1spatial Share Discussion Threads

[russell_hobbs] 13/8/2013 17:30

Did anyone know the AGM was today and what were the resolutions?

[nickb] 12/8/2013 12:21

Not much lose stock around i suspect.

[412069] 12/8/2013 12:05

A nice quick change around there Nick. They have been paying above the bid for a couple of days here again

[nickb] 12/8/2013 11:58

L2

Now

2 V 1


So if you want stock...

[412069] 12/8/2013 11:52

Cheers Nick.

[nickb] 12/8/2013 11:51

L2

1 v 2 MM's

[nickb] 12/8/2013 11:49

mwaller

Well said, keep posting.

[412069] 12/8/2013 11:41

L2 Anyone!

[412069] 12/8/2013 10:56

Morning all, lets see if the next rise in share price we can push on through that 9p barrier.
Holding up very well.

[mwaller] 12/8/2013 01:26

Yawn - it's really not complicated. I am a significant shareholder and don't go via an alias. I do understand and follow the market. The BIG picture: We are now for the first time in history on a global basis digitising wiring up and connecting the Internet of things right along with ourselves. Everybody and everything has a place in time and space and is impacted. This is prime time new-market spatial big data. A few companies over time will have a key role to play and some naturally will come to dominate. I want to profit from this "electrification" and looking for ways to do just that. SPA we have learned is uniquely positioned to address critical "new-market" spatial data problems and should therefore one way or another prosper. Its market and market movements is therefore one to watch closely. It's as simple as that.

[yump] 10/8/2013 07:00

mwaller

Are you on here to promote SPA ?

Only I've never seen a private investor use so many cliches.

[yump] 10/8/2013 06:57

Actually the share price had already been higher before the placing.

[mwaller] 09/8/2013 23:51

Interesting article on the opportunity and projected growth of intelligent sensors and the resulting growth in big data, toward enabling smart cities, smart buildings and smart water.http://www.inc.com/jana-kasperkevic/rising-demand-smart-sensors.html?Demand for Smart Sensors Is On the Rise BY JANA KASPERKEVICLooking for the best industry for launching a business? You may want to keep an eye on smart sensors.These devices don't just collect data; they curate and filter it. For example, the Nest thermostat will learn your preferences and adjust its settings accordingly. Colorado Micro Devices Inc. has developed a sensor that tells you if you locked your door, and Streetline's Parker is using such sensors to let users in 35 cities know when street parking spots become available. A Smarter FutureAccording to WinterGreen, the current size of the smart sensor market is about 65 million devices, but it is expected to reach 2.8 trillion devices by 2019. Transparency Market Research predicts that sale of intelligent sensors may rise about 10 percent a year to reach $6.9 billion in 2018. "We are swimming in sensors, and drowning in data," Dharmendra Modha, a principal investigator at IBM, told Bloomberg. "Sensory data is growing at such a rate that our ability to make sense of it is highly constrained."Consequently, the demand for intelligent sensors, which will separate the most relevant data, is on the rise. Rather than just passing on information collected, such sensors also monitor the information's quality and perform advanced analysis and calculations. This kind of critical data can be utilized for urban planning, smart farming and a multitude of other industries."It's enabling a world of things. It's going to grow unbelievably fast," Susan Eustis, president of WinterGreen Research Inc. told Bloomberg. "It's smart cities, smart buildings, smart water."

[412069] 08/8/2013 08:37

Yump...a good read below.


Prediction to Risk Analysis: How Enterprises Can Capitalize On Location Big Data

Posted on August 6, 2013


By Mike Sanderson, Director of Strategy, 1Spatial

The big data component that is exciting geographers is the 1 billion smartphone users, or millions of motorists with GPS devices and where they are right now. So why is it that most geographic information system (GIS) business cases are about cost-saving and increasing efficiency and not about revenue increase?

In the Beginning...

First of all I need to set up some definitions. If we take GIS, it organises geographic data so that a person reading a map can select data necessary for a specific project or task. On the other hand enterprise data is recorded to support business processes. Some of these processes may benefit from having location information embedded in enterprise data warehouses. Some of these processes may also benefit from having the results portrayed on a map to provide additional insight.

When digital mapping (the forerunner of GIS) replaced paper maps, the objective was still to produce a map (with sheet edges and contours and symbols representing features like churches). In order to produce these outputs the GIS had to own the data. Transactions in this space are measured in days. This does not sit well with enterprise data which wants to own the data to support business processes (enabled by Enterprise Resource Planning (ERP) suites, Financial Analysers and Data Warehouses). Transactions in these spaces are measured in seconds if not milliseconds. This results in synchronisation issues. ESRI and SAP started work on these issues in 1996 when the real time analytics were not critical. In the big data world they are.

Risk rather than Benefit

Many of the original justifications for GIS were based on cost reduction. The cost of data collection to create the map typically rendered the business case marginal. Today location data may be streamed from any mobile device. Determining what is relevant to the enterprise business process is the important step for this decade. Since time is still today's currency surely the real winners from these technology trends should be insurance companies and the police?

I recall the Towyn floods in 1990. The reinsurance from this event meant that one underwriter had accumulated most of the risk. This might not happen these days, but online and telephone insurance location risk needs to be assessed immediately or people will go elsewhere and revenue earning opportunities lost. A Bloor Spotlight report [1] describes the emergence of cloud based hosting platforms for catastrophe models used by insurance and reinsurance firms to measure property risk from hurricanes, earthquakes, tornadoes and other natural disasters. These models do not require an operator to open a map project but allow company's enterprise systems to fire through co-ordinates and obtain a real time assessment. With natural disasters increasing in scale (the photograph shows the impact of the earthquake of 2011 on high value housing above Lyttleton Harbour, Christchurch) such models are essential to maximise risk assessed revenue accumulation. Models can now be seen components of the business process, activated and driven with minimum data transfer. This has to be the case in the big data world – heavy lifting of data is not a winning strategy.

The other component of risk that the Bloor report describes is that of incident response. The British Transport Police has a Service Level Agreement (SLA) that officers and other services have to conclude police activity, which disrupts train movement, within an average of 90 minutes from receiving a report of a fatal incident. The ability to get to an imprecise address, such as the signal box 250 metres south of the B452 road bridge is therefore critical. This means holding information about the delivery address and the access from the road network address and to be able to maintain changes to these items of information, especially as signal boxes are phased out. Assessment of risk to the SLA focuses on the confidence that can be attributed to address information. Since addresses in most enterprises are contained in a number of databases matching across the databases in a dashboard (see below) will give a confidence score against the SLA. Where the confidence score is low, work needs to be undertaken to improve the level. The use of social media for communication and intelligence gathering and the spread of sensor networks are also described in a recent report on policing[2].

Conclusion

In the fast moving big data world, enterprises need to look to web based components for modelling and risk analysis rather than own these tools themselves if they wish to maximise revenue opportunities.

[mwaller] 07/8/2013 11:05

Yump - The facts are this latest Smart City deal couldn't have happened without the placing, and the share price has gone up since.This is a growth story that was outlined in the prospectus. This latest deal is early evidence we are on the right track. Given the choice then - one very big £5m deal? I'd prefer at this stage 5 x £1m - spreads the risk, endorses the proposition, builds faster momentum, scale, and market spread. It creates faster lock in/out, and paves the way for more up sell over the customer lifecycle as they evolve. Lets see.

[yump] 06/8/2013 17:48

NickB

I'm referring to the fuss about the consortium RNS which is news, but in terms of actual earnings, who knows ?

I'm sure they will announce every contract win they possibly can.

and I'm afraid I am deeply suspicious of posters that appear doing 'research' and yet that research is actually full of big numbers, while conveniently ignoring the actual fundamentals. Seen it all before ducky, as they say.

It would be different if SPA had not diluted everyone's share in the likely profit by half.

There is still no real explanation of where the rest of it is going, so I expect it will appear in a jump in costs.

Anyway, wake me up when there are some contracts worth say £5mln that will actually take shareholders share back to what it would have been before the placing.

Thanks for letting existing shareholders into the placing SPA.
Not.

[412069] 06/8/2013 10:40

Paying over the bid again, another pop up due lads.

[mwaller] 06/8/2013 01:03

Yump - what are you looking for - some managed service firm with no IPR? You got your wires crossed today. I will post the correction in case you don't get round to it. You are speaking about last Thursdays RNS - which by the way is good news. You also missed todays RNS that announced a new "smart city" contract win of €1.4M for Star - and in a domain thats potentially very lucrative for a combined SPA. This anyway you cut it is early validation of the acquisition, that pretty much also in fact starts to address one of your concerns of proven new organic revenue growth from new sources. Even as noted by you above. This is good news. Both wins support SPAs new competitive standing in a lucrative growth market. This is good news. Interim results to 31st July will be posted 24th September. Early days, we will see soon enough. To your point I encourage everybody to DYOR - the more that do, the more they will learn and see this for the opportunity it is. SPA has to execute. Of course, but in fairness so far they are, I am not making those Market numbers or dynamics up - again DYOR. As previously noted, I do my research based mainly on others posts and RNS, including yours, to support my own theses as I am very long SPA. I share my findings and interpretations and provide links where possible for others to verify sources and form their own opinions. And yes, I want the share price to increase. Take it as you will.

[nickb] 05/8/2013 20:26

Yump the rns says this

"The contract, which was won following a competitive international tender, is valued at EUR1.4m and relates to the provision of software and services, which will be delivered over the next 12 to 14 months."


Are you saying that is wrong?

[yump] 05/8/2013 20:16

I'm out here, so you can take this as you wish, but I'm not going to let endless waffle go by with no comment. imo this is being and will be pumped.

The total value of the project is 13mln Euros over 3 years to the consortium as a whole. That's the only material thing that's been announced. So SPA get a share of that.

Of course, no mention of the ACTUAL likely share.

Whole pages of positive words.
Endless tech-speak and market jargon.
...and as usual...

Lots and lots of billions and trillions to impress who exactly ?
Seasoned investors ? - surely not.

If I were looking in now fresh and looked at the forecast profit figures, I'd wouldn't touch it with a bargepole.

I've been around the block a bit so:
DYOR PLEASE !

Ask yourselves how quickly SPA can get increased revenues and how much.

Also ask yourself why any investor would be going to the trouble of doing a load of research and yet just coming up with load of stuff to impress, that is a lot of steps removed from what SPA are actually likely to earn.

Just doesn't wash imo. Either its amateurish or its obfuscation.

[mwaller] 05/8/2013 10:58

Yes it's very good news... I just noticed the markers I was using on the excerpt to highlight key points cut the text out! Here it is again... ...According to the UN, the world population will increase from the current 7 billion to around 8.3 billion by 2030. Most of this increase will be in megalopolis cities with tens of millions of people. Managing the resources in these cities will require connecting virtually everything to maximize efficiency. A new report by Research and Markets titled "Smart Cities Market to 2017: Smart Security Segment to Flourish as Interoperability Standards and Public Private Partnerships Promote Growth" highlights many of the challenges and opportunities that will be available in the connected world of the future.The concept of smart cities is seen as one of the only solutions capable of dealing with the mass migration of rural communities into urban areas. Because building new infrastructures is not seen as an affordable option, the only viable solution is DIGITALIZING THIS INFRASTRUCTURE to make it more efficient. Making the city smarter allows municipalities to keep the infrastructure from overloading while other solutions are being implemented.A smart city incorporates data from smart homes, smart buildings, smart grid, smart industry automation, smart healthcare, smart education, smart transportation and smart security. The report forecasts this market will grow to a value of US$1,026.3 billion by 2017, with a Compound Annual Growth Rate (CAGR) of 15 percent...

[nickb] 05/8/2013 10:02

mw

Thanks for the write up, sounds very good news.

[mwaller] 05/8/2013 09:16

Morning - yes 412069 a good few! Just analysed the announcement - I think this is it, we're for sure on our way! I am certain once this is absorbed and fully understood by the market this will help power us well into the double digits share price projected by institutional's! They must have seen something to part with their cash - I have just had a chance to do some digging and in the right context - this is huge news! For starters, this is the further validation from the strategy and revenue perspective we have been waiting for: the SPA big picture game-plan we have been discussing at depth is now evidenced and coming together piece by piece!! From last weeks excellent announcement addressing unique National agency up to Supranational capabilities and scale with the ELF (European Location Framework) initiative, we now see another very complimentary dimension building out in the opposite market direction to further reenforce and compliment the SPA moat - National agency down to mega City scale spatial big data management. SPA from their National Agency level power-base are moving up down and perhaps even around! The best bit is - with this announcement when you dig in that's only the tip of the story. This is very very big news for us to say the least - in fact when taken in context I believe this is the most exciting development for SPA to date. It's a newly addressable market segment for the combined SPA/STAR offering called "Smart Cities"! Here is a quick primer for now that will get you warmed up as to why I believe this potential is huge news for us going forward:http://www.machinetomachinetechnologyworld.com/articles/347710-global-smart-cities-market-surpass-1-trillion-2017.htmExcerpt: $1trillion market size - with a key catalyst to act on what SPA does best with its unique tech - this simply dwarfs all other software markets...! I inserted and capitals for SPA relevant emphasis they help with......According to the UN, the world population will increase from the current 7 billion to around 8.3 billion by 2030. Most of this increase will be in megalopolis cities with tens of millions of people. Managing the resources in these cities A new report by Research and Markets titled "Smart Cities Market to 2017: Smart Security Segment to Flourish as and Public Private Partnerships Promote Growth" highlights many of the challenges and opportunities that will be available in the .The concept of smart cities is seen as of dealing with the mass migration of rural communities into urban areas. Because Making the city smarter .A smart city incorporates data from . The report forecasts this market will grow to a value of US$1,026.3 billion by 2017, with a Compound Annual Growth Rate (CAGR) of 15 percent...How's that for addressable market size? US$1 trillion... The best bit is the same USP and capability that SPA occupies on the national and supranational levels managing Spatial Big Data apply as much if not more to mega cities (who have both the headache to act and need for proven scaleability). To be effective for the future, cities need to consolidate integrate and manage huge diverse disparate and very detailed and specialised datasets into a prepare once trusted source, and serve up using latest front end publication and presentation technologies many times to multiple stakeholders and spatial data consumers - a common trusted data source on demand and scale to the myriad of growing essential services the cities need to provision and secure efficiently to support their projected growth sustainably. (I will elaborate in later post). And where are the biggest mega cities expected to be? Excerpt UN:... Furthermore, most of the population growth expected in urban areas will be concentrated in the cities and towns of the less developed regions. Asia, in particular, is projected to see its urban population increase by 1.4 billion, Africa by 0.9 billion, and Latin America and the Caribbean by 0.2 billion. Population growth is therefore becoming largely an urban phenomenon concentrated in the developing world...http://esa.un.org/unup/pdf/WUP2011_Highlights.pdfA strategic foothold where likely due to growth and specialised requirements need for SPA technology is greatest...Fantastic news with this release then - SPA have now not only managed to support STAR scale with a compelling market beating end to end proposition with its latest unique 3D city modelling technology ELYX, to secure a very respectable €1.4m contract win given current STAR revenue and client pedigree; SPA have also managed to gain a strategic beachhead to compliment the already established European and North American presence - into one of the biggest expanding population growth areas where all the megalopolis cities will be! The best bit is - this is within a well defined market "Smart-City" which is highly specialised growth segment as a new player (combined SPA/STAR) and the traditional players like ESRI (with their already stated big data limitations) coming from North America are at a further distinct disadvantage in these non English speaking markets!I will follow up ASAP with more info on Smart Cities - it's a very interesting area for us now we have a strategic angle with SPA and warrants deeper understanding. For now, this plays directly to SPA core strengths and most exciting of all - critical market drivers and forces are in play. Here we have a huge well defined addressable commercial market segment that from "new SPA" perspective that is reenforced by and reenforces the established National and Supranational levels - and when I think about it even hints at what could be possible with the US census down the line...lets see!

[412069] 05/8/2013 08:49

Marcus saying citys need this tech to run there services, how many city's can they capture is this question a good few I hope.