Ubisense Share Discussion Threads

[21trader] 11/4/2015 10:48

chart looks great for receovery

[p1nkfish] 11/4/2015 10:31

An approach for UBI could happen at any time.

Looking at their strength in automotive and the cross selling capabilities for GE it would be no surprise to see a GE approach.

Founders have done similar in the past. GE always cash rich but even more so now.

Smallworld and Myworld could make a compelling offer over laid with enterprise software.

[p1nkfish] 10/4/2015 16:51

strong end with a decent buy.
ending the week better than could have hoped for.

[p1nkfish] 09/4/2015 08:59

Understandable that UBI want to move out of the way of GE.

GE are foot to the metal in IoT, monitoring and Geo.

Hope they are looking to acquire others and improve their RTLS offerings.

[p1nkfish] 07/4/2015 23:45

uwb seen as fastest growth segment.

true, who knows?

[21trader] 20/3/2015 09:22

Breaks back above 100p and there should be a easy 10-20% rise to come.

[21trader] 18/3/2015 16:12

Heads up here people are paying 96p+ for size but if you keep your buys to 2500 or lower it's 94.2p might as well save over 2p while it is still there.

[balcony] 18/3/2015 07:58

Two decent size director buys.Might just be time to buy a few

[p1nkfish] 06/3/2015 18:56

Cto talking on 11rlth March.

If they don't go bust they should be worth more than the current market cap by a margin. Pardon the pun - margin - usually very good in the enterprise s/w market.

[mrx9000] 06/3/2015 16:57

Oh no p1nkfish is here (only kidding)...

I agree very unloved, been on my watchlist for quite sometime. I will have to have a read up on these. It looks to be time for the directors to pick up a few at these levels perhaps.

[p1nkfish] 05/3/2015 09:34

Very unloved. Marked down big time on low volume sells. Large volume sellers not to be seen. Interesting.

[hastings] 04/3/2015 20:29

hxxp://www.cambridge-news.co.uk/Cambridge-firm-Ubisense-transfers-netSolutions/story-26119964-detail/story.html

[p1nkfish] 04/3/2015 15:09

I can't help but think this is going to turn around nicely in the next 12-18 months.

[p1nkfish] 04/3/2015 15:08

I can't find a number but think it can't be too large as they only launched it in 2012. Telecom is a primary target for the suite. Resources retained at Ubi are likley to be aimed at myWorld.

I don't see it as negative, just a way to re-align the company to their growth areas, make it easier to address the demand/growth and trim overheads.

Would expect margin enhancement. The "fee" would be interesting but can't imagine it to be anything other than token.

[she-ra] 04/3/2015 14:19

p1nkfish - what kind of revenues did this business they have just got rid of make?

[p1nkfish] 04/3/2015 10:29

It looks a sensible move and enhancing to UBI. Dead PBB a good indicator too. Interest can only pick-up so long as they keep the wheels on the truck.

[p1nkfish] 04/3/2015 08:53

reads that some fee paid, probably a pittance, but also head transfer from ubi to reduce costs.

probably overall margin enhancing to ubi and probably primary motive.

ubi news soon to outline headcount and reduction in business size.

may be revenue hit but bottom line benefit.

[brummy_git] 03/3/2015 10:20

Hope you're right. Canaccord are expecting a £1.7m W/C inflow this year vs a -£5m outflow in 2014. Personally I can't see this happening unless the company's changes its payment terms.

[p1nkfish] 03/3/2015 09:44

Organic growth should be self funding this year,

[brummy_git] 03/3/2015 09:15

For what it is worth, I think the shares will bottom out when management finally get to grips with their working capital.

For every £4 of top line growth, it appears they need another £1 of working capital (largely debtors) to fund it - and this for a supposedly high-tech IT/software business. Something doesn't quite fit!

[p1nkfish] 03/3/2015 08:58

I think UBI will be side stepping Siemens and GE and want a product that makes it hard for customers to swap out of or bolt 3rd party product on to. Building a moat.

It looks like a way to secure their market and is therefore positive.

Just my 2c and only results will prove if good or bad.