Indigovision Share Chat (IND)

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Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Indigovision	LSE:IND	London	Ordinary Share	GB0032654534	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	115.00p	112.00p	118.00p	115.00p	115.00p	115.00p	2,102	08:00:00

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Software & Computer Services	31.3	-2.1	-25.8	-	8.64

Indigovision Share Discussion Threads

Showing 14601 to 14625 of 14625 messages

Chat Pages: 585 584 583 582 581 580 579 578 577 576 575 574 Older

Date	Subject	Author	Discuss
12/11/2018 11:52	As I'm not a holder here, so I've only just caught up with the news about the snouts in the trough share give away plan. Utterly disgraceful greed! Managment is already well paid, and if they want more shares, they should buy them, not be given them, under any circumstances. I have wiped IND off my watch list. And added all the directors to my red flag list. Good luck to holders.	cjohn	Read Full Thread Reply
09/11/2018 11:23	Latest 4 videos on IND YouTube account are for CyberVigilant All the same but with subtitles in French, German, Portuguese and Spanish - translating the voice-over. Two - no, three disappointing things: 1. The "English" voice-over sounds pretty amateurish and garbled to me (a somewhat stilted antipodean voice perhaps?). 2. The link to the video on the website does not give option of language (which I would have thought was the whole point of making the subtitled versions). 3. And the "call to action" is merely to visit the website and "stay up to date" by subscribing to social media channels. Why not offer a download with tech spec., a conversation with an integrator specialist or something else that might connect company and prospects? I thought that with the "accountants" gone they might be replaced by marketers and sellers. Perhaps it has been decided that professional marketing collateral to support sales is not required. If so, I hope that decision has been tested in the real market place. hTTps://www.indigovision.com/products/management-software/cybervigilant/ A positive: There is loads of pretty good content on the website - it just doesn't seem to have any "vision" of the potential customer journey or ability to excite and stimulate connection with the browser. Just my "amateur" views - and as an investor considerable frustration that the potential of IND is not being exploited. Maybe IND need to be taken over if the able technical teams are to have the satisfaction of seeing the fruit of their efforts being professionally promoted, sold and widely deployed.	cliffpeat	Read Full Thread Reply
14/10/2018 10:02	SRSM..Thank you for sharing!	jaykaytee	Read Full Thread Reply
11/10/2018 09:30	That's the £1B - $10M question. My guess is IND were a bit slower on HD cameras. Preferring high frame rate. Great for casinos etc, where framerate trumps resolution. At recent AGM chat I asked about Avigilon framerate in the early days of HD, it was about 2 frames a second. Got faster but hopeless for a long time. But as everyone knows when it comes to cameras; 'Sell Benefits not Features' is inverted. The only thing that sells a digital camera to a punter in a shop is Megapixels (Feature - not a benefit as often there are downsides to high megapixels). Nothing else mattered. I suspect same with Digital CCTV. Buyers asked for high megapixels and IND couldn't match their opponents. That's my recollection of it. Also, I think IND concentrated on the top end of the market. Not a bad strategy, who wants to fight for the crumbs at the low end of any market. But they missed the middle market I suspect. The new Integra is the solution for that. One box doing everything. hxxps://www.indigovision.com/products/management-hardware/#integra Finally, Pedro indicated that when at Avigilon, they knew they had no answer to DNA. But were amazed that nobody in IND Sales/Marketing ever mentioned it. It was a game changer for IND but not promoted. Even now it's hard to find. Eventually found one mention of it here: hxxps://www.indigovision.com/products/management-software/benefits/ IND are one of only two companies that offer this type of solution (not Avigilon - the $1Billion company). Extra robust such that if one bit of hardware fails the others on the network step in, it's how the internet works (a system designed to survive a nuclear war no less). I'd explain more but IND don't explain it... 10 years on from Avigilon exploiting IND's lack of exploiting their own advantage. Sigh.	srsm	Read Full Thread Reply
10/10/2018 18:15	What was wrong with IND's business model that they got left behind while Avigilon stormed ahead becoming a $1B company?	exotic	Read Full Thread Reply
10/10/2018 16:35	Another perspective. Often the bonus targets for directors are not particularly stretching. E.g. awarded at the bottom of a bear market and just after a run of bad news has hit the share price. So normal growth ends up resulting in a bonus. Happens all the time. Could it be that the management are very confident that they can meet the targets? They aren't setting targets they think they have zero chance of hitting. After all, their main rival Avigilon is worth about 100 times IND. And that with, arguably, inferior technology in most aspects. That massive growth to a $1B company achieved in about 10 years - from nothing. The new IND CEO is an ex Avigilon Senior Vice President of Global Sales - so knows them inside out. If IND hit the target they will still only be 10% the market cap of Avigilon. Not defending the full award though. Just food for thought regarding the likelihood of success.	srsm	Read Full Thread Reply
08/10/2018 08:13	I'm out by the way, have been for a year fortunately. Still managed to lose 50% on my investment though.	puffintickler	Read Full Thread Reply
08/10/2018 07:39	I am against share options in principle. They give recipients massive rewards for success but there is absolutely do downside in the case of failure. They therefore encourage reckless policies, strategies and decision making and focus directors attention on their options rather than building a business. Say a (soon to be ex) mate gives you £10000 to invest for a year and, rather than pay you a flat fee of £100 he/she offers you 10% of the profits you make. Do you invest it in (1) a good investment trust or market tracker or do you (2) walk straight down to the casino and place it on red, or perhaps white. You earn case 1: 2% dividend + 3% capital growth = £500, 10% = £50 You earn case 2: 50% chance of £0 + 50% chance of £10000 = £5000 x 10% = £500 You are incentivised ten to one to go to the casino! The "mate" on the other hand would get on average: Gain case 1: 2% dividend + 3% capital growth = £500, 90% = £450 Loss case 2: 50% chance of £-10000 (£-5000) + 50% chance of of £10000 less 10% your commission (+£4500) = £-500 Compared to prudent management the mate loses (on average) loses £950 or 10% of his investment. In the case of Indigovision, the "mate" in this example is you, the hapless investor.	puffintickler	Read Full Thread Reply
06/10/2018 16:44	You need to vote against and barge pole list all the directors.	topvest	Read Full Thread Reply
06/10/2018 11:30	This scheme is all too similar to one devised for their own benefit a few years ago by 3 directors of Pebble Beach (formerly Vislink). Within months of getting this scheme approved VLK's fortunes took a dramatic turn for the worse. I forget the precise figures but the directors were allotted a new class of shares giving them about 20% of the company subject to the share price rising about 50% above that prevailing when the scheme was devised (say, from 67p to 100p. They now stand at under 4p ! It seems that they spent so much effort driving through this scheme that they neglected the business of the company. Given the past performance of IND a target EPS of $1.00 in 3 years time looks purely fanciful. This might justify a price of some £10 per share and, if the directors truly believe this is possible, then they should raise as individuals all the money they can and load up with shares through the market. Do they not already have plenty of share options?	varies	Read Full Thread Reply
06/10/2018 09:54	@topvest Has all the hallmarks of people grasping for all they can as they know a major reset/crash is on the horizon.	fangorn2	Read Full Thread Reply
06/10/2018 06:55	This sort of greed is becoming increasingly common.	topvest	Read Full Thread Reply
05/10/2018 09:57	It's a difficult one. On the surface 20% sounds crazy. But on the other hand, if the 20% vested in 2021, realistically this would be a 10-bagger in 3 years. I would think they must have put this to New Pistoia, Sorbus & Grossart prior to going to the meeting.	dangersimpson2	Read Full Thread Reply
05/10/2018 07:52	Agreed, baner, and yes, I would vote against it like a shot - were it not for the fact that I sold the last of my shares on Monday! All I can say is that today's news has confirmed the view that I'd come to, that I'm well out of IndigoVision. A shame, because it looked to be really going places at one stage, but the directors have had many years to try to get back on to that track and failed, and I see little hope that they're going to succeed now. And now, they want to be allowed to take a disproportionate part of the rewards if they do succeed... Anyway, this has served to remind me that I'd failed to follow my usual habit of unsubscribing from everything to do with a share that I've decided to get out of, so I'll do that now, Bye, all, and good luck - I'm afraid you'll need it! Gengulphus	gengulphus	Read Full Thread Reply
05/10/2018 07:06	This incentive program is a scandal and shareholders should vote against this and then sack the directors that have launched it. Why on earth should shareholders give away 20% of the upside for no consideration what so ever? Are they suggesting that unless the management are given this for free, they will not deliver their utmost in order to rebuild the value of this ailing company? Has the BOD been blackmailed or are they just totally reckless ? If, against all probabilities, they deliver $1 of EPS in 2021, the shares will be at least 1.000 pence and the management team´s options will be worth £15m-ish.........if not more. Shame on Indigo´s Remuneration Committee and BOD.	baner	Read Full Thread Reply
05/10/2018 06:36	Am I on the correct figure here?? Latest EPS is minus $0.14? The operating loss for the six months ended 30 June 2018 was $1.1m (2017: $0.7m). The loss after tax was $1.1m (2017: $0.7m), representing a loss per share of 14.0 cents (2017: 9.2 cents). So the share incentive scheme ranging +$0.20 to +$1.00 will need quite a turnaround in performance to kick in?	oilretire	Read Full Thread Reply
05/10/2018 06:21	PG gone up to 4.26% Wonder what he'll make of the incentive plan!? Anyone got the current EPS to hand? Small punt holding from yesteryear hence my interest.	oilretire	Read Full Thread Reply
26/9/2018 18:03	Who knew? From Twitter: @IndigoVisionLtd 6h6 hours ago Need a fast and efficient way of analysing license plates? Check out #IndigoVision’s new License Plate Recognition Technology which is ideal for stop and go applications, such as carpark access where cards and/or money are required to enter/exit! hTTps://www.youtube.com/watch?time_continue=100&v=BtFRzOOh8ao AT LAST - some professional marketing collateral. Despite the share price and update I'm suddenly feeling happier about IND DYOR	cliffpeat	Read Full Thread Reply
24/9/2018 09:55	Management, Ex Management & New Pistioa own over 40% which while not technically a blocking vote comes pretty close given the percentage of shareholders who actually vote. All of these have bought shares at much higher levels so although a lot of minority shareholders would happily see an immediate premium and wish them luck as part of a larger group, I'm not sure a mutually acceptable price could be agreed with larger shareholders. If 2019 results are good and the share price is over 300p I guess a smaller premium deal would probably make a lot of sense. A lot of ifs in that scenario though.	dangersimpson2	Read Full Thread Reply
24/9/2018 08:24	CJohn I believe you pinpoint IV´s problem - too small in too many places. The technology is excellent, the gross margins are good - but it is too costly for them to bring the products to the world wide markets. Conclusion: there will be a bid for IV at some point in time. And how could the BOD turn down a juicy premium to the share price, given the awful past of this stock? But it will not happen tomorrow - if they present solid black numbers in 2019, then we will see at least 300p on the table.	baner	Read Full Thread Reply
21/9/2018 07:28	It's precisely the fact that they have very decent gross margins, but are still loss-making, that puts me off this company… Such juicy margins attract in yet more competitors,.... The company is a multi-national tiddler and has the associated high costs of maintaining a physical presence (offices etc) in many many countries. So in spite of the juicy margins, they can't turn a profit. Very few - possibly - no clients actually need their high-end solutions. Cheaper producers turn out perfectly adequate alternatives - indeed, better products than could have been bought a few years back, given technology advances. having said all that, I did buy in the last couple of times the share price got into the low hundreds…..	cjohn	Read Full Thread Reply
20/9/2018 23:51	I get that concern, however their gross margins are still very good so despite selling price pressure they seem to be able to continuously take out cost to keep their gross margins at a very respectable level. It does mean they have to shift more boxes each year to generate the same revenue but if they can generate any kind of market share growth through improved salesmanship this shouldn't be a problem. Probably the biggest uncertainty for me is on the cost side, how much they have to keep investing in R&D to keep their technology cutting edge and their gross margin high? Do these innovations add incremental value or are they simply running harder to stand still? That said if you hit the revenue growth part right the market tends to ignore the capital intensity of the business. Just look at IQE that was trading at less than 1x sales in 2016 and peaked about 9x sales in 2017.	dangersimpson2	Read Full Thread Reply
20/9/2018 20:29	My view on this, after having been a shareholder a few year's back, is that its operating in a sector with too much price deflation. They have to sell more and more each year to stand still. Not a company I will be tempted back into at any price.	topvest	Read Full Thread Reply
20/9/2018 17:04	I might have a few of these after today's results. It looks like they're finally turning the corner and if they really can turn an acceptable level of profitability going forward then they do look cheap. The oil price is up too which might give a boost to their markets. If they could make just 5% net on that turnover then these really will be cheap, but as has been said, that is the big if.	arthur_lame_stocks	Read Full Thread Reply
20/9/2018 09:53	If the statement on future trading is accurate then the shares are far too cheap, its the big IF.	spooky	Read Full Thread Reply

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