Intercede Share Discussion Threads

[wjccghcc] 10/12/2005 01:28

Can't find any info about them. "pursuant to an agreement dated 7 December 2005"? An agreement with whom? Looks like a positive but more info would be good.

[rambutan2] 09/12/2005 13:13

The Company received notification on 8 December 2005 that, pursuant to an
agreement dated 7 December 2005, San Mackenzie Enterprises Ltd. has acquired
1,207,845 ordinary shares of 1p each representing 3.6% of the Company's issued
share capital and accordingly now has a total notifiable interest of 1,463,216
ordinary shares representing 4.3% of the Company's issued share capital.

any ideas?

[wjccghcc] 08/12/2005 23:10

I doubt management would sell. Too much potential at this stage in the evolving market. Also, given IGP work with all top 5 (now 4) smart card companies, it wouldn't be one of them buying.

[igoe104] 08/12/2005 19:21

it makes you wonder , how long before we get taken over.

[ariane] 07/12/2005 17:58

Oberthur The Next Target Unless It's Smart

Wednesday, December 07, 2005 5:52:50 AM ET
Dow Jones Newswires



0943 GMT [Dow Jones] Oberthur (12413.FR) +1.7% at EUR7.9 as market looks for next consolidating move in smart-card sector after Axalto (AXL.FR) and Gemplus (5768.FR) announce merger. "This increases bid speculation on Oberthur," says an analyst. Believes "either Oberthur merges or buys a smaller company like G&D," (Giesecke & Devrient) or Oberthur "will get bought up by a company like Safran (7327.FR)." (SIN)

[ariane] 07/12/2005 10:10

Oberthur Better Partner For Gemplus -Analyst

Wednesday, December 07, 2005 4:37:40 AM ET
Dow Jones Newswires



0818 GMT [Dow Jones] Although Gemplus' (5768.FR) merger with Axalto (AXL.FR) creates an undisputed leader in the smart card business, a merger with Oberthur (12413.FR) would have been more attractive, says Fideuram Wargny. Reiterates hold recommendation on Gemplus with a EUR2.4 target price. Trading in Alxalto and Gemplus is suspended until 1130 GMT. Alxalto shares closed at EUR22.8. Gemplus closed at EUR2.3. (LAF)

[ariane] 07/12/2005 09:23

Gemplus, Axalto Tie 'Makes Huge Sense'

Wednesday, December 07, 2005 4:07:33 AM ET
Dow Jones Newswires



0745 GMT [Dow Jones] Gemplus (5768.FR) and Axalto's (AXL.FR) merger "strategically makes huge sense," says a strategist. Sees deal very good for Axalto shareholders because share performance has been "awful," but "not a home-run for Gemplus" shareholders. Overall deal should boost margins for combined company as it will reduce R&D spending and increase IT synergies for both companies. Alxalto shares closed at EUR22.8. Gemplus shares closed at EUR2.3. (SIN

[rambutan2] 07/12/2005 08:40

gemalto!

so, one day it might be intergemalto, or gemaltocede!

[wjccghcc] 07/12/2005 08:13

Interesting. Intercede provide the basis for the card management software for both Gemplus and Axalto for corporate clients, though the Gemplus channel is the one which has been generating more revenues so far. Wonder how long it will take them to integrate their products.

[ariane] 07/12/2005 07:30

Gemplus, Axalto agree merger via 25-for-2 share exchange

PARIS (AFX) - Gemplus and Axalto said they have agreed to a merger via a
share exchange.
The exchange ratio is two Axalto shares for every 25 Gemplus shares, plus a
payout of 0.26 per eur per share to be made pre-offer by Gemplus to its
shareholders.
The new entity - Gemalto - is expected to deliver some 85 mln eur of net
annual synergies by the thid year following closure of the deal, they said.
It is seen generating pro-forma 2005 revenues of around 1.8 bln eur.
[e-mail]
jms

[wjccghcc] 06/12/2005 08:41

Thanks rambutan. Good to see Safesign beginning to make headway.

[rambutan2] 06/12/2005 01:00

thales news repeated...

[yump] 01/12/2005 17:21

Looks nicely poised for a breakout to me, IC update, interims etc. etc.

[igoe104] 30/11/2005 17:25

all good news, intercede are looking stronger by the day. should be good write ups, in ic,and share mag ,as well,(when the interims are out.)
they both seem keen on igp.

[wjccghcc] 30/11/2005 11:00

Wondered what had happened to Thales Safesign. This shows the applicability of MyID to the digital signature world - seems to be the next growth area in IT investment.


"Thales provides secured PKI based authentication and messaging solution to the
Cairo and Alexandria Stock Exchange with help from Intercede's MyID

Intercede's MyID to unite Thales Authentication System components helping the
Cairo and Alexandria Stock Exchange comply with Egyptian digital signature laws.

Lutterworth, England, December 1, 2005 - Intercede are pleased to announce that
Thales e-Security have been awarded their first contract under the OEM agreement that Intercede and Thales e-Security signed in April 2004. Thales e-Security recently announced that it is providing Misr* Clearing, Settlement and Central Depository (MSCSD) with a new security system designed to meet new Egyptian laws regarding the use of digital signatures for electronic trading. The solution that Thales is providing consists of a Digital Signature Solution, a Portable Signature Solution and the Authentication System. At the heart of the Authentication System lies the SafeSign Management Server, powered by Intercede's MyID smart card and identity management system."

[wjccghcc] 28/11/2005 17:18

45,000 sale at 23p. Someone taking a short-term profit on the recent contract news (and being stiffed by the MMs). Bit short-sighted if you ask me given the interims are within the next 3 weeks and should hopefully signal the start of some significant outperformance. Order and sales pipeline were at all time highs in May so, subject to contract timing, the interims should show a big improvement on last year. I don't think we'll see any revenues from the federal id rebadging yet given that the deadline is Oct 06 and RSA's card management product isn't released until next month but hopefully we'll get more news on the Gemplus, Athena and G&D channels. Personally, I expect H2 to be where things really take off contract-wise with it showing through in the numbers for H1 2006.

[igoe104] 28/11/2005 16:38

LOOKS LIKE THE MM,S ARE PLaying games, marking it down, on no trades, trying to panic a see off.

[wjccghcc] 21/11/2005 18:28

Looks very good. I wondered why RSA would agree to guarantee them minimum revenues of $2mm. RSA is a big player in the US in particular.

That makes RSA and Athena who are using MyID as a basis for their own CMS offerings, Axalto and Gemplus who are using it for their corporate offerings, Oberthur who are using it for the National ID card scheme and G&D, Siemens and Thales who are recommending it for certain projects. That's pretty much a who's who of the ID card world.

It may take time for the revenues to kick in but all the signs are there for a significant increase in business over the next two years.

Added a few more.

[igoe104] 21/11/2005 15:14

i,m not selling out until, the national id card system kicks in. could be £5 + then. and over half a million for me.

[yump] 21/11/2005 14:28

>igoe104
"i look forward to the day, when there are about 100 posts a day on this bb board."
Ahhhhhhhh no. I will sell out on that day ;-)

Happy with the one or two for now though...!

[rambutan2] 21/11/2005 14:22

imho homeland security if where the really big bucks is...

RSA Security Unveils Smart Card Management System & Infrastructure for
Governments and Enterprises Worldwide Based on Strategic Partnership with
Intercede

Intercede MyID to provide deep product integration between RSA Card Manager and
RSA Security identity and access management solutions

Lutterworth, England, November 21, 2005 - Further to Intercede's announcement on 12 September 2005 concerning an OEM licencing contract with RSA Security, RSA Security has today announced the RSA Card Manager solution. This new product line is based on a strategic partnership with Intercede Group plc, a leading developer of smart card and identity management software. As part of this partnership, RSA Security licences MyID technology from Intercede that will allow the company to provide deep product integration between RSA Card Manager and other RSA Security identity and access management solutions.

RSA Card Manager will be available in December 2005.

The full RSA press release is attached.

[igoe104] 18/11/2005 13:35

with oberthur having well establish strong positions, in the id card market, the alliance in july, could lead towards alot more rewarding contracts.
japan, france, phillipines, australia, and of course uk are all pushing for the national id card.
the id card was pashed though, the house of commons, in october. and will go forward to the house of loyds. with all the worldwide terror problems, i don,t think any of these countries, would not dare though out the bill.
say intercede would say only make £1 to £2 profit from each card, its still going to be a huge earner. population in japan, 130,000,000, france 60,000,000, uk, 68,000,000,. work it out for yourself, not bad for a small company with a 8 mill cap. with all this in the possabily in the future, the share price could sail past £5.
i look forward to the day, when there are about 100 posts a day on this bb board.

[igoe104] 10/11/2005 17:29

i,m very excited about the future of this company.
i would not be at all surpised to see this company, anything from £2 to £6 a share; looking at its cap now, and its future pipeline.

[wjccghcc] 03/11/2005 08:05

thanks igoe104.

[igoe104] 03/11/2005 07:27

also if things go well with the id cards. there a huge amount of money to be made from them. uk . france. and japan. are all excepted to have the id card within 4 years. if they only make £2 profit from each card, in the uk alone that will be 130 mill,they will make.
and thats just a start, not bad for a company cap of 7 mill.