Iqgeo Share Discussion Threads

[p1nkfish] 10/4/2021 08:36

Some way off but IQGEO as Silver sponsor and Peter Batty presenting. The great and the good attending and IQGEO partners. Https://marketforcelive.com/future-of-utilities/events/utilities-summit/

[red ninja] 06/4/2021 16:00

Of course, never leave my ISA that late, but loads do.

[p1nkfish] 06/4/2021 14:35

old isa monery before end of tax year. a lot sloshing about.

[red ninja] 06/4/2021 13:53

Mmm it could be, but then again it was rising last week and that can't be new ISA money.

[p1nkfish] 06/4/2021 11:53

New ISA money perhaps?

[red ninja] 06/4/2021 11:28

I wonder if there is some stake building going on as the volume of sells appears to outnumber the buys. The share price has risen today and I have no problem getting a sales quote for a reasonable volume. Usually if I try and test sell a reasonable volume I get a no quote available. It is holiday time so the markets may not be truly representative and the US markets have been strong recently ... is the bull market coming towards the end.

[p1nkfish] 02/4/2021 12:37

Outside of potential growth one other thing helping the price is the illiquidity/tight holdings. If they issue more shares for any reason the liquidity will increase and the price could fall. Such events might be to fund an acquisition and the share price response could at least be muted or even fall if more stock hits the market. Same for the 15% or so of issued stock options when they become eligible for sale.

[p1nkfish] 01/4/2021 10:56

Let's hope Richard Weisz is on 5he ball as the opportunities are many. No time to waste.

[p1nkfish] 01/4/2021 10:33

Another one, time to get moving. No time to waste. "John Laing went on a spending spree in Germany, snapping up two regional telecommunications businesses, in order to create a single platform to invest in fibre-to-the-premises. The deal comprises the acquisition of 100% shareholdings in two regional and complementary telecommunications firms in southern and western Germany for a total investment up to EUR30 million. John Laing added: "These businesses are EFN eifel-net Internet-Provider GmbH and Jobst NET GmbH, and each is in the early stages of FTTP roll-out programmes, focusing on delivering connectivity to under-served suburban and rural communities in Germany." John Laing will fund the initial investment in fibre roll-out programmes over the next 12 months. "Given the potential growth of the roll-out strategy, this platform represents a material opportunity for further investment by John Laing over time, and which could represent a total equity investment in excess of EUR100 million over the next three years," the company added. It continued: "This investment fits with John Laing's strategy of investing in businesses and platforms with growth potential, and which are asset intensive and provide essential infrastructure.""

[p1nkfish] 01/4/2021 07:32

3i has bought DNS.NET. Iqgeo should talk to both SOON if not already. No time to waste. HTtps://m.marketscreener.com/quote/stock/3I-INFRASTRUCTURE-PLC-42378550/news/3i-Infrastructure-plc-agrees-to-acquire-DNS-NET-32858378/

[p1nkfish] 30/3/2021 12:21

Price breakout, MACD also moving back up and about to cross-over. This is a quality business with very useful potential in terms of return. May just be getting recognised, such companies are not cheap. Waiting until they become "cheap" in terms of revenue means you have missed the appreciation in share price - that has been my experience to date elsewhere.

[red ninja] 29/3/2021 16:50

My HL account is showing a move up in share price 99 (bid) - 101 (offer) so maybe the 2 trades of 635k volume were buys instead of cross trades. Then again after market prices are sometimes missleading. RP comes across very well in his presentations and seems pleased to answer investor questions. Hopefully it all bodes well for the future.

[horseyphil] 29/3/2021 15:14

Now that they are well-established in telcos, definitely looks like the big push in 2021 is going to be in utilities. Interesting blog just posted by Richard Weiss on energy networks. Btw, anyone else really impressed by Richard Petti?

[p1nkfish] 29/3/2021 13:51

Transfer? A move up due?

[p1nkfish] 28/3/2021 20:31

Utilities next with Oracle partnership?

[horseyphil] 28/3/2021 13:02

Yes, this could be really good news for IQG pf. Rogers is the largest telco in Canada and operates throughout the country with the exception of Quebec (but IQG already has a Tier 1 customer in Quebec). Importantly, Rogers is dominant in Ontario which is the province with the highest population and growing fast - its headquarters are in Toronto. All in all, IQG potentially has the whole country covered. Population of 38M may not be huge but the the distances mean that Canada has always been a world leader in telecommunications, so for IQG to have so many major customers there is encouraging.

[p1nkfish] 28/3/2021 12:51

I can't imagine Shaw having committed to IQGEO to the degree they did and then that investment not be adopted by Rogers. This is very useful news and a way into the big one in Canada.

[p1nkfish] 28/3/2021 12:39

horseyphil, remember your post below? 29th Jan 2021 - "Excellent news. Looks like this is Shaw Communications, a company with a market cap of £7bn. The only company they don't serve among the top 5 telecoms in Canada must be Rogers which is the largest."

[p1nkfish] 28/3/2021 12:24

Rogers are recruiting for a Manager of Geospatial in Toronto.

[p1nkfish] 28/3/2021 12:21

Shaw in Canada was won by IQGEO and announced recently, some potentially impactful news as Rogers are acquiring Shaw. This will be a very large opportunity - 5G, wired, cable, optical etc. Decent investments to be made. Presentation and MP3 on Rogers website under investor section. Https://www.globenewswire.com/news-release/2021/03/15/2192656/0/en/Rogers-and-Shaw-to-come-together-in-26-billion-transaction-creating-new-jobs-and-investment-in-Western-Canada-and-accelerating-Canada-s-5G-rollout.html Https://investors.rogers.com/

[p1nkfish] 27/3/2021 14:35

Some new vids, 2 targeting Smallworld, Utilities & Telco. Https://vimeo.com/521807458 Https://vimeo.com/527394984 Https://vimeo.com/524508547 Https://vimeo.com/521012034 - ospinsight

[p1nkfish] 25/3/2021 22:19

Barring something unexpected growth is baked in the cake. Software perpetual licence alone is expected to grow £800K. As GE Smallworld support ebbs to zero, average gross margins should benefit too. Was good to here Richard Petti appreciate shareholders and make it clear they are working to make the company a really attractive investment, focusing on ARR, break-even and growth.