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 1601 to 1623 of 1750 messages
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I'm thinking the Capital Markets Day yesterday went rather well..... OT : igoe104, cheers re OPG.
Yep ill put the link up tomorrow, when I get home to my laptop. Still holding opg, sold my original stake a few years back, when they were over £1. So I'm free rolling with the rest.
OT : igoe104, would you mind putting this link to coal prices in the OPG thread header post you set up (I assume you don't hold any more!)? Thanks in advance... Https://
Finncap today reiterate their 180p target: Http:// GHF, I've only just realised you've updated the thread header post - thanks for that. A good read.
It's also encouraging to read the last paragraph, about sales momentum continuing.
New contract win announced..... Https:// "New Contract Award with New Tier 1 Airline Customer Ideagen PLC (AIM: IDEA), a leading supplier of Information Management Software to highly regulated industries, is pleased to announce that it has won a new SaaS contract with a new Tier 1 airline customer, worth £1.2 million over its three-year term. The airline, a global leader operating over 3,000 flights across six continents, will use Ideagen's safety management software Coruson to enable 65,000 users to log and report all safety incidents across its entire operation. Ben Dorks CEO commented: "We are delighted to be awarded this important contract with a prestigious new customer. The implementation of systems to further improve airline safety is vital for the industry and it is a testament to our product and people that another global airline has selected Coruson. It is also encouraging to see the sales momentum of last year continuing into the first month of the new year."
Possible overhang just cleared? Next leg up? Time will tell i guess..........
I don't look at valuations - all I see is constructive price action so I hold until that changes
Fantastic deal for both parties with IDEA now elevated to greater heights and shares heading above 160p with a more realistic price £2 coming very soon with more splendid deals in the pipeline.
good read link above ,thanks.
Nice contract win for a number of IDEA's different software services: Https:// "Ideagen secures ambitious software project with Joramco Tuesday, May 21, 2019 Ideagen’s Q-Pulse, Q-Pulse Risk and PleaseReview will be implemented to support Joramco’s organisational growth with particular focus on quality, safety and risk Ideagen has announced it is to supply its software to a major aircraft maintenance organisation in the Middle East. Joramco, an independent commercial aircraft maintenance, repair and overhaul (MRO) organisation based in Jordan, will adopt Ideagen’s Q-Pulse, Q-Pulse Risk and PleaseReview products. Joramco will use Ideagen’s software as it aims to automate and support key processes associated with its quality, safety, risk and regulatory requirements... .....Operating for more than 50 years, Joramco – majority owned by the Dubai Aerospace Enterprise (DEA) since 2016 – has maintained a strong track record as a leading commercial aircraft MRO organisation. Joramco serves a wide range of customers across the Middle east, Europe, Asia, Africa, Russia and across the Commonwealth of Independenet Estates (CIS), offering services on several aircraft models from the likes of Airbus, Boeing and Embraer fleets. etc"
cant help wondering if another fund raising to fund aquisitions
Nice review from the respected Techmarketview - note the 74% recurring income target: Http:// "Tuesday 14 May 2019 Ideagen to make it ten in a row Acquisitive AIM-listed risk management software specialist Ideagen PLC expects that its performance for the year to 30 April 2019 be marginally ahead of market expectations. This will represent the Group's tenth consecutive year of revenue and profit improvement. The company’s latest trading for FY19 update anticipates that turnover will be up 29% yoy at approximately £46.7million and adjusted EBITDA up 30% at around £14.3 million. Underlying organic growth should hit 8%, maintaining the pace set in H1 (see here). Ideagen, which focuses on regulated industries, primarily transport, banking and finance, life sciences, healthcare and advanced manufacturing, reports that demand was once again robust across all key verticals last year. The company also continued the transition from a perpetual licence to a SaaS based subscription model. The Annual Recurring Revenue (ARR) book at 30 April 2019 was up 44% at approximately £36.4 million. This was driven in part by the three acquisitions made by Ideagen in FY19. These were audit management specialist Morgan Kai, quality inspection software supplier InspectionXpert and environmental health, safety and quality platform provider Scannell Solutions. Management now expects to generate 74% of revenues from recurring contracts by the end of 2020. Looking ahead, Ideagen Chief Executive, Ben Dorks believes that the company’s increasing base of recurring revenues, strong pipeline of business opportunities from new logos and expanding customer base bodes well for the rest 2019 and beyond. An eleventh consecutive year of top and bottom line growth would seem to be very much on the cards. Ideagen will publish its full year results on or around 17 July 2019."
Solid results, very nice. One point of caution is that adjusted EBITDA is +30% but they had a big placing in Sept so after that dilution adjusted EPS might only show a +20% increase to around 5.2p, giving them a current PER of 25-26 area. Recurring revenues are jumping but on that multiple and with organic growth of just 8%, I don't think that gives the shares a ton of short-term upside potential. If you look a year forward and guess adjusted EPS of +25% to 6.5 that could maybe justify a 160p ish share price but the stock will need some further news on acquisitions to get there. So my view is solid results, a touch light on organic growth and as always watch the valuation. The shares have been pretty weak for the last month and are flat over 6 months which suggests to me they are up with events. I was hoping for a little more on the revenues/ebitda growth side and given I am very heavy in the shares I will definitely trim my holding at the 150 area if we see that again soon.
Finncap retain their 180p target price and will review their forecasts after the results.
Very comforted by that one, happy daze :-)
WOW …..... Recurring Revenue up by 44%, that's a hell of a percentage jump. just shows how needed, and how good the products are.
Terrific year end statement - ahead of expectations once again. This is a company which consistently delivers. And recurring revenues are now up to £36.4m, against total turnover of £46.7m. That's around 78% and rising. Plus excellent cash generation, which may lead to more earnings-enhancing acquisitions. Lovely stuff.
ideagen announced today that it is working with Canada’s largest regional airline, Jazz Aviation, on a project that will enhance mobile reporting and risk management across the carrier’s operations. Jazz – the largest regional partner to Air Canada, Canada’s flagship airline – will implement Ideagen’s Coruson software as it looks to further strengthen its safety culture through enhanced safety reporting and analysis. Captain Robert Palmer, Jazz Aviation’s Vice President for Safety, Quality and Environment, said: “The goal of this project is to enhance safety performance through proven risk management techniques as well as ensuring risk mitigations to address the root cause of the issues. We are pleased to be working with Ideagen in advancing safety management at Jazz with the implementation of Coruson.” Coruson will become Jazz’s risk management and reporting system allowing airline management to assess risks and mitigate issues before they become safety events. “Mobile reporting through Coruson will be a significant benefit for our front-line employees. Through this project with Ideagen, we anticipate building on our strong safety culture and believe that mobile reporting will further engage our employees in reporting overall. The simplicity of the Coruson system, ease of access and streamlined reporting, will undoubtedly result in more reports and more safety data,” stated, Captain Palmer. Steven Cespedes, Ideagen’s Head of Aviation, said: “We are delighted and excited to be working with such an ambitious organisation in the form of Jazz Aviation. “Our Coruson software is used by some of the largest aviation organisations in the world and we are pleased that such a risk aware airline with an already strong safety culture has chosen to use our software to enhance its safety and risk management processes.” Ross McLarnon, Product Manager for Ideagen’s Coruson, added: “This is an exciting time for our Coruson software as we continue to see strong demand across the aviation industry. “We are delighted to be able to add Jazz Aviation – such an ambitious and highly regarded airline particularly across North America – to our ever growing list of aviation clients. “I am personally looking forward to working with the team at Jazz Aviation and look forward to them providing valuable insights into the use and future development of our Coruson software.”
Been adding a few at these prices.
Yep thanks for info from everyone. I’m approaching my 6 year anniversary as a shareholder...I wonder if we’ll all be here in 10 years time! Should be getting a trading update any time now. I think last year was on 8th May.
Thanks for finding all this information Rivaldo - much appreciated
Panmure have initiated coverage today with a Buy and a 165p target: Https:// "Panmure also put “buy” ratings on software makers Ideagen....with price target of 165p" Https://;cmpId=google "Ideagen rated new buy at Panmure Gordon; PT 1.65 Pounds"
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