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Share Name Share Symbol Market Type Share ISIN Share Description
Ideagen Plc LSE:IDEA London Ordinary Share GB00B0CM0C50 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -3.50 -1.24% 278.50 275.00 282.00 278.50 278.50 278.50 186,803 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 56.6 -0.1 -0.1 - 703

Ideagen Share Discussion Threads

Showing 1451 to 1475 of 1750 messages
Chat Pages: 70  69  68  67  66  65  64  63  62  61  60  59  Older
DateSubjectAuthorDiscuss
17/9/2018
10:46
Its a never ending guess, trying to work out whether the companies you're invested in are ever going to get the 'city' bonus of funds / bulk clients buying in that takes the p/e's up to 30/40... there's plenty that run up well and then just don't keep going. INSE a case in point. IDEA seems to have the magic factor, but anticipating it seems impossible, other than just staying invested for as long as it takes, or doesn't.
yump
17/9/2018
10:45
This is undoubtedly a high quality business with lots of global growth potential. Another new breakout today. Won't be long before management's 200p target is met.
jimbowen30
17/9/2018
10:43
On Friday Questor told readers to sell IG from prtflio and he would, in a few weeks, give an alternative IT share. So we all wait for him...perhaps it's IDEA.
petewy
17/9/2018
10:39
The presentation to the City about the new acquisition must have been rather impressive......
rivaldo
17/9/2018
10:31
I wonder if there's an increasingly concentrated pot of money looking for good companies to invest in (given the pile of dross that's around), as this is on quite a racey rating now. Or is it just that its one of the few companies that hasn't had a 'hiccup' of some sort ?
yump
17/9/2018
10:26
Now 174p :) Strong interest continues....good luck all !
multibagger
14/9/2018
10:14
Great hike in share price today and very glad to be fully loaded :-)
cheshire man
14/9/2018
10:00
Good call Janeann( as your track record shows that you are more often right than wrong ) to double up on IDEA !! Stonking run today !
multibagger
14/9/2018
09:57
Heavens above ! Looks like 160-170p may be taken out by the end of next week ?
multibagger
14/9/2018
09:25
Nice - 875,000 shares just bought at 157p. Evidently the institutions who were heavily scaled back want to get their full allocation....
rivaldo
14/9/2018
06:31
Good morning all :) The share price already appears to have factored in the dilution...remember IDEA are looking at 3 acquisitions (at least) over the next 6 months...and the first one in about 4 weeks is earnings enhancing and also appears to have high recurrent revenues. Also other companies that they they are looking at will consolidate their position in the aviation sector and allow a new foray into environmental health. At the Mello 2018 meet, I seem to recall them intending to double their revenues in three years.Historically, they have been growing 20-25% every year.This is very much a part of their buy and build strategy. They have a very focussed sales conversion method and tracking system (which Ben Dorks went into detail at Mello 2018) - hence they are able to give better guidance than many other companies. After this share price lull to digest the placing and the positive sentiment for the company, I feel that a share price of 160-170p by the end of the calendar year (caveat of force majeure) is possible....let's see what happens ! Good luck all !
multibagger
13/9/2018
23:01
A 7% dilution. Will the share price reflect this on placement of the new shares?
breeze3337
13/9/2018
22:24
Thanks multi; decided to double my very small holding following the announcement - disappointed it didn't drop a little more but I am sure this will be an easier ride than some other stocks I know! also had a few more ltg first thing.
janeann
13/9/2018
22:16
Hi janeann - My guess is that this whole decision for the acquisition was time critical and too good for IDEA to pass up. So even the Instis may not have not any inkling that a £20m placement was on its way. Also I have noticed of late that the liquidity has been tight, with relatively small volumes moving the share price significantly. So IIs would have been chomping on the bit to take decent positions at an attractive placement rate.
multibagger
13/9/2018
20:59
If the placing was so oversubscribed, why haven't those institutions been buying the shares a couple (3) weeks ago at below the placing price? Doesn't make sense to me apart from the opportunity to buy a huge tranch of shares.
janeann
13/9/2018
20:04
The placing closed nice and quickly - and note that it was "heavily oversubscribed". Which bodes rather well.... Https://www.investegate.co.uk/ideagen-plc--idea-/rns/closing-of-conditional-placing-to-raise--20m/201809131700447446A/ "David Hornsby, Executive Chairman of Ideagen, commented: "I am delighted to announce the successful conclusion of this fundraise which was heavily oversubscribed with support from both existing and new shareholders. Ideagen values the ongoing support it has received from its existing shareholders and welcomes the many new institutional investors as shareholders in the Company. The proceeds from the Placing will enable Ideagen to significantly accelerate its growth objectives by acquisition and deliver further value to shareholders."
rivaldo
13/9/2018
11:53
Great news - a quick £20m placing at 142p to fund a variety of acquisitions which are already identified and should be completed within weeks. Only recently we'd have been over the moon at raising money at 142p, so no complaints here, and the discount to the current share price is really pretty tiny. And note the para on current trading: Https://www.investegate.co.uk/ideagen-plc--idea-/rns/proposed-placing-to-raise--20-million/201809131130017085A/ "Current Trading and Outlook Trading remains robust and in line with management expectations. The Company is seeing strong demand for its products from new customers and the Board are pleased to see further growth in its recurring revenues."
rivaldo
13/9/2018
09:49
Thanks for that rivaldo, I'll certainly be holding for that price target, been a great stock for me up to now :-)
cheshire man
13/9/2018
09:17
Shares Magazine today features IDEA as one of their Great Idea updates, and conclude: "A now largely proven quality business, investors should stick with the stock for further share price upside." Interestingly, they also say: "remember, management have their own 200p internal share price target, and we would not bet against such optimism."
rivaldo
05/9/2018
12:22
Ideagen PLC with EPIC/TICKER (LON:IDEA) has had its stock rating noted as ‘Reiterates217; with the recommendation being set at ‘CORPORATER17; today by analysts at finnCap. Ideagen PLC are listed in the Technology sector within AIM. finnCap have set their target price at 167 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 4.9% from the opening price of 159.2
petewy
05/9/2018
11:50
Cheers jonut. Nice summary on Techmarketview: Http://www.techmarketview.com/ukhotviews/archive/2018/09/05/ideagen-expands-quality-inspection-footprint-with-inspectionxpert "Wednesday 05 September 2018 Ideagen expands quality inspection footprint with InspectionXpert The latest acquisition from Ideagen aligns with its SaaS and recurring revenue transition strategy, tightly focused M&A approach and intention to increase its US market presence. The company will pay up to $7m in cash for US company InspectionXpert (IX), a SaaS company providing quality inspection software for the advanced engineering and manufacturing sector. With these credentials it also fits with Ideagen’s strategy of buying growing GRC businesses with strong recurring revenue. On its current run rate, IX has revenue of $2.8m, of which $2.7m is recurring SaaS revenue; EBITDA for the year to June 2018 was $0.2m. For Ideagen, the acquisition is expected to be earnings neutral in this financial year and for the first full year of ownership is expected to contribute $0.7m additional EBITDA, following the realisation of identified synergies. All 15 staff will transfer and Ideagen will also gain over 1000 customers including Pratt and Whitney, General Dynamics, Boeing, NASA and Virgin Galactica. With nine years of consecutive growth behind it (see here), it can be said that Ideagen, who concentrates on information management for regulated industries, is mastering change via a buy and build agenda built around a vertical market focus and diversification from its healthcare roots. The latest acquisition is part of the overall change process and increases Ideagen’s position in the automated inspection market, where according to executive chairman David Hornsby, OEM's are driving automated inspection initiatives through their supply chains in order to reduce costs and improve product quality."
rivaldo
05/9/2018
11:07
The house broker Finncap has upped it's target from 140p yo 167p.
jonut
05/9/2018
10:11
Firstly, IX have a lot of local US SME customers who could potentially benefit from the MAGA programme being pursued politically. In fact given we are earning $2.8m from over 1000 customers, it is probable that most of the customer base is small and medium enterprises. Secondly, we could benefit from the strength of the USD which is what the revenue is likely to be largely based. So I would expect this to grow quite quickly and with the dynamism of IDEA management this will be another excellent revenue and profitable catalyst in the near to medium term.
multibagger
05/9/2018
10:04
Looks like the recent (unusual/anomalous) buying activity that I seemed to pick up could have had this acquisition as the back story..... Another very impressive and strategic acquisition bringing a host of high profile customers such from the aviation industry. The level of recurrent SaaS business of IX is exceptional ($2.7m out of $2.8m revenues or 96.41%) and I am sure that IDEA will leverage that and also the opportunities to cross sell from the suite of IDEA products. I am delighted with this development and will be adding a few to celebrate the new ATH and acquisition :) Not adding too many, as I already hold a decent number !
multibagger
05/9/2018
08:59
Another great acquisition for IDEA, next year seeing the rewards :-)
cheshire man
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