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% 330.00p 328.00p 332.00p 330.00p 330.00p 330.00p 12,537 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 111.4 2.7 1.5 220.0 215.60

Imimobile Share Discussion Threads

Showing 326 to 350 of 350 messages
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DateSubjectAuthorDiscuss
08/8/2018
10:03
Nice update in this month's SCSW, concluding with a "Strong hold" and including this snippet: "The business operates a cloud based communication platform that enables corporates to manage mobile messaging campaigns across SMS, MMS and email. Tailor made for the 21st century; the cloud software platform manages over 42 billion messages and 44 billion commerce transactions a year across the world already. I just don’t think we’re anywhere near a blow-off top for this one. This month, to help it expand geographically, IMO acquired Impact, a provider of mobile engagement solutions for £15.8m. In the year to end December, it had an adjusted ebitda of £2.3m on sales of £6.1m - in other words IMO has paid just 7x historic operating profit."
rivaldo
27/7/2018
08:54
Excellent new video presentation here by the SVP of Global Marketing at IMO about the growth of AI and Machine Learning. Note that IMO are working with Google, Vodafone, British Gas etc to trial the new RCS technology which will likely supercede SMS: Https://www.piworld.co.uk/2018/07/27/newgate-redleaf-ai-conference-imi-mobile-ai-and-improving-the-customer-experience/ "Matt Hooper, SVP Global Marketing, IMI Mobile. Matt’s presentation looked at “AI and improving the customer experience” looking at how AI is already being used in customer service and how attitudes are changing towards it. Matt Hooper, SVP Global Marketing at IMImobile, is an experienced senior enterprise software marketer and general manager, with over 20 years in international marketing, customer experience, product management and business development. He joined IMImobile in 2015 from cloud compliance SaaS provider Cognia. Prior to that he worked with Boston-based Lavastorm Analytics, MDS, Colibria and as a founding executive of service delivery platform pioneer Elata. Matt has also held senior roles at Qualcomm, HP, BT Global, Orange and Parametric Technology. He is a chartered marketer and a certified RFU rugby coach. etc"
rivaldo
25/7/2018
19:27
Cheers. Good to know anyway! RNS tonight - Canaccord (and their clients) continue to buy. They're now up to 12.17%, or 7.95m shares - they previously had 7.66m: Https://www.investegate.co.uk/imimobile-plc--imo-/rns/holding-s--in-company/201807251731297882V/
rivaldo
25/7/2018
12:42
dosen't say anything that has not already been said here-just their judgement on the inforamtion we all have. I do respect their judgement and they have done well over the years
gerihatrick
25/7/2018
12:24
Cheers gerihatrick - can you give any more detail?
rivaldo
25/7/2018
09:01
as well as that Techinvest made it one of his Top Ten buys for the 2nd half of 2018
gerihatrick
25/7/2018
08:53
Excellent coverage in Shares Magazine as one of their "Great Ideas": "Snap up digital economy winner IMImobile for potential big gains Online and mobile marketing solutions player has consistently outperformed Global commerce is increasingly shifting to online and smartphone applications and we anticipate IMImobile (IMO:AIM) will be a long-run digital economy winner. The multi-channel customer engagement, marketing and commerce specialist is separated from its rivals thanks to a superior track record of consistency. It has racked up growth in revenues, earnings before interest, tax, depreciation and amortisation (EBITDA) and pre-tax profit, all while throwing off impressive amounts of cash. ‘IMImobile is one of the most consistent performers in its peer group, mainly reflecting its geographic and sector spread, strong software products, and business-to-business focus,’ is how one analyst describes the company. Full year results to 31 March 2018 were in line with already upgraded forecasts, showing revenue up 46% to £111.4m. The fact it only managed 7% organic growth was largely down to challenging markets in the Middle East and Africa offsetting much better performances across the US, Europe and the Far East. Adjusted EBITDA of £13.4m was up 17% year-on-year and also beat consensus estimates. IMImobile has been consolidating its position in the UK cloud communications space and growing its international operations through acquisitions. Infracast, Sumotext and Healthcare Communications have been bought during the past year or so, adding considerable scale, bolstering financial services and healthcare expertise and allowing greater cross-selling across its client estate. Customers include Vodafone (VOD), BT’s (BT.A) EE business, British Gas-owner Centrica (CNA) and IBM. Buying businesses does come with associated costs and IMImobile must constantly invest in its technology platform to keep it top notch. It’s also worth noting the company’s habit of making hefty payments in stock, and while that has no effect on cash flow, it does help to explain the gap between adjusted and reported profit, which was £10.1m versus £2.7m last year respectively. On 3 July it bought Canadian mobile engagement solutions provider Impact Mobile for £15.8m, a significant deal in terms of strengthening its footprint with North American mobile operators, retailers, government agencies and major household brands. That should equal more cross selling opportunities down the line. The acquisition adds an extra £1.2m to forecast pre-tax profit both this year and next, according to Investec’s estimates, to £13.1m and £14m respectively. That implies a price-to-earnings multiple of nearly 19 falling to 17.6, hardly demanding by digital economy growth stock standards. Investec calculates the stock will hit 400p over the next 12 months, implying 45% potential upside."
rivaldo
24/7/2018
08:23
FYI here's a new interview with a managing director at Gresham House, which of course owns a large stake in IMO: Https://www.directorstalkinterviews.com/gresham-house-strategic-plc-qa-highlights-final-results-longhs/412754503 "I’d be remiss not to talk about IMImobile as it remains a high conviction and big stake in the fund. It published its full year results last week, that’s also year ended 31st March, the results were very good, they were marginally ahead of expectations on gross profits and EBITDA and inline on EPS so seeing continued strong performance and a great outlook for that business Following their results, actually just this morning, they’ve announced they’ve a further acquisition of a company called Impact Mobile which is a leading messaging and consumer engagement based in Canada and they’ve paid C$25 million for that plus C$2 million of deferred consideration to be paid in 6 months. This is a business that’s generated C$4 million of EBITDA and with a growth rate of about 17% so I think very attractive multiple, it’s all been funded through cash and a banking facility so meaningfully earnings enhancing and providing great platform to extend their other capability into the North American market. Impact Mobile does about 20% of its business in the US and 80% in Canada so it gives IMImobile a good beachhead to continue to develop a story in the North America market. Again, a complementary fit, the ability to take in the product that they’ve got so looking forward to significant further development on that front."
rivaldo
19/7/2018
23:16
Good news re Gartner recognition: Https://imimobile.com/imimobile-named-in-gartners-magic-quadrant/ "News / 18th July 2018 2018 Gartner Magic Quadrant for Mobile Marketing Platforms released to provide insight on changing consumer marketing interaction landscape Mobile interactions now play a dominant role across customer journeys, with mobile marketing platforms enabling marketing leaders to optimise engagements at any touchpoint. For the first time, Gartner has released a report evaluating 15 vendors in a Magic Quadrant for Mobile Marketing Platforms. IMImobile has been recognised as a specialist vendor that provides mobile-first capabilities in the enterprise marketing technology stack for midsize or larger enterprises seeking to deploy a mobile-centric marketing strategy. IMImobile was highlighted for its specialism in integrating into complex IT environments focusing on customer loyalty and upsell based journey’s as part of customer value management strategies."
rivaldo
18/7/2018
08:29
Just back from hols. What a lovely share this is. Beautifully quiet bb, terrific global growth prospects, smooth execution of opportunities.... Good to see institutions happily picking up the recent option exercises. Indeed, Liontrust's RNS's show them to be continuing to buy more (their total holding is increasing though their % holding has decreased due to the option exercises).
rivaldo
17/7/2018
13:51
On 3rd July Whitman Howard increased target price to 343p following acquisition of Impact Mobile. On 11th July, 6.4% placed at 300p. Price today is 332p! Wow.
chasbas
10/7/2018
17:25
Big placing taking place tonight. Hoping its not too discounted
tomg23
07/7/2018
07:22
New product launch... Https://www.mediaupdate.co.za/marketing/144161/imimobile-south-africa-launches-minimailers "IMImobile South Africa launches MiniMailers 2 Jul 2018 IMImobile South Africa has launched a new commercial messaging service, MiniMailers. MiniMailers is a media messaging solution that is delivered directly to a consumer’s messaging inbox. According to IMImobile, it has been trialed with some of South Africa’s largest banks who were impressed with MiniMailer’s functionality, particularly for sending digital bank statements. Similar to email, MiniMailers' messages allow for the use of imagery, media and can be personalised for individual customers. IMImobile says the advantage of sending large volumes of customer communications for corporate enterprises through MiniMailers are lower distribution costs, higher open rates and delivery attempts, including delivery reports. The content delivered through MiniMailers is not reduced to the size of the receiving user’s mobile phone or screen. The content is sent to the user’s mobile messaging inbox where consumers can zoom and enlarge content as if it were a standard email message. MiniMailers aims to capitalise on the current gap in the market between email and MMS-based customer communications. Furthermore, the service is designed for local market conditions where a limited number of consumers are connected to the Internet via laptops and desktops. Devon Meerholz, chief creative officer at IMImobile South Africa, says, "Customer communications are now being designed specifically for mobile-first environments, and I anticipate that consumers in South African will increasingly start to receive messages from businesses that stand out from regular text-based messages." "MiniMailers' messages deliver greater levels of customer interaction due to their rich media content, interactive display as well as being highly personalised," adds Meerholz. "South Africa is very much a mobile-first market, which means the majority of consumers never check their email on personal computers, with over 75% of all website traffic originating from mobile devices," says Meerholz. "MiniMailers are designed to offer businesses all the functionality of a bulk email but displayed interactively as a message on the consumer’s mobile device," Meerholz adds."
rivaldo
06/7/2018
06:47
IMO are one of the main tips in Shares Mag this week - "Snap up digital economy winner IMImobile for potential big gains"......
rivaldo
05/7/2018
13:39
Good to see the first buy coming in at 300p now.
rivaldo
05/7/2018
08:15
Nice start - more new highs, and buying at almost 294p now.
rivaldo
04/7/2018
07:29
Techmarketview like the new acquisition: Http://www.techmarketview.com/ukhotviews/archive/2018/07/03/imimobile-extends-portfolio-and-geographically-with-impact-mobile "Tuesday 03 July 2018 IMImobile extends portfolio and geographically with Impact Mobile logoIn its year end results it was clear cloud communications software and solutions provider IMImobile had been making good progress tactically and strategically, which was reflected in strong revenue growth. Acquisitions played their part and we said we expected further moves (see IMImobile continues to climb). Today the company announced an agreement to purchase Impact Mobile, a provider of end-to-end mobile engagement solutions from Canadian consumer finance company Dealnet Capital Corp for an initial C$25m (£14.4m) cash, plus a deferred cash consideration of C$2.5m (£1.4m). When making acquisitions IMImobile’s strategy is to look to establish or extend market presence and add to its broad messaging and customer journey transformation portfolio. Impact Mobile ably meets the criteria: long-standing relationships with mobile operators, government organisations and enterprise customers in North America and a strong position in Canada. As well as its mobile solutions, Impact Mobile will also bring its JumpTXT platform - designed to help organisations meet regulatory compliance requirements, provide mobile engagement capabilities and supply carrier grade messaging infrastructure. Impact Mobile’s diversified revenue profile and high levels of customer retention are also attractive and it is expected to be ”immediately significantly earnings enhancing” and have a positive impact on earnings for the year ending 31 March 2019. In the year to 31 December 2017, Impact Mobile had turnover of C$10.m (£6.1m) and adjusted EBITDA of C$4.0m (£2.3m) and is expected to have net assets of C$1.6m (£0.9m) on completion. The acquisition has the markers of a good and successful fit."
rivaldo
03/7/2018
22:46
New highs, after a great close.
rivaldo
03/7/2018
10:51
Whitman Howard have increased their forecasts and their price target to 343p (from 331p), and say Buy, concluding: "We feel that the IMO product offer has many elements that are exciting within the software space. It offers software automation. IMO helps with digital transformation. The capability includes low code and has drag and drop functionality. IMO manages multi platforms and it can implement this on premise, in cloud or both. They also have AI based chat bots, a hot area. This product suite is targeted towards the customer connectivity vertical, again in our view of sensible strategy. This will deliver organic growth, margins should scale after a period of investment, and they have the resources to enhance this further with further acquisitions. We retain our BUY rating and increase our price target to 343p."
rivaldo
03/7/2018
08:28
Looks like today's excellent news is doing the job nicely....
rivaldo
03/7/2018
07:24
Presumably these will take off if the £ recovers post Brexit to 1500+ Level?
ny boy
03/7/2018
07:12
Lovely stuff - an "immediately significantly earnings enhancing" acquisition spreading IMO's reach further into North America: Https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/IMO/13702705.html "3 July 2018 ("IMImobile" or the "Company" or the "Group") Cloud communications software specialist IMImobile to acquire Impact Mobile London, 3 July 2018 - IMImobile PLC, a global cloud communications software and solutions provider, is pleased to announce it has agreed to acquire Impact Mobile Inc. ("Impact Mobile"), Canada's leading provider of end-to-end mobile engagement solutions from Dealnet Capital Corporation, a Canadian listed consumer finance company (the "Acquisition"). The Acquisition is highly complementary to IMImobile's product set and customer base and is expected to be immediately significantly earnings enhancing for the Group. Impact Mobile's existing reach into the US market is also highly appealing and the Acquisition provides further opportunity to strengthen the Group's position in this market. Highlights · Impact Mobile provides a full range of software solutions and services to mobile operators, retailers, SMS aggregators, government agencies and major household brands across Canada and the United States. · In addition to a comprehensive range of mobile solutions, Impact Mobile's JumpTXT platform adds significant value to clients by helping them to meet regulatory compliance requirements, providing mobile engagement capabilities and supplying carrier grade messaging infrastructure. · Initial cash consideration of C$25 million (£14.4 million) payable in full on completion, and deferred cash consideration of C$2.5 million (£1.4 million) payable in full six months after completion. The Acquisition will be funded from the Company's existing cash resources and a committed £10 million term loan facility from Silicon Valley Bank. · The Acquisition is expected to be immediately significantly earnings enhancing with a positive impact on Group earnings for the year ending 31 March 2019. · Impact Mobile's customer and product portfolio is highly complementary to IMImobile's existing products and solutions, providing significant cross-sell and up-sell opportunities. Commenting on the Acquisition Jay Patel, Chief Executive Officer of IMImobile said: "We are delighted with the acquisition of Impact Mobile. As with our previous acquisitions, this combination allows us to extend the distribution of our software into an established and growing customer base. We look forward to working with the experienced Impact Mobile team and expanding our footprint across North America." Background to and reasons for the Acquisition Impact Mobile meets IMImobile's consistent and disciplined acquisition criteria. It has long-standing, established relationships with mobile operators, government organisations and enterprise customers across North America, and holds a market leading position in Canada. The diversified revenue profile, as well as high levels of customer retention, are also attractive. The Acquisition will also strengthen IMImobile's North American management team with the Impact Mobile team being retained within the business to oversee the integration and delivery of future growth initiatives. The Impact Mobile JumpTXT platform will be integrated into IMImobile's core cloud infrastructure with expected operational benefits. Impact Mobile is headquartered in Toronto, with an additional office in New York, employing 22 people. In the year ended 31 December 2017, Impact Mobile reported a turnover of C$10.6 million (£6.1 million), gross profit of C$7.6 million (£4.4 million) and adjusted EBITDA of C$4.0 million (£2.3 million). Impact Mobile is expected to have net assets of C$1.6 million (£0.9 million) at completion. Terms of the Acquisition Initial cash consideration of C$25 million (£14.4 million) payable in full on completion, and deferred cash consideration of C$2.5 million (£1.4 million) payable in full six months after completion. The Acquisition will be funded from the Company's existing cash resources and a committed £10 million term loan facility from Silicon Valley Bank. IMImobile and Dealnet Capital Corporation have signed a share purchase agreement for the sale of Impact Mobile, and anticipate closing the transaction within 10 days."
rivaldo
02/7/2018
11:20
Allenby have picked up on IMO's results and the potential for RCS this morning: "IMI Mobile plc (IMO.L, 260p/£160.2m) Prelims: RCS potential (25.06.18)  Revenue +46% (organic +7%) to £111.4m and gross profit +17% (organic +3%) to £50.7m. Strong organic growth in Europe & Americas (GP +37%) and India & South East Asia (+18%) partly offset by a decline in MEA (-17%) reflecting currency (Nigeria) and economic headwinds (South Africa) and the full year impact of the renewal of the contract with MTN. New contracts were secured across multiple sectors and multi-year renewal with its largest banking customer. Some momentum in the indirect channel (BT, KCom, InContact and SITA).  Adj. EBITDA +17% to £13.4m, adj. PBT +4% to £7.8m and diluted EPS +2% to 11.2p. EBITDA margin picked up in H2 and management is targeting 35% over the next few years. Net cash of £4.3m (FY17: £5.2m) with operating cash flow of £9.5m (FY17: £10.0m) offset by the acquisition of Healthcare Communications UK (December). Healthcare (initial £9m and deferred consideration of up to £6m) has substantially increased IMO's position in the UK Public Sector. Sumotext was also acquired in November but the consideration (between $4.5m and $6m) is dependent on EBITDA performance. This has strengthened IMO's position in the US. Allenby Capital comment: Management's strategy is to grow revenue from existing customers (33 customers now have revenue >£0.5m p.a.), accelerate organic growth via channel partners, introduce new technologies (AI, Google RCS and chat bots) and use acquisitions to increase distribution. IMO is an early launch partner for Google's RCS messaging platform, Google Chat. Rich Communications Services (RCS) is a GSMA standard that has been around for a number of years and uptake has been fairly limited to date. It upgrades SMS with branding, rich media, interactivity and analytics and offers a way for MNOs to regain control of the user experience (and revenue streams) that has been lost to the likes of WhatsApp, Facebook Messenger and native apps. Management expects proof of concepts this year and a few live deployments next and this could represent an interesting area of growth. In the interim, IMO has a substantial customer base that provides high levels of recurring revenue (c. 85%). Shares are trading on an FY18 PER of 21.2x and FY19 16.2x."
rivaldo
02/7/2018
06:50
Excellent article about RCS and its upcoming growth, with big involvement from IMO and its partner Vodafone: Https://mobilemarketingmagazine.com/rcs-messaging-masterclassing-london-imimobile-mobilesquared-vodafone "Wednesday 27-06-2018 12:00 RCS messaging: Changing the way brands communicate If you’ve been working in this industry for long enough, you are likely to have at least heard about Rich Communications Services – more commonly known as RCS messaging – at some point. Beyond that, knowledge varies depending on who you speak to. At the very least, I hope you know that RCS is the protocol set to replace the short message service, which we know as SMS. If not, now you know. The protocol, which transforms messaging into a more interactive experience featuring high-resolution images, videos, audio, first surfaced way back in 2007 when a group of industry promoters formed the Rich Communication Suite industry initiative. A year later, the project found a home at the GSM Association (GSMA) and an RCS steering committee was established. Long story short, the above developments eventually led to the RCS protocol initially being released in 2012. In the here and now, companies are gradually starting to identify RCS as new way to effectively reach consumers via ‘text’ messages but, as it stands, on one mobile network in the UK only: Vodafone. Other UK mobile operators are expected to launch RCS capabilities in the near future. To introduce to and guide businesses through RCS, Mobile Marketing parent Masterclassing hosted an event in association with IMImobile and its partners at MobileSquared and Vodafone. “We know that the customer service experience is constantly rising and your customers expect to be served on new messaging channels. They want to engage and they want to communicate with you relatively quickly,” said Alex Klose, VP of marketing at IMImobile, introducing the audience to the RCS Masterclass event. “Services and brand engagement will move toward a conversational messaging experience. That means three things. One, your consumers will want to discover you quicker… Secondly, you’ve got to be prepared for customer persistence on those new messaging channels… and, ultimately, messaging channels allow for faster customer service resolution and improved engagement.” Traditional SMS messages sent between businesses and consumers is already booming business and, despite the rise of RCS, isn’t showing any sign of slowing down. Last year, 1.67 trillion application-to-person (A2P) SMS messages were sent, a figure expected to rise to 2.8 trillion by 2022, according to Jo Hall, client services director at MobileSquared. Furthermore, the market is set to increase in worth dramatically from $11.86bn to $26.61bn in 2022. It’s because of the booming SMS market that MobileSquared believes “it’s not going to be a straight switch out”. “We don’t expect RCS to replace SMS on a one-for-one basis,” said Hall. “There will still be one-off SMS pushes and vouchers – after all nothing beats the open rate of SMS.” With this will come a “dramatic” increase in messaging volumes, “taking into account sessions of conversational marketing and person-to-application traffic,” added Hall. As mentioned, Vodafone is the only mobile network operator offering RCS capabilities. However, “we expect O2 to be next to the market following on from Telefonica’s rollout in Germany and Spain,” according to Hall. This will be followed eventually by EE – though it’s “focusing on its relationship with Apple and the rollout of Apple business chat” for now – and also Hutchison through it’s 3 brand. Therefore, it’ll be “at least another 18 months until we see cross-net reach on RCS in the UK,” continued Hall. Vodafone boasts 5bn SMS users and sees 90 per cent of its messages opened without three minutes, as well as a 90 per cent read rate, according to Oscar Gallego, the company's global head of smart communications and security. Though Vodafone experiences massive success on the SMS front, it understands the limitations associated with the service: it lacks branding, pictures, videos, read receipts, and is open to impersonation and limited interaction. Alternatively, RCS messaging offers branding, a verified sender, QR codes, rich media, true metrics, suggested replies, and suggested actions. “What I like the most is suggested actions. You can prompt the consumer what to do next and make it interactive,” said Gallego. “With RCS you know when the message is delivered, you know when the message is read. In fact, from our RCS campaigns we know that 70 per cent of messages are read within one hour. That instant engagement is very powerful for brands and businesses.” To take full advantage of the opportunity, Vodafone is working with IMImobile – which also works with its clients like Pizza Hut Delivery, British Gas, and Barclays to drive adoption of RCS business messaging. Through IMImobile’s IMIconnect platform brands are able to communicate across channels and target consumers with both RCS and non-RCS messages, depending on those with the capability and those without it. Through the platform, IMImobile had success working with the above brands and effectively building new innovative RCS customer journeys in days. “What RCS gives you is much more discoverability,” said Dan Garner, VP of products at IMImobile. “You can find out more information about your customers, you get more information sent to you… That conversation and that customer will stay, so all that information persists and can be used to address the engagement.” One thing we can say for sure is that RCS will be big business for brands over the next few years. Creating a closer alignment between the standard messages app and platforms like iMessage and WhatsApp is only going to be seen in a positive light for consumers and drive interactions in a similar way to what we are seeing with chatbots in places like Messenger and the aforementioned WhatsApp."
rivaldo
27/6/2018
18:02
Thanks Rivaldo, the monthly chart does give better perspective on this but it did nudge down out of a tight 2 month channel.
jgoold
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