Intercede Share Discussion Threads

[rambutan2] 28/9/2010 00:22

As a follow up to WJCC's post 2253...

[fft] 23/9/2010 22:29

cant make it. another slightly more urgent meeting in London to attend.

have to say that the last 2 rns's have allayed my fears somewhat, but if anyone is going i would still like to know :

in the event of an alleged patent breach, who - from IGP or actividentity - would take the lead in starting legal action.

[rambutan2] 23/9/2010 22:11

I wish I could attend but family affairs prevent me.

Something I had been hoping to ask was about the revenue mix ie where's it coming from, the varying margins on different projects, is more and more becoming recurring, once installed have IGP subsequently lost a project or found that revenue has dried up etc etc etc.

In any case, I hope the board get some hard quizzing and give some good answers. Good luck.

[wjccghcc] 23/9/2010 21:25

igoe, IGP already supply the social security administration. The recent contract is for a different agency.

Hopefully, see some of you at the AGM tomorrow.

[rambutan2] 23/9/2010 16:37

rereading yesterday's rns it really does sound rather promising. A snippet...

This new customer will be using Intercede MyID to manage the assured identities
of external personnel, contractors and volunteers who need to gain secure access
to facilities and services using PIV-compatible (PIV-c) credentials on smart
cards. This is one of the first deployments of PIV-c smart card technology in
the government sector. It heralds the expansion of the PIV market beyond direct
government employees to a new and much larger population of users.

[igoe104] 23/9/2010 13:46

I wonder if this is the usa government contract we have just won. ?



Lockheed is a strong usa government partner so this looks interesting.

"Lockheed Martin is proud to continue serving as a partner in the ongoing transformation of an agency that supports the health and economic (well-being of millions of Americans.)"

[iicb] 22/9/2010 13:19

Problem is, on such news, it's doing just 3 trades... we need some decent volume.

iiCB

[yump] 22/9/2010 10:16

That's twice I've had to make sure I stayed sitting on my hands and not sell any.
Once in '08 and recently below 30p.
Hopefully it won't happen again and IGP share price can make steady progress from now on !

[carly2] 22/9/2010 08:21

That's the bit I liked Ram!
Come on Intercede!
All the best

[rambutan2] 22/9/2010 07:37

Good news...

This contract will make a material contribution to Intercede's current year
revenues. As a result, the Board confirms its previous statement that Intercede
is on target to meet full year expectations.

[wjccghcc] 20/9/2010 07:47

This is why IGP would be on BAE's shopping list if mgmt ever decide to sell.

"BAE Systems has entered into a definitive agreement to acquire L-1 Identity
Solutions, Inc.'s Intelligence Services Group, which is comprised of SpecTal,
LLC, Advanced Concepts, Inc., and McClendon, LLC, and is a leading provider of
security and counter threat capabilities to the US Government for cash
consideration of $295,833,000 in the aggregate. The proposed acquisition will be
funded from BAE Systems' existing cash resources.

The SpecTal, LLC, Advanced Concepts, Inc., and McClendon, LLC businesses
complement the activities of BAE Systems' existing US-based Intelligence &
Security sector capabilities and support the company's strategy to develop its
customer support and services business.

The acquisition is conditional, among other things, upon receiving certain US
regulatory approvals and is expected to close in the fourth quarter of 2010. "

[iicb] 18/9/2010 18:47

Thanks igoe104, but I was thinking more a bigger write up than just a newspaper mention. A proper official release by Finncap.

How do we find the actual broker note? Any ideas? I never saw a broker rec appear around the time of the trading statement on my table of them for a start. If it appears in this table, then I expect somewhere there is a proper breakdown of the business.



Sadly it didn't appear in this table however.

Regards,
CB

[igoe104] 16/9/2010 16:29

They have sir,50p target price. last paragraph of the link.



On AIM, a positive trading update pushed ID card software maker Intercede Group up 5p to 33.3p.

Broker FinnCap has a 50p price target on its shares and is impressed by new contracts wins.

[iicb] 16/9/2010 12:44

Why doesn't Finncapp produce any broker notes or seemingly anything for IGP? Anyone know why? Don't they pay for that service?

iiCB

[igoe104] 15/9/2010 08:48

This looks interesting especially usa government involvement.

[igoe104] 15/9/2010 08:27

Data has started to be gathered for the iraq id card, a project which thales our partner are involved in. 7% of the 29 million iraq population had already been taken.

[iicb] 08/9/2010 23:51

The past few weeks have proven another time where I've had to have nerves of steel (other time cc 17p), couldn't bring myself to buy more, but couldn't bring myself to sell either and thank goodness I didn't, the loss was getting massive. I have quite a lot of these, so small movements can cause quite a bit of pain, bigger movements like the last few weeks - immense pain. I'd just like to see my holdings finally in profit, been watching for years (since 2006). Just don't see why this hasn't managed to get to 50p with all the promise over the past year or so. In ten years, this share has only got above 50p twice, and both times that didn't hold for long. Hardly a great investment really is it? I know the company appears to be working hard, but why isn't it so concerned with it's SP? Any ideas? This is why I moan about marketing and getting the company out there to attract more investors etc.

Anyway, I do feel a bit better now of late with regards to IGP thanks to the RNS, and thanks for bearing with me everyone. I am a bit of a stress bunny sometimes I realise.

iiCB

[courant] 08/9/2010 20:45

yump,

True, but catching falling knives is a tricky business because there is the genuine risk that someone out there knows more than you. In this instance - and with number of other shares at the minute, actually - it seems that the reason for the falls is simply investors getting twitchy, coupled with some underlying reason or other why the economic outlook is getting less favorable. Here it's government project cuts, with IND, say, it's deferred capex, etc. Therein lies the opportunity!

Courant

[igoe104] 08/9/2010 17:56

Something else for igp.




Such recommendations to make use of existing standards coupled with HHS' request to have NIST investigate the issue has some suggesting smart cards, and more specifically the PIV-Interoperable (PIV-I) standard, may be the answer for health care ID.

PIV-I credentials are starting to be issued to first responders, including some physicians, as part of he First Responder Authentication Credential program though FEMA. Because of this many in the smart card market feel that it's a natural fit.

Federal agencies have issued millions of PIV credentials. Officials from Health and Human Services have been briefed on PIV and PIV-I and the information has been well received, Vanderhoof says.

[yump] 08/9/2010 16:59

Really scary to think that the chart until yesterday could have convinced you that there was 'something going on' negatively, whereas it was 'something going on' positively.

I guess the lesson is not to sell unless you get a real statement of something bad, even if its minor.

Which is odd, because holding a share and getting a announcement of something bad, however mild, usually results in a load of holders saying 'yes but this that and the other is OK', so we're not selling. Whereas selling is in my experience the best thing to do.

But it seems to be more nerve racking to see a share dropping with no statements of anything.

This investment business isn't for light sleepers is it ?

[glasshalfull] 08/9/2010 16:51

Courant - You are v welcome. Let's hope FDP is the next to take off.

Kind regards,
GHF

[igoe104] 08/9/2010 16:35

thats looks interesting ram.
Its also good to us pick up a contract in south africa and more work in australia. igp are becoming a more and more global company. what i like about getting into a new country its tends to lead to contracts with-in that country.

[rambutan2] 07/9/2010 23:47

"...an existing customer that has purchased Intercede MyID to power a Switzerland-wide electronic identity service."

[rambutan2] 07/9/2010 23:46

"Positive" Trading Update - Mr Parris is doing his best to spell out to any doubting shareholders that all is well with the business, if not the share price. But we already knew that didn't we!?

[courant] 07/9/2010 14:52

ghf,

Thanks for alerting me to this one a while back... I stood on the sidelines for many months before deciding last week to take a position because this had simply become ridulously cheap - got in just below 30p on average, which looks like very good timing!

regards,

Courant