Imimobile Share Discussion Threads

[rik shaw] 09/6/2020 09:50

RNS this morning doesn't seem to have appeared on ADVFN yet
IMImobile signs partnership agreement with Communisis

[rivaldo] 08/6/2020 08:52

Great to see Octopus continuing to buy and above 10%. They've been issuing almost monthly increased holding RNS's since they crossed 5% in November.

I've also topped up with a few more in this hiatus.

Last year's results were on 2nd July. We already know that this year's results to 31/3 will be fine, and with the heavily increasing usage of mobile/cloud and the move to remote working in the pandemic I suspect the outlook will be nicely positive too.

[epicsurf] 08/6/2020 07:07

Octopus Investments have increased their shareholding to 10.10 percent

[epicsurf] 30/5/2020 15:43

Just read a article on twilio perhaps we should delist and list on the nasdaq like Gan seem to appreciate tech stocks
More but bodes well ,below is a extract
Twilio Shares Surge 98% YTD As Emerging Use Cases Drive Increased Demand

Robert DeFrancescoContributor

Enterprise Tech

I write about enterprise tech and cybersecurity

Shares of Twilio earlier this week hit year high

Shares of Twilio (TWLO) have advanced 98% YTD. Earlier this week, the stock traded to a new all-time high of $209.94. During the Covid-19 crisis, Twilio has emerged as a leading provider of the underlying infrastructure needed to power increased digital engagement.

Twilio in early May delivered an excellent Q1 earnings report, with demand for its cloud-based communications platform coming from organizations across a variety of verticals. Total revenue jumped 57% to $364.9 million, beating the consensus estimate by nearly 10%. The company in Q1 added 11,000+ net new customers, bringing the total count to more than 190,000, up 23% year over year.

Twilio started to see a big increase in demand in the middle of March. There was a 25% increase in average daily sign-ups for the period from March 18 through April 30 compared to the first 11 weeks of Q1. While demand from new customers was strong, current customers were also active, purchasing additional products for video, voice and email. The dollar-based net expansion rate in Q1 surged to 143% (135% ex-SendGrid) from 124% in Q4.

On the Q1 earnings call, Twilio CEO Jeff Lawson said the company was, in many ways, built for major crisis events. Twilio’s messaging, email, voice and video solutions have enabled many parts of the economy to keep working even as people sheltered at home.

[mysteronz] 26/5/2020 21:10

Not had much of a rebound yet as other stocks have, business going well, placing behind it. Should hopefully reach its £4 mark soon enough

[chasbas] 07/5/2020 17:41

There is a US company called Twilio Inc (TWLO) which does similar things to IMO and reported huge Q1 revenue growth yesterday and the shares have surged today. Surely this is a very positive pointer to the space that IMO is in?

[rivaldo] 26/4/2020 07:36

This post dated 20th April talks about how IMO can help with emergency communication in the current pandemic:



"How to send emergency communications in one hour

With many businesses having to limit or cancel their services, crisis communications play an important role in assuring customers of a company’s ability to cope with the situation.

Written by Sravani Gade
April 20th 2020

Emergency communications have become essential amid the COVID-19 pandemic. With many services interrupted, customers are facing significant challenges in communicating with businesses. A pragmatic approach to proactively communicate with customers quickly and with minimal effort is imperative.

etc"

[someuwin] 24/4/2020 08:51

Rebounding nicely

[rivaldo] 23/4/2020 10:47

Big interview with the CEO here about the way workplace practices etc are changing post-lockdown:



A small extract:

"As the Covid-19 outbreak gathered pace and lockdowns became the norm, the company shifted more than 1,100 staff to remote working in the space of a week and without any loss of service, said Patel. This wasn’t just down to the communications systems the company sells and indeed uses. It was mainly down to being a cloud-based software business that was not just able to deploy the systems it uses but also able to deploy and provision services without being physically present. Advantageously, much of IMImobile’s communication and interaction with customers was already carried out over virtual channels.

Yet the outbreak has also encouraged the firm to explore ways it can help customers to manage transitions. This has seen the launch of services to help with emergency communications and to set up remote working contact centres, and also working with the UK government and mobile operators to send out critical SMS communications.

One example was enabling Walsall NHS Trust to make virtual appointments available to patients through an eClinic, making it possible for dermatology services to continue. It is also investigating how firms could embrace technologies such as rich communications services (RCS), digital messaging channels and chatbots to allow them to communicate more effectively and efficiently with their customers. It added that features such as rich cards, carousels and suggested replies allowed for better customer navigation and quicker responses."

[rivaldo] 21/4/2020 08:51

A great - and clever - gesture by IMO announced today, giving their eClinic video consultation software free to NHS trusts for a year.

This looks extremely promising. It will encourage fast take-up, but will integrate the product into the NHS, which would be highly likely to retain it and pay for it after that first year:



"IMImobile offers free eClinic software amid pandemic

Walsall Healthcare NHS Trust implements video consultation software in response to COVID-19 crisis

LONDON, April 21, 2020 (GLOBE NEWSWIRE) -- Global cloud communications software and solutions provider IMImobile PLC, today announces that its healthcare division, Healthcare Communications, has launched its eClinic software to NHS trusts for free for a year. The video consultation software allows for patients to see their clinicians via online consultations, from the comfort and safety of their own homes. This means that regular health checks and medical reporting can continue even if patients or healthcare professionals are self-isolating.

Kenny Bloxham, Managing Director at Healthcare Communications, says: “We all need to support the NHS through this crisis; by switching as many appointments to virtual as possible, we can ensure services are not overwhelmed in the future. The eClinic solution is clinician led, so patients don’t spend lengthy periods in ‘virtual’ waiting rooms – instead, clinicians can immediately connect with their patient. It can be rolled out at scale across hospitals and GPs within days, and looking to the longer term, represents a sustainable way to redesign the patient pathway for the future.”

eClinic also allows clinicians to collaborate and exchange medical opinion, through clinician-to-clinician support and consultation features, meaning communications between colleagues can be maintained and kept private, despite the professional distances created by the coronavirus pandemic. The eClinic video consultation platform enables clinicians to convert entire clinic lists to virtual appointments. Healthcare workers can also use the platform to immediately assess urgent patients who cannot attend in person. Not only is this kind of IT implementation crucial during the coronavirus outbreak, but digitally transforming patient care will improve overall efficiency for NHS trusts.

Walsall Healthcare NHS Trust have implemented the software in response to COVID-19 and now have 40 clinicians set up to use the system. Dr Muhammad Javed, Consultant Paediatrician and CCIO at Walsall Healthcare NHS Trust, said: “We have always felt that a significant number of our patients do not actually need to come to the clinic. During the current pandemic, having a service like eClinic has become a necessity. The clinicians are able to tailor the consultation to patient's needs, which has resulted in improved clinician satisfaction and hopefully will result in improved patient satisfaction as well.”

“The clinicians feel that the ability to provide clear instructions to the patient by in-consultation text chat and transferring information leaflets using the file transfer facility makes this consultation mode safer. The ability to share the screen to show the patients their x-rays, etc., has also proved to be invaluable."

Dr James Halpern, Consultant Dermatologist at Walsall Healthcare NHS Trust, added: “As a Dermatology service, we need to urgently see patients with suspected skin cancers, yet, at the same time, many of these patients are elderly and need to self-isolate in order to protect themselves from infection. On the first day of using this software, we were able to triage 23 urgent cancer patients in their own homes and identify nine cases, including two nursing home residents who we were able to reassure. Those nine elderly, high risk patients are now able to avoid the risks of catching coronavirus by visiting the hospital.”

The COVID-19 crisis had put considerable stain on the world’s healthcare systems when it comes to dealing with a pandemic situation and emergencies that result from non-pandemic circumstances. By implementing video consultation software such as eClinic, hospitals can forge a more efficient and effective healthcare system, which is digitally viable and ultimately safer for its patients."

[rivaldo] 20/4/2020 13:53

Octopus Investments have been buying - they now own 9.19%, or 7.55m shares:

[rivaldo] 09/4/2020 08:14

Completely agreed. Almost no impact to date from COVID-19 - which will likely increase the demand for IMO's services - and additional funding from keen institutional investors to enable further growth.

Plus a rosy outlook from the CEO:

"Jay Patel, Group Chief Executive of IMImobile, commented: "We are pleased to report that the positive trading momentum from the first half continued through the remainder of the year, and that we have delivered another year of good growth. Our enhanced foundations in the US and consolidation of operations are now delivering results, and the recent strategic client wins in that market represents a significant step forward for the Group."

[mysteronz] 09/4/2020 07:47

Good update, sensible placing. All looks good here.

[rivaldo] 26/3/2020 14:04

Looking good here - perhaps people have cottoned on that IMO may well be a beneficiary of this crisis.

[rivaldo] 26/3/2020 10:32

Good spot martinmmcc - O2 are a long-standing IMO customer.

I also note that IMO have a web page up covering their tech helping to overcome this crisis:

[martinmmcc] 24/3/2020 14:13

There is a good chance IMO are involved in this www.bbc.co.uk/news/amp/technology-52017451

[rivaldo] 09/3/2020 07:37

I'd have thought IMO would be one of the least affected companies from the virus, and indeed may be a beneficiary given the increased reliance on mobile phones for communication.

And this morning we learn that Octopus Investments continue to increase their stake in IMO - they now own over 8% with 6.04m shares:

[ali47fish] 20/2/2020 09:39

noted the high pe- so is the valuation a problem here?

[rivaldo] 14/2/2020 09:10

Cheers - here's what Robbie (aka Naked Trader) had to say about IMO yesterday afternoon:

"I bought some Imimobile (IMO) live at the seminar. This is a clouds
communications and software company whose shares are on the rise.

There is decent growth here and it's recently taken on some debt (not too
big) after buying 3C Interactive for $43m.

Next trading statement is due early April - be interesting to see how the acquisition
has been bedding in.

This company seems well managed and in a good place, if it carries on rising
before the next statement I'll probably average up."

[tole] 13/2/2020 21:09

Robbieburns posted he'd bought in earlier hence the late volume of trades

[someuwin] 13/2/2020 20:51

600,283 buy @ £4.20 = £2,521,188

[someuwin] 13/2/2020 15:41

Big buy gone through.

[rivaldo] 13/2/2020 11:55

More new highs, and buying coming in at the full 410p offer.