Intercede Share Discussion Threads

[aphrodites] 20/11/2006 14:01

Does anyone know the terms and dates of the conversion stock?

[igoe104] 20/11/2006 13:41

interesting article on id cards.

[garth] 20/11/2006 13:34

When the company first floated they did the rounds with brokers and no-one was particularly interested. The message was to go away, prove you can cut it and then come back.

I guess they'll be about ready to go back....

G.

[rambutan2] 20/11/2006 11:24

we were more accurate in predicting the price of the shares by this time than the fd ie above price needed for cnvs to convert. if i was to feel a tiny bit miffed, it would be that they adjusted cnv terms when they did/on terms they did, in the knowledge that homeland news v likely to have kicked in by nov. still, it was "friends" that benefitted, just as they did in the 7p placing a few years back...

[wjccghcc] 20/11/2006 11:10

Also, the interims are out in 3-4 weeks so that's when they'll update us on the likely timing of financial progress. I've been a shareholder for nearly 2 years and I think you'll find Peel Hunt don't really follow the company closely. They're the corporate broker because they have to have one rather than because they do the corporate finance business for IGP. That's done by Credo Corporate Finance.

[jailbird] 20/11/2006 11:08

i say buy on dips under £1 when you can...and hold them to make decent profits.

[rambutan2] 20/11/2006 11:04

i would have thought the fd is pretty much in the dark at the mo - remember that even he is a step back from the main action. i thought it fair enough that rns said today's wins would not be material in the current finanial year. beyond that it's just a guess as to how quickly implementation takes off. and the same goes across all igp's contracts, homeland and elsewhere. i'm sure that there will be some that surprise on the upside and some that get bogged down. the important point is that the greater the number igp land the better they will ride out any volatility. imho the fd doesn't need to stick his neck on the block and try and read the runes. it's too early to do so.

[jailbird] 20/11/2006 10:58

well if we get no news for a couple of weeks and the looking histroically on the chart a chance for thr RSI to drop again, u may get you chance in the mid 60s.

[ponty] 20/11/2006 10:57

you need pain to gain,bought in friday and two top ups this morning

[njp] 20/11/2006 10:57

Spot on, aphrodites. Peel certainly aren't doing their job here, unless they're beavering away as I speak or (perhaps) waiting for yet further contract wins to reach the public domain.

[aphrodites] 20/11/2006 10:50

WJC & NJP

I think we are all in exactly the same boat.

None of us can really get an accurate handle on what all these contracts mean.

Peel Hunt should be doing that and should issue an update review of the business to support the BUY recommendation.

An update from the company is vitally important to existing and potential new investors.

No one wants to pay too high to get in and no one wants to miss the boat.

I would also like to add, and will add, if the MM's manage to bring this back to the mid 60's but I have a horrible feeling that will not happen.

Maybe we should all lobby the F.D. to get him to consider making a statement.

[jailbird] 20/11/2006 10:21

NJP...ditto exactly how I feel.

[njp] 20/11/2006 10:03

What it does to the bottom line and when is what I'm trying to get to grips with. No doubt it's going to come through in spades, but 'when' is the question I'm bearing in mind when trying to judge when to add. I've decided I don't have enough of these (as have countless others) and, whilst there's pleasure in the gain, there's pain in watching the price run away.

[wjccghcc] 20/11/2006 09:53

The RSA contracts won't provide any immediate financial benefit as the $2mm license fee paid by RSA was for a minimum number of smart cards over 3 years. Once that number of cards is exceeded, then IGP receive a per card license fee.

However the Cybertrust, Verisign and other PIV deals referred to will have considerable financial benefit although probably in the 07/08 financial year since that's when the PIV card issuance ramps up.

[aphrodites] 20/11/2006 09:33

What we really need now is a statement from the C.E. as to what all these contracts are going to make to Intercede's the bottom line.

With the share price racing away on the contract announcements there is a responsibility to ensure that the rise is fully justified.

He would not have to give precise details but merely state that in his opinion the rise is fully justified and this will be fully reflected in the statement accompanying the forthcoming results.

We might then see a positive consolidation in preparation for the results.

And after that whoosh!!!!!!

[pork belly] 20/11/2006 08:47

just checked in.....great !

and we may still get the Verisign contract WJCCGHCC eluded to last night.

[igoe104] 20/11/2006 08:30

UK smallcap opening - Intercede higher after news of major US contract wins

LONDON (AFX) - Shares in Intercede cheered investors, up 6 pence at 73,
after contract wins in the US.
The company said that Operational Research Consultants, a wholly owned
subsidiary of WidePoint Corporation, and a RSA Security partner, has signed
contracts with both the Federal Trade Commission and the Federal Housing Finance
Board to provide end-to-end managed services in support of their Homeland
Security Presidential Directive 12 compliance

[pyman] 20/11/2006 08:21

squeeze me.Hee he

[igoe104] 20/11/2006 08:19

Its a funny old game this is, we are all expecting a RNS about verisign, then we get a different one instead, (maybe verisign later on in the week.)
)

[rambutan2] 20/11/2006 08:14

it's all too much for me!

i'm still recovering from last week!!

[igoe104] 20/11/2006 08:05

HEADING up to 80p !!!!!!!!!

[wjccghcc] 20/11/2006 08:00

gath, I'd say PIV mkt share now up to 30% (including the unannounced Verisign deal) of agencies assuming what they referred to previously is the NBC offering with IBM.

[aphrodites] 20/11/2006 07:46

This move from 42p to 72p is now fitting in very nicely with the third leg of the Elliott Wave.

As I posted 2 weeeks ago the 3rd. leg is normally the strongest leg of 5 and this could easily take us to the 85/90p level before we see a temporary consolidation and downward adjustment.

I do not let technical analysis dictate my investment strategy but I do let it support my view.

And this, as I have tried to emphasise, is firmly upwards and if the MM's try to shake the tree I will buy more with every small set-back.

Very, very bullish.

But do I need to preach to the converted???????????

[papalpower] 20/11/2006 07:38

Yet more good news :)

[garth] 20/11/2006 07:28

For info for those interested in the UK ID card scheme - 200 pages though.



G.