Intercede Share Discussion Threads

[rambutan2] 22/12/2020 15:21

Cheery news. This initial order will grow. Noted the 2nd para comments.

New Contract Win

Intercede, the leading specialist in digital identities, credential management and secure mobility, is pleased to announce a new contract win with a large US defence contractor. The initial order totaling $0.2m includes MyID Enterprise software licenses plus associated support & maintenance and professional services.

This contract win is noteworthy, not only because another top 10 US defence contractor has selected MyID to help secure their mission critical assets, but also due to the short lead time involved which was less than three months from initial Partner introduction to receipt of order.

[andyview] 22/12/2020 08:34

Great news today, keep it coming

Gla

[earwacks] 16/12/2020 12:02

Its target was raised to £1.25 after last presentation. Its very illiquid so a sale of 10 shares can drop the capital value by a million which is ludicrous. Keep buying on weakness by the bucket load if it hits 70p again. This is a turnaround stock which has been painfully slow at times but almost doubled this year. Covid has hampered progress like many companies, maybe also created opportunity. Still a lot of work to be done and new business to be signed. Had fallen from over £1.50, so that would be a minimum target for me. Fortunately I was not in at that time.

[andyview] 16/12/2020 10:45

Anybody got any thoughts on this one?

Looking particularly lively today..

gla

[andyview] 16/12/2020 10:42

Could be just the start....

get on board people..

gla

[andyview] 16/12/2020 09:41

added a few more today and good to see this tick up. could get a bounce back into mid 80's on some half decent volume.

not the easiest stock to buy...

gla

[andyview] 07/12/2020 16:04

I couldn’t wait...

Hla

[earwacks] 07/12/2020 15:55

Looks that way. I can understand the impatience with quite a few new investors above 80p anxious to make money and then it goes nowhere. The board obviously know what its worth and the vast untapped market opportunity out there. Anything in lower 70s please is mine!

[01283] 07/12/2020 15:03

I feel another buying opportunity is coming

[rambutan2] 27/11/2020 14:57

I thought it a very good presentation and well worth watching for anyone who didn't. They are clearly now on a growth trajectory and with those 95% gross margins and tight cost control it can quickly turn very profitable.

[cgequityinvest] 27/11/2020 13:42

I think the IT issues were the fault of Meet the Company - they sent an apology through this morning. Lots of positives and potential for the business and operational gearing ( they talked about Ebit margin target of 20%) provides upside. They just need to deliver on the sales front.

[garbetklb] 26/11/2020 22:32

I wasn't v impressed by the slickness of the presentation either. Said so in feedback. I like to be able to see the people talking - body language etc.....

[biglad1] 26/11/2020 20:58

Watched the investor presentation today! 10 mins late and dead air. Talking without pictures. Talking in background. Poor for IT company. Numbers were good though ???

[zipstuck] 24/11/2020 07:46

There seems to be considerable pent up demand as covid eases.

[zipstuck] 24/11/2020 07:32

new MyID PIV deployment sale to provide an innovative Identity Management System (IDMS) solution compliant with US Federal Government Standard FIPS 201 for the US Department of State (DoS) and its customers. An initial progress order in excess of $1m was received in August and a follow-on order totalling $2.8m was announced on 17 November 2020.

- A follow-on MyID Enterprise license order from one of the largest US wireless network operators.

- A new MyID Enterprise license sale to a geology research institution based in Germany.
- The first sale of MyID Professional to a branch of the US State Government to provide a pilot solution.

- A new MyID Enterprise deployment sale to an existing US Airforce base customer. There is potential to package and market a MyID solution to other similar sized US Air Force base customers.

All of these wins are expected to generate incremental revenue over the next 12 months from a combination of support & maintenance plus professional services, development and/or follow-on license sales.

[andyview] 19/11/2020 10:30

mainly buys again this morning, we could see a breakout to new highs imho.

gla

[andyview] 18/11/2020 10:56

added a few more today as funds allow. Great news yesterday too

gla

[01283] 16/11/2020 14:55

Everyone has a price, hope the Directors are in-line with PI's thinking that the real worth is x3 to x5 current value.

[earwacks] 16/11/2020 11:29

Some body just posted that they recently contacted one of the directors and they were very shocked at the suggestion of a buyout. Ye sure. A lot of companies get offers every week which are usually quickly dismissed. I guess what they are thinking is that they have done a lot of the ground work to turn the company around and no about to hand over it over at this early stage. Plan need to build revenue to a much higher level to extract a value of its full potential, which might take a couple of years. Glad they are not going to sell it short.

[earwacks] 16/11/2020 11:08

This is pretty much what has happened on the 3 occasions Paul has enthused about them. Having said that they have held up pretty well this time and started moving again last week, very difficult to buy any volume. I was hoping to buy more at 70p (wishful thinking)which I did a couple of weeks back. This week the spread was 70-73, but they would only let me have a few hundred at 75. Fortunately I already hold 30,000 so wasn't overly keen, knowing they can be very illiquid. However Paul has constantly said 'multi bagger.' They are on quite an expensive rating, but that is probably justified as very thing do is straight profit now. Broker consensus was £1 short term. WE're nearly there!I think their gearing is -140. Not many of those around. Looking forward to presentation. With further upgrades am looking for at least half again, if not a takeout might be the plan as they said earlier no plans to give shareholders any dividends

[shanklin] 16/11/2020 10:08

More likely Paul Scott highlighting this morning on Stockopedia that its his second highest holding

[01283] 16/11/2020 10:04

nice tick up this morning on really low volumes and no news...
can only think the
Investor Meet Company platform on Thursday, 26 November 2020 at 4.15 p.m.
will be good for share price

[stuart37] 27/10/2020 12:17

Time to back up the truck at this level - can't see them going below 60p - great solid company growing steadily but that growth could easily pick up quickly in the current climate.

[01283] 23/10/2020 13:51

Added again in a dip.

hoping that bumping into some alliance members will bring more contracts
hxxps://fidoalliance.org/members/

[andyview] 21/10/2020 09:32

Slowly adding on the dips and look forward to improving growth on the back of recognised technology

Gla