Intercede Share Discussion Threads

[ianhamo] 22/10/2023 16:36

Either MBO or move from AIM to main market?

[pyman] 22/10/2023 12:38

overseeing the take private acquisition by Charterhouse and the subsequent sale of the business to Informa plc
MBO ?

[pyman] 22/10/2023 12:37

Daniel O'Brien to the Board of Intercede as a Non-Executive Director with immediate effect.

Mr. O'Brien ('Dan') brings over 30 years' experience in financial roles across successful listed, PE backed and privately owned international organisations. Dan studied at the University of Cambridge prior to qualifying as a chartered accountant at Deloitte in 1991 where he spent 8 years working in Audit Assurance. He has held senior finance roles in a range of multinational companies including COLT Telecoms, Eidos Plc, Huveaux Plc as Group Finance Director, Shine Group as Chief Financial Officer and Tarsus Group as both Chief Financial Officer and Chief Operating Officer. At Tarsus, Dan was a lead executive overseeing the take private acquisition by Charterhouse and the subsequent sale of the business to Informa plc for approximately $1bn. Dan currently sits on the advisory board of several organisations including Cuil Bay Capital.

[ianhamo] 18/10/2023 15:26

Sounds like this partnership could be a real money spinner. Looks like they’re trying to make in roads into the pyramid.


hxxps://www.intercede.com/intercede-to-launch-enterprise-managed-fido-authentication-with-yubikeys-at-authenticate-2023/

[aaronirish] 18/10/2023 12:40

thanks for the link/alert @ianhamo

[ianhamo] 18/10/2023 10:32

https://www.google.com/url?rct=j&sa=t&url=https://www.techradar.com/pro/security/yubico-and-intercede-team-up-to-offer-passwordless-login-for-all-enterprises&ct=ga&cd=CAEYACoTODE4MjI0MTUzNDUzMjgwNTc1MTIaZDY0NzczNDJjZTRkY2M2ZDpjb206ZW46VVM&usg=AOvVaw2JBumPmR8Iv02s_kHza53Q

[ianhamo] 14/9/2023 08:43

Does anyone know the value of the new contracts?

[pyman] 04/9/2023 12:00

2 mill dollar orders.. one old .. one new..

Klaas van der Leest, CEO of Intercede, commented:

"'I am pleased that all of the above orders were contracted through resellers and partners, thereby highlighting the importance of the Connect Partner Programme and further substantiating the Group's go to market strategy. At the same time, the pipeline continues to strengthen and develop in line with our expectations. "

do we still have a direct salesforce? if so ... and partners/ resellers are doing the biz.... do we bin off the salesforce ?

[ianhamo] 24/8/2023 14:29

We should be due a notice of AGM, I wonder what could be on the voting agenda...Merger or acquisition?

[pyman] 09/8/2023 11:36

list on Nasdaq ? OTC currently given all earnings are US dollar .... may as well ...

[ianhamo] 22/6/2023 09:34

I should've asked if they are planning a MBO!

[ianhamo] 21/6/2023 19:23

I did thanks.I'm beginning to think the best thing for shareholders, would be a bigger player such as Microsoft coming in to buy the company.

[sharw] 21/6/2023 18:34

ianhamo - suggest you watch the recording (when available) of this afternoon's IMC presentation where a question on Forex was asked.

zipstuck - ditto plus there is a Q on H1/H2 balance this year.

[ianhamo] 20/6/2023 12:48

I think they have taken out insurance against exchange rate's moving against the company. I think it kicks in at 1.24 usd?

[zipstuck] 20/6/2023 10:28

IGP also have an exchange rate challenge as most of there income is in US $ so I now expect it will be difficult to grow the bottom line without an equivalent increase in sales. Chances are that H1 will be tricky if they have lumpy sales

[wjccghcc] 20/6/2023 09:55

Yes. Brokers raised revenue forecasts but raised costs more due to investment.

[sharw] 20/6/2023 09:51

I suspect it has gone down because the forecasts for the current year have been lowered following the outlook statement:

"This has been an encouraging and successful year for the Group. However, to maintain and sustain its current momentum, it needs to continue to invest in its colleagues, IT Infrastructure, product development and sales and marketing".

For longer term holders the forecasts to 3/25 and 3/26 show excellent growth.

[ianhamo] 20/6/2023 08:31

Very disappointing response to the results. Looks like a "buy on rumour, sell on fact" dayMaybe the market is waiting on news of the next acquisition? See if there are any clues in tomorrow's presentation!?

[earwacks] 14/6/2023 14:09

Funnily enough I suggested a merge to Mr Williams about 2 years ago, partly because they had both just opened offices in Amsterdam. Not that thee wey seem to provide any work. Got the cold shoulder! Now they are on the same share price @52p today with a further drop from Swg after a pathetic update which said virtually nothing. Slightly different market cap

[ianhamo] 08/6/2023 10:10

Could Shearwater be a acquisition target with their single sign product?

[ianhamo] 17/5/2023 12:53

News of acquisition on the way me thinks.

[earwacks] 14/5/2023 12:04

The last update was indeed 3 weeks ago about a binding agreement to subscribe to £1800 to a share incentive plan. The rns cost about £400!the only contracts they ever mention seem to be with the FED. All eggs in one basket. The revenue is paltry. What are they going to buy that will make a significant difference to that. They dont seem to be able to address breaking into the less lucrative and more competitive market lower down the ‘pyramid’; which was their stated aim last couple of years. Maybe they will spring a surprise and prove me wrong but the market doesnt seem interested in cybersecurity across as a sector, whilst governments have been increasingly warning companies to get protected, but no evidence of much growth as yet. Swg effectively delivered a catastrophic profit warning along with a couple of others. Darktrace is a total enigma since listing. A very unpredictable sector. There is plenty of momentum building in other sectors which i have been buying into recently and dont want to miss out on. As so often happens Igp may well fly. I sold into the last small rise unfortunately missing the 77p high though. Doubt I would have got that price, but out with a small loss after 2 years. Before that I sold my bulk at well over £1. Really disappointing that the last rally has lost momentum . Anyway good luck all not saying I am right about anything, just lost parience within sector

[ianhamo] 14/5/2023 09:09

The only downside at the moment I see. Is how they fund the next acquisition. Probably an issue of more shares, but at what price?

[wjccghcc] 13/5/2023 22:37

Um, they released a trading statement 3 weeks ago. Not sure what more you want from them?