1spatial Share Discussion Threads

[yump] 14/3/2013 11:40

I noticed a change in wind from NE to NW this morning; is it possible that has something to do with the share price movement ?

[spcecks] 14/3/2013 10:47

412069 Agree with your above post.

[412069] 14/3/2013 10:39

I must admit I would of taken my profit but for HH and the other lot agreeing the share swap at a higher Ievel than the share price is now at. There has got to be a good enough reason for that, not just speculation.

[spcecks] 14/3/2013 10:37

Added another small ammount to my holding of 45045 shares this morning.

[gleach23] 14/3/2013 10:31

natural pull back imo...it had virtually doubled in a matter of weeks!

i have begun to build a stake again

[rxcbs01] 14/3/2013 10:28

loss of confidence in the stock after its brief run ?

[412069] 14/3/2013 10:08

The last set of big buys were on the 5th 10mill @ 8p i am sure whoever bought them knows they will not be selling at a loss @ todays bid.

[yump] 14/3/2013 10:01

Eh ??

What's worth what ?

[outsizeclothes.com] 14/3/2013 09:42

If I see 5p I'll probably be back in. But, as I said when I got out, - I'd like to see what's happening, or not, with SF.
The next results will show me if it's worth £1m, or a multiple of that. For me anything less than 35% revenue and profit growth says it's only worth £1m. 50%+ and it's worth £3m+. It would take 80%+ to justify Hanke's mooted (by Tom T1Ts)£10m.

[412069] 14/3/2013 09:39

Yump, the mm's were taken out of the loop when those big trades where taking place between the insto's hench the sharpe rise, look at the volume the last two days compared to then nothing, if you tried to buy 1mill today as i PI you would send them scurrying for more shares its that simple.

[yump] 14/3/2013 09:22

Of course there is such a thing as people selling up when they've done very well in a short space of time. I wasn't expecting the rise so quickly and if I'd been a trader, would almost certainly have sold out on the way up or at least rapidly on a tight stop loss when it came off.

There must also be a fair few investors in at about 6p or worse from 2011 who see a small profit or break even as an unexpected opportunity to get out.

You have a very different mindset if your shares have bombed out and you're disillusioned, compared to when you come in fresh at a lower level looking at what seems to have changed within the company.

I don't buy any mm's playing tricks theories I'm afraid.

[spcecks] 14/3/2013 09:21

I think we must have a seller at the moment.

[solarno lopez] 13/3/2013 16:54

lets hope then

[412069] 13/3/2013 16:50

sol, why with only a few sells would this now start to drop 10% makes no reason other than its oversold and mm's want in.

[solarno lopez] 13/3/2013 16:36

That sounds like a ramp 412069

[412069] 13/3/2013 16:34

MMs fishing again lads, could be tempting for a top up .

[412069] 12/3/2013 16:22

Yump...email them and ask, you never know!

[yump] 12/3/2013 16:04

mwaller

Hi,

What you said pretty much sums up why I got interested after coming across SPA in Jan:

"They are well established and entrenched with IP, advanced specialised knowhow, their technology, with pedigree and specialisation that makes for a walled garden, or better said moat. As global business and government agencies seek to do more with GI, driving a need to manage ever bigger and more complex spatial datasets with increasing reliability, I believe SPA's core technology and therefore prospects look very good."

Assuming the numbers work out, as a business the only negative I can find is a possible skills shortage at some point ! - which might not be a bad thing for pricing, as long as SPA have the people.

I believe if an organisation, public or private, needs geospatial data management on its own, or to fulfil for instance a marketing initiative based on big data use, then there are not many places to turn and SPA has the credibility of being closely associated with OS as well.

Be interesting to find out how many enquiries are coming SPA's way a month...

[412069] 12/3/2013 15:12

mwaller...ive been saying since the last three contracts that one of them at least is a game changer for SPA. And now large amounts of shares have changed hands from 6p to 8.5p i am very positive indeed.
Been looking all over the US site for any contract amounts but can not find them as easy as the GBOS.
Someone posted results due early April i think.

[valustar1] 12/3/2013 14:45

The USA 2020 Census opportunity was covered at length by Marcus Hanke at the investors forum on the 29th Jan.

They are very excited about it and the size if they get chosen for the contract.

It was a compelling enough presentation for me to buy some shares!

Looking at the share price we need some results to underpin it. With the year end 31st Jan they may not be for another month.

But they are scheduled to be at the UK Investors show on the 13th April so maybe they will be out before then.

[mwaller] 12/3/2013 14:30

Hi All, I have been following SPA for a while. I notice some active interest and investor speculation here and wanted to share my thoughts.

I think SPA is a great business following the recent restructure, and is now very well placed to capitalise on the undercurrents driving demand for large scale high quality geospatial data around the globe. They are well established and entrenched with IP, advanced specialised knowhow, their technology, with pedigree and specialisation that makes for a walled garden, or better said moat. As global business and government agencies seek to do more with GI, driving a need to manage ever bigger and more complex spatial datasets with increasing reliability, I believe SPA's core technology and therefore prospects look very good.

I believe we are at the start of a longer term upswing, that positions SPA as a global market leader in GI. There has been a recent shake out of the old. We start to see the new team orientation, and I believe this is why a lot of the institutionals have started to accumulate big positions over the past weeks.

In support of the above point of future prospects, has anybody noticed in addition to the OS tie up noted here in this thread,the US 2020 Census deal? This is the foundation stone.




This I believe is the game changer to SPA. SPA is supplying a core GI technology that underpins the 2020 Census data. SPA technology handles the massive amounts of diverse data from a myriad of sources that uses rules to drive accuracy completeness and quality of data (and there fore success) of the census. (proven in OS). The volumes and rules the technology must handle are huge. This US census is a therefore due to shear scale a huge undertaking. The next census more than the last - with increased use for data and visibility. How much of a bigger pedigree, undertaking and scale for a GI initiative in an "advanced wired economy" can you imagine? This technology is proven and available. The budget for the 2010 census was 13B US, the efforts are probably already underway due to the scale of the undertaking.



This is the start as its a significant data point and reference to any global organisation, agency or business with any very large enterprise scale high quality mission critical GI undertaking... providing core GI technology that underpins world renowned organisations like OS and US Census speaks for a lot, and if forward momentum can be capitalised should result in significant enterprise scale contract wins...

I have a position in SPA.

Thoughts anybody?

[iroquoi] 12/3/2013 13:18

Ok I see, thanks

[412069] 12/3/2013 12:18

Only a guess, look back 8 days trades with a C next to them mean conditions attached, usual ten day trades, any more than that would mean a big hike in the offer.
Last spike started the same way, ok it was then that the big guns jumped in but its my theory.

[iroquoi] 12/3/2013 11:57

412 - how do you know they will close Thursday/Friday? Thanks

[412069] 12/3/2013 11:27

Looking back over the trades, we should have a flat linefor a couple of days then if like the spike from 6.p to 9p another jump up, T10'ers to close this Thursday/Friday.