.

[p1nkfish] 04/2/2024 09:52

Or they are acquired.

ING need to be on the leading edge and seen to be with new products/services/offerings.

[p1nkfish] 04/2/2024 09:38

It's begging for new products/services on the platform. Revenue growth is #1 need now they have a profitable base platform embedded. Rights, Royalties and Contracts are even more critical in the world of Generative AI where not just age old infringements occur. There is money to be made there if they have the right tools & services to offer.

[red ninja] 02/2/2024 15:51

Well they seem to be gaining new customers at a faster rate that should at some point feed into increasing revenues hopefully very shortly.

[p1nkfish] 31/1/2024 08:29

They need more growth catalyst for revenue. Revenue growth is the weakest link.
Operations look very efficient.
I think they should look for a trade buyer, imho.

[jurgenklopp] 31/1/2024 07:40

Excellent trading update.

[boadicea] 25/1/2024 14:44

It's good to have something in the portfolio performing nicely - although I appreciate that some may have waited 7 years to get back to where they started.

[p1nkfish] 24/1/2024 12:17

No surprise if bid comes in. They have trimmed fixed cost and can be integrated without much overlap to a number of companies in the space, even PE.

[timbo003] 24/1/2024 12:16

I doubt if the pump and dump crew could get their hands on 50K shares, there are only 15M in issue (many of which are tightly held) and there is very little chance of any signiifcant number of new shares being issued (unless the company goes on an acquisition spree)

[boadicea] 24/1/2024 10:47

The upward pressure continues.
No smoke without fire?

[sidarthur2] 23/1/2024 14:26

Big move on negligible trades - very very little free float ......

[sidarthur2] 13/1/2024 16:29

I wonder if they are involved in sorting out the recent travails at the British Library.......

[red ninja] 10/1/2024 22:58

It could just be PIs buying.
As reported earlier it was a Stocopedia Nap for 2024 that would bring PI buyers in.

I topped up when it went back to 120s as it seemed good value.

[p1nkfish] 10/1/2024 13:04

Does anyone think there is a chance an acquirer is stalking this and some inkling of it has leaked? It does appear to have low volume but consistent buy interest.

[p1nkfish] 03/1/2024 11:55

Look at the customer base and how very embedded it is. Not very easy to go swapping vendor.

I am interested to know what they might do to address copyright in an AI world?

With the previous arrangements with META AI lead to something to help?

Copyright protection will become a nightmare and needs addressing - print, scientific IP, web, voice, music, video, the whole shebang can be cloned and used as source material.

What opportunities are in that arena?

[boadicea] 03/1/2024 11:38

Buying is not heavy but it is curiously persistent, sometimes paying over the offer for a few thousand shares. It seems difficult to entice sellers here - unlike some of my other holdings where any attempt at a rise is quickly knocked back.

[p1nkfish] 02/1/2024 18:23

Would have little surprise if this received a bid within the next 2 years.

[red ninja] 02/1/2024 17:57

I was looking on LSE at 15:47 when 3 trades were recorded.

After 4pm another 4 trades were recorded so yes a better run at the end of the day.

It's encouraging, but the markets will get more back to normal next week.