Ingenta Share Discussion Threads

[p1nkfish] 19/10/2021 15:43

Anyone noticed the volume perk up?

[p1nkfish] 17/10/2021 09:49

Add some revenue growth to this and it should move nicely imho given the existing decent base of ARR, efficiency improvements and low float.

Results from 20/9 mention expectation of some pipeline conversion from new and existing customers in next few months. News can't be too far off, say by February latest?

If there's not only a bit of revenue growth but it's a new sector we could get some attention as it will open up a new vista.

[timbo003] 24/9/2021 14:24

This is the current Cenkos (conservative) view

[p1nkfish] 24/9/2021 11:48

Buybacks will be reduced this FY, or non-existant.
Demand for stock has to come from the market and made to happen via forward look and results.

[p1nkfish] 24/9/2021 11:45

Until they show growth in at least one other vertical this is a value trap so any buy wanting to see capital appreciation has to be on the expectation they will breach those verticals.

Will they breach those verticals?
I thinks so but timing unknown so we might be hanging around a while.
Therein is the rub. Hanging around for a divi is lost growth time elsewhere.

[p1nkfish] 24/9/2021 10:54

timber, take the cash out of the market cap too and its more weird. Lack of growth. Add that and watch it respond.

[timbo003] 24/9/2021 09:23

Regarding the question at yesterday's presentation which referenced the company's undervaluation based on B2B Annual recurring revenue (ARR) multiples, this article is worth a look:




Ingenta have a market cap of around £11m and ARR of around £8m, ie the market values them at around 1.4X ARR. Compare that with the multiples for the companies listed in the two tables within the article 😮

[p1nkfish] 24/9/2021 08:55

As soon as there is some convincing proof they have entered one of the other verticals of fashion/games/music, this wil move as it is lean. CEO/CFO etc have readied this company.







Can generate some serious cash.

[p1nkfish] 23/9/2021 18:32

Looking forward to watching tomorrow.

This is set up to perform once it hits the right market with demand and proves the worth of the product.

Just a matter of time imho.

[timbo003] 23/9/2021 17:35

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 18:14

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 17:23

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

[red ninja] 20/9/2021 09:22

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 07:30

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

[oregano] 16/9/2021 11:21

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 14:23

Divi arrived ok.

[p1nkfish] 23/7/2021 17:08

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 11:19

Expect a pop-up soon imho.

[p1nkfish] 15/7/2021 20:51

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 17:38

100K share buyback.

[p1nkfish] 09/7/2021 11:59

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 09:36

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 10:33

"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 12:51

This is a dark horse that might surprise: