Eagle Eye Solutions Share Discussion Threads

[lomax99] 22/9/2021 08:26

Solid update from EYE.

[vprt] 10/9/2021 10:12

EYE's Stockopedia page (which is not always correct) is suggesting results on Tuesday 14 Sept, but I can't see any date on the company's own website. Does anyone know? Outlook and current trading will be crucial here, given the rich valuation. It is easy to see that this is a good business that will increase its profits significantly in the future - but perhaps not so easy to estimate just how much will drop to the bottom line if the company/revenue e.g. doubles in size from here. Having a better grasp of these economics would make it more comfortable to keep holding when the share price keeps going up... (Yes, I am watching EV/revs which appears reasonable if you compare with US-traded saas players and "OK" vs. some UK software players, but prefer profit-based valuations if possible). Any other observations would be welcome - this board is at least not buzzing with overhyped PIs, which is reassuring in a way - but a bit of activity would be nice.

[coppertrader] 09/8/2021 11:11

"Eagle Eye Solutions Recognised in Now Tech: Promotions and Offer Management Providers, Q3 2021 Report by Independent Research Firm" https://www.prnewswire.co.uk/news-releases/eagle-eye-solutions-recognised-in-now-tech-promotions-and-offer-management-providers-q3-2021-report-by-independent-research-firm-874474123.html

[slogsweep] 19/7/2021 08:09

TU in looks good on face of it bought a few more

[lomax99] 14/7/2021 08:44

There was a trading update on 16th July last year, hopefully we will get one this week.

[lomax99] 09/6/2021 13:50

Enticing further use: Https://www.supermarketnews.com/marketing/southeastern-grocers-adds-rewards-boosters-savings-options 'The Eagle Eye-Neptune omnichannel ecosystem for SEG is expected to yield more than 200 million digital offers, coupons and recommendations to customers monthly when fully integrated.'

[lomax99] 25/5/2021 11:00

I suspect we may get a trading update some time this week, we did last year.

[lomax99] 29/4/2021 22:32

Digital overtakes paper as consumers' preferred coupon type, survey findsHttps://www.grocerydive.com/news/digital-overtakes-paper-as-consumers-preferred-coupon-type-survey-finds/598879/

[lomax99] 23/4/2021 12:33

Swapi connects with Eagle Eye Solutions to grow loyalty marketplaceHttps://retailtechinnovationhub.com/home/2021/4/8/swapi-connects-with-eagle-eye-solutions-to-grow-loyalty-marketplace

[coppertrader] 09/4/2021 15:43

HolderShares% Held from the Finacial TimesHSBC Private Bank (UK) Ltd.AS OF 01 MAR 20212.42m9.39%Stonehage Fleming Investment Management Ltd.AS OF 14 SEP 20202.06m8.01%Canaccord Genuity Wealth Ltd.AS OF 14 SEP 20201.68m6.52% (now at 10%)Herald Investment Management Ltd.AS OF 13 SEP 2019877.32k3.41%Chelverton Asset Management Ltd.AS OF 01 MAR 2021664.45k2.58%Hargreaves Lansdown Stockbrokers Ltd.AS OF 01 MAR 2021486.00k1.89%Punter Southall Wealth Ltd.AS OF 01 MAR 2021325.00k1.26%Liontrust Investment Partners LLPAS OF 29 JAN 2021251.15k0.98%Schroder Investment Management Ltd.AS OF 01 MAR 2021238.15k0.92%Aviva Investors Global Services Ltd.AS OF 01 MAR 2021225.85k0.88%

[coppertrader] 09/4/2021 15:39

https://retailtechinnovationhub.com/home/2021/4/8/swapi-connects-with-eagle-eye-solutions-to-grow-loyalty-marketplace

[coppertrader] 09/4/2021 15:31

ShareholderNumber of sharesTotal share%William Currie*3,413,322 -13.24%Sir Terry Leahy*2,420,970 - 9.39%Stonehage Fleming Inv Ltd 2,063,001 - 8.00%Andrew Sutcliffe*2,032,158 - 7.88%Christopher Gorell Barnes1,531,866 - 5.94%Steve Rothwell1,511,672 - 5.86%Julian Reiter1,318,000 - 5.11%Timothy Miller872,975 - 3.39%Edward Pippin855,000 - 3.32%Canaccord Genuity26,096,563 - 10.01%.= 72.38%

[coppertrader] 09/4/2021 15:18

Cannacord have increased from 6.5 to over 10% holding in EYE. I suspect the share price has been held around this level whilst the order was filled. Hopefully next week will continue the upwards momentum. The BOD seemed positive during the recent presentation that deals will start showing up on the bottom line over the next 6-12 months.

[lomax99] 02/4/2021 17:34

Southeastern Grocers cranks up digital coupons and offers:Https://www.supermarketnews.com/marketing/southeastern-grocers-cranks-digital-coupons-and-offers

[tomps2] 23/3/2021 15:33

Eagle Eye (EYE) 2021 Interim Results Presentation, given by Tim Mason, CEO and Lucy Sharman-Munday, CFO on the 16th March 2021. Watch the video here: Https://www.piworld.co.uk/2021/03/23/eagle-eye-eye-2021-interim-results-presentation/ or listen to the audio only version here: Https://piworld.podbean.com/e/eagle-eye-eye-2021-interim-results-presentation/

[grabster] 18/3/2021 10:59

" ... The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret a Manger, Greggs, Mitchells & Butlers, Pizza Express; in North America, Loblaws, Shoppers Drug Mart, Esso and Southeastern Grocers and in Australia & New Zealand, Woolworths Group and The Warehouse Group..." "... each new customer win significantly adds to our growth prospects, with revenue from our largest revenue-generating customers typically increasing by a multiple of over three times by the end of their third year ..."

[energeticbacker] 17/3/2021 10:39

Investor's Champion comments: Given the strong performance over such a testing period many are now probably expecting future growth to be much greater, and who would bet against this business after such an admirable performance in 2020?

[grabster] 16/3/2021 07:57

Results: hTTps://uk.advfn.com/stock-market/london/eagle-eye-solutions-EYE/share-news/Eagle-Eye-Solutions-Group-PLC-Interim-Results/84583808 Well worth reading the Chairman's lengthy statement in full. Here's a few paragraphs from it: "Against the ongoing backdrop of the COVID-19 pandemic, the Group has delivered a strong performance, continuing to support and win new enterprise customers, both at home and internationally, while further expanding the capabilities of Eagle Eye AIR to increase its attractiveness to the global retail market. Once again, the strong management of the business is evident in the excellent profit performance, delivering 64% growth in adjusted EBITDA to GBP2.1m (H1 2020: GBP1.3m), on revenue growth of 8% to GBP10.8m (H1 2020: GBP10.1m). The Group delivered another healthy cash performance and closed the Period with net cash of GBP0.1m, ahead of the Board's expectations." "We now have over 7,000 hospitality venues on Eagle Eye AIR, creating an attractive platform for Brands to exploit once lockdown restrictions are lifted, as they seek the means to recapture lost revenue and strengthen their businesses." "Our high level of customer retention means that each new customer win significantly adds to our growth prospects, with revenue from our largest revenue-generating customers typically increasing by a multiple of over three times by the end of their third year on Eagle Eye AIR" "In December 2020, we were pleased to secure our second US customer. A leading speciality office and home products and services retailer in North America signed a three-year agreement to use Eagle Eye AIR for its Digital Wallet and promotional capabilities. This retailer has over 1,000 stores across the United States. This win, coupled with Eagle Eye's first US win in December 2019 with SEG, further strengthens our position in North America and demonstrates the applicability of AIR in sectors outside of grocery." "In Canada, our relationship with Loblaw Companies Ltd ("Loblaw") goes from strength to strength as we supported the launch of their PC Health app which provides live chat to members with registered nurses and dietitians, plus the opportunity to earn PC Optimum(TM) rewards through custom digital health programs. We also supported the re-launch of PC Insiders subscription service, now PC Optimum Insiders(TM) subscription which provides members the opportunity to earn more PC Optimum(TM) points and promotional rewards. Each year we manage the load of promotional offers for their PC Optimum Points Days which is Loblaws' biggest points-earning event of the year, taking place in January and February." "In November 2020, we secured a five-year agreement with Woolworths Group where they will use Eagle Eye AIR to support their personalised real-time digital marketing programme. Woolworths is Australia's largest retailer; the group operates 3,000 stores in Australia and New Zealand and serves more than 29 million customers across its brands every week." "We continued our work with The Warehouse Group, one of the largest retailing groups in New Zealand, supporting the pilot of its digital customer engagement and community give back programme. With two of the largest retailers in the Australasia region now as customers, we believe we have a strong position to use this region as a base for further expansion. We have begun investment in the Australia market in line with the Group's growing revenue profile in the region and will continue to do so. This growing range of international enterprise level customers are opening up new conversations with other Tier 1 retailers and our new business pipeline continues to grow at record levels internationally."

[slogsweep] 16/3/2021 07:43

results look good but are they good enough for the market? could go either way first thing but expect things to improve later.

[coppertrader] 13/3/2021 08:15

great that this has broken through and stayed above 500 prior to the half year results on Tuesday. An upgraded forecast could push this nearer to 600

[apollocreed1] 08/3/2021 23:37

I seriously hate this stock. I had it for 2 years and it went nowhere so I sold it at 122p and then a month later it started its hyperbolic upwards move.

[grabster] 01/3/2021 13:13

re the deal with Virgin: ".. The Eagle Eye platform was chosen for its ability to process and manage the billions of points flowing across the programme, being earnt and spent across multiple organisations..." For those who've not already seen it, Eagle Eye's existing list of clients includes a few familiar names: hTTps://www.eagleeye.com/insights/case-studies#loadmore (Tesco, Greggs, Carlsberg, Budweiser, Coca Cola, Ladbrokes, Ribena, ..)

[rambutan2] 24/2/2021 17:09

Closes at 480p today: 9 February 2021 Notice of Results Eagle Eye, a leading SaaS technology company that creates digital connections enabling personalised, real-time marketing through coupons, loyalty, apps, subscriptions and gift services, will announce its results for the six months ended 31 December 2020 on 16 March 2021. A presentation for analysts will take place at 11.00 a.m. on the day. Analysts wishing to attend should contact [e-mail] to register. A recording of the event will be made available shortly thereafter on the Company's website.

[energeticbacker] 27/1/2021 11:55

Investor's Champion comments that given the challenging market backdrop the Group appears to be making excellent progress, reflected in the strong performance of the shares over recent months which has lifted the market capitalisation to over £100m.