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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
  4.50 5.29% 89.50 88.00 91.00 91.50 85.00 85.00 104,316 16:16:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 10.4 0.6 2.0 44.8 45

Intercede Share Discussion Threads

Showing 8351 to 8373 of 8450 messages
Chat Pages: 338  337  336  335  334  333  332  331  330  329  328  327  Older
DateSubjectAuthorDiscuss
05/6/2019
09:58
Come join the party #BBSN
bradbury3559
05/6/2019
09:37
With the Intel deal and at this price they will be acquired by the end of the year by a PE who can inject the cash needed to build a larger sales and marketing organisation and move to a Security as a Service business. A Raytheon might also look to acquire
devonwood
05/6/2019
08:33
A solid set of results and an excellent turnaround. I really liked the focus demonstrated in the outlook statement. However at £20 mkt cap they need to be generating 1.5 net profit to justify it. I reckon they could perhaps do that this year or better but I feel the share price is up with events. The chart looks bullish though and it would surprise me to see these at 60p before the summer is out. I have held in the past but should have bought in the low 20's as the easy money has now been made.
the big fella
05/6/2019
07:11
The paragraph about Intel is interesting: "The establishment and further development of these and other partner relationships is critical for the Group's future growth prospects. MyID is a Credential Management System (CMS) which typically forms part of a wider identity ecosystem and therefore must be futureproofed to work with the devices and technology our customers want to use. We were therefore pleased to recently announce the launch of our new derived credential solution in collaboration with Intel. This solution enables the issuance of PKI-based digital identities to a user's Intel Authenticate-enabled tablet or notebook PC, following NIST security guidelines. The user can then access networks and systems using hardware protected multi-factor authentication. This is not only secure but also provides a better user experience as the user can use a fingerprint or a face match in place of a PIN."
somerset lad
05/6/2019
06:52
The potential growth story is: if IGP can consistently sell to the most security-conscious customers in the world, why can’t it extend those sales (via an out of the box product sold by the numerous resellers) to banks, accountants, law firms and others with security concerns?
somerset lad
05/6/2019
06:23
BoD have performed well to bring back to profit this year .. just wondering where bigger revenues will come from now . Seems it will chug along like this.Looks like IOT has been shelved for now , eating up costs , reduced staff costs .. back to basics Some of our product development in recent years has attempted to expand MyID into new markets, including secure cloud services and the Internet of Things (IoT). This could have resulted in explosive growth for Intercede, but these are very competitive markets in which the end consumer is currently struggling to differentiate strong 2-factor authentication from biometric security or SMS one-time passwords. The option of trying to use marketing to educate the market was considered to be expensive and unlikely to deliver satisfactory shareholder value.
jailbird
22/5/2019
10:50
Thanks Somerset lad. Here's hoping it breaks the resistance at 42.5p...
daburd
22/5/2019
10:39
Whoever was selling hard into every buy has now stopped. It's possible the seller was RP, who might have been disgruntled about his departure and Jane's, although if that's right, he should have told the Co Sec so they could RNS the change in his interest. New management have reached (roughly) break even a year ahead of plans. Now the question is whether they're going to settle down into making small profits by supplying mainly US Governmental and defence customers on large lumpy contracts; or whether they can leverage the fact that they meet the requirements of the world's most demanding security customers to sell (through partners or directly) an out of the box product to banks, accountants, law firms etc. around the world at very high gross margins. Perhaps the buyers who've led the share price to retrench from the lows it reached when there was a seller at any price think IGP can achieve the latter in a meaningful way.
somerset lad
22/5/2019
09:42
Very quiet here despite the great run up to 37p in the last few days. Any thoughts as to what's been driving this? I hold.
daburd
25/4/2019
16:43
A bit of life in the old dog yet! Bid/offer creeping up and some volume.
tiswas
03/4/2019
10:00
To be topical today and replying to Somerset Lad, I think Parris is probably like Dunkerton at SuperDry and we all know how that finished up yesterday! Dunkerton was happy to hand over the reins in expectation of superior performance. When that didn't happen ... I see Parris's 11% shareholding a bit like a sleeping policeman. If he does a Dunkerton and goes public or starts selling shares in volume I'll know there's a fundamental problem with the business - I'd always trust an entrepreneur with skin in the game ahead of a salaryman executive. So far Parris has been quiet so I take that to be a good thing.
omiceanmen
02/4/2019
16:14
I don't think RP is competing. He's set up as a consultant, introducing clients to "founder-operated" providers. Aretti is not providing software or support services. The conspicuous exclusion of IGP (as it is not "founder-operated") made me wonder how RP felt about his leaving.
somerset lad
02/4/2019
15:50
i would think there is a none compete order on mr parris ?
pyman
02/4/2019
11:30
New management has over-delivered, getting to profitability a year ahead of their promises. Talk of hockey sticks and inflection points has gone, as has the focus on diversification into IoT, and highlighting growth in employee numbers as a positive metric. The bull case for this stock has long been clear: if you can satisfy the requirements of the most demanding customers in the world (US government and defence contractors), it should be fairly straightforward to roll out the same product to investment banks, accountants, law firms etc. Nobody got sacked for applying the same security standards as the US government. New management has embraced this approach, focusing on developing partnerships and an out of the box MyID product. They will need to deliver growth here to generate significant EPS. The share price decline over the last couple of months has not been driven by fundamentals (recognising that announcing a contract win of $500k on 28 Feb may have led some to think that not much was happening in terms of sales -- although I think they were more interested in highlighting their entry to a new region). There has been a fairly determined seller (or sellers) and it has been possible to buy in large sizes (e.g. 100k) over the last couple of months. It is always a pleasure to take the opposite side of the trade from someone who seems determined to exit at any price through a constant daily feed of stock. Today's share price rise does no more than take us back to where we were a couple of months ago, even though the story has advanced because we're a year ahead of schedule on getting to profitability. Finally, for so long as IGP is negotiating large contracts with federal authorities, we're going to see signings just before year end because customers are not going to be able to resist using this as a pressure point.
somerset lad
02/4/2019
11:20
Punters not giving it the benefit of the doubt? Its 60% up on the day
kingkongtimmo
02/4/2019
10:47
FinnCap note this morning points out that gross cash of £3.2m at 31 March 2019 is *before* any funds received for big $4.3m US Govt agency contract. As business is now cashflow positive, plus getting substantial R&D tax credits, then it should soon become net cash positive (i.e. enough to pay off convertible loan notes, which are not due until Dec 2021 anyway). All looking very positive indeed - albeit just in the nick of time, signing major contract on last working day of the financial year! Market cap looks ridiculously low, given quality & size of customers. There again, the company has disappointed in the past, which might explain why some punters won't yet give it the benefit of the doubt. PP.
paulypilot
02/4/2019
09:58
This is the key point. Cash from operations increasing and that's before these contract wins. 60p in no time Cash balances of GBP3.6m at 30 September 2018 represent an increase on the GBP2.3m of cash balances at 31 March 2018, primarily driven by positive cash generation from operating activities and the receipt of the 2018 R&D tax claim.
imjustdandy
02/4/2019
08:41
Lets hope seller can Sell to their hearts content !
ramnik007
02/4/2019
06:59
Yes, positive and upbeat sounding RNS - always nice to have a surprise to the upside. Maybe this will begin a slow share price re-rating with this new and more aggressive sales driven focus.........
stuart37
02/4/2019
06:55
Positive RNS today, I think?
ramnik007
06/3/2019
18:18
I agree omiceanmen, re: hard to link share sales to Parris off-loading his position. But presumably a possibility. He does own 11% and he did found it. I’d assume he wishes it do well! More of a concern (maybe) is his new company.
jonbirdy
06/3/2019
18:14
In their 2018 annual report, Intercede noted that their US sales were 71% of revenue. So they seem to have nailed that Sirrux, unless I am misunderstanding your point. The FAQ page of the website of Parris’s new cyber security company states that, “Aretiico's main focus is introducing international companies to the US market.” So potential conflict there. However, the new Intercede CEO seems sales driven and when Parris was in charge, it was all quite jam tomorrow. Who knows how good he was as a salesman? Intercede market cap now the same as annual revenue.
jonbirdy
05/3/2019
12:27
Keep an eye on it. So many UK businesses have struggled in the US but doesn't mean it's the end of it. Not even HSBC could conquer that chestnut. Some deep seated protection going on that they don't really tell everyone about or maybe UK businesses are just not good enough on the service side even if the product is right. This will find a buyer eventually perhaps and the price is off to find one.
sirrux
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