1spatial Share Discussion Threads

[gopher] 19/6/2023 09:59

Not sure about transformational but this is a new income that isn't in analysts forecasts because it couldn't be sized.

[robsy2] 19/6/2023 09:26

Excellent news. A breakthrough for the company that could be transformational.

[hubshank] 16/5/2023 09:15

Interesting- thanks for sharing. Any idea when the trial concludes?

[gopher] 03/5/2023 10:19

They have markets in the USA Europe and Uk, I would say they are under capitalised outside UK and noted hires mentioned. I have the impression of a good product to get as far as they have in these territories.

[robsy2] 02/5/2023 09:26

Edison update is out and gives a reasonable overview.I don't think they put any figures into their projections for Streetworks which is now in paid trials with potential customers , one of which does 90,000 streetworks a year.It seems to me that this part of the business is on the cusp of possibly being a major, high-margin profit centre and that outcome is not reflected in the projected figures.

[robsy2] 01/5/2023 13:34

Thats my view Gopher. This could be a very interesting year for shareholders. They need a breakthrough somewhere to push things along. Europe and Australia are sluggish.I get the feeling the company is a little undercapitalized.If they threw 50m GBP at things they could get where they are going more quickly.

[gopher] 28/4/2023 10:32

Replying to my own post after watching the presentation, I would say that the core business is growing at 10% plus but they are very enthusiastic about traffic management planning as a new SaaS revenue stream. CM has bought shares again which is good to see.

[gombie] 28/4/2023 09:41

I tried to put the thumbs up icon and it came out as a question mark

[gombie] 28/4/2023 09:39

Tomp2 Thanks for the links?

[tomps2] 28/4/2023 08:45

1Spatial (SPA) Full Year results presentation - April 2023

1Spatial CEO, Claire Milverton & CFO, Stuart Ritchie, present Full Year results for the year ended 31 January 2023.

Watch the video here:

Listen to the podcast here:

[robsy2] 26/4/2023 10:33

They are making decent progress improving the quality of their income streams, developing their offering and are now genuinely profitable, have sufficient cash flow to fund the R&D spend and finance the growth in sales. It is all a bit of a balancing act but progress is solid, opportunities are there and some of them look pretty enticing.

[gopher] 26/4/2023 09:45

A solid year in the chairs words. The share price has moved within a tight range over the last couple of years and it's difficult to see that changing much although swing to profit should help.

[robsy2] 26/4/2023 08:05

STEADY PROGRESS with some interesting opportunities that may deliver something more transformational in FY24.

[gopher] 11/3/2023 13:49

Edison see the stock trading on PE of 23 this year and revenue estimates look conservative from this sponsored research. I shall be staying with for another 12 months. Recurring revenue continue to rise and balance sheet sound.

[flc] 06/3/2023 09:50

Agree, they are a good outfit with excellent prospects but it just seems to be a long haul.

[fevertreeman] 06/3/2023 08:59

Agreed, however the market clearly expected stronger revenue (+10%) and ebitda (+17%) growth, and seems to be underwhelmed by outlook comments. a pity as this is a good company doing all the right things, but just not at the pace that the market seems to want

[robsy2] 06/3/2023 08:10

Decent update from SPA. steady progress, confident outlook and recurring revenues now up to 50%. All seems to be moving in the right direction and the valuation looks reasonable. Liberums price target unchanged at 80p.

[gombie] 15/2/2023 18:31

I wonder if SJ Marvel was a Chinese balloon?

[maddox] 15/2/2023 17:53

....guess we'll never know?!? It appears sjmarvel has scarpered.

[hubshank] 09/2/2023 17:53

What is the relevance of being "woman owned" to they get special treatment in the US? Quite a few very successful business women (watch dragons Den), Politics and indeed football amongst other sports. All I keep seeing is positive results and Contract wins for SPA. What's the evidence to suggest otherwise?

[robsy2] 09/2/2023 15:38

Lot of shares traded today.

[gombie] 01/2/2023 16:51

sjmarvel please provide the full evidence for your remarks and conclusions.

[maddox] 01/2/2023 11:12

Hi sjmarvel,

Please provide references and links to support your claims.

It's always a good thing to have someone with a more sceptical view point to balance the discussion on the bb. Overwhelmingly positive group-think can be detrimental to ones wealth. It would be useful to a better understanding of your point if you can provide some more detail/rationale.

Regards Maddox

[wjccghcc] 01/2/2023 08:14

Can't find any details of this apple/google solution. Also, the NG911 deals SPA have signed are for 4-7 year terms so doesn't sound like the states know about it either.

Your only posts have been to slag of this company for the last 5 years so you'll need to provided a bit more evidence.

What do you have against 1spatial anyway?

[sjmarvel] 01/2/2023 00:14

Google & Apple have a NG911 solution that Congress will mandate, what does this mean for 1SPA!

It's been puzzling me how a wholly owned UK entity has been able to sell solutions to US Federal and State entities .
It transpires the US 1SPA entity was a US woman owned small business that had special dispensations and privileges to sell into Federal and State entities. The entity was acquired by 1SPA in 2015 and became a wholly owned subsidiary of a UK plc, have we enjoyed the small woman owned privileges without meeting the conditions?
Have the board not informed the US authorities?