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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
  -0.50 -1.09% 45.50 45.00 46.00 46.00 45.50 46.00 33,094 10:05:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 24.6 -1.4 -1.0 - 50

1spatial Share Discussion Threads

Showing 4051 to 4072 of 5125 messages
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DateSubjectAuthorDiscuss
25/11/2013
14:32
Well at least its above its last high
solarno lopez
25/11/2013
08:44
How much is the US census worth overall, roughly ? Did they mention that revenue from OS UK this year has dropped right off ? Did they say how all that was going to be spent ? I bet they didn't say. All they needed to do was hit all the right honey-pot buzzwords and it just draws new investors in. This does look like its about to break out, but it won't be because the business has actually reported anything material. They'll certainly have to extend their "global reach" to compensate for their largest geo-spatial earner reduction. and if a lot of their revenue is going to turn out not to be recurring, a lot of that cash is going to be needed to generate sales. Doesn't matter though. Just bandy the 'Big Data' word around enough and the share will go up.
yump
25/11/2013
08:39
nice move up
solarno lopez
25/11/2013
08:16
good volume..
tsmith2
19/11/2013
07:47
Thanks for the posts. I agree 12p before Xmas would be nice. It's possible things are moving. At the roadshow which was aimed at prospects and customers (not investors) to launch their new product the 1Spatial Management Suite - the whole end to end story came together including their historical context. SPA now have a solution suite to address the biggest problems facing firms and organisations who need to manage Spatial Data on an industrial scale, as a core business. I will still post about this part of the roadshow. They are also small but globally known players. OSI is the first customer to take the whole suite - and they are referenced. This was a theme at the roadshow - where we saw the suite working with a proper compelling use case in a way that demonstrated in a simple way how the new ways of working against a traditionally old process of spatial data updates look and work. There will certainly be other customers as this message and solution gets market and partner traction. I witnessed the audience reaction at the roadshow - there is a substance behind this, and they are addressing a growing problem their audience recognise they have. In a nutshell their story is a compelling one to somebody with an enterprise scale spatial big data problem - like US census. Their contract just got extended for the next phase of build. This engine is unique and works. The US Census is one of the biggest and technologically advanced spatial management challenges on the planet! They are and will continue to get traction with other customers because there are lots of opportunities out there that will cross check this pedigree as the market evolves towards the next generation of solution orientation like that which SPA offers. We are and will see this playing out in the customers and numbers. Who knows perhaps even the well scrutinised OS UK will also sign up for the new SPA management suite down the line as they extend their global reach and face more competition. They already have the core engine but not the new end to end solution...
mwaller
18/11/2013
23:25
Oh dear. Well at least anyone that's really interested in some figures can continue to look at them on the OS link. Well, since earlier in the year there haven't been any from OS UK, but that's an academic point. About £170,000 early on I think and that's been it.
yump
18/11/2013
17:40
12p would be nice for xmas!
nickb
18/11/2013
17:11
So presumably they've told you how its growing organically, ie. not counting the bolting on Star Epic. Given that the OS UK purchase orders are actually visible and its unusual to be able to follow a company's progress like this, are there no comments ? Having faith in what management say in a presentation, while the evidence seems to show that 1Spatial is not actually growing much, seems contradictory. Or are you separating the possible pushing of the share price from the actual business ? If its hyped up enough, there is of course a possibility that it will move up. Unfortunately SPA don't have a 'clean' start. Its always convenient to ignore facts and take more notice of talk.
yump
18/11/2013
17:03
Singer notes "we believe the shares could support 2.0-2.5x 12-month forward EV/Sales with continued strong execution which compares against the current rating of c.1.7x EV/Sales cal'14" and, on the basis of chats with management on Friday I tend to think the broker forecasts are cautious here, whilst there also remains a significant war chest to deploy. There has been a bit of a stock overhang in recent months as the chaps from the old 1Spatial management team dumped. I gather that overhang is now almost clear. And also that a big City roadshow is imminent. Thus the shares could move pretty sharpish from here. I rate the management and thus am content to continue to hold on here - I would not be looking to sell at less than 12p. That Friday chat made me confident that we will not have to wait that long to see such levels. Plausibly they could be seen this side of Christmas. - See more at: http://www.shareprophets.advfn.com/views/2714/buy-1spatial-at-8125p-i-am-100-up-already-on-this-tip-target-12p-by-christmas#sthash.fRZj2p4M.dpuf
tsmith2
18/11/2013
16:38
In contrast to some blokes blog, here's the monthly purchase orders over £500 from Ordnance Survey. UK not Ireland. If you stick them in Excel and sort by supplier, you'll see the 1Spatial entries. hTTp://data.gov.uk/dataset/financial-transactions-data-ordnance-survey In contrast to last year, this year is way down. That's part of the reason I sold out. I thought there was a reliable OS UK revenue on which to build, but it appears its not ongoing revenue. That probably explains the pitiful rise of 0.5mln in the 1Spatial business at interims, partly hidden by the £0.9mln for 1.5 months from Star-Apic. I thought the OSI and US census contracts were going to be additive on top of a very healthy income from OS UK, but on the face of those purchase orders, its not. At least they came clean on that, as against the value of any other existing contracts from OSI and the US census.
yump
18/11/2013
16:33
tsmith, one has to be a member to view the article. Any just you could cut 'n paste the salient points?
hubshank
18/11/2013
16:21
http://www.shareprophets.advfn.com/views/2714/buy-1spatial-at-8125p-i-am-100-up-already-on-this-tip-target-12p-by-christmas
tsmith2
18/11/2013
15:49
11:13 1,500,000 @ 8.25p - a very large trade by most company standards, let alone SPA. What's afoot one wonders?
hubshank
16/11/2013
08:39
I came to this company only last week as I read that legal and general had invested in it earlier in the week at 6p. So, I have been considering investing but having read some of the posts above realise this company has a history! Sounds a bit like my experience with Petrel resources. However, given the dreadful returns on cash feel a small investment that may yield me 10% which is the best i can get on a four year bond ie 1 pence increase in the share price which would be needed over a four year period. So I'm in.
pacifically2
15/11/2013
16:08
Ive just skimmed through these posts / debates. Did I read £10 p/share? that would make for a might fine Xmas if there was any weight to it!! Where's the money coming from - ie any big new contracts?
hubshank
13/11/2013
23:13
Geegeeuk Its nothing to do with dividends. I think you need to seriously understand how companies get valued and how that affects the share price. Companies are valued by their ratings (not in the short term, but you're a long term holder anyway). The rating depends on the share price vs. the earnings per share. If you double the number of shares, the earnings per share halves and the rating doubles, instantly making the company twice as expensive. If the company makes an acquisition that doubles its earnings, that would take it back to pre-share issue. Whatever you think of my opinion of SPA, I'd advise you to make sure you get it.
yump
13/11/2013
21:16
Evening all,I see another announcement today. A key contract extension to further expand the SPA technology into this very mission critical spatial big data management process. The US census is one of the most technologically advanced and demanding spatial big data problems on the planet! This is good news, and plays to the below post I have made as further follow up to the Spatial Big Data roadshow for those interested. I want to highlight and illustrate what SPA has which is unique and how they are approaching the market and how I think this can play out well for us longer term investors. SPA is helping their clients manage big data growth by addressing this in two ways ... Using their expertise and deep understanding of customer needs by doing innovation themselves like producing the SPA Management Suite and 1Edit, and to complete the offering, partnering with other technology providers to form a single best-of-breed solution that can help their customers: a) lower the total cost of ownership for necessary and complex spatial big data solutionsb) improve the overall business effectiveness by enabling them to adapt and scale to a changing worldc) drive new business models, lines of business, and revenue streams for customersd) as the customer scale expands - do more with lessCritically for us investors, SPA know they need to partner, as does the industry; the whole expanded solution set doesn't and can't all come from one single company. This will become a key trend in Spatial Big Data as it is and has been with non spatial business for decades already. The driver for this is happening as the scale, need and complexity of spatial data problems and solutions moves from back-street to main-street and continues to expand in traditional user bases (eg governments, mapping agencies, utilities, etc) and into a new ones (eg global corporations like retailers and CPGs capitalising on access to Spatial data in new ways), and being applied for results in new ways (eg in store retail consumers mobile segmentation and targeted personal advertising on the fly) I believe in both existing and new domains SPA can add winning value with its proven core IP, expertise, and pedigree installed base of A list customers - to a consortium tendering for a complex end-to-end spatial big data management solution. This should make them a viable and attractive partnering vehicle for bigger deep pocketed players with a global reach - who don't have their equivalent technology - to make the winning difference to a prospective bid. Why? They have enough track record and proof points with the UK and Ireland OS, Utilities and US census, as well as many other specialised customers. They have expertise to make the difference and become the partner of choice with their technology as the key differentiator that can make the difference to win bids. I have witnessed this first hand in the early days of another global enterprise technology as it went mainstream and it can make a huge difference to scale and reach. As an investor, what I find great about this is, with this type of strategic partnering, the core effort and resources necessary to expand a global footprint and execute on multiple fronts can go much much further than would otherwise allow in a go it alone strategy. Another partner who is much bigger and has much deeper pockets, but has less core IP can bring scale, reach and credibility to the table to form a win-win-win scenario. This is how £18M a hefty chunk, but still a relatively small drop of change in the multi billions global spatial data market can go much much further if spent wisely on say developing out the core IP, nurturing strategic relationships, and building a robust expanded delivery and support execution capability. I see this as a strong possibility as a route for SPA revenue and profit expansion down the line. Moreover, the know how to execute this strategy resides in the present leadership team. The catalyst for market growth and trend is that their target customer base either through legislation or market forces, increasingly recognise they must better understand and address their spatial big data challenges on scale, and figure out fast how and what they can link to that data and bundle it to commercialise it. They know with increasing demands and costs and scarcer budgets, if they are not to hit a wall, they must take steps now to become more effective as a businesses to remain viable. This is therefore becoming ever more important to those businesses public and private sector alike. These organisations will turn more and more to specialists and consortia with a proven results delivery track record and technology to help them address this, rather than do nothing or risk going it alone in a traditional increasingly high risk (as technology, complexity and needs increase) build / single vendor vs buy proven complete solution scenario. They will necessarily opt for the fastest most cost effective lowest risk highest track record of results by default. The Spatial Big data industry is therefore now starting to go through a big structural change and SPA is right in the middle of it - positioned well with core IP and global specialised brand to capitalise for these reasons. Key global Markets supported by SPA - all looking to become more effective and efficient and needing to do more with less, whilst under pressure to keep their expanding cost base down: - Land management - National mapping- Utilities- Telecoms- Central and Local govt- Emergency services- DefenceSmart cities are also taking off, with more investment abroad than in than Europe, as we see in reports, particularly that in the mega city growth areas of Asia, Middle and Far East. Spatial Big Data expansion is the catalyst that is blowing the traditional spatial big data management processes apart, and SPA is there with a proven answer to the problem, and a means to execute the solution. This is what SPA does as a core, helping customers with the right package solutions and partners to address their specific but good for us growing problems. SPA already partners with some industry heavyweights and strategic niche providers like: Oracle EsriSafe software Latitude graphics Snowflake softwareAnd we also see again LSI for US Census by way of a concrete example to illustrate the above points. When we intersect the growth of spatial big data in the likes of smart cities, (see previous posts), the proven technology innovation and IP SPA has, the resources and ability to do winning partnering, and finally track the similar parallels of past high growth industry cycles like ERP and the commercial enterprise space, of which Spatial Big Data Management is a parallel core process looking for a solution for those enterprises with the problem, we must be optimistic for this share. Today's announcement was another proof point that reenforces my SPA investment theses. I believe we will start to see this all playing out more and more over the coming months and years. For those interested I have one last post based on the roadshow that illustrates what I believe SPA has as a unique technology to transform the Spatial Big Data Management to process - which is perhaps also in part at least what these customers and strategic partners are seeing also...
mwaller
13/11/2013
11:40
Yump Companies float on the stockmarket to issue shares and raise money to build growth business otherwise they would not float!
nickb
13/11/2013
10:15
Yes you do have to explain that to me Yump...I don't care how much percent I own of the company...in fact as a small investor it is the last thing on my mind...I am never going to have a large enough share to take control. All I care about amazingly enough from a selfish perspective is that before the share size doubling my shares were worth 6p each and now are worth over 8p, that increase and hopefully future increases based on growth will make a far greater difference than any small dividend i may get 5 years down the line, and if the growth happens it probably won't make any difference to that dividend...a number of the shares I bought were at 2p a go, so believe me I am delighted at their strategy having quadrupled the value of that stake
geegeeuk
13/11/2013
08:50
I'm afraid there is a trigger for my posting. I have in the past sat through a host of vacuous presentations by people who seem to think that powerpoint presentations, jargon and buzzwords actually 'sell' something worthwhile, whereas in fact they reflect zero content and frequently very little ability to see the wood for the trees, or just very little ability. If you want to talk about egos, try that one. I try to resist posting, but afraid it is difficult at times as I have an inbuilt BSometer. In addition, there seems to be very little concern about the halving of stakes. In most shares, most of the posters would be livid about that. Try getting a Dragon to invest in your idea and then dilute them 50% and see what they think. I would welcome a debate about likely results as I still have a passing interest. Results are important, because the share issue effectively halved any earnings forecasts. Until such time as they issue some sort of statement.
yump
13/11/2013
07:12
Contract news out Hopefully more to come
tsmith2
12/11/2013
18:10
Yump ...... Get over yourself. If you can't add anything other than sour grapes and rhubarb, why don't you flatter yourself and post elsewhere. Fed up of you whinging on and on and on. Your out if the share so please stop trying to prove you are very intelligent! We believe you and we don't care!!! I'm happy to be invested and with a sizeable stake that has gladly doubled since I invested. I'm not intelligent but also do not have an ego, the size of a celebrity
peterwaller395
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