||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Imimobile Share Discussion Threads
Showing 126 to 148 of 150 messages
|Yep, Naira holding steady under 400 with Rand dropping back a bit at 16.64, should help with FX from that region.
Good summary of financials to date.
|New highs now, and through 200p.|
|IMImobile plc (IMO) continues to perform in-line with our thesis. The company announced the renewal of a major contract in January on terms in-line with
management expectations and at the same time confirmed the signing of a reseller agreement with a global solutions provider to call centres for its IMIchat
In February, the company simplified its share capital structure with the founders of the business converting their ‘B-shares’ and then, given the healthy
demand, placing shares with institutional investors, broadening the share register and removing complexity.Management retain a significant stake in the business.
IMO announced a new contract award with Telenor a leading mobile operator in Scandinavia and S.E Asia in March and followed with the earnings enhancing
acquisition of Infracast which makes them the leading supplier to UK banks and resulted in Investec increasing forecasts by 5%. The company is expected to announce its results in June.
|Nice to see companies thinking this way. It reads more of philanthropy or certainly along those lines if not expressly so, great work.
On another note bots, chat bots to be precise - this is something that came out of the blue for me in terms of application within automated marketing.
Bear with me on this one, bit wordy..
Recently the CEO of RhythmOne tweeted this article:
“This Indian AI Startup Is Helping Huge Brands To Get On The Chatbot Bandwagon”
Followed by Katie Paulson of RhythmOne with this piece:
“Why Influencer Marketing Requires A Man/Machine Mind Meld”
Lastly, the following webinar around influencer marketing sited chat bots as one of the trends for 2017 (see 27 minutes in).
Given previous posts you can probably see where this is heading, another opportunity to cross sell within those previously mentioned companies.
IMImobile has a tailored or customisable Ai chat bot solution which may be of use in both ad tech marketing and influencer campaigns, the question here of course is it easier for Rhythm One to start from scratch or go with an existing offering.
All very speculative of course and the above should be read in that context, food for thought perhaps.
..imo, please do your own research.|
|Pondering on the idea of posting a spreadsheet detailing various possible benefits between,IMImobile/Akazoo/minimob and RhythmOne, however given the complexity it might be easier to post each one separately for discussion.
We know RhythmOne have recently completed the acquisition of Perk, a rewards based marketing model to complement their existing product line up.
Looking across to IMImobiles DaVinci ESP we can see they too offer a loyalty/rewards type service.
Again, the two main driving factors could be cross selling and scale.
|You have one mouth and two ears and maybe I should listen more seeing I have two of them when people are talking about stocks
|Looking strong now.
Schroder, now I'm with you. I'm afraid any mention of INTQ just sends a chill through my spine and an automatic negative reaction :o))|
|It was more to do with highlighting synergies between the two companies, for example:
Akazoo hTTps://www.akazoo.com/home and say IMIdigital – Managed Services
These are two business models which imo would benefit both sides by adding scale/volume, there are others.|
|OT : Schroder, I wasn't an investor in INTQ, but followed the story and w2as pretty surprised when Tosca backed the MBO given the shenanigans.
I suspect IMO is in a completely different class :o))|
|riv, have you been following Tosca's acquisitive exploits?
Daisy Group was one such purchase, but perhaps of more relevance is internetQ acquired last year.
|Looking good for a move up to and beyond previous highs.|
|Good news, cheers Schroder - Gartner recognition is always a big boost.
Looks like the share price is bursting out of its doldrums now.|
|NEWS / 22ND MARCH 2017
IMImobile has been recognised as a Representative Vendor in Gartner’s new Market Guide for Mobile Marketing Platforms.
|Absence of TR1's for the recent volume suggests an order is still working?|
|....looks like it has :o))|
|Hopefully buying after the acquisition news has cleaned out the seller or sellers who's been around for a while given today's rise.|
|Whitman Howard is Tosca's private banker/broker/adviser.
Interesting to see if Tosca have been buying again?|
|On 27th March, Whitman Howard's note on acquisition of Infracast increased their target price to 220p. IMHO IMO looks cheap for a growing technology stock. Topped up.|
|Liontrust have taken 322,525 which is a fraction of overall volume, B & S looked the most obvious totting up trades, need to see buy side TR1.|
|Indeed. Are you saying you think Brown Shipley are out now?|
|Liontrust increased, should have a couple more ?|
|According to my calcs, today's trade of 310,000 takes the total to within a whisker of Brown Shipley holding as above, again round number ending.|
|At a guess, i would say it's Brown Shipley & Co Limited with 2,490,238 selling, four of the large trades printed so far are pretty close, leaving a round number.|