Eagle Eye Solutions Share Discussion Threads

[lomax99] 16/1/2023 12:06

Added a few on this dip, there should be a trading update before the end of the month.

[lomax99] 16/12/2022 11:43

Why this young growth stock could be a great pick in a cost-conscious climateIt might sound premature to invest in a relatively young growth company, but we believe Eagle Eye Solutions (EYE:AIM) is an interesting idea in the current budget-conscious consumer climate.Eagle Eye claims to have developed a best-in-class loyalty and promotions omnichannel software-as-a-service platform called Eagle Eye AIR. It allows customers of big brands to validate and redeem digital promotions in real-time, principally to large supermarket chains, retailers and hospitality organisations across Europe, North America and Australasia. Clients include Sainsbury (SBRY), Asda, Waitrose, John Lewis, Diageo (DGE), Greggs (GRG), Coca-Cola (KO:NYSE) and Budweiser-owner Anheuser-Busch InBev (BUD:NYSE). It also integrates with major payments services, such as Apple Pay, Google Pay, PayPal (PYPL:NASDAQ) and Stripe.Eagle Eye AIR integrates with existing point of sale terminals, helping businesses to market and send vouchers, coupons, and loyalty incentives to customers, either by text, email or store apps. The platform also provides clients with useful customer data and insights, such as the number of redemptions taken up on a specific offer, and in which store.This is a massive help when it comes to targeting customers with increasingly personalised rewards, a holy grail for retail and hospitality brands, and a great way to keep budget-conscious shoppers coming back.Eagle Eye made its first net profit in the year to June 2021, but progress could be rapid going forward. Earnings last year went from 3.2p per share to 8.1p and Shore Capital forecasts EPS to double by fiscal 2025, pulling the price to earnings multiple into the realm of 35-times or so.Yes, it is a little jam tomorrow and there are execution risks. There could also be occasional share placings in the future to raise extra growth funding, like the recent £15 million cash call. But this is a huge opportunity.Researcher Fact.MR estimates the global digital loyalty market is set for rapid growth over the next decade, from about $40.3 billion last year to $98 billion by 2032, far outstripping global GDP. Eagle Eye's own earnings forecasts have been steadily rising too.Terry Leahy, who ran Tesco (TSCO) for 14 years, and Robert Senior, former boss of advertising group Saatchi & Saatchi, are on the board bringing huge experience. Leahy owns a 9.27% stake in the business, while founder and chief technology officer Steve Rothwell owns another 5.19% of the company, so there is decent alignment of objectives at the top table with ordinary investors.

[someuwin] 15/12/2022 10:28

Good EYE tip in Shares Mag today.

[lomax99] 12/12/2022 20:17

Liontrust Small Cap Fund - November 2022:A new Fund position was initiated in Eagle Eye Solutions. It provides a B2B software platform which allows large retail clients to manage customer loyalty schemes, offers and promotions. The fund managers believe it possesses all three of the key Economic Advantage intangible assets: intellectual property in the software itself, a strong data-driven distribution network because the platform sits at the very heart of the customer’s marketing technology stack, and a high percentage of recurring revenues from SaaS licence fees and ongoing high-volume, low-value transaction fees. The fund was able to initiate a position as the business raised money to part fund the acquisition of Untie Nots, a French AI-powered promotion and gamification software company, which brings a strong customer list and interesting cross-sell opportunities.

[lomax99] 16/11/2022 12:30

Looks like a good move, minimal placing price discount.Adds to product offering, augments addressable markets and enhances a market leading proposition, IMO.

[hew] 16/11/2022 09:55

More progress announced today.



As Geraldine says above, lots to like, with the numbers headed the right way too.

Not advice.

[15geraldine] 25/10/2022 08:12

Recently voted AIM growth company of the year. Strong management team, strong proposition resulting in growing international client base and pipeline of enterprise clients.

[tomps2] 23/9/2022 15:56

Eagle Eye (EYE) Full-Year 2022 results presentation - September 2022

Eagle Eye’s CEO, Tim Mason and CFO, Lucy Sharman-Munday present the full year results for the period ended 30 June 2022. An exceptional year of growth, creating value for some of the largest retailers in the world.

Video:

Podcast:

[rambutan2] 21/9/2022 22:44

Happy holder here:

Eagle Eye, (LSE: "EYE"), a leading SaaS technology company that creates digital connections enabling personalised, real-time marketing, is pleased to announce its results for the financial year ended 30 June 2022 (the "Year").

The strong performance in the Year was driven by substantial new wins, the increased speed at which customers have gone live and the continued deepening relationships with existing customers, as they take advantage of the full capabilities of the AIR platform. Through the drive and dedication of our exceptional team, we are at the forefront of the digital transformation taking place in the world of retail marketing and our performance for the Year is a demonstration of the momentum across the business.



Outlook

-- Eagle Eye has entered FY23 with momentum across the business, a strong new business pipeline and a growing international opportunity, in the U.S., Europe and Asia

-- Whilst the Group is cognisant of the inflationary environment, the business has successfully mitigated these challenges to date, and is confident in its ability to continue to do so

-- Trading in the current year is in line with Board expectations and the Board is confident in achieving a positive year of profitable growth in FY23

Tim Mason, Chief Executive of Eagle Eye , said:

" I am incredibly proud of the successes achieved this Year by our fantastic team, against a challenging economic backdrop. Through their drive and dedication, we are at the forefront of the digital transformation taking place in the world of retail marketing.

"In the current difficult economic environment, customer loyalty and effective promotions are more important than ever. The retail industry is becoming increasingly aware that data driven, personalised promotions are one of the most effective ways to drive increased trade. The ability of our AIR platform to deliver 1:1 marketing, in real time, at an enterprise scale, means we are well positioned to address this growing customer need.

"The prospects for Eagle Eye are increasingly positive and we have entered FY23 in a very strong position with considerable momentum across the business. We have a substantial addressable market, high profile customers in multiple geographies, a proven offering and a high-quality business model driving growth in revenue and profits and generating cash. These factors, coupled with our strong new business pipeline, and growing international opportunity, underpin the Board's confidence in the long-term success of Eagle Eye."

[15geraldine] 16/8/2022 11:03

Asda rewards rolled out to 633 stores from a test of 48 stores. Cashback rewards scheme.

Eagle Eye a major part of this infrastructure. Good timing given the macro economic climate.

[jimic23] 19/7/2022 08:06

What a great business. Outstanding

[15geraldine] 19/7/2022 07:31

Trading ahead….again.

Good work Eagle Eye management and team.

[wildchild] 27/5/2022 10:52

Not sure what has set this off today but its very welcome.

[eclair] 20/5/2022 13:11

Thanks WILDCHILD

[wildchild] 20/5/2022 13:00

eclair : 300k sold and 300k bought.

[eclair] 20/5/2022 12:36

Trying to work out what the nearly 600,000 trades are. Clearly not sells, else we'd be down 50 not up 50.

[eclair] 20/5/2022 12:34

Hard to see why we can't get back to £6+. Topped up again this morning.

[lomax99] 20/5/2022 09:03

Nah, you're not alone - long & strong!

[wildchild] 20/5/2022 08:50

Looks like we're the only two here hew.
Yes, all looking very good here trading wise. Nothing to worry about for me in that update.

[hew] 20/5/2022 08:37

Nice TU today:

"......continued positive trading performance since the release of Interim Results in March 2022. A notable development in the period is the go live of the national US grocer, announced in January 2022, secured alongside our partner, Neptune Retail Solutions. As a result, the Board now anticipates revenues and adjusted EBITDA for the year ending 30 June 2022 ("FY22") will be ahead of current market expectations* by approximately 7% and 10% respectively.

Eagle Eye has benefitted in the year from significant new customer wins across multiple geographies, the accelerated ability to take these customers live, deepening with existing customers and the impact of lifting COVID restrictions."

[wildchild] 31/3/2022 20:05

hew, Ints read very well. Its a bottom drawer lock away for me now. I'd be hoping for a "beat" at or before full year personally. That will keep me happy. I normally use stop-losses, but took my eye off the ball, and in no time I was down a big percentage.
Anyway, good luck here.

[hew] 31/3/2022 18:46

Wildchild, a glance back at the H1 Results should keep you going! They kick off with: "Strong financial performance and record new business pipeline".

[wildchild] 28/3/2022 21:30

Nice to see a bit of an uptick here today. Another 150p and i'll be in profit !

[lomax99] 18/3/2022 13:37

Added a few.