Ideagen Share Discussion Threads

[scottishfield] 11/12/2015 12:32

sri saucepan, i'm misreading, apols.

[saucepan] 11/12/2015 11:12

The only RNS I see is Hargreave Hale going below 10%? (see link in header)

[scottishfield] 11/12/2015 10:46

RNS this morning , Marlborough nw over 10%

[multibagger] 09/12/2015 13:06

New high, solid volumes.....David Hornsby hoping to deliver about 25% EPS growth...and forecast EBITDA is 6.3m for the year on revenues of £22m (from Shares Investor talk recently on Youtube)...

Zak Mir may be right this time with regards to 61p target !

[saucepan] 09/12/2015 12:14

With a Slater (Alt Rolling) PEG of just 0.34 this is far from overheated presently.

[tdog1975] 09/12/2015 11:23

Impressed... This is performing above my expectation and it makes a change.What sort of target prices we working to? It's past mine but greed is kicking in as it's growing and growing...Tdog

[multibagger] 09/12/2015 10:38

Thanks Rivaldo - Fantastic news ! We seem to powering ahead share pricewise :)

I wonder if this is a new segment within the aviation industry that we are addressing and also whether it is in a new geography. According to the talk by David Hornsby, we are already dealing with 300 aviation companies.

Kind courtesy of CyanideSid on the other thread posted on 27.11.2015



Offshore aviation is a big part of the Oil and Gas industry globally and we may get a look into defence sector possibly ?

[rivaldo] 09/12/2015 07:47

IDEA presenting in Malaysia re helicopter safety:



"NEWS // 2015/12/08
Ideagen to present at leading helicopter event in Malaysia

Aviation safety management software developer, Ideagen, will present to some of the largest helicopter organizations in the world at a leading conference in Southeast Asia.

Ideagen – developers of the Q-Pulse and Gael Enlighten safety and GRC software solutions – will deliver a presentation on “Helicopter SMS and Quality Regulatory Obligations” to key operators at CivilHelicopter Southeast Asia.

The event, which takes place in Kuala Lumpur, Malaysia, will see industry experts discuss key policy updates, trends and developments in the region’s helicopter industry, which has approximately 750 civil helicopters in operation and enjoyed a growth of eight per cent in 2015.

Ideagen’s Steven Cespedes will be presenting at the event on Thursday, Dec.10. As the company’s head of aviation, Cespedes is an expert in aviation and helicopter safety and has implemented over 100 safety management systems in large blue chip organizations across the globe.

etc"

[scottishfield] 02/12/2015 17:12

Mmm, good finish !

[rivaldo] 02/12/2015 14:29

Nice mention for IDEA today:



"IDEAGEN

Thanks to a recent £4.9m Award Decision Notice from a UK public sector body, business is looking rosy for software solutions company Ideagen, which derives more than three-quarters of its revenue from the governance, risk and compliance sector. Analysts at Finncap have left the share target price unchanged at 52p, but envision that some of the company’s newer software products offer further revenue opportunities given their strong potential customer base."

[rivaldo] 30/11/2015 07:39

The Chancellor's digitisation message in his Autumn Statement should benefit IDEA nicely:



"Two words stood out in the statement in terms of how that efficiency will be achieved: digitisation and collaboration. On digitisation, a £1.8b investment in digital was announced, including £450m for the Government Digital Service. A Digital Transformation plan is due in 2016. But it is clear that much of the spend will go on HMRC’s digital tax accounts. While at GDS the only ‘new’ Government-as-a-Platform initiative highlighted was the common payments platform. However, across many departments, the “harnessing of today’s technological advances” was a common theme, from a £700m investment in digitising the courts, to a £1b investment in the next generation 4G communications network for the Emergency Services (enabling officers to access police databases, take mobile fingerprints and e-witness statements and stream live body-worn video), to a £1b investment in new technology in the NHS (see What does NHS funding boost mean for SITS?).

In terms of collaboration, there is numerous evidence that more joint working is on the cards: increased collaboration between the three security and intelligence agencies and the Armed Forces (see Defence & National Security: Important role for ICT innovation); the introduction of a £115m fund for the Joint Work and Health Unit, including £40m for an innovation fund to pilot new ways to join up across the health & employment systems; and the ‘Devolution Revolution’, which will see more power given to nations, cities and local authorities, resulting in a more joined up approach at local level."

[multibagger] 26/11/2015 07:45

Thanks Rivaldo....all the better then !

[rivaldo] 24/11/2015 07:29

Indeed - it's actually even more than that, as their last holdings RNS showed them down to 13.26m shares, so they've added around 6.3m shares since then to get to over 11%.

[multibagger] 24/11/2015 07:08

Holdings RNS - good to see that Investec Wealth has increased its holding by 4.236m shares.

[multibagger] 23/11/2015 08:36

Just joined with 67336 at 54p....not showing as yet. I expect this to cross £1 in about 18-24 months time :)

[saucepan] 23/11/2015 08:26

Punching through the 50p threshold now - a major breakout.

[tallprawn] 20/11/2015 14:26

Those are bed and ISA transactions so not new buys hence the lack of price movement...

[rivaldo] 20/11/2015 12:36

2m shares just reported bought at 50.45p....EDIT - looks like a rollover of 4.236m shares. Perhaps shows quite a degree of confidence.

[smithie6] 20/11/2015 12:23

.....looks like I got this one wrong ....thought at 35p it was 'nice' but that it was fully or over priced....

And now 50p !...pah...

Congrats to holders

[rivaldo] 19/11/2015 10:56

Nice summary from Richard Holway's Techmarketview:



"Thursday 19 November 2015

Integration plan bearing fruit for Ideagen

Ideagen (a supplier of information management software to highly regulated organisations) commented in May (see Ideagen bedding in future success) that it was in a position to ‘accelerate the integration of Gael into the Group’. This morning’s trading update, for the six months ended 31 October 2015, showed evidence of the successful integration with the expectation that underlying organic core revenue growth will be approximately 6% during the period.

New business wins include a five-year contract with a public sector organisation worth £4.9m for Enlighten, Ideagen’s recently launched SaaS based GRC (Enterprise Governance, Risk and Compliance) platform.

Having integrated the sales and marketing functions into a single team (see Ideagen structured for success), Ideagen has launched a new corporate website reinforcing the integration of the acquired businesses.

Growing rapidly via acquisition is one thing however integrating the acquired businesses into a coherent whole requires a deft touch; it appears Chief Executive David Hornsby and his management team have it."

[saucepan] 19/11/2015 10:32

Hi folks.

I have taken an entry position here today. I suspect the breakout through 50p will prove significant; manifestly a key level in the psychological round numbers game.

[jaws6] 19/11/2015 07:29

as post 527 who bought then ?
Good news.