1spatial Share Discussion Threads

[yump] 12/11/2013 07:30

Well its long, I'll give it that.

Unfortunately I couldn't find anything in it except jargon, buzzwords and 'feel-good' phrases. As before, as if its a dissertation or copy of something the bod said.

That's not what investment is about.

Actually one of the most dangerous things to do is to go to a roadshow. You get caught up in all the words, (which this bod is not short of) instead of remaining cold and analytical.

If I had been there, I would have asked them to justify diluting shareholders by 50% and making no announcements about how it is going to be spent. It was a fair while ago now.

£17mln raised, about £4 spent on one acquisition from memory. Its actually a pretty serious omission to not be explaining where that other 13mln is going to go. Some waffle about expansion doesn't count.

Particularly as there have been no substantial new contracts since and STILL no detail on the US census revenue etc. etc. etc.

[nickb] 12/11/2013 01:37

Just catching up on this thread after not looking in for a while and great post once again by mwaller.

[mmelody] 11/11/2013 19:46

Oh well you can lead a horse to water...

mmelody 24 Sep'13 - 11:51 - 1435 of 1482

Well i've moved out of SPA/WAND and into TCM some time ago. If anyone else has interest in M2M market would be good to hear of it too...

[tsmith2] 07/11/2013 08:41

Nov-jan were good months for contracts to be announced, wonder if we get the same this year..

[tsmith2] 07/11/2013 08:39

A bit of life here today..just drifting in v low volume..

[mwaller] 27/10/2013 18:49

Evening all, Just wanted to start my SPA follow ups I mentioned in my last post following attending the Spatial Big Data roadshow. I will chunk them up into another 1 or 2. I will address the key points from the context of why I believe SPA remains a good bet and why I think we are at the beginning of the journey and not at the end, and moreover why I am very confident SPA will make its mark on the global stage one way or another - which will ultimately prove well for us investors. I will aim to address the market, the positioning, the competitive differentiation around capability and technology IP, and most importantly some key aspects around specific details which lead me to believe SPA has a strong and compelling proposition for customers. World of spatial big data - SPA core strengths and reasons to be cheerful:- Hanke and the new Management team have revitalised the business the past 18 months, and the team is enthusiastically looking to the future based on the conversations I had. - Strong world class solid investor base and robust balance sheet - beside a strong net cash position post placing, I hear business is going well and they could have a 6m rev backlog on the BS, and 40pc rev is now support and maintenance... - Excellent pedigree, 40 years old with Cambridge university physics lab heritage - leading to unrivalled context, technical knowledge, and broad deep spatial background expertise- They have a big bunch of talented people, a significant proportion with PHDs so have a very good ability to understand the market and the client problems, envisage and develop commercial software to address the clients most pressing needs today-They are utilising their technical leadership capability and heritage to author innovative new strong high quality engineered products that are now being put to market and starting to have an inroad into an early adopter client base like OSI-They have their core IP - the Spatial big data rules engine, which is proving to be a game changer, along with the subsequent builds and integrations also from Star to form part of SPA Management Suite they are still developing and adding products to around this.- I saw this working at the roadshow with clients like OSI, to form an end to end Spatial Big Data management Platform to support the full spatial big data lifecycle. Other organisations will want and need the same, especially as OSI gets traction.SPA are talking and pushing Spatial big data growth as a problem and opportunity more, and investing more than others in this area, as they are uniquely placed to address this and are majoring on this as a global trend. (We have seen they are not wrong on this with massive growth projections from all over).Major competitors in the market are not playing on it as in it is much as SPA...Why? Because they don't have a real answer so either need to stay or reposition away or partner! - SPA on the other hand are managing some of the biggest datasets in the world...in a single instance...this is a very very key distinction. With OS GB the most wired OS agency in the world , and the 2020 US Census - the most technologically advanced, and some of the biggest Utilities they are gaining a strong international reputation as the leaders in this space. They have the technology, the proven track record and capability to start addressing this problem opportunity better than others. Having core spatial data in a single source no matter how large means its all integrated and can more easily be repurposed bundled packaged and sold. Splitting it out as volumes are too large, as competitors must as they don't have the engines, the prospective client looking to monetise their data and shift their business from cost to a revenue / commercial centre, is at a massive disadvantage. More admin, and more maintenance, and exponentially less utility in reuse and bundling and innovation. They will be left in the dust, over those with single instance engines, who will have more scope, more insight, more options and more agility to bundle, price, monetise and compete, than those who can't. This is fundamental. Global trends and undercurrents are therefore now playing directly to SPA favour and the foundations and scene is set for growth. How this is playing out specifically for target prospects as a core win win advantage over alternatives I will follow up with more in my next post. In the meantime - be confident there is a powerful story unfolding here...!!

[412069] 24/10/2013 13:02

Afternoon all. while we are bobbing around here if anyone fancys a punt and i mean a punt WSX keep an eye on it. Been in a good bit now last drill results due.
The bod did knock back a 10p offer 12/18 months since @ a 1p today.

[mmelody] 22/10/2013 14:49

not much of an incentive on those options then. 15p within 4 years!!

[hubshank] 22/10/2013 10:55

Great informative post Mawller. Thank you, I look forward to the sequel.... oh yes, and the returns! :D

[spcecks] 17/10/2013 17:21

Mawller Thanks for the report very much appreciated.

[nickb] 17/10/2013 10:29

Mwaller Thanks for the report sounds exciting.

[mwaller] 17/10/2013 10:14

Morning all, just wanted to make a quick post to let you know I attended the 1Spatial Big Data Roadshow yesterday. If I were to sum it up in one word from an investors perspective I would say fantastic!-It was very well attended - the room was packed full with interested parties-this was the first show of its kind conveying to the mainstream a disruptive value proposition that fixes an age old but expanding problem in a way that is understood by business leaders who own the headache-we could see the technology and process working in a real business context on a critical process - keeping data current close to real time - on real live data from their flagship client OS Ireland. OSI business is being disrupted with this technology not just in terms of data update and maintenance processes but more importantly packaging and bundling data as downstream value services. -This opens up a whole new field of revenue creation possibilities for customers and SPA, unlike any other proposition out there as they have the back end rules engines and the front end presentation capabilities to address the full Lifecycle across the whole value chain. This is bundled in the 1Spatial Management Suite. We could see it working. -there is a very credible in depth understanding of the problem and the opportunity within specific target market segments, conveying a pedigree expertise, to help foster the all important trust and confidence required by decision makers for large enterprise scale adoptions-they conveyed a robust partnering strategy with industry heavyweights and value added niche players alikeIn summary -the team demonstrated a deep credible understanding of the problem and processes involved with managing Spatial Big Data on a large scale and how their platform the 1Spatial Management Suite can not only address this aggravating problem - significant enough, but the eye opener for me was- create entirely new valuable opportunities whilst doing so! It's a no brainer once people get it.From this roadshow I can see SPA certainly has the technology, reference clients, team, partners, and means to have a very serious run at addressing this opportunity in a disruptive way, and as investors we are in at the start. How they play their hand is key, but they have a hand to play for sure. I stand behind the projections and numbers with confidence the story will continue to unfold very favourably as the ingredients and foundations are now visible and clearly in place to a much broader audience. Any serious investor who can get on one do these shows should try. it's an eye opener as nothing brings this to life more than a real example and an audience or experts in the field. I will make some more posts on the above points over the coming days to elaborate on specifics as I think there is a really compelling story to tell. There was a lot of information to assimilate and put into broader market context. Have a good day!

[solarno lopez] 15/10/2013 08:26

yes just stroked my double bottom to help it on its way

[tsmith2] 15/10/2013 08:23

ascending channel looking good

[russell_hobbs] 09/10/2013 15:18

Not sure if folks are coming in or going out. Any clue, anyone?

[solarno lopez] 07/10/2013 08:07

Double bottom has formed

[tsmith2] 03/10/2013 22:14

MdchandDo u have the article?

[mdchand] 03/10/2013 22:13

fwiw this is tipped in rhps - 25p target

[412069] 03/10/2013 15:26

No idea, my 10p looking a long way off again.
If we start heading back to 7./7.5p people could jump.

[russell_hobbs] 03/10/2013 15:10

Where have the buyers gone?

[solarno lopez] 03/10/2013 06:49

150,000 on my system it was a delayed trade

[valustar1] 02/10/2013 20:16

Solerno what big buy?

[russell_hobbs] 02/10/2013 18:26

Looked more like a sell to me solerno

[solarno lopez] 02/10/2013 16:54

And another big buy at the end of trading today

[nickb] 01/10/2013 09:23

Spatial data technology business 1Spatial is set to trigger a new era of global growth from its Cambridge UK headquarters.