1spatial Share Discussion Threads

[paulo435] 13/5/2021 13:50

Liberum are their brokers/advisors - not impartial.

[flc] 13/5/2021 09:27

Thanks bertie...Liberum target price 70p...nice. If we start to get a bit more interest then the share price should continue to move upwards.

[bertiebloggs] 12/5/2021 08:52

hxxps://masterinvestor.co.uk/equities/1spatial-one-special-case-of-insider-buying/

[gombie] 11/5/2021 13:12

https://www.edisongroup.com/edison-tv/1spatial-executive-interview/

[flc] 11/5/2021 11:30

That's a big chunk of a trade just gone through....2.75m

[flc] 07/5/2021 14:14

Thanks for posting Togglebrush..always good to see a buy recommendation. Tend to agree with Estienne though in that the article shows a bit of naivety on certain aspects. The potential upside far outweighs the threats of contract losses and competition. Their clients are widely spread across c600 organisations so very little dependency on one or two large contracts and as before they appear to be the only provider that can operate at scale. If you think that Saas revenue can have a value multiple of up to x10 then theirs is already double what their market cap is. The only downside as far as I can see is that these types of companies tend to get overlooked by investors and the markets as they're not main stream so patience is key. Just need a steady flow of RNS's and the share price should continue North.

[estienne] 07/5/2021 10:34

The Fool article shows complete ignorance of the company. The share price is back to where it was in 2018. It could be argued that the company is under better management than in previous years and better placed for growth.

[flc] 05/5/2021 14:21

Thanks Tomps. Some real positives beyond the current financials..90% renewal rates, 65% of this year's revenues already in the bag, better quality revenues, longer contracts, higher margins and increasing cash. Starting to see some proof points in the US with 'word of mouth' growth potential across 59 other states (this could be massive). Icing on the cake is that there appears to be limited competition in terms of data validation at scale so this could really take off considerably from here.

[tomps2] 04/5/2021 13:54

SPA Full Year 2021 Results Presentation

Claire Milverton, CEO & Andrew Fabian, CFO present FY21 results followed by Q&A. FY21 results were in line expectations with a positive outlook. Annual recuring revenue (ARR) +10%. Gross margin 53% (20: 52%). Free cash flow £0.9m. Impressive US growth of 29%, albeit from a small base but there is huge scope and it’s helpful having referral clients to sell into new states. FY22 trading in line with expectations.

Watch the video here:

Or listen to the podcast version here:

[flc] 29/4/2021 17:15

Not got a clue how the tech works but with everything going on in today's World, location data appears to be a good thing to be invested in. The company is clearly well run and the focus on moving towards a SaaS model is very exciting not to mention breaking in to US territory. The value of the current recurring revenue alone already exceeds market cap and there will be loads of updates coming through...topped up twice today.

[togglebrush] 29/4/2021 14:06

Disappointed in the presentation... a spatial company with NO show of the product ... NO Maps, No Map Graphic profiles or faked up illustration of what we do or ???

[cheshire man] 29/4/2021 12:02

Always very reassuring to see the CFO buying :-)

[togglebrush] 28/4/2021 15:21

Director Buys, CEO & CFO, on Final Results day ... a nice touch !

[togglebrush] 28/4/2021 07:25

First Reading Synopsis
'
Recurring Revenue up 10% to GBP10.6m (FY20: GBP9.6m)
Annualised Recurring Revenue up 10% to GBP11.2m
Net cash at year-end of GBP4.3m (FY20: GBP3.9m)
'
Completed integration of Geomap-Imagis acquisition
29% revenue growth in the US
New partnership engagement with Ordnance Survey
'
Reduced operating loss of GBP1.2m compared to GBP1.5m
'
Current trading & Outlook in line with expectations

[flc] 27/4/2021 10:00

Got a feeling that most of the good news may already be factored in to the share price but hopefully not...should be upbeat either way so one to hold.

[togglebrush] 27/4/2021 09:31

Final Results, expected to be released on 28 April 2021.

[zico01] 26/4/2021 12:50

With just 1 day left before full year results ... they will be ahead of expectations as per trading update :

Results ahead of current market expectations due to a robust performance in the second half of the year.

The Board is confident that the Group's progress over the last year is set to continue in the coming year.

The order book of committed revenue and longer-term contracts also increased year on year.

The Group delivered a significantly improved cash performance, with net cash increasing to approximately GBP4.3m at 31 January 2021 (31 January 2020: GBP3.9m). The increase in net cash is after payment of deferred consideration of GBP0.6m.

The robust performance in the second half has continued in to Q1 of current year with the company winning 4 contracts so far.

[tomps2] 23/4/2021 11:27

SPA Full Year results Presentation followed by Q&A, with Claire Milverton, CEO & Andrew Fabian, CFO. Being held on 29th April 2021.

Register here:

[zico01] 19/4/2021 16:04

Nice start to the week UP 1.5p to 45.5p with results next Wednesday expect plenty more gains.

[cheshire man] 16/4/2021 12:07

As far as I can see nothing has changed so looking forward to the finals on the 28th :-)


"Based on the unaudited financial results, the Group expects to report solid progress in key financial metrics, delivering results ahead of current market expectations due to a robust performance in the second half of the year".

[zico01] 16/4/2021 11:29

Offer price increased to full 45p for 25,000 from yesterday's 41.74p

[zico01] 16/4/2021 09:59

Looks like upward trajectory has started ... with the results less than 2 weeks we should be above 50p very soon !!!

[dogwalker] 16/4/2021 07:21

Ah right ! Thanks Togglebrush.