1spatial Share Discussion Threads

[solarno lopez] 06/1/2014 16:32

agree with your analysis

[yump] 06/1/2014 16:21

There's probably more to the price action, but on the actual business evidence I make it less; because the contracts with OS are way down in 2013 compared to 2012, so they've got to be replaced by something just to stand still.

There's been hardly any significant contract news for the whole of 2013.
I think some folk are thinking of millions a year increases in revenue, which by the look of it certainly hasn't happened.

Unless you count issuing shares and just buying other businesses.

If I could bet on it, I would bet that the next set of results make the performance of the original 1Spatial business impossible to see, because of the acqusition of Star-Apic.

They'll contain lots of positive jargon and 'buzz' and a good collection of exceptionals. Wouldn't be the first time a large acquisition just hides the basics of what was happening to the business underneath.

Believe it or not I'm still interested, but not enough to invest with so little evidence of progress of management in actually driving organic revenue growth.

"Go an invest in a safe stock then Yump"
(anticipated neat 'get-out' clause for not discussing risk in this one)

[solarno lopez] 06/1/2014 16:08

Thanks YUMP but there is more to this for sure

[yump] 06/1/2014 16:05

I'm OK observing until someone mentions profits or earnings.

Then, just in case anyone actually believes it, I'm afraid I will have to post stuff like this:

Revenue is about £20mln after Star-Apic t/o.
Loss last time was about £4mln.

Suppose they do £1mln pre tax (which would really be going some given the last results).

That would be divided up between 650mln shares (since they doubled them).
Giving 0.15 pence per share earnings.
Which on the current share price gives a p/e of around 65.

So I suggest rampers stick to the R word and the B jargon (see obvious earlier post). Don't mention the P word or the E word.

[solarno lopez] 06/1/2014 14:41

Yump have you taken the HUMP hahahaha

[nickb] 06/1/2014 14:37

25p buyout too low and too early give this company a chance to grow.

[nickb] 06/1/2014 14:36

tsmith2 6 Jan'14 - 14:32 - 1577 of 1579 0 0

mackey43 - 06 Jan 2014 - 10:29 - 1560 of 1576
talk of a bye out 25p


What's your source

..................


HP ?

[tsmith2] 06/1/2014 14:32

mackey43 - 06 Jan 2014 - 10:29 - 1560 of 1576talk of a bye out 25pWhat's your source

[solarno lopez] 06/1/2014 13:35

Earnings enhancing in that case marvellous just marvellous

[412069] 06/1/2014 13:33

You've got it in one, more chance SPA buy someone than being bought out IMHO.

[solarno lopez] 06/1/2014 13:31

And they have LOTS of CASH which helps !!

[mwaller] 06/1/2014 13:18

We are in a good place with a good outlook for SPA. People who get this business and follow the trends are still very long and confident 2014 and beyond will continue to be a very good year for spatial. We are still at the start of this story.The are big reasons to be bullish as the market continues to evolve in Spatial big data at an astounding rate, and moves demand towards SPA technology and IP for crunching huge amounts of spatial data and complex rule sets, as well as then bundling and presentation of processed datasets for full Lifecycle management. 2013 saw Spatial data demand and spatial dataset application evolving rapidly across all target business segments increasingly into new ones too - including for the first time big company commercial in new areas. For example during last half of 2013 we saw big growth potential of internal location positioning data and matching for whole new commercial applications that move from the gimmicky to main stream competitive advantage. For instance Apple iBeacon technology are now going to transmit personalised offers to users as they move around stores, and enable a mobile 'purchase', and sports arenas in US like NBA leagues are using the same location technology to serve up personal experiences based on where people are and sit. This is positioning to within a centimetre. This will go mainstream. Firms like Amazon are experimenting to use Drones to do personal shopper deliveries as they open up the airspace - the technology exists. Smart cities are increasingly looking to get wired up for any number of things as they seek efficiencies and and opportunities to save. The list of growing uses and take up is endless. The move to Cloud, were data is increasingly stored processed and served up makes it even easier to apply complex rules engines and serve up results on demand in ever richer faster cycles. This is all now evolving and will be coming increasingly to main stream over the coming years. Many major industry heavyweights who offer data related services like Oracle ESRI IBM SAP to name a few continue to invest heavily in underpinning this market. What's particularly interesting here is, as existing and new experimental services and applications go mainstream, this spatial big data has to be rapidly processed with increasingly complex conditions and rules, and has to be right or the service fails, and therefore critical to manage for sustained and competitive advantage as firms and agencies experiment, learn, succeed and then industrialise these offerings as they form the core. They need specialised technology and know how. This only means one thing for firms like SPA who specialise in managing those huge spatial datasets in a end to end full Lifecycle... They are going to be increasingly in demand... And if like SPA you have core IP and an established differentiated track record that is visible in the global market this can only mean good news which ever way you cut it for demand in their products, technology, IP, and know how. Increasingly long SPA - watch this space!

[solarno lopez] 06/1/2014 13:16

NICK whether it was tipped this weekend or not is irrelevant because the share has been on an up trend with large buys for some weeks.

Therefore I can only assume something is happening

[solarno lopez] 06/1/2014 13:10

Whatever it is RXCBS ..its positive !

[nickb] 06/1/2014 13:03

Was it tipped by Techinvest this weekend?

[rxcbs01] 06/1/2014 13:02

lots of volume today what's the buy/sell split as hard to work out but +ve imho

[solarno lopez] 06/1/2014 12:57

Yes little me and I am not registered !!

[solarno lopez] 06/1/2014 12:46

And my purchase has not been registered !!

[solarno lopez] 06/1/2014 12:32

The main point is that there is strength here hence the continued but comforting rise

[412069] 06/1/2014 12:06

All i do hope you jump to 15p plus but i dont think this will come any time soon so thats why ive jumped with a good profit of course.

[geegeeuk] 06/1/2014 11:50

yump, forecast or bitter wishful thinking based on your previous posts?

[yump] 06/1/2014 11:23

If there was going to be a buy out it would be a 'buy out' not a 'bye out' - that's what 412069 has just done.

talk of a corrapse to 6p.