1spatial Share Discussion Threads

[hubshank] 29/7/2024 10:04

I googled and they have said 15% by Jan however they do not mention more contract wins or anything such as that. They also say there should be more to go.

[gombie] 29/7/2024 07:19

What did Midas say, please?

[eeza] 28/7/2024 08:16

Tipped by Midas, MOS today.

[daicaprice] 02/7/2024 17:22

Been watching for ages and saw the RNS this morning, all looks very rosy and was amazed there was no comments and no real tick up on new contract news.
Now high up on my watchlist.

DC

[nickjevans] 02/7/2024 17:09

Reasonable amount of buying yesterday and today.

[dogwalker] 23/5/2024 18:22

No, at 14.38 so not after hours ? That's from looking at trades here , on ADVFN.
Still, good news Hubshank.

[hubshank] 23/5/2024 15:57

And another 865k as a "grey" trade recorded after hours, however at 76p they are a buy and not a sell. Someone is collecting!!!

[hubshank] 17/5/2024 10:35

Any technical traders on here? Just about Everything says overbought but stillKeeps rising. Well all indicators I'd use...

[robsy2] 15/5/2024 13:53

We've got an award winning CEO as well now.

[hubshank] 15/5/2024 13:07

807k volume trade in grey so don't know if it is a buy or sell and then a 100k trade in blue

[gopher] 14/5/2024 10:39

IQGEO taken out for £316ml by private equity perhaps?

[hubshank] 07/5/2024 10:37

I wonder if something has leaked... new contract / bid?

[raldo] 07/5/2024 10:03

Nice move this morning after a period of consolidation.

[tomps2] 30/4/2024 08:20

1Spatial (SPA) Full Year 2024 results presentation - April 2024

1Spatial CEO, Claire Milverton and CFO, Stuart Richie present full year results for the year ended 31 January 2024.

Watch the video here:

Or listen to the podcast here:

[gopher] 29/4/2024 23:10

Yes I viewed, increased confidence but 2025 till financial results start to come through.

[robsy2] 29/4/2024 16:44

Looks like a new high. I went to the results presentation. The focus is on the SAAS products now with investment in sales.
They set out some pretty ambitious targets for 1streetworks.

[flc] 24/4/2024 06:07

Nice set of figures.

[maddox] 09/4/2024 10:08

Well the current mkt cap is £65m. A takeout price for a SaaS firm is typically between 5x and 7x revenue so the 1Streetworks as a standalone proposition could be worth £280m alone. That's 253p per share.

Just for context Sage (SGE) is currently valued at 5.8x revenue.

[hubshank] 02/4/2024 10:03

Curious, what would it be worth? And you think it will take 5 years?

[nchanning] 27/3/2024 10:26

Agreed big If but not implausible if the value proposition stacks up and it's the only solution in the market .

[fevertreeman] 19/3/2024 10:51

Big 'if'......

[nchanning] 18/3/2024 15:19

If they hit their target of 40m pure SAAS high gross margin recurring revenue out of a TAM of 400m from a standing start in 5 years with no competitors , what's that business worth ....

[robsy2] 18/3/2024 11:39

Yep pretty good , the new fella Andrew Fennel comes over well.

[tomps2] 18/3/2024 10:46

1Spatial (SPA) Introduction to 1Streetworks - March 24

1Spatial Non-Executive Chairman, Andrew Roberts, CEO, Claire Milverton, Andrew Fennel, Managing Director – Roads, and Stuart Ritchie, CFO introduce their 1Streetworks solution, outlining how it can be used to revolutionise complex streetworks planning and the potential addressable market.

Watch the video here:

Or listen to the podcast here:

[fevertreeman] 15/3/2024 09:30

74tom...I'm with you. Whats rattled my cage is the sudden volte face on strategy, and the fact that Milverton is now talking about build sales & marketing capacity to roll out 1streetworks. Just feel that this is another case of some great tech but underwhelming management and execution. The contrast between Spa and the other lot up the road IQGEO couldn't be starker frankly.