Ingenta Share Discussion Threads

[p1nkfish] 29/12/2021 10:00

Will they demonstrate some top line growth in 2022?
It will make all the difference if they do.

[p1nkfish] 11/12/2021 13:16

It is a micro-deal, but at least a start.

[p1nkfish] 11/12/2021 12:59

Have done a thorough search and it's very under the radar.
Only on ING site and Market Screener.

[timbo003] 11/12/2021 12:49

Good spot Red Ninja, let's hope it is the first of many

[p1nkfish] 11/12/2021 12:43

Very good news.
Thanks for posting.
It's a start. Other segments need a start too now.
Others will follow once there are a few partnerships in place.

[red ninja] 11/12/2021 12:29

From ingenta linked in feed :-

"We are incredibly excited to announce our latest partnership with Revolver Music Ltd, which sees us expanding our #intellectualpropery solutions to the music industry.

#IngentaconChord providers #music #publishers and #recordcompanies with a #SaaS that simplifies and automates many of the complex processes associated with handling a multitude of #royaltypayments and increasing visibility and understanding of #Rightsmangement

Read the full article:"

[p1nkfish] 05/12/2021 08:59

Yes. Very interested to see what traction they get in fashion, music etc as they could largely fall through to the bottom line given the existing business lines cover costs plus dividend.

The ball in their court to prove they can deliver value in other segments.

I am expecting news before about end of Feb approx according to previous statements made.

[boadicea] 01/12/2021 11:19

This company only needs to be modestly successful to be looking rather cheap for its sector - and it's paying a dividend. As it seems to have turned the corner I reckon it's worth a punt. A disadvantage is its low liquidity.
The latest published deal of 10k (delayed 1hr) is actually a buy.

[p1nkfish] 23/11/2021 23:35

I think they have changed registered office recently.
Looking forward to some new contract or other, can't be too far off.

[p1nkfish] 28/10/2021 15:23

Seller may be gone for a while or for good, price lid lifted a bit.

[p1nkfish] 28/10/2021 15:22

Breakout on the weekly MACD and a volume spike vs average.
After such it usually moves up for a while. One of these times it will run and not come back down < 70p but go towards 120p+.

No idea if that is tyhe outcome this time but could be with news of a contract win in another sector.

[p1nkfish] 25/10/2021 12:20

Someone spooling stock out in 25K and 15K lots.

[picnic] 25/10/2021 12:01

Looks very good value.I am guessing that Miton are selling .a fair few trades of
£25k at 67p .Have held for about a year and looks a good opportunity to top up.

[p1nkfish] 25/10/2021 11:32

20/9 the 6 months results to 30/6 were released.
In that 6 months the buy-back price average was 85p.
We can buy cheaper here and with progressive divi.
The need for sales news cannot be stressed enough.

"As previously announced, the Group has continued to exercise its share buyback authority and purchased a further 235,000 shares for a combined consideration of £0.2m (2020: nil)"

[p1nkfish] 25/10/2021 11:18

IMHO, this is heading towards 120p+.
It needs to just to breakeven on 2015 placement not even allowing for inflation.
Evey chance it doubles from here - we need sales & contract news.
Everything looks set-up to motor.
Dyor etc.

[p1nkfish] 23/10/2021 15:25

16,919,609 shares in market.
17.7% free float, the rest are in 3% hands or Directors or Treasury.
At 70p, £2.096M value approx as free float.

Looking at the trades we should be reaching new holders cycling this and removing seller(s).

Tightly held, new holders towards this price, profitable, cash in bank, dividend policy, efficiency increased, extra sales can fall through to bottom line.

All we need is some proof of growth in new sectors and we can move as interest increases.

[p1nkfish] 19/10/2021 14:43

Anyone noticed the volume perk up?

[p1nkfish] 17/10/2021 08:49

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 13:24

This is the current Cenkos (conservative) view

[p1nkfish] 24/9/2021 10:48

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 10:45

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 09:54

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 08:23

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 07:55

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 17:32

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.