Share Name Share Symbol Market Type Share ISIN Share Description
Imimobile LSE:IMO London Ordinary Share GB00BLBP4Y22 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 278.00p 276.00p 280.00p 278.00p 278.00p 278.00p 356 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 76.1 5.1 11.8 23.6 172.60

Imimobile Share Discussion Threads

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Great new 10 minute interview with the CEO - all sorts of reasons for confidence here, including AI and automation, recurring revenues, GDPR, blue chip client list growth potential etc etc.... http :// "IMImobile ‘at the centre’ of how businesses communicate with their customers 14:58 11 May 2018 Jay Patel, chief executive of IMImobile PLC (LON:IMO), tells Proactive they work with some of the largest telcos and banks helping them service their customers through the use of mobile and digital technologies. Patel says their cloud software platform manages more than 22 billion messages and 42 billion commerce transactions a year around the world. ''In all our core markets we have an ability to grow quite well over the coming year''. ''The way we communicate today is very different to what we did five years ago .... what's going to happen in the next five years is that businesses are also going to communicate with you in a different way and we're at centre of that''. ''We've got a multi-year journey ahead of us ...and the addressable market is large'', Patel says."
IMO are newly tipped here: Https:// "Strong performance The growth company in question is cloud communications software and solutions provider IMImobile (LSE:IMO). The company’s trading update for the year to 31 March showed a rise in organic revenue of 45%, which was ahead of expectations. This helped to deliver a year-on-year gross profit increase of over 17%, with net profit being in line with expectations after the anticipated investment in various growth initiatives. The company’s recent acquisitions appear to provide the potential for a move into new markets. There has also been further progress in cross-selling opportunities, while ongoing product innovation and the development of intellectual property could have a positive impact on the company’s long-term outlook. With IMImobile forecast to generate growth in earnings of 22% in the current year, it appears to have a strong outlook. Despite this, it trades on a price-to-earnings growth (PEG) ratio of 1, which suggests that it may be undervalued by the market. This could mean that there is capital growth ahead for the stock, with what appears to be a solid strategy having the potential to generate rising profitability in future years."
Whitman Howard were previously forecasting 14.4p EPS for this year, though will be revising their forecasts, presumably post-results. Let's assume a similar EPS growth to last year of around 30%. That would give around 18p-19p EPS looking forward. A forward P/E of say 15 would be pretty decent value for IMO's sector. Add in an element of blue sky for the involvement in AI and automation, and the potential is clear imho.
Surprised this hasn't had a better rally...perhaps all priced in, for now
Excellent summary just out from Techmarketview: Http:// "Tuesday 24 April 2018 IMIMobile updates on a year of progress IMIMobile’s Trading Update shows good progress, both tactically and strategically, as this cloud communications software and solutions provider drives revenue faster than market expectations, extends its portfolio and builds out into new market opportunities. The management indicate that the results for the year to March 2018 will show revenue up over 45% from last year’s level of £76.1m. Gross profits are estimated to have advanced by over 17%, with EBITDA and net profit in line with market expectations after significant corporate activity, additional investment in sales capabilities and additional product development. During the year, IMIMobile made further advances in the UK, where it already has a strong position with leading banks, telcos and utilities. The December 2017 acquisition of Healthcare Communications, with its customer base of 140 NHS Trusts has increased its public-sector presence significantly. Additional customer wins in the retail, logistics and utilities sector will also drive further growth in the company’s UK business. M&A has also stepped up the company’s US business with the purchase of the Sumotext messaging platform. Elsewhere, IMIMobile is enjoying strong growth in India due to its successful partnership with the Telenor Group as well as from its Enterprise and Textlocal businesses there. We should expect additional acquisitions to establish presence in new markets, enabling the deployment of the company’s broad messaging and customer journey transformation portfolio. This portfolio has been enhanced by the addition of an RCS (Rich Communications Service) capability and over the year has seen further progress in its chat and consent management solutions, the latter being particularly important as companies in Europe wrestle with the introduction GDPR and its new privacy requirements. IMIMobile has both a strong portfolio and market presence in an increasingly important niche within the “digital economy”. We can expect further strong progress during 2018."
Whitman Howard today reiterate their Buy recommendation, and will update their target price and forecasts later. Their comments on IMO's involvement in AI and automation are good to hear. Once the market eventually latches on to this things could get very interesting here.... "Interestingly IMO continues to invest in its AI and automation capabilities with several current implementations for their product for companies in the utilities and retail sector. We see this as an interesting area of further growth and clearly this space is growing very fast and attracts very high multiples. We expect IMO to expand on their strength in this area at the full year results. We expect IMO to continue to offer an attractive combination of organic growth, earnings enhancing acquisitions, and new growth opportunities such as its expanding AI and automation capabilities. In addition we expect margins to move higher over time. We retain our BUY rating."
Excellent year end trading statement today - turnover up 45% and ahead of expectations, with PAT in line given the high investment going on: Http:// IMO are now "the UK market leader for digital and mobile interactions across major industry verticals". GDPR should be a growth driver this year, as IMO: "also introduced a Consent Management solution to help clients comply with the new General Data Protection Regulation (GDPR) with the first implementation of the solution delivered during the year to 31 March 2018". The outlook is very bullish, also signalling the likelihood of more acquisitions: "The Board continues to see exciting opportunities to play a leading role in the continued consolidation of this exciting and rapidly evolving market. Jay Patel, Chief Executive of IMImobile PLC, commented: "We have successfully built high quality software products that are well positioned to help our clients meet the challenges of digital transformation. The Group has now established its reputation for strong cash generation and year-on-year progress and we expect growth from all our divisions and geographies in the coming year. The acquisitions we have made have performed well and, adopting a similar, selective approach, we see further exciting opportunities to take a leading role in the consolidation of this sector."
Just noticed a tip today for IMO on Share prophets by Malcolm Stacey, whose columns I've often found to be extremely simplistic and sometimes just plain inaccurate....anyway, if anyone's got the full text, perhaps there might be a gem or two worth reading: Https:// "Hello, Share Jammers. Recently, I’ve suggested that one of the less obvious, but telling, signals for a company in a fine state of health is the strength of its customer base. If that amounts to a few obscure orders, there could be limited growth. But if there is an A-list of clients, you can bet some big high-power brains have analysed the company and found it to be worthy of custom. etc"
No probs jgoold. New highs again today.
Thanks Rivaldo, a good write up. Now 2x average volume!
Jgood, read the thread and you'll find a link to a great article in the Mail on Sunday yesterday.....
Already more than 50% of the average volume traded today. Something brewing?
Race to the moon stock, expecting 500/750p by next year. One to tuck away for the future and nibble on the dips
ny boy
Midas evidently consider there are considerable gains to be made from current levels. As do I. Certainly not tedious :o))
Midas always write up on a stock “post gains” It’s rather tedious
last year.... 27/04/17 07:00 IMImobile PLC (IMO) Trading Update
douglas fir
do we now the date of the update in april anyone please!
IMO are the main tip in today's Daily Mail.....they've been discovered at last :o)) Http:// "MIDAS SHARE TIPS: IMImobile is a fast-growing company that specialises in helping businesses deliver useful information to their customers in a range of highly effective ways By Joanne Hart, Financial Mail on Sunday Published: 21:50, 7 April 2018" Conclusion: "The group has been expanding both organically and through acquisitions, and has been investing in research and technology too. So, although the balance sheet is strong, dividends have not been on the agenda to date. That should change over the next few years, as the group becomes increasingly profitable. Growth is expected to come from winning new clients, gaining more business from existing customers and strategic acquisitions. Mobile phones are an intrinsic part of daily life not just for consumers in developed economies but all over the world. IMI helps businesses to benefit from this, using technology to connect businesses with their customers easily and effectively. This trend is likely only to increase over the coming years. A trading statement will be issued in mid-April, providing guidance for the year to March 31, 2018. It is expected to provide evidence of continued progress. Midas verdict: IMImobile shares are 267p and have done well recently, but they should continue to deliver strong growth. Buy and hold."
RNS - Liontrust are buying, and have increased nicely to 14.34%, or 8.9m shares: Https://
Moving up to further new highs today. I've just found this long article about IMO on Sharetalk from only 3 weeks ago - excellent stuff and well worth reading: Https:// Conclusion: "The journey is by no means complete for IMI. Following the successes above the IMI share price has re-rated from c.6x to c.11x EBITDA but remains at a significant discount to its international peer group which averages 15x.[1] Furthermore, the prospect for accelerating growth is promising, with strategic partnerships and recent acquisitions all providing potential for meaningful earnings enhancements. Recent investment into the US market opens another possibility. IMI’s exposure to many of the key trends in digital; automation, digitisation, Artificial Intelligence and cloud based software offer a growing list of potential growth opportunities. We believe the business could use its cash on the balance sheet and ongoing cash generation to make further opportunistic, value adding acquisitions as well as demonstrating its financial discipline and shareholder focused approach to provide shareholders a modest, but growing dividend. We expect the company to continue investing into organic growth opportunities, including targeting the US market through partnerships. Both Gresham House and IMI believe this leaves the company well placed to continue its share price growth and to reach a midcap size over the next 2.5 years as per our 5-year investment thesis. IMI Mobile remains the largest holding in the Gresham House Strategic plc portfolio and is a statement of our conviction in the growth story going forward."
New highs now. But keep it quiet :o))
IMO showed good relative strength during the recent tech wobble as did ZOO
More good news: Https:// IMImobile SA launches mVideo Mar 8, 2018 IMImobile SA has announced the launch of mVideo, a high-resolution mobile video delivery solution available across South Africa. mVideo allows mobile marketing and enterprise customers to streamline the creation and delivery of high-resolution video content across multiple communication and media channels, such as email (as attachments or a link to a cloud-hosted video), social media (Facebook, Instagram and Twitter), YouTube, and mobile app. The announcement follows the recent GSMA Mobile World Congress in Barcelona, Spain, where the demand for video delivery was identified as one of the key mobile trends. As video technology continues to evolve, video-based content is increasingly consumed across all regions and use cases, it is predicted that video will account for around 75% of mobile traffic worldwide by 2023. “With smartphones able to access and stream full-length HD videos in seconds, the media, marketing and broadcast industries need a viable way of delivering high-quality video content optimised for the diverse range of devices and channels. As a result, traditional video delivery formats such as MMS (Multimedia Messaging Service) simply cannot deliver the video experience customers desire.” says Devon Meerholz, chief creative officer at IMImobile SA. IMImobile’s SA customers use videos for in-store screen experiences, social media promotions, as well as the personalised distribution of video-based itemised bills and bank statements. With mVideo, a multi-channel video campaign starts life as a full-motion video which is then selectively compressed down for every device and distribution channel. All full-motion videos are produced in-house by IMImobile’s own Creative Studio that is solely focused on optimising video content for mobile and digital distribution channels. “The advantage of our approach is that we can supply our customers with multiple versions of the same video, with each video optimised for a different marketing channel or platform,” says Meerholz. “It’s been predicted that mobile users will spend 36 minutes daily watching videos on their smartphones in 2018, so mVideo is sure to hit clients’ sweet spots this year.” IMImobile is a cloud communications software and solutions provider that enables companies to use digital technologies to communicate and engage with their customers. The company has helped to developed industry best practices by delivering country-specific mobile initiatives from mobile bank statements in South Africa to personalised marketing videos in the US."
Good news today: Https:// "IMImobile launches RCS Business Messaging in its customer journey automation platform IMIconnnect The GSMA estimates that by Q1 2019 there will be c. 1.05 billion monthly active users, served by over 200 mobile operators. London, 7th March, 2018 - Cloud communications software and solutions provider IMImobile, today announced support for RCS Business Messaging (Rich Communications Services) in its IMIconnect platform. Enterprise businesses can now launch RCS messaging services alongside 10+ other mobile and digital communication channels, including SMS, Push Messaging, Email, and Facebook Messenger, that are available out-of-the-box in IMIconnect. Over the last 12 months IMImobile has been working closely with ecosystem partners like the GSMA, Google and Vodafone UK to drive the adoption of RCS. With recent announcements of RCS Business Messaging initiatives at the Mobile World Congress in Barcelona last week, IMImobile was pleased to showcase innovative RCS use cases of its customers including Barclays, British Gas, Foxtons and Pizza Hut Delivery at GSMA Innovation City. IMImobile believes the adoption of RCS will further enhance messaging interactions between consumers and businesses in years to come, enabling a natural evolution of today's SMS experience. According to the GSMA, consumers are overwhelmingly excited about what RCS has to offer; nearly 80% of consumers find RCS appealing and over 70% say RCS would make them more likely to want to communicate with a brand.* Sudarshan Dharmapuri, SVP Product Management said, "We are excited to make RCS Business Messaging available in IMIconnect. This allows enterprises to use IMIconnect to build, prototype and deploy RCS journeys within days using our low-code tools. The successful deployment of RCS journeys requires customer interactions to be orchestrated across existing backend systems. IMIconnect is specifically designed and developed to enable end-to-end automation of customer journeys." Businesses interested in building RCS messaging experiences can sign up for IMIconnect. Users will then be able to access a 'drag & drop' workflow builder that allows the quick and easy configuration of RCS messaging journeys, including verified branding elements, rich media, image carousels, customised action buttons and replies. More importantly, any RCS services can easily be integrated with CRM, marketing and customer service systems to allow the fulfilment of RCS customer journeys across existing business processes."
Ali, read to the bottom of the article for the reference to IMO.
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