Ubisense Share Discussion Threads

[p1nkfish] 15/10/2015 11:27

Yes.

The other side is that VW may need to eek out whatever efficiencies it can and so ramps up roll-out to help get a small amount of margin back. Higher reliability, more from less, greater variation capability per vehicle to help differentiate and help sales a little?

Who knows?

Hope they are looking into China.

[brummy_git] 15/10/2015 07:58

Could these guys get impacted by the VW emission standards problem? It might be that the rollout of their smart factory solutions gets pushed to the right due to other more urgent matters at the big three German car manufacturers

[p1nkfish] 14/10/2015 23:28

Just hope Kestrel can be active enough to gee this up.
Very great potential.

[hastings] 14/10/2015 19:19

Agreed, expected a change or two, particularly given Kestrel's increased interest.

[p1nkfish] 12/10/2015 15:58

It might save some money too, one less head and the Deputy Chairman standing up to the plate. So long as they don't replace the Deputy yet.

Andy Hopper has good skin in this game so no doubt wants to see UBI reach full potential and not likely to sell any stock just yet.

[p1nkfish] 12/10/2015 15:56

Succession planning has been going on.

The change is understandable as it becomes more s/w orientated and at 62 you have to hang some of your boots up some time.

Just hope they land game changing business this financial year.

It does deserve to fly and UK needs companies like UBI to prosper internationally.

[p1nkfish] 07/10/2015 21:58

If these cost cuts involve performing more efficiently UBI might see a benefit. They might decide to drive more efficiencies through VW/AUDI via manufacturing process and software.

If it's just cutting project spending then UBI might suffer.

[p1nkfish] 01/10/2015 20:16

another, today,

[p1nkfish] 15/9/2015 07:22

KBC starting to win decent sized contracts, I think this will spill over into UBI in time asctracking becomes a need in o&g sectors.

[p1nkfish] 10/9/2015 22:09

good news related to a business adoption.
an improvement over award announcements.

[p1nkfish] 29/8/2015 09:42

next excuse?
china no doubt, global slowdown?
execs probably brainstorming right now with pencil & pad to come up with a list of reasons that they serially disappoint.

slowdown should drive their business as manufacturers need to increase efficiency to maintain margins.

no excuses please.

[p1nkfish] 22/8/2015 16:54

New foreman, able to forecast &meet it.

They have taken what should be an in demand solution and created a gamblers share as they repeatedly disappoint against their own projections.

It was due to surge last year?

[masurenguy] 17/8/2015 14:54

I have to agree with that view after todays announcement. Some further fundraising and dilution seems to be inevitable given the ongoing losses, cashburn and bank debt. These shares are also
very illiquid too. I took a small punt here in April @110p and exited earlier today for a small loss.

[rivaldo] 17/8/2015 12:06

After today's results I'm surprised this hasn't dropped a lot more.

The respected Techmarketview's comments say it all:



"Monday 17 August 2015

Revenues crash, losses spiral at Ubisense

logoThere is no ‘glass half full’ view you can take on the half-time results at Cambridge-based, AIM-listed ‘location intelligence’ solutions firm Ubisense.

Last month’s warning that ‘Solutions revenue for the first half will now be some way short of that achieved in the first half of 2014’ (see Ubisense senses yet another ‘miss’) frankly underplayed the scale of the catastrophe: headline revenues crashed by nearly 40% to £10.4m while net losses more than trebled to £7.5m, 85% deeper than for the whole of 2014.

Ubisense has only made a net profit once – and that was just £34k – since it listed on AIM back in June 2011 (see Ubisense gets off to fine start on AIM). Management repeatedly calls on investors for more cash.

It’s time to stop digging – or at least to get a new foreman."

[p1nkfish] 15/7/2015 19:04

4 hours ago, already known about.

[p1nkfish] 13/7/2015 11:58

Me too but frustrated with constant delay to contracts signings and still not clear why.

They tease with the hint of something big then keep push it back for the lack of sales being signed.

Sales closure blamed but why hint at it if it's not in the last lap of being signed? If it is in the last lap then the sellling isn't to blame, it's the end OEMs being unable to conclude their interest. Then the question is why - lack of confidence, competitive solution available to consider too, pricing, budget constraints, OEMS own end market having jitters?

[mrpotatohead] 13/7/2015 11:27

kestrel guys are sharp - as a holder i'm happy they are involved

[p1nkfish] 08/7/2015 08:08

Kestrel putting their money to work. Looks like there is a chance they will step in when it touches low 90's to offer a floor.

[p1nkfish] 03/7/2015 07:41

With Haverson doing so much what the on earth is the CEO doing?
No wonder the FD jumped.
He saw what the internals were like and decided he had made a mistake?

All we have is the "hope" they sign the contracts in H2.
Not at all impressive as an operation.

Easy to understand revenue reduction as they move to higher margin and jettison SmallWorld etc but constant inability to forecast contract signing suggests:

1) they are clueless, or,
2) perhaps don't have the product ready the customer actually wants, or,
3) have to drop prices to get the commitment, or,
4) the end customers are being extremely careful with Cap-Ex as their end market is under pressure, or,
5) end customer considering a competitive solution - Siemens etc may have someting up their sleeve and a better track record on enterprise s/w.

The saving grace might be the improved margins when we finally get to see the #'s.

Management appears lacking.

[brummy_git] 03/7/2015 07:29

More bad news from the boys in light blue

[dibbs] 03/7/2015 07:17

Indeed battlebus2, this leopard's spots have not changed one bit!

[battlebus2] 03/7/2015 07:11

Slippage in contracts again but 2nd half 2015 should be better ... Blah blah blah etc...

[p1nkfish] 29/6/2015 09:55

Kestrel done me a favour or 2 also.

[richjp] 29/6/2015 09:44

p1nkfish, as I said recently when I bought into this one, I know nothing about their business, I am just following Kestrel which has served me well previously.