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Share Name Share Symbol Market Type Share ISIN Share Description
Intercede Group Plc LSE:IGP London Ordinary Share GB0003287249 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.50 -2.92% 83.00 81.00 85.00 86.00 83.00 85.00 22,236 16:28:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 10.4 0.6 2.0 41.5 42

Intercede Share Discussion Threads

Showing 8251 to 8275 of 8450 messages
Chat Pages: 338  337  336  335  334  333  332  331  330  329  328  327  Older
DateSubjectAuthorDiscuss
28/2/2018
16:36
I think the issue is whether they can make a profit from the (any?) business model, given the years of not doing so and whether they have to keep reinventing, which then only gives a short time period in which to cash in on the investment in the new products/market. Its quite an old problem for tech. businesses. What is unclear is exactly how unique their product is. If it was that unique, then surely a modest increase in cost per employee could or should have been made, so that they ended up in profit. So there is clearly an established limit on that pricing that is not in any way controlled by IGP.
yump
28/2/2018
15:51
Anyone know what caused yesterday's 20% drop!?
ianhamo
27/2/2018
12:06
Still way overvalued based on its turnover.
hybrasil
20/2/2018
21:18
Do not forget guys, these performance targets Several significant appointments have also been made to strengthen the Group's Sales & Marketing. Chuck Pol (former Chairperson Vodafone Americas) and Helen Adams (former VP Sales Europe & Asia/Pacific for ARM Holdings plc) were both appointed in June 2017 with further recruitment subsequently taking place to expand and refresh the Sales team. As a commitment to achieving consequential high sales growth, Helen Adams has this week agreed to a share option plan incorporating performance targets based upon the achievement of 50% growth on FY2017 revenues in FY2018, a doubling of FY2017 revenues in FY2019 and a tripling of FY17 revenues in FY2020.This is the foreacst by the the new BoD FY17 revenues 8.3M FY18 - £12-13M 50% increase on FY17 FY19 - £16-17M doubling of FY17 FY20 - £24-25M tripling of FY17 If costs per year are approx 12M and remain the same So I expect best case case breakeven...but maybe a small loss since I am unsure of current revenues figures
jailbird
20/2/2018
02:54
Pretty rubbish piece in today's London Standard... htTps://www.standard.co.uk/business/market-minnow-id-card-maker-intercede-could-yet-turn-be-a-winner-for-investors-despite-hiccups-a3770301.html
rambutan2
14/2/2018
20:28
Great work Ram, that certainly is encouraging
daz
14/2/2018
19:10
Re the Middle East contract. I was thinking that it was likely an update for Kuwait, which IGP were involved with in 2009. But having had a quick dig, I'm now thinking that it is for UAE, which is good news. htTp://www.itp.net/mobile/616251-dubais-smart-plans-becoming-a-reality httP://www.telecomreview.com/index.php/articles/reports-and-coverage/2019-digital-id-uae-leads-by-example
rambutan2
14/2/2018
18:15
£17mln is one heck of a jump. Perhaps it will generate a bit more interest. With the level of investment they are undertaking I think the key question is who else is working on this with a much bigger budget. Because its a lot of investment if you haven't got a very good foothold and IP that you're very sure about. I was just looking at this contract: "Under this agreement, Intercede will supply its MyID product for over 10,000 employees in addition to recurring support and maintenance services. The deal is worth more than GBP250,000 over a three-year period with most of the value accruing in the first 12 months of the contract period." So that's a one-off of £25 per employee. Way less than the cost of MS Office, or annual McAfee ? Something doesn't seem right about that, given that the average carrying cost of an employee is what, £50,000... and the risks are very high. Be nice to know what the recurring services are worth. Are they having to price like that to compete ?
yump
14/2/2018
15:48
yump/Daz - agree with you both. RP has kept this Co going for quite a few years and the share price has rarely dipped much below where it is now (not sure when the various placings occurred, though). My view is that it's a fair risk to take a small position at these levels, provided you're the patient type. You never know if one of the industry majors might want the IP bad enough to take the whole Co. That's where I see the potential for greatest returns.
nibble
14/2/2018
14:05
Yes, they are definitely treading a fine line as regards another placing. Forecast revenues for 2019/2019 are £16.9m and for a minor loss, so if they achieve that they will be in a good position to move into profit the following year, in which case I'd expect the shares to be much higher. The trading update talked about sales being deferred and while some of that is already factored in, this has to remain a significant risk. If revenues do fall short next year, a placing looks inevitable. I bought a few yesterday but with my eyes open.
daz
14/2/2018
08:33
Seems to me they'll need a thumping increase in revenues to get to profitability, although I'm not really up on what really caused the losses in previous years. Just looking at that £11mln revenue previously, that still had £2mln of losses. Fair enough, expenses rose because of investment in infrastructure, tech and sales. They did make a small profit on £8mln of sales once, but that level since has led to big losses. So I wonder whether its just a never ending process of continuous investment costs just to keep up with new requirements as the tech. available changes and the demands for security change. From a tech/security point of view I'd like to know where it might end and IGP could cash in. Its an old question of course - how do you make profits out of a business where you have to keep reinventing your product ?
yump
13/2/2018
15:29
They shouldn't have any need to raise cash as theyre receiving 500K within the next 30 days as per RNS. IMO
garbut
13/2/2018
15:18
Tough one to call. This could be a turning point or another false dawn. It could multibag from here. But possibly could also look to raise cash. Therein lies the dilemma
the big fella
13/2/2018
15:06
Been watching this for ages - wonder if this is close to a turning pint... Don't know if its true as haven't been reading the reports much, but it seems they have spread geographically ?
yump
13/2/2018
15:03
"This contract will have an initial new order value of more than GBP1,000,000 and will also generate recurring annual fees. Approximately 50% of this initial contract value is expected to be received within the next 30 days with the remainder expected to be received in Intercede's financial year ending 31 March 2019, based on Intercede fulfilling certain commercial milestones. Richard Parris, Chairman & Chief Executive of Intercede, said: "I am pleased that the recent investment we have made in new mobile identity technology is starting to generate significant orders. We have used the last two years to develop a competitively differentiated mobile identity platform in a market with high barriers to entry. Through our network of partners, Intercede is now in an excellent position to capitalise on this lead in multiple geographic territories. As I stated in the Intercede's 2017 Annual Report, establishing Intercede at the heart of critical eco-systems is central to our strategy. This contract is the manifestation of that pledge and is a top tier reference customer for other nations to follow.""
garth
13/2/2018
15:00
LOL. Recently re-took a stake here after a long time out. Have to confess that I hadn't noticed! G.
garth
13/2/2018
14:31
"The contract was secured through an existing Intercede regional channel partner and is anticipated to be the first of many such orders around the world." Fingers crossed the ball starts rolling. It says quite a lot about sentiment here when a microcap wins a seven figure contract with a tier one customer and no one comments until 230pm..
wigwammer
04/12/2017
12:55
"This makes it easier for the UK Government to meet its international obligations for secure partnership with other governments around the world."It is in the commercial interests of every company on the planet to "meet international obligations for secure partnership.."Sooner or later this will catch on. IGP evidently have a highly regarded product.
wigwammer
01/12/2017
17:00
£100k to protect 10000 employees. £10 per employee per year. Around 600m people employed in the developed world using insecure passwords. An emerging £6bn market. GDPR regulation will put pressure on more and more organisations to resolve password issues over the next 12 months - this will be a valuable reference account for IGP.
wigwammer
30/11/2017
07:36
Wow a new contract that will probably add less than £100 in sales in thsi FY. Things must be desperate.
zipstuck
29/11/2017
17:25
I suspect they will get away with less and less as regulatory pressure mounts.Precisely the story.
wigwammer
29/11/2017
14:59
IT Majors unfortunately only want what they can get away with; not the highest standards in most cases.
ramnik007
29/11/2017
12:34
That is true, ramnik.But in the competitive space of cybersecurity to the US government and US aerospace, where expected standards are at the highest levels, IGP has competed and won repeatedly.
wigwammer
29/11/2017
07:47
....or if the choice to go with IGP is the most cost-effective solution for a major. I am also mindful of the fact that if a big player wants the technology badly enough it could possibly make a bid for IGP as a whole.
nibble
29/11/2017
07:04
That is an interesting statement Wigwammer. I guess the IT Majors will only select if they have to use and have no other choice.
ramnik007
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