Intercede Share Discussion Threads

[wjccghcc] 12/1/2006 12:06

Will do spooky. Suggest you remove your email now.

[jailbird] 12/1/2006 11:58

for an illiquid share, how the hell did U get that amount.
did you put in a limit price too?

[spooky] 12/1/2006 11:50

WJCCGHCC - Send me an e-mail.

[wjccghcc] 12/1/2006 11:45

How long did it take them to work that order spooky and which broker did you use?

[spooky] 12/1/2006 11:28

I have just bought 112500 to add to my position,i hope it helps exhaust the seller.

[igoe104] 11/1/2006 16:51

abit of a strange week, more buys than sells, but yet the price goes down. im hoping to take my holding in this company over 0.5%. (OF THE COMPANY)
i only see one way this company is going, lots of good things kicking in over the next 18 months, plus the national id card.
this could easily go over £5 within 3 years. its in one of the fastest growing sectors. (its just a matter of time)
with aim companies, you have to be looking to hold for at least 2 years, so you only pay 10% CGT. THE OTHER good thing i like about the company there are alot of rns, which will always keep people intrested, and the price ticking up.

[wjccghcc] 09/1/2006 15:42

Nice one igoe104. Added 10k on the dip last week at 30.75p :-)

[igoe104] 09/1/2006 13:30

just got 40,207 shares with 3 buys, takes my holding now 140,207. its your turn now wjcc.

[gurp] 06/1/2006 15:02

chart & indicators looks to be turning up - time for a little dabble methinks

[igoe104] 05/1/2006 16:44

the minimum anuAL running costs, of the national id cards for british citizans £584 mill a per annum.

[igoe104] 05/1/2006 16:27

i take it as civil servants figures, being a goverment statement, but it just shows on the whole how much, the sector is growing. i except it still is a drop in the ocean, and this stage.

[wjccghcc] 05/1/2006 14:00

Interesting - I wonder how much of it is currently spent with industry participants or whether it's all just civil servants/consultants at this stage.

[igoe104] 05/1/2006 12:31

there hazel blears (minister of the state) figures, for the identity card expenditure programme. gone from 280,000k to 12.3 mill, in two years.
i also will be looking to top up on my 100,000 shares i have in the company, maybe next month or so.

[wjccghcc] 05/1/2006 12:21

What are those figures igoe104?

[igoe104] 05/1/2006 12:18

serious growth in the identity card market. last months figures, 2002/03 £280,000, 2003/04 £1,035.77, 2004/05 £12,376.77. it just shows, what a growth sector igp are in.

[njp] 05/1/2006 09:30

My first little nibble this morning. Just 5k and yet to print but moved KBC off 30p.

[wjccghcc] 05/1/2006 07:57

Yup. Me too :-)

[daz] 04/1/2006 21:30

WJ

Thanks for the reply, I was hoping it would be something like that. Agree about being cautious on the numbers, if it still looks good with that approach, then you've got a margin of safety.

CR/NJP
With the latent interest, it's probably not going to fall far but I'm hoping that a few more people will get bored and move onto something else, it's so thinly traded it won't take many.

[njp] 04/1/2006 20:16

Certainly looking interesting again, WJ. I also took a look based on your write-up for CR's thread and liked what I saw but thought best to wait for a pull-back.

[wjccghcc] 04/1/2006 19:52

No real reason Daz except perhaps that I didn't realise how long some of these major implementations can take. e.g. I'd assumed the big US aerospace contractor win with G&D would be implemented this year but now, having done the pilot, they say the main rollout is unlikely for another 12-18 months. IGP don't book the revenue until the licenses/cards have been issued so the more large contracts they win, the more backended these revenues.

As their partners employ MyID on more projects the lumpiness of revenues will even out, but until that time I'd rather undershoot than overshoot. I still hope we'll get 3mm+ revenues this year but I prefer to run the numbers with only a 300k half on half increase (still 25% though which ain't bad).

[daz] 04/1/2006 17:10

> WJCCGHCC

Am looking to buy a few of these as well, especially if they fall further. Any reasons why you've scaled back your 2006 & 2007 revenue estimates from post 616 above, taken from CR's thread?

[wjccghcc] 04/1/2006 13:00

I'll be adding a few sub 30p when it settles CR :-)

Until they get a corporate broker, it's one of those stocks where the MM's hate being long or short. Consequently two sales totalling 10 grand yesterday and today pushes the price down 15%. Bit short-sighted if you ask me but you can't blame people for taking a short-term profit I suppose.

Personally, I have a significant amount of these at an avge price of 21p which I fully intend holding for the 2 year taper. I reckon sales of 2.8mm this year rising to 3.9 mm next year giving EPS of 1p rising to 4p and a PE of 7 (the wonders of operational gearing). Of course, no-one's going to see that until they get a corporate broker again, which I doubt they'll do until the finals are out in June. They'd like to get the share price above 60p by December when the convertible debt expires - they have the cash to redeem it but I'm sure they'd prefer it to convert.

Remember what they said in the interims : "The Company expects to see continued strong growth in our market sector and in our share of this market over the coming months. We anticipate that our new and existing distribution partners will start to generate recurring revenues as they respond to increasing demand for identity cards for corporate and governmental applications around the World.". Given that most of their sales come from contracts won in previous 6-12 months (long implementation times), they must have a pretty good idea of full year sales when they gave that statement in mid-Decmeber IMHO.

[cockneyrebel] 04/1/2006 12:30

looks like I mihty have to buy in on this dip WJCC :-)

CR

[wjccghcc] 23/12/2005 19:18

thanks igoe104. Will take a look.

[igoe104] 23/12/2005 15:49

if you want the latest information on the national id card. go to theyworkforyou.com.
ps wjcc i,ve sent a email to them, to let me know how sept demo went?.
just put in national id card, in the search bit, in section 2.
it will keep you well up to date with things
it will also, tells you about, up to date bills, being put though the house of commans.
could be useful, for getting information, in finding share tips in the future.