Ideagen Share Discussion Threads

[maddox] 28/3/2021 23:55

Hi stockready, Quality business with an excellent Mgt Team, growing organically and by acquisition, remarkably good record of hitting their targets. There is plenty of runway for future growth and I expect that they will continue to deliver. Covid-19 has proven what a resilient business this is. Heading into what is likely to be a difficult economic climate having products that are considered non-discretionary presents an attractive risk/reward. As always DYOR, and tell us your thoughts? Regards Maddox

[r2oo] 17/3/2021 13:11

What we need is a nice cup with handle to form and then a definitive break out to the upside as there is some resistance of these levels.

[stockready] 15/3/2021 00:56

So where is this heading? I have just started to research this but seems it is late to entre for good profits? Do you see this reaching £5 this year and if so why? Thanks SR

[volsung] 03/3/2021 13:13

Bought a few more at 265p

[davidosh] 02/2/2021 17:02

This Monday we are joined on the show by a top performing CEO of a company that Mello conference regulars will know exceptionally well….There is absolutely no doubt that over the past 15 years David Hornsby of Ideagen has been one of the most successful leaders and entrepreneurs that the AIM growth company market and before that on Plus Markets has seen… Indeed the growth has been amazing as it has gone from being a sub million pound tiddler on Plus to the nearly £750 million market cap today that Ideagen is today. Any investors that could see the investment case and had confidence in the company David was trying to build when he presented at Mello Central in 2011 and Mello Beckenham in early 2012 would now be at least 25 times the richer but he is sadly saying goodbye and moving into retirement. However we are sure there is still another chapter still to write and David will share the next inevitable entrepreneurial journey with Mello viewers and also tell us how he sets about delivering amazing returns for investors… Https://melloevents.com/mellomonday-8th-february-2021/

[maddox] 30/1/2021 22:27

It appears that the self-appointed 'Investor's Champion' has decide that it gains more from being controversial than analytical. So, whilst they don't understand what the Company does - IDEA's customers clearly do - and are prepared to pay for their services even in the current climate. This Covid-19 period has been very enlightening as it has shown just how 'sticky' IDEA's products are. It has thus strengthened my confidence in the investment case for IDEA and confirmed my decision not to subscribe to the Investor's Chump.

[multibagger] 27/1/2021 15:05

Yes from 2p in 2009 to about 283p today...almost Trumpian sour grapes for IC that they missed an almost a 142x return in plain sight !! Yes, well over a 100 bagger..... I also recall Shares recommending a sell around the 90p region a few years ago.... Most of these so called "professionals " have no clue !

[charliec51] 27/1/2021 14:44

I'm struggling to see if the Investors Champion has a brain.

[energeticbacker] 27/1/2021 11:59

Featured in Investor's Champion update: We struggle to understand the high rating it commands given its relatively modest real returns to date and also struggle to understand what this business actually does - it's certainly hard to relate to regulatory and compliance software!.

[maddox] 26/1/2021 10:55

Another excellent set of results - you wouldn't think we're in the middle of a pandemic! Astonishing really, sales and acquisitions apparently unaffected, no doubt a lot of hard work made this possible. Really sorry to see David Hornsby step down - he's been exemplary in shareholder engagement, is such a nice guy with a great sense of humour. Ben is very impressive so no worries over the succession but hopefully it's not the last we see of David in the Investor community. Regards Maddox

[ridicule] 25/1/2021 18:51

Interims out tomorrow plus presentation

[fairweathergolfer] 24/1/2021 16:22

One of Lee Wilds picks for 2021 over on interactive investors

[volsung] 22/1/2021 09:58

Got a few more for 288p

[maddox] 09/12/2020 14:58

Just want to voice my support for ShareSoc and the highly valuable work the unpaid volunteers do on behalf of personal investors like us. This includes the many campaigns that they run seeking redress for shareholders against rapacious firms and lobbying Govt on our behalf to improve the rights of individual shareholders. This work will include persuading IDEA,for example, to provide access to placings - available through PrimaryBid this time - so big tick for IDEA as well. The access to excellent Company presentations like the IDEA advertised above and educational seminars is great value for money, so join up. Keep up the excellent work ShareSoc!

[volsung] 08/12/2020 17:19

Put in for a few of these on PB. Nice chart and reasonable discount

[sharesoc] 05/12/2020 16:05

The presentation packs and recording from our webinar with Ideagen on 2nd Dec can be found here for full members to view: hTTps://www.sharesoc.org/seminar/sharesoc-webinar-with-ideagen-idea-2-december-2020/ To access the presentation, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hxxps://www.sharesoc.org/membership/ Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the presentation (and presentations on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hxxps://www.sharesoc.org/contact-us/

[sharesoc] 27/11/2020 14:35

We are hosting a webinar with Ideagen on the 2nd December. May be worth watching if you are a current shareholder or potential investor. Ben Dorks (CEO) and Emma Hayes (CFO) will be presenting: hTTps://www.sharesoc.org/events/sharesoc-webinar-with-ideagen-idea-2-december-2020/

[themachine99] 16/11/2020 06:19

I think that ARR has held through COVID should reassure all shareholders

[energeticbacker] 13/11/2020 11:06

Ideagen: reassuring as always, but fully valued? Investor's Champion wonders how essential their software is to its clients, how sticky is that ARR and could competitors easily step in?

[malcontent] 07/11/2020 09:26

great company great series of results super-quiet board about to break upwards from previous highs? held for 3 years in my sipp and adding

[halfpenny] 03/11/2020 12:07

IDEA HEADING MUCH higher. Great company with very Sticky Customers and a High Demand fir their Products and Services. Great Team...250 plus plus more to cone as news flow...

[maddox] 22/9/2020 14:35

2019-20 Results - absolutely superb in the circumstances and presented with excellent clarity: > 21% rev growth to £56.6m > Operating margin of 32% > Client retention rate of 95% (being maintained despite Covid-19) > Strong cash generation - 90% of ebitda > 76% is recurring revenue > Transition to Saas pricing - progressing smoothly up 61% y-o-y to 39% of revenue. > Three acquisitions integrated seamlessly Outlook - Marketing Qualified Leads up 60% on 2019 with a current conversion rate of 50%. A very high-quality firm with an excellent management team.

[redalert] 13/7/2020 13:02

Davidosh, it seems IDEA did not present at Mello after all - is there any reason for that? thank you. RA

[maddox] 05/7/2020 15:17

thanks sema, very positive update from Ben, great to hear that the sales are holding up. Looking forward to seeing them at Mellow Virtual - IDEA are excellent in regards to shareholder engagement.

[semaj2000] 03/7/2020 14:53

IDEA on Vox Markets Podcast - https://bit.ly/2ZyEvLp