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
  2.50 0.91% 278.50 275.00 282.00 278.50 278.50 278.50 56,544 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 1576 to 1599 of 1750 messages
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The above is part of a global expansion to double IDEA's size: Https:// "Ideagen turns Scots facility into centre of excellence Terry Murden, Editor | May 3, 2019 Ideagen is to turn its East Kilbride site into a ‘Centre of Excellence’ as it looks to strengthen its position in the multi-billion dollar governance, risk and compliance (GRC) software market. The Lanarkshire facility is part of the company’s global Centre of Excellence strategy, which will see the centralisation of business functions at key sites and 124 jobs created globally, including 42 in the UK and 12 in East Kilbride. The ambitious project will see its site at the Scottish Enterprise Technology Park focus on customer support, marketing, legal, products and service delivery. The site will also house elements of technical services, sales and IT. Ben Dorks, chief executive, said: “In the last decade, we have more than quadrupled our workforce and client base and grown globally with new offices in the US, UAE, SE Asia and mainland Europe. “As part of our ongoing business growth strategy, we are creating four strategic ‘Centres of Excellence’ (CoE) which will centralise important business functions at key sites across the globe." “The introduction of our Centres of Excellence is the next phase of our growth plan and will centralise key areas of the business to allow us to double in size globally over the next three years. Through a focussed expansion from Asia to the US, it will allow us to truly serve our expanding client base of over 5,000 organisations globally.” etc"
Interesting write-up. Five UK tech firms to invest in Malaysia.
Thanks for the write-up GHF. Not held quite as long as you (not many have!), but still a multi-bagger for me and likely a long-term hold unless anything changes.
Chart shows an interesting level with support at $1.40 but good support at £1.20, interesting to see if the £1.40 level holds when tested...
This in my eyes this a guaranteed winner, (because of Legislation etc) you can only see these turning into a billion cap giant over the next ten years, so these are a strong hold for me. GREAT write up GHF, looking forward to your write-ups on APC, and Kape……
Nice write up Gordon. I entered IDEA after listening to David and Ben at Mello in Derby last year and it is now a core holding for me too. GLAH
I’m currently writing a brief synopsis on each of my holdings...& IDEA remains one of the cornerstones of it. Not sure if the earnings table can be transferred over so here’s the link HTTPS:// SPRING PORTFOLIO 2019 WRITE-UPS (1) IDEA (IDEAGEN PLC) - Mr Dependable * Share Price 147p * M/Cap £323m * Enterprise Value £324m * Shares in Issue 219.8m * Stock Rank 41 (Quality 67 / Value 4) Similar to my previous updates, Ideagen is now a 14x bagger for me in my 9-years invested & unsurprisingly remains a cornerstone of my portfolio. They provide Integrate Risk Management (IRM) software & services to organisations operating in highly regulated industries. We are talking industry sectors across the globe from aviation and healthcare to banking & finance. It has a global presence & a customer base that includes many of the world’s blue-chip companies. Over 4,700 organisations use Ideagen's products including 7 of the top 10 UK accounting firms, ALL of the top aerospace & defence companies AND 75% of the world's leading pharmaceutical companies. Importantly they have a fantastic customer retention rate which has been circa. 95% for as long as I can remember. In terms of the numbers, they released positive H1 results in Jan 2019 & highlighted continued strong growth with recurring revs rising to 67% which provides increased visibility on earnings. SaaS revenues grew at +80% & now comprise 26% of overall revenues. This is a v important metric to watch as it de-risks forecasts & reliance of one-off software licence revenues. Ideagen has delivered 8 years of unbroken double-digit EPS growth. Worth pointing out that the growth in EPS is forecast at only +15% in FY19 simply due to a £20m placing in Sept 2018 (142p) & the subsequent timing of acquisitions. Yr end April Revenue Adj PBT Adj EPS 2010 £1.0m £0.2m 0.6p 2011 £2.3m £0.5m (+150%) 0.9p (+50%) 2012 £4.0m £1.0m (+100%) 1.26p (+40%) 2013 £6.5m £1.9m (+90%) 1.55p (+33%) 2014 £9.0m £2.6m (+37%) 1.7p (+12%) 2015 £14.4m £3.6m (+38%) 2.1p (+27%) 2016 £21.9m £5.7m (+58%) 2.7p (+26%) 2017 £27.1m £6.9m (+22%) 3.2p (+19%) 2018 £36.1m £9.7m (+40%) 4.2p (+32%) 2019e £46.5m £12.1m (+25%) 4.8p (+15%) I met the team early in 2019 at their H1 FY19 presentation & came away v impressed. In his first year as CEO, Ben Dorks has done an excellent job, with a superb grip on operational performance. This builds on the excellent development of the company under David Hornsby & I believe they are in very capable hands. By FY22 IDEA are targeting £100m revenue at 30% EBITDA margin with 74% of revenue recurring. finnCap have a 180p price target which is +22% from the current price. While this may appear a touch rich at a first glance, I’d suggest that it’s warranted as they’ve delivered in spades in the last 9-years; operate in a risk management market growing at +13% per annum; have fantastic client retention; strong recurring revenues & an offering that has increased enormously in breadth & depth via 16 x acquisitions that have delivered an enviable product set across multiple industries throughout the globe. Yes, Ideagen is my number 1, my GOALIE in the portfolio team & a company I believe my Mr DEPENDABLE. I’m sure it will remain a core holding for some time to come 😁 Kind regards, GHF
This sounds like a good contract win across global operations: Https:// "Ideagen secures software project with Canadian global aviation services firm 25th April 2019 Ideagen, the Nottingham-based global software firm, is to supply a Canada-based global aviation services company with software for safety, environment and quality management. The Inland Group of Companies – comprised of Inland Technologies, Integrated De-Icing Services (IDS) and Quantem Aviation Services (QAS) – will implement Ideagen’s Coruson software across its growing operations in Canada, USA and Europe. Coruson will be used as part of the Group’s strategy to standardise, streamline and continuously enhance several areas of its safety, environmental and quality management systems, including; Health and Safety, Environmental and Quality Auditing and Assurance Health and Safety and Environmental Reporting and Investigation Proactive Risk Management Process and Document Change Management Safety, Environmental and Quality Performance Monitoring via dashboards and KPI/SPIs etc"
New contract win with Joramco (and news of an enhanced version of Q-Pulse being launched later this year): Https:// Extracts: "Safety Management Software Can Save Time And Mistakes Paper or non-integrated digital systems increasingly pressured by tougher requirements. Henry Canaday | Apr 19, 2019 Safety and regulatory demands are only going to get tougher, and managing them will require stronger systems. To help with some of these demands, Joramco contracted Ideagen to use the company’s Q-Pulse software to improve both quality and safety. The Jordanian MRO thus joined aircraft maintenance companies or units at Lufthansa Technik, Vector Aerospace, Cobham and BAE Systems, plus many non-aircraft companies, as Q-Pulse users..... .....Ideagen expects safety and regulatory burdens will increase in the future due to fleet expansion, more regulations, more audits, more data sharing and analysis and the shift to performance-based regulation. So the company is now launching an enhanced application, Q-Pulse 7. ”We are in the middle of a beta program at the moment with some selected organizations, with the view of release this year,” O’Brien says."
New contract win: Https:// "Leading helicopter firm joins forces with Ideagen to enhance safety Monday, April 1, 2019 PHI International will implement Coruson across its international business A leading global helicopter operator is teaming up with Ideagen to deliver real-time risk management tools that will lift the bar on helicopter safety. PHI International, formerly HNZ, the international operating division of PHI Inc, is partnering with Ideagen to implement Ideagen's Coruson software across PHI’s international business. Coruson is an enterprise cloud-based system that enables real-time control, visibility and reporting of risks. By deploying Coruson, PHI International will extensively enhance its safety, risk and compliance oversight. The project also sees PHI International become the first in the helicopter industry to combine comprehensive bow-tie risk models with aspects of safety reporting and auditing...... ....“More than 5,000 organisations use Ideagen’s products, including seven of the top 10 UK accounting firms, all of the top aerospace and defence companies along with 75% of the world's leading pharmaceutical firms, so we look forward to a close and successful future together with PHI International.”
Good to see the new LTIP director options only vesting upon achieving first 196p and then 259p share prices: Https://
IDEA are looking to double in size in the next 3 years, and are creating another 30 jobs...... Https:// "Thirty new jobs up for grabs at Nottingham software firm Ideagen The decision is part of it's project to become a 'destination employer' A Nottingham-based global software firm is creating 30 jobs at its Ruddington offices. Ideagen is a UK-headquartered, global technology company that provides software and services to organisations within highly regulated industries such as banking and healthcare. The firm, based in Ruddington Fields Business Park is now in the first phase of its ‘destination employer’ project, and is creating 30 new jobs locally. The recruitment drive will see the creation of 14 software development roles, along with 10 internal sales, three customer success and three technical content roles. CEO Ben Dorks said: “As we prepare to record our tenth successive year of growth it is crucial that we continue to invest in the business. “One of our key strategic goals as a company is to become a ‘destination employer’ across the globe and these roles are absolutely crucial in helping us to achieve that." Mr Dorks explained that becoming a 'destination employer' means they hope people would be drawn to working there as the company continues to grow. He added: “Ideagen is evolving into one of the largest software companies operating in the governance, risk and compliance (GRC) space. "As we secure more complex and technically challenging projects, it is imperative that we continue to invest in the business and in our people.” There will be jobs available across software development, internal sales, customer success and technical content. Mr Dorks said the new staff would be joining Ideagen at a time when the company is set to double in size, both organically and through acquisition, over the next three years. He said: "At Ideagen, people can grow, develop, have fun and in return for hard work, people are valued and are provided with new experiences, and challenges. "We value people who want a challenge and are prepared to work with our global teams and work towards success." Mr Dorks said 80 percent of their staff go on training courses every three months. The recruitment drive is part of Ideagen’s global growth strategy as it looks to create 100 jobs across four Centres of Excellence in Nottingham, Glasgow, Kuala Lumpur and North Carolina. Globally, the company now has more than 500 staff across its operations in the UK, Europe, US, SE Asia and UAE. It’s Nottingham HQ is a 200 capacity facility which is set to become a Centre of Excellence for the company’s Research & Development, Sales, HR & People and Accounts functions. Mr Dorks added: “By touching key operational functions within our Nottingham Centre of Excellence – from sales and development to technical and customer services – it will ensure we are well equipped, both in workforce and skillset, to successfully meet the demands of our customers across the ever-changing industries we operate in.”
solid buying today. Wonder if anything afoot? Either way IDEA are a great company and going places.
The news flow of new customers / contracts has slowed down recently.
Motoring nicely today on volume
Apologies for horrible typos. It’s been a dream stock to trade in/out of!
This is/has been such a dream stoukto tree in and out of; the underlying story is so good, the earnings relatively predictable yet the stock is volatile. Long may it continue!!
Bought £7.5k worth on volume this morning...
This is a company that has been followed and backed by Mello investors over the last ten years now but these boards seem relatively quiet. Always worth taking the opportunity to come and meet the company as they regularly do presentations to investors Anyway....Just to let you all know that Ideagen will be exhibiting and presenting at the Mello2019 event on 16th/17th May Http:// They will be doing two presentations so one in the morning and one afternoon on the Thursday. More info and tickets here...Http://
I bought another 20k at 127p yesterday.
No bad news - great share for long term holders
Unless there is bad news out first thing I'm buying more
Looks like bad news tomorrow
What is up here?
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