Intercede Share Discussion Threads

[wjccghcc] 27/9/2005 10:16

Why don't you email the FD spooky? Better be before Sep 30 though in case he feels the closed period limits what he can say.

[e-mail] for the attention of Andrew Walker

[spooky] 27/9/2005 10:00

WJCCGHCC - Thanks for the reply,i think i may need to be a little more certain before i take it any further.Does anybody else KNOW how the company generates revenue?

[rambutan2] 27/9/2005 09:50

hi ariane,

couple of nice interims and the day looks set fair!

hope yours looks chipper too.

regards
rambutan

[ariane] 27/9/2005 09:43

certainly not,but one needs to keep an open mind.

trust you are well ram, enjoy your day.

[rambutan2] 27/9/2005 09:34

are you suggesting something ariane?!

[ariane] 27/9/2005 06:54

Gemplus Seeks More Purchases to Strengthen Security Business
Sept. 27 (Bloomberg) -- Gemplus International SA, the world's largest maker of smart cards, said it was looking for more acquisitions to increase its market share in the identity and security business.

``There could be well be additional acquisitions,'' Alex Mandl, the Senningen, Luxembourg-based company's chief executive officer, said in an interview in Singapore today. ``We think that in the identity security business there are certain segments that could further strengthen our overall systems and solutions approach.''

Gemplus is seeking to reduce the company's reliance on phone and wireless cards, which accounted for three-quarters of last year's 865 million euros ($1 billion) in sales. The company had 388 million euros in cash on its balance sheet at the end of 2004. Gemplus said in April it agreed to buy Finland-based Setec, which supplies security documents including electronic passports.

Setec provides passports to Finland, Sweden, Denmark, Norway and Lithuania. The Finnish company was included in the group of businesses that won a contract for Singapore's electronic passport.

Gemplus's Mandl said consolidation in the smart card industry is ``certainly a possibility.''

``Who's the best match and who would be the best combination is a matter of speculation,'' he said.

Gemplus said in April it expected 2005 revenue to increase about 10 percent.

[wjccghcc] 26/9/2005 10:26

I think they are paid per licence (i.e. card) issued plus a maintenance element. After the initial implementation, there will be ongoing revenues (at a lower level) since companies will be issuing new cards for new employees etc..

[spooky] 26/9/2005 10:09

Historically this company generated revenues through the sale of software licences and now they are attempting to move at least partly to recurring licence revenue.Can any one explain how they generate their revenues,are the software licences one off sales with incremental revenue generated by payment for upgrades,and does the movement to recurring end the upfront charge but generate a per use payment.Any help would be gratefully received.

[pyman] 20/9/2005 08:19

Cant blame a large seller taking profit in such a tight stock. Lovely thing about that is another oder or 2 like the last one and you may get a lovely squeeze up.

[wjccghcc] 19/9/2005 16:45

If they're happy to let them go at this price ... :-)

[igoe104] 19/9/2005 16:40

couple of 20k buys gone in again. its not you again wjccghcc.
anyway i,ve just payed off my ex girlfriend . (her share of the house).
now shes asking me, where to invest the money. so there may be some more buying soon. in this company.

[wjccghcc] 16/9/2005 08:11

Agreed, and it gives us an opportunity to add 20k here and there. If the RSA deal is repeated in three years time, then they've added 400k minimum to the bottom line per year. On a PE of 20, that should add 8mm to the mkt cap. The mkt reaction added a grand total of 330k! I'm quite happy to keep accumulating over time until the huge potential here begins to be recognised. Hopefully we'll get a trading statement end September.

[rambutan2] 16/9/2005 00:47

no one new came in on the placing though.
so would have to be one of the original bunch.
some did get warrants as well, so perhaps just selling the extra.
but why do it at 20p and under?
perhaps feel it's in igp's interest (and therefore theirs) to have a few shares traded rather than that not being possible as it was for so long? ie better to offer a little feed than starve and kill it.

[wjccghcc] 15/9/2005 17:11

I reckon it's one of the institutions who bought in the placing at 7p. They seem happy to supply the MM at 20p, so the offer only drops below that if the MM's get stock from a seller. Once that's mopped up, it rises back above 20p again. That's likely to change once their progress becomes clearer.

[rambutan2] 15/9/2005 14:09

interesting that for last few months there's been someone willing to sell to buyers and thus keep price fairly restrained. wonder what their game is?

[igoe104] 15/9/2005 12:27

i,ve not finished adding either to my 100,000 holding, soon as i get hold of some funds i,ll be adding. there just to cheap at this level.

[wjccghcc] 15/9/2005 09:36

Well, took advantage of the dip to add some more.

[yump] 15/9/2005 09:23

Seems very slow generally at the moment judging by the no. of posts on many stocks - think the market is just in one of its quiet spells, come back from holidays in Sept. digest all the summer news and announcements, figure out the will-it-won't-it economy etc. etc. Decide if the oil price is going to mess up growth...

[wjccghcc] 15/9/2005 09:07

So how come a deal that adds 1.2mm to the bottom line (over 3 years) only adds 300k to the valuation? Seems the market is missing a trick here.

[yump] 14/9/2005 17:09

Chart makes you think...
Just been looking back over all the nasty-looking dips in May in my small co. shares.
End result: 1 profit warning out of 15 shares that dipped and jangled my nerves to the point where turning the PC off was the only option (unfortunately it was a particularly bad profit warning)
Lesson learnt. All companies now back around or above pre-drop price, except the 40% loss one which sold after warning.

[wjccghcc] 12/9/2005 15:52

Well that'll help :-)

[igoe104] 12/9/2005 10:40

got a feeling there many more on the way as well. with all this worldwide terrorism, securety companies will be in big demand. its going to be a red hot sector

[rambutan2] 12/9/2005 10:36

oh happy days...

[waldron] 12/9/2005 09:28

Intercede in licence deal with RSA Security worth 2 mln usd over 3-year period

LONDON (AFX) - Intercede Group PLC, the smart card software company, said it
signed a licence deal with RSA Security which will generate guaranteed revenues
of 2 mln usd over a three-year period in addition to licence fees.
Under the deal, RSA will incorporate Intercede's MyID smart card and
identity management technology into its product portfolio.
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