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Share Name Share Symbol Market Type Share ISIN Share Description
1spatial Plc LSE:SPA London Ordinary Share GB00BFZ45C84 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 50.50 49.00 52.00 51.00 50.00 50.50 165,818 16:15:43
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 24.6 -1.4 -1.0 - 56

1spatial Share Discussion Threads

Showing 3776 to 3797 of 5150 messages
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DateSubjectAuthorDiscuss
01/7/2013
07:05
Might just have to go with the flow for a while if the market seems to like the figures. There never was going to be a profit for last year, but it would be better to have a bit more detail on what is currently happening. Will be having a bit more of a read later but on the face of it, its a bit vague and I suspect that if there isn't anything material to talk about now we are half way through the current year, then it could be treading water for quite a while. Given the interest in big data, I'd also be surprised if they could pick up any acquisitions cheaply.
yump
01/7/2013
06:46
I don't know if its you that was going on and on about Storage Fusion before, but its pretty irrelevant now and has been since they acquired 1Spatial. There are much more important issues within the finals; atm I'm not sure where it leaves things.
yump
01/7/2013
06:25
Not impressed at all with these results. I'm glad I took my profits and left. I told this board at the time I had my misgivings about Hanke's mooted valuation of Storage Fusion. He was reportedly talking about £10m. I said it might be worth £1m, but, as they stated that they were going to develop it, it might be worth something more. If today's results are what comes from spending time and effort developing something, I'm very afraid for the rest. Good luck guys, - I think you'll need it !
outsizeclothes.com
30/6/2013
22:29
We'll see. I'd just be happier if the guys in charge actually did have a track record of delivering shareholder value. (Backed up by the business delivering - otherwise the whole investment and valuation would be built on sand). It may be that the Avisen business was just not very unique and therefore simply struggling, rather than badly run and that the 1Spatial acquisition was a shrewd forward-looking move. Obviously I'll be very happy if they deliver double+ the earnings in a year or so, which will nicely cancel out my halved stake, particularly if the business starts growing rapidly organically. If it just turns into a series of acquisitions with continuing losses and lots of big story-telling, you won't see me for dust.
yump
30/6/2013
20:15
Yump All very valid points, however companies list on the stockmarket to raise money and small companies with big opportunities will want to raise money. So to slightly avoid dillution the early shareholders have to participate in any fund raising. The important thing is the company succeeds in the big opportunity if they do they make shareholders rich if they can stay the course. I like mwaller's take on it.
nickb
30/6/2013
19:29
I think as PIs we need to keep this SPA opportunity in perspective for what it is, can be, will highly likely be, not what it was. It's transforming, starting from the new leadership team, to the latest round of investors, to the market and market opportunity in which SPA operates. Anybody who was a very long term shareholder now has a better chance then ever of getting a sizeable return as SPA now has the backing and institutional support to build out its core IP, expand, further securing its position as the major player in the spatial big data value chain. The institutions stomping up the cash obviously see something and have been told and shown something, and also now as a result have a very significant shareholder position. They will have high expectations of a sizeable return on their cash. Their bet is the SPA IP, the team they have in place, and capabilities they have and can further assemble (e.g Dave Richards, Star-Apic....), with the right backing (e.g Soros Quantum funds) , can and will deliver on this, in this expanding and rapidly evolving marking place. We are witnessing and as SPA shareholders participating in one of those once in a lifetime land grab opportunities. Existing and new players are shaping up before our eyes moving to fill the expanding vacuum of opportunity. Cloud, Spatial, Mobile, Machine data in increasingly valuable and compounding quantities.The whole data generation and management and technology world is going through massive disruption and transformation, we have never seen anything like it before on this scale- driven by both need and opportunity. SPA has an established proven capability and with the right moves and backing and big role to play in driving this future if the right team, capabilities, and IP can be assembled built and exploited . They have a strong foundation from which to move. And then, lets not forget, those shorter term shareholders - who were fortunate enough to buy in a few months ago at less than 2p, with shares at now over 8p have already seen over a 400pc rise in less than a year! This is despite the placing. That's pretty good by anybodies measure! Lets therefore keep SPA in a positive perspective and outlook for the small PI. This is a company and team with a proven capability, a serious vote of confidence from a new generation of investors with some significant clout to know what's what, and everybody that counts, now with some serious financial commitment and expectations. Not just because they invested, but because they had to see something first - before they invested. As PIs we should take confidence in this backdrop and context - that we are at the beginning of a big growth story. Old and new investors have a lot of upside to gain, and never before has there been a better outlook for SPA.
mwaller
29/6/2013
16:12
I presume you were aware of it, but just to clarify: Previous investors' share of profits, earnings and dividends has been halved because of the fundraising. So whatever earnings figures and forecasts were in place for this current year (which were apparently going to deliver clean profits), have now halved, doubling the p/e. Unless a similar level of earnings can be generated this year from the Star-Apic acquisition, which I think is highly unlikely, given their stated profitability. So what I thought was a reasonable valuation has now been doubled and I'll have to wait till next year to see whether it was worthwhile. It was a medium blue skyish stock, now its in the big blue sky league.
yump
29/6/2013
15:57
It depends how straightforward they are about explaining what they are doing, combined with whatever track record they have in delivering a business that is growing of its own accord and not by just buying more companies using shareholders' funds that increasingly dilute my original holding. That part is easy and its been done repeatedly by companies that have crashed and burned without ever making any decent returns for shareholders. At the moment, the fundraising is a heck of a lot of dilution for my original investment and all I can see is a fairly vague explanation. I always find it brings it home to think of it this way: If I had parted physically with my £xxxxx pounds, in notes, at the door, to the directors and then a few months later they came back and said that I would now get a much reduced share of the profits, because they'd got a lot more more money from someone else... ...and gave me the explanation that we've just had. Would I be sensible to just let them get on with it. Or keep a very close eye on the next few announcments ? The Dragon's wouldn't think much of it would they ? So what's the difference between them and private investors ? Probably only that a lot of us have been shafted more than once by BOD's running AIM stocks. So just letting them get on with it doesn't even come close to my strategy.
yump
29/6/2013
13:22
Yump At some point with any business shareholders have to trust the directors to do the right thing in building the business up. Do you trust them?
nickb
29/6/2013
09:50
Well they certainly will need some substantial new business to cover expenditure. Raised £18mln, paid £5mln for about £7mln of turnover from Star-Apic, (insignificant profit - £100k). Of which around £4.6mln is repeat revenue. So the total repeat revenue run-rate of SPA + Star-Apic could be around £17mln, which is a good basis for pulling out some clean profits. On its own, that looks promising, but it was spoilt for me by the massive fundraising. They've got around £12mln sloshing around, which is very tempting to blow on ego-massaging expansion. So far, the track records are not exactly exciting in terms of delivering an actual profit. If they start spending that in earnest there won't be a profit for years to come. So I want to see a lot more detail of what its going to be used for. If its bolt on acquisitions to build the world's only one-stop geospatial shop, then that's pretty significant. I guess there aren't that many significant companies in the field. If its an empire building spending spree with costs and admin. without very substantial contracts coming in, then not good. They've basically got as much cash available as the whole of last year's SPA turnover.
yump
28/6/2013
16:42
fingers crossed the "qualified pipeline" will convert to actual sales and there is another £12m of contracts to report.
hubshank
28/6/2013
14:09
Hubshank Yes I know, I don't think I would have got away with telling the sales director that I had a qualified pipeline of prospects years ago when I was on the road. "Oh yes, well I've qualified them into 3 categories: 'not much chance', '50/50' and 'they kept agreeing how good the product was'. Its a bit like 'Quality Food' outside a pub - what sort of quality ? Hopefully the 'qualified' will be qualified in due course.
yump
28/6/2013
11:42
Investec increase holding hxxp://www.1spatial.com/wp-content/uploads/2012/10/Notification-of-major-interest-in-shares_28-June.pdf
peterwaller395
28/6/2013
08:58
For what it is worth, I read the "qualified pipeline" to mean potential contracts. The terminology comes from moving people through the buying process in sales strategies.
hubshank
28/6/2013
08:48
valustar1 Thanks for confirming. I'll be keeping a close eye on statements here, given the past, and putting price-sensitive info in a circular, but not an RNS is well, erm, not sure what it is yet. I'm not sure what a 'qualified pipeline' is either. Its certainly not qualified in the statement - there's a deep irony there ! They're in land-grab mode at the moment, so I'm not expecting much in the way of earnings this year either. If there's a limited number of acquisitions then fair enough - that should all come through; but if they're off on spending spree, courtesy of shareholders (which is what I know some long-suffering shareholders will think) ...
yump
28/6/2013
08:41
Link to Star Apic circular hxxp://www.1spatial.com/wp-content/uploads/2012/10/Circular-24-May-2013.pdf
valustar1
28/6/2013
08:36
paying above bid again boys just like before, up and away.
412069
28/6/2013
08:23
valustar1 28 Jun'13 - 09:05 - 1212 of 1213 0 0 in the circular to shareholders re the Star Apic acquisition. That can be found on the companies web site have you a link? TIA
tsmith2
28/6/2013
08:08
10p here we come.
412069
28/6/2013
08:05
in the circular to shareholders re the Star Apic acquisition. That can be found on the companies web site I have no idea why not in a RNS.
valustar1
28/6/2013
07:17
Looking like these results are going to be good then.
412069
28/6/2013
07:17
Looking good today
tech
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