1spatial Share Discussion Threads

[tsmith2] 06/2/2015 06:58

Need more decent sets of numbers than jam tomorrow

[envirovision] 06/2/2015 06:43

You need to see more comercial link ups, eg with remote aerial mapping companies, gis software providers and alike

[mwaller] 05/2/2015 22:38

Yump I am a professional investor. There is no other way to invest in Aim or you'll loose the lot. As mentioned already I have attended all of the investment shows SPA have been at and presented at, and most recently as I posted at the time I went to Spilt to see what all the ESRI relationship was about. Compare 1spatials balance sheet and gross margins to other tech companies and it compares most favourably. Ubisense is the closest comparative then something like OMG and Wandisco. Management have commented on Organic growth I quote "masked by product migration and moving away from legacy unprofitable customers"I can see this in the GP improvements, again compares favourable to peers.Dilution is a red herring, 1spa received 6p per share for the new shares, look at where the shares we're 6 months before the rise, and it was a great job raising at 6p - my hats off to management. Do your research, meet the company and its management, customers, and any other stakeholders or risk loosing...

[yump] 04/2/2015 17:47

The technology has been around for quite a few years. SPA go on about growth, but they are only growing revenue - by acquisition.

Its no good going on about growth in the market, forefront of technology, buzzword, buzzword, jargon, jargon and then not delivering it.

No amount of wordy 'research' deals with that reality.

That's why the share price is where it is.

[envirovision] 04/2/2015 15:53

HENDERSON SHORT HERE AND STAYING THAT WAY, SEEMS A GOOD CALL

hxxp://shorttracker.co.uk/company/GB00B09LQS34/all

[geegeeuk] 04/2/2015 13:20

Yump just because someone understands the spatial market with the clarity that mwaller is showing, does not mean he works for them. He has already stated before that he is a personal investor in the company and therefore researches it thoroughly ...when it comes to new technologies like this it is vital to look at what game changers are happening out there and how technology is heading, this is not a company selling biscuits or nuts and bolts.

Movements in technology and the need for geospatial information is the key here...you can talk about share dilutions and your clear personal dislike for the management all you like, but this is not what is going to make or break 1Spatial, its whether there is a requirement for this technology and whether 1Spatial is well placed to capitalise on this...it would appear to me from mwaller's post that indeed they are

[spcecks] 04/2/2015 09:46

mwaller Good post.

[yump] 04/2/2015 08:57

Same chunks of generalities on your PC somewhere then, ready for copy and pasting ?

Come on, you work for them and having a laugh aren't you ?

[mwaller] 04/2/2015 07:50

Hey Yump still here and watching SPA and the Spatial industry closely.Great things are still happening in the GeoSpatial market. As with SPA, everything is heading in the right direction. The business is executing against plan as laid out so there are no concerns or issues. The market continues to evolve very rapidly. The Spatial data "capture, curation, consumption" process is fast becoming a critical element to manage for those organisations relying on spatial data outputs. No firm has the SPA IP and engine that can handle this problem at the necessary scale and reliability to meet these needs. With their blue chip operational reference base that execute this process for the biggest and best in the industry SPA are therefore well placed at the forefront of this market. This leadership is now visible and verifiable. The last couple of recent news releases and video with the chief exec from OSI show 1SMS is now operational and generating results for those advanced organisations deploying it. This is a key message to the market that the technology they need to secure their business is ready and works. Crucially as the market grows, this capability need applies more and more to a broader set of organisations as their scope and reliance on spatial big data increases. Digitisation provides a further catalyst creating new opportunities for disruptive spatially orientated business models and services. Imagine all the commercial drone data and its application for instance. Cloud based Spatial big data services that offer a curate once consume many service to organisations (imagine a commercial advanced Google maps) that need a Spatially aware context for their operations BUT do not have the means to produce this themselves are another example of emergent opportunities. For instance smart cities will need to combine from everywhere, transform, and publish Spatial datasets at scale from a central hub, requiring highly specialised skills and technology to achieve this. The value for consumers is all in the integration, freshness, and reliability. The engine to process this - not unlike what is already operational in OSI and OSGB could be from SPA. To illustrate further here are some current good examples of the state and continued industry evolution and shifts that provide the operating context for SPA and why SPA remains a very good investment. This is fairly long but a solid overview of the market - the real action is stateside: http://www10.giscafe.com/blogs/gissusan/2015/01/27/giscafe-voice-techno-predictions-for-2015/Excerpt: "In the United States alone, geospatial data and services are estimated to generate $1.6 trillion annually."Data has become one of the most talked about topics in the geospatial world, and not surprisingly. For many years, data has been a big topic, but much data has been inaccessible, and now there are various ways of being able to access it without such great cost.For 2015, data is a big topic. The W3C and the Open Geospatial Consortium (OGC) announced a new collaboration to improve interoperability and integration of spatial data on the Web. Spatial data -describing geographic locations on the earth and natural and constructed features- enriches location-based consumer services, online maps, journalism, scientific research, government administration, the Internet of Things, and many other applications."Location, as well as providing context to much of today's online information, is vital to the emerging field of connected devices," said Ed Parsons, Geospatial Technologist at Google. "Through this collaboration we hope to make the understanding of geospatial knowledge a fundamental component of the Web."And another good related article: http://www10.giscafe.com/blogs/mobilegis/2015/02/01/google-and-esri-surprise/#more-1154"Last week we asked Is Google were getting out of the Mapping Game?. Now we read Google and Esri are working closely together.Curiouser and curiouser.Repeating ourselves, we live in exciting, changing times.(Esri and Google .. we think building this type of relationship is excellent news and long overdue)."You may recall from an earlier post last October that SPA have formed a strategic alliance with Esri to include 1SMS as their data curation engine... As they don't have this power. Are you making connections yet?In summary the spatial big data market is alive and kicking and continues to evolve at an incredible pace. SPA remains well placed at the forefront to capitalise this opportunity. They raised the new cash at 6p. I got in at 2p and am very happy. I continue to accumulate and remain VERY confident my investment thesis for SPA remains both sound and well placed to bank the growth opportunity that is there in Spatial Big Data....

[hedgehog 100] 03/2/2015 18:20

03/02/2015 07:01 UKREG 1Spatial Plc Board Changes

"1Spatial today announces that Steve Berry, Chairman, has informed the Company of his decision to retire from the Board, effective 02 February 2015.

He will be replaced in the interim period by David Richards, Deputy Non-Executive Chairman of 1Spatial, and the Company will appoint a new Non-Executive Chairman in due course.

The Board would like to thank Steve for his contribution as Chairman of 1Spatial over the last 10 years and wishes him well in his future endeavours."




"Steve Berry – Executive Chairman

Steve’s business career spans 25 years, and includes starting and floating several companies. Through his investment portfolio “Waterbridge Capital”, he holds several non-executive directorships, including 1Spatial Ltd, a geographical information technology company. Steve is also a founding partner of CTL Europe, an outsource customer services operation and call centre.

He launched SmartDesk Systems in 2007 in response to the opportunity he saw for voice technology applications for customer support organizations like CTL.

Steve received his MBA in finance from Harvard School of Business and a BSc in Economics from the Wharton School, University of Pennsylvania."




I would say that Steve Berry's departure from SPA is fantastic news for TGL (which owns SDS): he knows how good TGL is going to be, so is focussing his efforts there.

[yump] 03/2/2015 17:40

and where is that poster that was doing a good PR job with all the jargon and buzzword stuff ?

[yump] 03/2/2015 17:39

Because they've got double the number of shares after the massive placing in 2013 and yet they are only growing by acquisition and not significantly organically. So its not a growth business.

Plus management have shown themselves to be all mouth and no trousers, having to my knowledge never actually grown anything organically.

Anyone can grow by acquisition, if they can raise the cash.

There's not even any proper mention of cost-savings, rationalisations, cross-selling or any of the usual reasons for synergistic acquisitions.

Other than massaging the bod ego's by being 'Big'.

[hubshank] 03/2/2015 12:40

Everything this company does and has done, sounds so grand, but it begs the question of, why aren't they making any money? "Worlds largest, Americas largest"..... , why don't they have the largest SP?

[solarno lopez] 23/1/2015 14:03

sounds more sensible TY

[tradeyodha] 23/1/2015 13:53

:-) thanksWe are in bullish trend now making higher highs and higher lows. It must hold the last retrace though.

[tradeyodha] 23/1/2015 13:24

9 mil buy reported. Seems like price has been kept low for institutions to join. As soon as that is done it will start rising.

[412069] 20/1/2015 08:47

Insto's do not need to buy shares of the bod here!
Yump what your take mate!

[quazie12] 08/1/2015 15:43

Lol Argy2 ask TradeYodha, he reckons the institutions just can't get enough of this stock,

[argy2] 07/1/2015 17:44

How come this is one of the most 'shorted Aim stocks' currently?

Somebody know something?

[quazie12] 07/1/2015 17:09

Wonder who is after all this stock and why the share price keeps dropping lol

[quazie12] 06/1/2015 22:39

And let's face it institutions are desperate for this stock

[quazie12] 06/1/2015 22:38

TradeYodhaWhy do you think the share price fell then ? Any thoughts, MM's trying to get their hands on more stock.....ROFL

[tradeyodha] 05/1/2015 19:40

1 mil buy reported