Intercede Share Discussion Threads

[taurusthebear] 29/11/2006 21:20

I wouldn't expect much from the results except an optimistic outlook statement. What the share price does, short-term, on that is conjecture... :0)

[carly2] 29/11/2006 19:36

I was the only buyer today - I couldn't resist a top up at just under 66p. Surprised that there are no other takers - when plenty of others were jumping in alot higher than this immediately following results. I can't understand people selling now - when they only have to wait a couple of weeks for what could be further news and updates...and a higher share price (Mkt cap less than £20m with so much potential).
Aphrodite - do you reckon the buyers waiting for 64p will be forced into buying above this to get in prior to results?

[igoe104] 29/11/2006 18:34

WHEN THESE short termers get back next year jailbird, the share price will be alot higher.

results i,ve been told from head office, will be the same time as last year.

i expecting them to be positive, with a very bullish right up about the companies future. also expecting alot usa government contract news around the corner.

This will go alot higher yet.

[barnsey] 29/11/2006 16:17

We may have more revenues, time will tell.

Statement from prelims.

In my report last year, I indicated that the market for MyID would continue to
accelerate as the use of smart cards and digital identities increases around the
world. I am pleased to say this has proven to be the case. Long project lead
times have delayed the immediate revenue benefits and disguise the impressive
achievements of the last 12 months in terms of market penetration and
accreditation. Despite this, we have nevertheless grown revenues and further
improved our gross margins.

[jailbird] 29/11/2006 16:06

i see the recent RNS had little impact this time..maybe peeps are realising
the revenues will not be just yet...so short termers getting out.

They will be back next yr.

[igoe104] 29/11/2006 10:15

More details on gemalto deal.

[aphrodites] 28/11/2006 13:04

rambutan

I live close to Haywards Heath which is a real property flyer where prices are concerned.

A great commuter line to the City, only 40 minutes, and it is attracting a lot of London buyers at present.

Good state schools, the sea only 20 minutes drive away and Gatwick airport the same distance.

[rambutan2] 28/11/2006 12:29

aphrodites, thanks for those insights. always nice to add a bit of colour to a moniker.

i've given up waiting for a property crash in north london where i currently rent. it went quiet for a while last year but has gone full steam ahead in recent months. i know of a number of people who have moved out to brighton aka london by the sea, from london as they can still get a better deal there than in the capital.

hopefully, 2-3 years down the line the housing mkt will have dropped while my igp shares will be worth a fiver = problem solved!

[aphrodites] 28/11/2006 12:07

The MM's will keep taking the price down until they find buyers.

I am told Peel Hunt have sizeable buyers around the 64p level.

Also the MM's are trying to shake the tree as they know buyers like me have to pay for the shares they bought 10 days ago.

I am taking up 60,000 at prices I bought under 60p 2 weeks ago and I am just making the cheque out to my brokers now.

I certainly will not be dislodged.

Interestingly, I am a director of a small property company and we decided last month to liquidate our portfolio of properties. We have a number going to auction this Thursday and I have been slightly surprised by the demand. Several in Brighton have been sold even before the auction at prices higher than we anticipated. We are very uncomfortable about property prices and feel they are poised for a big fall.

With a bit of luck our trading company might be flush with cash shortly and able to buy a few of these to replace the property!

We must not lose sight of the fact that only a handful of ADVFN members follow this share at present. The story is really only just starting to warm up.

The story could be massive and the opportunity to buy a share with the potential to quadruple your money does not happen every day. This is why it is so important to buy on any sign of weakness. But regrettably, I probably like a lot of others here, am fully committed at present.

[pork belly] 28/11/2006 09:23

there you go CK....fillyaboots :0)

[rambutan2] 27/11/2006 23:30

agree that 2007/08 is the one to get excited about and that it should be a multiple of this year's fig.

[topvest] 27/11/2006 21:23

Great news again today. After years of slow activity, we see to be getting contract announcements almost by the day...Intercede's time has arrived..enjoy!

[aphrodites] 27/11/2006 15:51

WJC

I aggree, the costs increase is more than likely going to increase but I do not think Peel Hunt would have made its forecast without building in some form of contingency for increased staff costs and everything that goes with an expanding company.

But the most important thing is no longer where the last year's trading comes in; it's the forecast for 2007/8 that is important and this could be quite staggering.

Anyone want to put a figure on this?

I shall open with £2.5m

[wjccghcc] 27/11/2006 12:45

Their main costs are staff costs. Last year they increased the staff by 20% and may be hiring more this year. There is a good chance the costs increase ahead of the revenues since most of the HSPD revenues won't come until next year - that's why I think Peel Hunt's 780k profit is more an indication than a forecast at this stage.

[jailbird] 27/11/2006 11:14

anyone thought about whether there will the costs for these contracts that are gonna be rolling out as revenues are lumpy initially.

[wjccghcc] 27/11/2006 10:49

Fine by me. We need the share price to consolidate around here for a while.

[aphrodites] 27/11/2006 10:17

Well it looks like we are running out of buying strength on here.

We have all got our positions in place and are waiting for the results.

None of us want to chase the price above the 70p and no one seems to want to sell below 70p

Peel Hunt has buyers on weakness and there's a seller just above 70p.

Unless the C.E. comes out with some positive announcement prior to the results or there is a major buy recommendation from another broker the shares look range bound around here.

[captain kurt] 27/11/2006 09:51

Well done guys...this looks like a winner.

Too much to ask for a pull back to 60 - 65p ?

[wjccghcc] 27/11/2006 09:36

I wonder if ol' G.W. will have to carry an IGP issued smart card?

[pork belly] 27/11/2006 08:25

27/11/2006 07:48 Intercede Group Takes Note Of Gemalto Partnership Comment

Edited Press Release

LONDON (Dow Jones)--Intercede said Monday that it notes Monday's announcement by Gemalto that the highest ranking agency within the U.S. Executive Branch of government has chosen Gemalto to provide card management services, including two-factor authentication technology, in compliance with the Homeland Security Presidential Directive 12 (HSPD-12).

This follows Intercede's announcement on Nov. 16, 2006 that its proprietary MyID technology had been selected for this particular project.

Gemalto announced that "As a single provider of FIPS 201 compliant digital security solutions - devices, applets,middleware and card management services - Gemalto is committed to delivering a platformfor secure access and security solutions to the federal government," said Ernie Berger, president of Gemalto North America. "Our solution underwent rigorous and thorough design, evaluation and testing and we are pleased that it was selected within such an influential agency in the U.S. Executive Branch."

Under this contract, the comprehensive solution includes deployment and use of personalized smart ID credentials for secure access to information systems and federal buildings. In addition, Gemalto provides technical advice and integration and delivery services. Intercede,a worldwide technology leader in the field of smart card management solutions, is providing the card management system within Gemalto's SafesITeTM Government solution.

[pork belly] 27/11/2006 08:23

my favourite lineS from the RNS:

'This contract is of pivotal importance within the Federal identity market
place.

"More than 12 million microprocessor-based smart cards are in
use today by several agencies, including the Department of Defense, which has
deployed 11 million Common Access Cards (CAC) supplied by Gemalto."

[wjccghcc] 27/11/2006 08:05

That would be The White House then :-)

Interesting that Gemalto's Safesite Government product, which generally uses Bell ID's AndIS card issuance software is being used with Intercede's CMS instead.

That bodes well for other HSPD-12 projects.