Intercede Share Discussion Threads

[looby loo] 27/1/2015 18:21

Some encouraging news announced via Intercede's USA office today.

January 27, 2015
Reston, VA
Intercede receives Lenel Factory Certification under OpenAccess Alliance Program




Lenel is part of UTC Building & Industrial Systems, a unit of United Technologies Corp. (NYSE:UTX).

[felix99] 21/1/2015 10:08

Hardly unexpected in this game and from what they said earlier.

Wish I had sold a few more over £1.50 to buy back lower but never easy with this stock. Traded those I bought down here a few months back at 150p or so but perhaps should have banked a few more.

Still think the value of their IP and barriers to entry in their mkts easily justifies the mkt cap which is why I tend not to trade it too much. Just a waiting game for them to get their £3-£4 a share when someone gobbles them up imho.

That's why they keep buying back stock at higher prices - they know what its worth and I would wager they probably have partners who would happily buy them out at £2 if they wanted to sell .

[hybrasil] 21/1/2015 10:01

I agree my suggested £36m mcap is high. I like the share. Its in a very progressive area and I suspect could do very well.As other commentators have suggested there must be a prospect of consolidation. I bought at 20p sold at £2.00 but will buy back if it falls to 75p.

[rivaldo] 21/1/2015 09:26

Amazing imo that this still has a £54m m/cap after so many wobbles and warnings.

Breakeven EBITDA has been pushed back another year yet again to March'16 by Finncap, with revenues for that year still only £12.4m.

And as hybrasil says, what a waste of money all those share buybacks at much higher prices have been.

Even hybrasil's 75p share price would be a £36m m/cap.

The £5m cash pile is slightly reassuring, but if they carry on spending on buybacks keep incurring unexpected losses then that too will decline fast.

[hybrasil] 21/1/2015 08:19

This company has operated probably the most expensive buy back scheme I have ever seen.

The shares are probably worth in the 75P range

[raysor] 29/12/2014 15:47

Up 7.5p today.
One of my 2015 New Year Naps. Trouble is not started/published yet and it is up 5% today!

[rambutan2] 28/12/2014 03:10

Noted that yesterday's Times' front page headline/story was Hacking Threat to Drivers...



A reminder from last month...

[pyman] 16/12/2014 16:17

ho hum... chart is behaving - hope sales/revenue are toooo

[rambutan2] 10/12/2014 03:26

Noticed that the headline menu on the IGP home page now includes MyTAM (the collaboration with Trustonic first mentioned back in August - ) and which could help open up the mobile market for IGP...






Also, separate recent bit of news...

[pyman] 26/11/2014 10:34

Resistance at 1:70?

[looby loo] 10/11/2014 21:18

It’s a pity any issues regarding the options weren’t raised earlier. All the details have been known about since 13 August 2014, when they were announced on the Notice of AGM. So the options could have been discussed at the AGM – not that it would have made a jot of difference to the resolution being approved!

[rambutan2] 10/11/2014 16:24

Well i wish all of the other companies im invested in would do similar, however, i cant think of any that do. I've got no problem.

[pyman] 10/11/2014 14:47

I agree re options... I have the impression over the years that there has been a rather unsavory attitude towards options rewards. And this is again a tad unusual to set a limit in the event of takeover at half the vesting price...

[hybrasil] 10/11/2014 11:32

Not a very difficult takeover price £2 for those options to vest

[felix99] 07/11/2014 15:14

MM's playing games imho. Trying to drop the price on any sells to encourage more sales. They must have orders in the background and are trying to hold the price back .

All imho and my rose tinted view of things but hey ho lets see where she goes.

I think 150 should be where we are currently and then its limbo time waiting for news of orders and we either go up if they land in time for current year or down if they don't.

[pyman] 06/11/2014 14:13

well.. the stage is set: money has been spent and growth/contracts now need to appear quarter by quarter or this is going to be punished and get taken out in a year or so..

[felix99] 06/11/2014 09:28

still its buy when you can with this one - not when you want as we saw this am. No chance of buying at 111 other than 1k lots.

[felix99] 06/11/2014 09:14

its going to be a strong future for sure - when the right time to load up is I am not sure . Depends on the timing of some of these new deals I guess.

[q1w2e3r4t5] 06/11/2014 09:11

They are looking at revenues rising from £4m in the firsy half to £6m in the second half. And the Trustonic relationships (10 of them) likely to come through next year. I can't see the share buyback not being done pretty aggressively now.

Is it time to load up for a very strong 2015??

[wjccghcc] 06/11/2014 08:59

Actually, I doubt you'll see much institutional selling. They have a good following and there aren't many PIs left here.

[hybrasil] 06/11/2014 08:32

But what a waste of company money. My memory is they last bought shares at about £2. They should have waited!
The figures are not good. Increased losses and less cash. So its all hope. It is a very positive statement as to the future.
I suspect you will see institutional sells and pi buys.

[felix99] 06/11/2014 08:20

well glad to see someone is reading the BB lol. Lets see if directors dip in for some. Impossible to buy any at present

[looby loo] 06/11/2014 07:17

Spot on Felix! :-)