1spatial Share Discussion Threads

[412069] 28/5/2013 15:52

Impossible to make out these big trades has buys or sells, the way these mm's work it in these could of been traded anytime.

[solarno lopez] 28/5/2013 12:50

couldn't be better

[mwaller] 28/5/2013 12:49

Agree. Been doing some digging on STAR-APIC. This is a very strategic acquisition. It could enable a significant market breakthrough on the combined technology IP layer as well as the customer and geography spread noted in the release. They both have technology architectures and underpinnings that are designed to uniquely handle huge data volumes - but each pointed at different ends of the spatial big data value chain: production, management, publication, and consumption. This is not easily replicated as we see from the nature of their respective customer base. They are forming the backbone of essential national infrastructure. Could be interesting to see what comes out once they get their developers together in a room...

[solarno lopez] 28/5/2013 10:48

From what I have heard there is lots more to come

[yump] 28/5/2013 10:41

I think if it gets to 10p it will be up and away.

[solarno lopez] 28/5/2013 10:38

Whatever gets it through 10p will be fine by me YUMP

[yump] 28/5/2013 10:34

As SPA is likely to have about twice the revenue as WAND, then by the same valuation, the market cap here should be about £400mln, with say £100mln added for the fact that SPA have several years sales of an actual essential big data service in the market and that makes £500mln.

Of course if SPA make a profit, that will kill off the sp, as the valuation is then based on reality, rather than the imaginary.

So lets hope for losses when they report ;-)

[412069] 28/5/2013 08:46

I said we could hit 10p this week lads. Happy days.

[mcpaulas] 28/5/2013 08:44

Blue sky now and looking for a break through 9p as more investors take notice and climb on board.

[solarno lopez] 28/5/2013 07:51

With Institutions on board and the chap from WANDISCO this is a nice company to be with. More to come I believe

[mwaller] 27/5/2013 23:01

another one - mainstream national press:

[mwaller] 27/5/2013 22:56

I agree yump. Would be good to see both unfold over time - could be possible. An elevating share price based on demonstrated top and bottom line growth, astute acquisitions to lock in a bigger share of their big data value chain, and a strong business model underpinned by an expanding market, core IP, and ability to execute...not impossible.

Another write up Yorkshire Post. Nice reference to US Census. Theres sure to more to Wand and Richards coming aboard than meets the eye...

[yump] 27/5/2013 17:26

fyi
Wand have not had a big data product for as long as 1Spatial.

There\'s 2 different \'making money\' things here: the share price and the businesses and judging by Wand\'s share price the two are not the same. So investors need to be clear which one they are pursuing and which progress is important to them: the share price or the business.

[412069] 27/5/2013 11:52

Yump it's all about making money, wand see spa as a good bet so they have asked who and what do you need to progress. Cash, ok you've got it and we will put Mr Richards on board to watch over you. Nothing wrong with a little help.

[yump] 27/5/2013 11:28

Cart before horse in a big way.

Wandisco is not forecast to make a profit any time soon and its on a crazy multiple of even next year\'s forecast turnover.

SPA hasn\'t even produced its results yet.

I don\'t particularly want SPA to have a flyaway share price, because then you need an exit strategy based on guesswork and a hunch about what price the share pushers will start unload at, rather than any sensible attempt to value it.

My best bet for a sell point would then just be the same as back in 2000. When this thread and the WAND thread are full of posters saying they are around for another 5x the share price long term, start unloading the lot pdq.

[412069] 25/5/2013 18:10

Could be 10p by weeks end with the hopes SPA will fallow WANDs rise. And why not if wands backers are steering the ship from behind the scenes. Which is now what's happening. Happy days ahead.

[mwaller] 25/5/2013 14:53

Positive coverage lads - complimenting especially David Richards involvement with the big data story and the synergy and new capabilities the acquisition brings to SPA. This puts SPA on another level fully aligned and well positioned to fully exploit the global big data growth story. Unlike normal software companies where there exists choice to do or not to do, they provide essential technology infrastructure that supports critical services like emergency response and keeps airspace safe. They run countries OS databases and keep them current. It gets better from here on in. Be ready for disruption. SPA with the acquisition of Star - are now able to compete with former partners who focussed on the downstream data bundling and presentation services, using all the data powered by SPA engines. They can now together innovate to not only come up with unique superior cutting edge big data applications, using the latest advances in technologies to create, enrich, and now combine and present end to end offerings, but each take each take much more of the total deal size off the table. ESRI is a 3b company. The spatial big data consumption market is huge and growing. Combine the two with SPA core technology and IP in the back end and you have a recipe for unparalleled growth. They now have the earning and value trajectory in the same club as Wandisco where earnings and value is unlimited, and the means to execute!

[mwaller] 24/5/2013 21:09

Looking to the past for a future outlook in this way today for SPA is misguided Smithie. We all need to see the numbers, and in time we shall. The one indisputable fact is over the past weeks, some very smart people and diverse powerful institutions with a lot more market access, knowledge, expertise and cash than most people on this board would certainly have at their disposal, put SPA under the microscope and gave the management team a big vote of confidence for a positive outlook. That would not have happened had they been aligned with your sentiment and perspective, or seen evidence of this in fact. They instead see fundamentals pointing to a potentially high growth story and have chosen to back it. Existing investors can only gain from this if they understand the scale of the opportunity, the SPA IP and the potential enabled by this move. I am sure most do. Best of luck with your other investments, me thinks you stand to miss out, but as you say, each to their own!

[412069] 24/5/2013 17:58

A couple of big late ones there for us, could be a few more come monday. Looking good with Wand chap looking out for us aswell now. They must collaborate in some way in the near future. In what way I have no idea. About time having been here years now I can tell the Mrs I wasent going loco.

[412069] 24/5/2013 15:41

L trade buys may come in after hours like before lads.
Could do with some good PR week end press re the aqua.
Enjoy your bank holiday week end all.

[smithie6] 24/5/2013 14:36

"3x turnover isn't actually very high. There are loads of companies in the services sector at that or higher level. A random mix would show that."

3 x turnover is not so common for companies that are loss making like SPA

software companies that are growing quickly and highly profitable are often on 2 X turnover, IDOX, Adv. Computer Systems

but SPA is not one of them

----

some money transaction companies in mobile sector are on mega ratings.....
but if you invested 5k in each one....there is a high chance you would lose money....
since it is likely that some will win...and others will lose

and one should be aware of the risks....look at the charts for Blinkx, INTQ, Globo, Monitise, Planet Payment, etc.....up and down like yo-yos...is that investing or gambling ??!

many are the AIM darlings that have suddenly gone bust....
(I'm not saying that for SPA...just that any share price should not assume that mega growth and profits for each of next 10 years is g'teed !
as some AIM fans seem to think)

take a look at the news page for ADVFN..every day..most company graphs are in long term downward trends (and on the msg. brds for many of those companies you will find people saying "now is the time to buy" all the way down the price trend !

[solarno lopez] 24/5/2013 14:31

The Institutions thought so !!

[yump] 24/5/2013 14:08

fgump

I think you've missed the point that Avisen was struggling and this is substantially a different company. Management could have just let Avisen rumble on doing very little, but they now have something properly unique to work on.

Once you're in a position of struggling along with stuff that isn't selling, what do you do ?

The results will certainly be where I will be focussing, because its not yet clear whether the contracts that SPA have got in the last 6 months are going to be cumulative or just replace previous ones.

So then we'll find out if the jam is being grown organically or just being bought in and relabelled.

[smithie6] 24/5/2013 14:02

increase directors salaries and bonuses !
spend more on expenses and directors' cars
(its human nature)

unused cash...if pay off debt....will be lowish % wrt the cap. value
12 wrt 52M cap. value perhaps....say 25%
imo...especially compared to some other companies...

(with 25% of the cap. value as cash....is it likely that they can move the cap. value a massive % using that 25% ?....imo no..because the new cap. value is already a large multiple of the turnover and profit...or % chance is low.....

(the total PAT etc numbers for SPA could improve over time....but....the number of shares has roughly doubled....so the EPS could fall..)

so...I think there are better tech. shares out there...
but each to their own