Ingenta Share Discussion Threads

[timbo003] 23/9/2021 16:35

The recording from this afternoon's Investormeetcompany presentation and the slide deck are now available, they seem to have a well thought out plan for growth, they just now need to deliver

[timbo003] 22/9/2021 17:14

A useful interview, the new areas certainly sound interesting.

I wonder if they will get involved with Credits Due, currently being championed by
Bjorn Ulvaeus (of Abba fame), see article on BBC published yesterday:

[p1nkfish] 22/9/2021 16:23

There are some interesting new market areas to address.
It needed be as staid as it used to be.

[red ninja] 20/9/2021 08:22

Yes reasonable results. Comments on sales hopefully bode well for the future ie :-

"In tandem, a new sales and marketing approach is being rolled out to widen our reach and improve penetration into adjacent vertical markets. The current economic climate has somewhat dampened results in this area, but we remain optimistic that deals can be concluded in the coming months."

and

"Whilst new sales activity remains difficult to predict, we have a pipeline of new opportunities from both existing and new customers which we look forward to converting in the coming months."

[p1nkfish] 20/9/2021 06:30

Solid results. Sales visibility?
Undervalued.
Divi of 1p announced. Reads as divi policy defined and will pay out over time.

[oregano] 16/9/2021 10:21

Ingenta plc ("Ingenta" or the "Company"), a leading provider of software and services to the global publishing industry, will be presenting via the Investor Meet Company platform on 23 September 2021 at 15.30 (BST).

The presentation will give existing and prospective investors the opportunity to listen to management discuss the Company's interim results for the six months ended 30 June 2021, which are being released to the market on Monday 20 September 2021.

The presentation will be hosted by Scott Winner (CEO) and Jon Sheffield (CFO), and there will be an opportunity for Q&A at the end of the meeting. Questions can be submitted pre-event via the Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.

To sign up to the Ingenta presentation for free via Investor Meet Company please click the following link: hxxps://www.investormeetcompany.com/ingenta-plc/register-investor.

[p1nkfish] 09/8/2021 13:23

Divi arrived ok.

[p1nkfish] 23/7/2021 16:08

They have been mopping up stock and no company with any sense does that and releases positive updates at the same time. They have planted some seeds. Its not a basket case, just very small and under the radar & needing time.

There is bound to be news and it will pop upwards if buying arrives with the shareholder base so tight. August won't be it but I think before end of year.

[p1nkfish] 23/7/2021 10:19

Expect a pop-up soon imho.

[p1nkfish] 15/7/2021 19:51

81K shares bought back over the whole of FY2020.
So far FY2021 it's 422K shares bought back for about £298,485 so average 70.7p per share.

[p1nkfish] 15/7/2021 16:38

100K share buyback.

[p1nkfish] 09/7/2021 10:59

Its just a very illiquid market for ING which is no bad thing for a long term hold, avoids selling temptation.

I do think there could be a real surprise here if the music royalty side gains traction and upside could be very good. Just frustrating to have to wait.

[timbo003] 08/7/2021 08:36

ex-divi today, yet the share price doesn't budge. Are the MMs asleep, or is a 1.5p markdown just too much effort for them?

[p1nkfish] 03/7/2021 09:33

"Final dividend of 1.5 pence per share will be paid on 9 August 2021. The ex-dividend date is 8 July 2021 and the record date will be 9 July 2021."

[p1nkfish] 02/7/2021 11:51

This is a dark horse that might surprise:

[red ninja] 02/7/2021 08:04

New Research4Life content portal built using Ingenta technology goes live :-

[p1nkfish] 25/6/2021 10:57

Kestrel took some last week, about 122K shares at about 67-69p.

[p1nkfish] 25/6/2021 09:12

Do you understand their business, who their customers are?

[smithie6] 25/6/2021 08:51

reducing turnover & basing a big chunk of hopes for the future on cutting costs, further to the staff reductions & cost reductions in previous years

is not so positive imo

most internet connected businesses saw high growth during the Covid lockdown, with a boom in people studying & working from home & connecting via the 'net

but not ING, why not ?

[p1nkfish] 24/6/2021 18:42

Costs expected to reduce.

"........no debt beyond leasing arrangements. In addition, further cost saving opportunities have been identified as the Group look to reduce their physical premises cost and associated overheads as leases naturally expire over the coming years."

[p1nkfish] 24/6/2021 18:38

I believe the future is bright and the recent share buyback (the latest) was a signal of what the company believes to be an attractive price vs their future expectation for said price. DYOR etc.

"The Group's core Commercial and Content software solutions provide a mission critical service enabling publishers to run their business and manage their IP assets. Recent data suggests that the publishing market has performed well during the pandemic and is forecast to continue growing. In response, the Group is actively looking to broaden service provision to customers to enable them to concentrate on core activities and capitalise on growth opportunities as they arise. The Group sees further opportunities in adjacent markets where concepts of IP and its inherent complexity are increasingly prevalent. In many cases, existing solutions often struggle to keep pace with industry changes and Ingenta believes the Group's core royalty software engine can be readily integrated to provide a robust and flexible upgrade. These factors, combined with an ongoing drive to improve efficiency, give the Board an optimistic outlook for 2021 and beyond."

[p1nkfish] 24/6/2021 15:09

What if it's not and what is the probability of either outcome given potential catalysts for change?

No debt outside of lease obligations and £2M cash.

[smithie6] 24/6/2021 13:47

if this company is going to just trundle along going nowhere

making perhaps 1/2 million per year, underlying

then, with risks etc etc

is it perhaps worth say 5 million, a fair amount below its current value of ~11 million ?

[red ninja] 22/6/2021 10:54

From Ingenta's linkedin feed a little good news :-

"We are delighted to announce that our long-standing Ingenta Connect client, Amsterdam University Press has upgraded to a new journal platform, a project that took only six weeks to implement using Ingenta's Edify Express methodology. The new enhancement ensures that AUP journals attain a global outreach and a large readership. At Ingenta, we strive to support content providers by making it easier than ever to connect their audiences with the research and information they need. You can read the full announcement here:"