Intercede Share Discussion Threads

[taurusthebear] 08/11/2007 12:30

Don't think it matters. I would rather see the company concentrate on the business rather than try to assuage weak shareholders with money-wasting RNS's. If and when IGP start making some decent revenues, and hence profits, the shares will rise - simple as that! :0)

[jailbird] 08/11/2007 12:27

i see your point,

CNC do a RNS on product launches.

[237gmoney] 08/11/2007 12:22

i understand that but I often see other companies issue an RNS with a Product launch???? If I had a company listed an I had a new product to sell, I would be singing off the rooftops where ever I could to sell it.

and issuing an RNS does exactly that. IGP really need to sort out there PR, no wonder the shareholders sell up as they cant see where this is going. How can you base an investment on uncertainty?

Lets hope Results are out in early December because if they wait until after xmas, we wont see sunlight until at least March with the share price ...

[jailbird] 08/11/2007 11:12

237,

no RNS i guess as no revenues attached yet..a product launch really.

but for us VERY patience holders, we will be rewarded.

[237gmoney] 08/11/2007 11:10

The company now worth less than £11m. If a company like IGP was to go to market today to get IPO would it not be worth more than £11m??? They have £1.6m in the bank and two new avenues to work on in the last 3 days.....why is there no RNS for these Mr Parris???

Ok we all knew the oracle compatability was coming in H2 but the market forgets these things and they need to be reminded....

buy at close to placing price now, so how low will this go before it starts to bounce? IGP were expecting Oracle to come inline in H2 so would or should have contracts lined up. Hopefully the newsflow starts to build up over the next month before results....

Starting to wonder what this company has to do before it starts to rise again.

[wjccghcc] 08/11/2007 10:16

Definitely good news. This pretty much completes the expansion of MyID's functionality from just being microsoft based to now include all Oracle users. I can't remember the exact figurese, but I think microsoft and oracle databases make up 70-80% of the market.

They've certainly been pushing on the R&D front in the US which should be very rewarding 6-12 months down the road.

[igoe104] 08/11/2007 09:57

YES it will be good for igp.

Oracle PartnerNetwork is a global business network of more than 19,500 companies who deliver innovative software solutions based on Oracle software. Through access to Oracle's premier products, education, technical services, marketing and sales support, the Oracle PartnerNetwork program provides partners with the resources they need to be successful in today's global economy. Oracle partners are able to offer their customers leading-edge solutions backed by Oracle's position as the world's largest enterprise software company. Partners who are able to demonstrate superior product knowledge, technical expertise and a commitment to doing business with Oracle qualify for the Oracle Certified Partner levels.

[jailbird] 08/11/2007 09:50

nice one igoe.

now bring on some oracle contracts please.

[igoe104] 08/11/2007 09:47

ORACLE news on the web-site.

[jailbird] 08/11/2007 09:37

u can buy cheaper the recent fund raising now.

funny how the price always drops to these levels eventually.

[jailbird] 08/11/2007 09:28

it falls a sell but does nothing when there are more buys on the day.

[237gmoney] 07/11/2007 08:57

many thanks ACCUMULAT0R. good spot. This seems to be a similar arrangement with what IGP have with the NHS and I know there are many ongoing projects in the US healthcare which could look at this service.

SSC seem to be a big Healthcare security player and there last two events suggest they will be selling IGP's products like all the others without IGP spending too much money.....

SSC presented "Enhancing Identity and Privacy in a Federated Environment" at the 3rd Annual Federation for Identity and Cross-Credentialing System (FiXs) Conference July 31-August 01, 2007, Monterey, California. For more information visit www.fixs.org


SSC will be attending the American Association of Healthcare Administrators and Managers Annual National Institute "Shore Up Your Revenue Cycle, Sail to the Heights of Excellece" September 26-28, 2007, Marriot Harbot Beach Resort & Spa, Ft. Lauderdale, Florida

[accumulat0r] 07/11/2007 00:58

That's an interesting report WJCC. I thought I'd have a looksie for the source and see the original report (by Frost & Sullivan) is 48 pages. A snip at $6,500 for hard copy or $7,500 for electronic access:




Any IGP shareholder feeling rich?!

There's a couple more interesting paragraphs in that link, talking about the main application being e-passports. But also about how some smart card prices have plunged 10% over the years.

10% ???

Who cares about 10%? That cannot account for the 50% fall we've seen in IGP in recent months.

[wjccghcc] 06/11/2007 23:31

Nice find. They did say they were moving into healthcare :-)

Here's a more general article predicting 36% growth in the govt ID and security sector for the next 5 years.

Mounting Security Concerns Driving Growth in the Smart Card Market
Date: 06/11/2007

"Smart cards as a means to data and physical protection are gaining increasing acceptance, particularly in the wake of the growing security threats confronting organizations today.
There is now a better understanding of the capabilities and availability of access security devices in the market and with a clearer perspective of what smart card technology can offer, it is becoming easier to justify the need for such an implementation. Furthermore, the growing acceptance of contactless payment in the North American market is also promoting the uptake of smart cards. Presently, there are over 20,000 merchant locations in the region that support the payment technology.

Government ID and security is a key application area for smart cards and this segment of the market could experience growth rates to the tune of 36 percent between 2006 and 2011. Likewise, the global smart card-based telecom market is also in its growth stages with major participants consolidating and making use of the technology and cost benefits to serve the consumer better. "Interestingly, industry experts opine that the telecom end-user segment will be the fastest growing, given the increasing demand for mobile phones and the improved technologies being offered in the market," notes the analyst of this research service. "Among the various geographies, the European smart card-based telecom market held the largest share in 2006." "

[rambutan2] 06/11/2007 21:24

Accumulator, good spot

[4graham] 06/11/2007 21:05

Great find ACCUMULATOR,this company has so much potential it hurts!!

[accumulat0r] 06/11/2007 20:25

DOWNERS GROVE, Ill., Nov. 6 /PRNewswire/ -- Secure Services Corp.

(SSC), a leader in developing unique solutions for secure information and communication has achieved a milestone within the United States. SSC has successfully integrated their Secure Health and Privacy Environment (SHAPE) Smart Token(R) Constructive Key Management (CKM) cards with Intercede's MyID smart card and identity credential management platform. SSC is one of the first companies in the US to offer the Healthcare market a complete smart card-based ID solution that enables secure online access to patient medical information, reduces insurance fraud through quick patient identification and proof of insurance, and enables doctors to collect payments more quickly ...................

[taurusthebear] 05/11/2007 18:18

WGC and 237 - perhaps you misunderstood. I was referring to the market, not me. That is what controls share prices, not what I think, and if the market sees IGP as a nothing company, the price will go down with poor general sentiment. As has been shown heretofore.... :0)

[jailbird] 05/11/2007 14:57

Wj,

thanks for the reply.

that will explain it..i guess looking forward with regards
to reoccuring revenues, i see what you mean.

any concerns about the dollar as much of the recent large contracts
with twic etc are gonna be in dollars.

I have read the dollar is expected to get weaker still, not
unless the US decide to increase rates.

[237gmoney] 05/11/2007 14:26

Taurus, I have to agree with WJ here, you are a little harsh with the summary of the current situation. H1 is 20% higher yet again from this time last year.

The company are in a much better position this time round than they were last year as we were all worried the company had cash problems and would need more funding but the H1 update cleared that all up.

What the company needs to do is release a RNS on TWIC and come out and say what effect this will have on the company.
Also update the market on the other projects HSPD12 and FRAC. It seems puting a news item on the website re FRAC about summer breeze and then taking it off upset a few people but there has been no mention of it since.....

Have you all forgot about it because I havent...

[igoe104] 05/11/2007 14:21

JAILBIRD just taken out a 12k trading position on jmc, nearly 22p discount to the nav now.

[wjccghcc] 05/11/2007 13:08

a bit harsh taurus, IGP has 15% (1.6mm) of the market cap in cash and is cashflow positive. Also, their end-demand is pretty much independent of any global slowdown so as far as the underlying business is concerned, the Credit Squeeze should have negligible effect. However, if small PI's get spooked out of the market, they will sell whatever the price. Seen it before and will see it again - gives some good bargains when sentiment turns though :-)

jailbird, had a few FSG in the past but out of them at the moment. Good management but I'm a bit concerned about their exposure to the financial sector (allbeit on the retail side) and lack of recurring revenues. The nice thing about IGP is that by the end of next year, IGP should be receiving recurring maintenance revenues of £1-1.5mm which will cover 50% costs. FSG don't (currently) have this in that most of their projects are all upfront fees.

[jailbird] 05/11/2007 11:37

igoe,


sorry OT guys,

i not an expert at all,

but i'm looking at the indices really i.e ftse and dow at the moment.

Manspread also take on smaller cap companies.(try www.frequenttrader.info for a deal on this one, robbie burns site.
TDW are offering £150 for opening account and on your first spreadbet after you have credited £500

[igoe104] 05/11/2007 11:33

WHAT COMPANIES ARE YOU LOOKING at ......... which your thinking of betting that they will go down ?

Ive never spreadbetted before, but might look into it.