1spatial Share Discussion Threads

[mwaller] 22/3/2013 10:30

Thanks everybody for your last inputs. I am a big believer in "big picture investing" and understanding the underlying fundamentals driving long term value, and trying to spot an interesting growth story early that is poised to benefit in the short and long term.

Since my last post I have been encouraged to do some digging around the undercurrents surrounding the Spatial data business to understand better the deepening moat from the global undercurrents I believe SPA has developed. If SPA's technology is indeed unique, which is possible given their heritage, and combined with their specialization, and cross checked against evidence of existing and new reference class global customer deals, I believe we could see SPA now at very attractive price that over the short medium and long term is poised to rise substantially. As noted, the management has just restructured and we are just seeing the fruits, so there is a chance we are at the start of an uplift as SPA business demand and outlook rises naturally with the tide of increased demand for spatial data. This will naturally reward the PE with a growth stock valuation multiple, and perhaps even become an attractive takeover target. We need of course to see this evidenced with growing revenues, which I believe will follow. This is my big picture thinking and I welcome your thoughts:

- Having relevant advanced and reliable location intelligence is increasingly recognized as a critical source of advantage to any enterprise - commercial, civilian government or military. To many traditional spatial consumers they are expanding spatial data generation, spatial data gathering and spatial data utilization. Laggards are being forced to adopt, and a growing array of new agency and commercial spatial data entrants from small police departments with Drones to global consumer goods checking placements of products in a store location are discovering and labeling the utility as a mission critical.

-Demands for Spatial data is therefore exploding and will continue to explode exponentially as every object has a place in time and context, with creative advances making more innovative use. This means data from a myriad of sources from personal, commercial, civilian, and military and supranational enterprises, with a need to intensively processes it in multiple ways to make it and keep reliable and relevant quickly is a hard requirement.

--But its not just the scope of spatial data consumers on the increase, but the scope and nature of spatial data itself that is rapidly expanding making this even more critical. Every object has a place in space and time, and the more granularity you capture, the more data you need to process and change to keep updated even more quickly. The value of the data increases exponentially the more data you combine and make use of, the more critical the Management of and the management effort becomes. The scale of both goes upwards very exponentially. Its a huge and critical management challenge therefore to determine the focus, the investment and utility of spatial data. It becomes too big to capture and process everything so working effectively with this constraint is a senior management critical discretion and judgement task about capturing and processing reliably what is or could be relevant to better and more competitively fulfil the organisations mission. This in turn puts a very big and increasing demand on managing "spatial big data"

-With the mix of the traditional and increasing myriad of massive new data sources, the data sets, data standards and data applications are massively diverse, so highly specialist skills and advanced technology will naturally be required to help underpin the spatial data production process. New players will continue to enter the market but certain moats will already have been built by long standing entrants that continue to invest in the future and naturally "own" their place on the emergent "spatial big data" value chain.

-In this context its impossible to imagine a vertically and horizontally integrated provider of spatial data meeting all needs of every spatial consumer. The market will organise around value chain specialisations and those with a strong track record and defensible positions and patent protections will benefit naturally from this exponential growth in demand of spatial data.

I believe SPA with its pedigree and technology, its know-how and its people is one such organisation. The place it owns on this emergent big data value chain is the "Management, Workflow and Publication" of massive big data data-sets. Big Data Consumers and other value chain participants providing source data and presentation services, will necessarily become increasingly reliant on this technology and service. I believe this is why pedigree organisations like UK OS - which is itself a global leading light, and the US Census have engaged SPA, and other large institutionals have seen.

What does everybody else think - do we have an uncovered opportunity here?

[412069] 21/3/2013 13:21

Sol, who's itb ?

[solarno lopez] 21/3/2013 13:10

I am more interested in the relationship between SPA and EIT as EIT has roared upwards this week. Wonder if itb will spin off here before the deal

[412069] 21/3/2013 13:06

Afternoon all,

This from stockpinger today, a tip for my tip.
Saying that i am sure i tipped this a good few weeks ago to Yump.


Stockpinger‏@stockpinger 5hours ago
Vphase VPHA - , on ydays Radar @ 0.63, year low, 0.53, high 0.88. Prelims due Mar 25, one to watch, research & due dil

[412069] 19/3/2013 15:33

All very quiet here lads' if you fancy a tip whilst we are awaiting SPA...watch VPHA results due 25th sells electic systems that saves about 10% a year contracts won with British Gas and over seas social housing schemes who are having money thrown at them lfet right and centre DYOR lads but one for the future.

[solarno lopez] 18/3/2013 12:29

sit back, relax and wait for a deal

[412069] 18/3/2013 12:14

Good afternoon all,
A couple of good big data news item up dates below.

[solarno lopez] 16/3/2013 10:47

everybody is waiting for the deal

[412069] 15/3/2013 12:43

SPA up to date payments from OS, for some reason i can not get Decembers to show up.

[frenchfry] 15/3/2013 09:24

Just shows no one knows what this one should be valued at in the absence of any updates from the company. Seems the momentum is with the up again.

[412069] 15/3/2013 09:18

Ha, im looking at tea leaves now.
Plain to see though the buyers still there.

[iroquoi] 15/3/2013 09:17

Just a bottle of wine for insight ;)

[412069] 15/3/2013 08:29

Who needs charts eh!

[412069] 15/3/2013 08:25

I told you lads.

[412069] 14/3/2013 21:33

Evening lads, I'm going for a blue day tomorrow using my theory that a buyers still out there and the mm's only hold what profit takers want to pass on to them and not much else. Imagine how else would the new investers I forget who they are now after a few glasses' have acquired all that stock other than coming to an agreement with HH saying ok we think its worth X amount and will take X amount. Average all the buys at say 7p ! Some one some where worked that figure out and thinks they will still make a hefty profit. Rant over, now where's that bottle.

[yump] 14/3/2013 18:52

That's old. It has doubled.

[412069] 14/3/2013 16:18

Cheers Yump.
I was just looking at a US stock that was mentioned in a similar previous news item close to google.

[yump] 14/3/2013 16:13

412069

I think that's the usual shed load of marketing waffle to mean simply:

"Envista can build an app for anyone who wants to see some of their business data overlaid on, or related to a map. That means any business data that could be used better, or differently, in conjunction with a map, can be."

Shame I'm not a buyer in a large organisation listening to whoever that is trying to sell me IRIS. I'd be sending them back to head office with an instruction to send someone else who has the ability to speak in plain English.

[412069] 14/3/2013 16:11

Now look at those trades and tell me the mm's are not manipulating this fall.

[frenchfry] 14/3/2013 14:46

Seems somebody out shopping again?

[412069] 14/3/2013 13:44

Yump could you with your IT knowledge put this in simple terms for me! trying to put two and two together with another company!




Google (NASDAQ:GOOG)
Intraday Stock Chart

Today : Thursday 14 March 2013

IRIS from Envista, Inc., a new Platform-as-a-Service (PaaS) that allows the rapid configuration of custom apps for the utility, pipeline and other industries, signed an agreement with Google Inc. (NASDAQ: GOOG) to utilize and resell Google Maps Engine. IRIS is a cloud-based Platform-as-a-Service designed to enable an organization to rapidly configure, not code, location aware web apps without the need for any special training. IRIS apps help the utility, pipeline and other industries address business problems such as creating a common view of large scale disparate data sets, asset management, transmission line encroachment, change and high consequence area detection, all which require integration and analysis of both geospatial and business data. Incorporating Google Maps Engine as a part of the IRIS platform provides several key advantages -- scale, familiarity and mobility. With Google Maps Engine, IRIS users can process, organize and manage location data using Google's unrivaled cloud infrastructure. Using Google's purpose-built geo cloud platform, organizations can see their data visualized on the Google Map and distribute this information to stakeholders at-scale. This enables organizations to better leverage existing data investments, which is often siloed, by presenting it in ways that are actionable. With more efficient ways to share critical location-based information, a company can reduce risk, increase productivity and gain insight for improved decision making.

Powered by Google Maps Engine, IRIS apps incorporate the simple Google Maps user interface, making them easy-to-use and familiar to employees across an organization. "A key benefit of implementing Google Maps Engine is the ability to provide IRIS users with real-time access to their data layers, leveraging a map tool that people are already familiar with," says Tarun Bhatnagar, director, Google Geo Enterprise.

Google Maps Engine allows geo data to be securely published and shared with internal and external stakeholders on any device and in any environment. Using a combination of Google's mapping and Android-enabled technologies, IRIS apps can enhance communications between office operations and project sites by giving users the ability to access data visualization anytime, anywhere.

"Today's customers require and demand simplicity and speed when attacking business problems. We're excited that IRIS is able to leverage Google Maps Engine and enable people to quickly and affordably utilize their existing data stores to rapidly configure solutions that meet their specific needs and requirements across industries," stated Mark Prestipino, Envista CEO. "We are proud to deliver the world's first Google powered Platform-as-a-Service and building upon our strategic business relationships with Google to offer a compelling solution set to our customers which allows them to innovate inside their organizations in ways never before possible."

[devil20] 14/3/2013 11:51

yump. Either the NW wind will make it a damp squid or warm things up! Hope that helps!

[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 ?