[ADVERT]
Share Name Share Symbol Market Type Share ISIN Share Description
Iqgeo Group Plc LSE:IQG London Ordinary Share GB00B3NCXX73 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.50 -1.21% 122.00 120.00 124.00 123.50 122.00 123.50 27,252 15:40:42
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 9.2 -4.4 -8.2 - 70

Iqgeo Share Discussion Threads

Showing 676 to 700 of 700 messages
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
DateSubjectAuthorDiscuss
02/8/2021
07:20
Options granted, management can't lose. Now they have to show its worth others buying at these levels (15p+ above most recent option price) to get this moving forward. Would have no suprise to find IQG received an early bid to go private or as a bolt-on to another group. It could happen at any moment. 40% above recent average weighted price over last 6 weeks or so would do it. Where does this go once they have cash flow positive? Will it add services or just carry-on? Over time all markets and services commodify, no difference here unless they break through into something else at the enterprice level?? Aquire others? My target would be 250M+ market cap, closing in on 1Bn if they breakthrough and if not acquired first. Ambitious but why not?
p1nkfish
01/8/2021
23:24
Looked over the chart, momentum has waned. If Cannacord seriously sell down the price will suffer as the main support has been Kestrel to date. Not guaranteed to continue. Their reference to low hanging fruit might be Freudian and also apply to IQGEO. Time there was some sign of a win at a bigger player outside of Canada now new version 6.2 is out that "renders Esri layers provided by ArcGIS FeatureServer services". There's a lot to go after even if the easy stuff has been harvested. Worth releasing news prior the the full interims, even in August.
p1nkfish
29/7/2021
17:30
It hasn't hammered the price much yet so some is absorbing them.
p1nkfish
29/7/2021
17:16
Canaccord have sold around 200K discretionary. The latest IQG newsletter highlights current vacancies and says more will be added in coming weeks.
horseyphil
28/7/2021
14:25
Kestrel discretionary bought a few more. We will hang about here until results fully catch-up. Investor Meet Company event some time September for the interims.
p1nkfish
27/7/2021
06:02
Kestrel picked up 25K at 117.5p on 23/7 with delayed reporting. Another transaction for 40K at the same price took place about 1 minute earlier, also delayed reporting until 26/7. Seller is being cleared at reasonable volume. We could do with news of a contract win.
p1nkfish
22/7/2021
17:01
The longer it spends consolidating and building a base here the better any move up will be when results warrant it. Needed - patience and the company not dropping the ball.
p1nkfish
22/7/2021
13:46
Kestrel still steadily buying IQGEO, obviously impressed with last trading update :- IQGEO Group plc (LSE:IQG, "Company" or "IQGEO") received notification on 22 July 2021 from Kestrel Partners LLP ("Kestrel") that on the 21st July 2021 that Kestrel had purchased, on behalf of its discretionary clients, an aggregate of 20,244 ordinary shares of 2p each ("Shares") in the Company at an average price of GBP1.22 per share for accounts managed by Kestrel.
red ninja
21/7/2021
22:25
21/07/21, related to UK data roll-out. Https://www.vanillaplus.com/2021/07/21/62229-democratising-telecoms-data-is-key-to-democratising-5g-access/
p1nkfish
19/7/2021
21:31
From Finndap, just had time to read it. Shaw, being Canadian, placed a large perpetual license order at high margin and thereby drove up margin in H1. Canada has a different approach to accounting for s/w from what I can remember and perpetual license favoured, As a consequence losses in H2 are likely to be towards £900K unless others go perpetual license that would offer large earnings upside but reduced ARR and forecast confidence. So H2 comparisons to H1 are unlikely to flatter with increased losses and reduced margin. All because of Shaw in H1. They just have to keep on trucking as they are and we need to be patient. Being patient can be hard.
p1nkfish
19/7/2021
13:01
Theres a bit of a block on the price plus current general sentiment. Excellent progress though.
p1nkfish
19/7/2021
12:17
In its update, FinnCap notes that cashflow is ahead of its forecast, and has raised the TP to 140p.
horseyphil
19/7/2021
08:35
Very pleasing results. I liked "This has been achieved through winning over 35 new logos combined with the expansion of sales to existing customers."
red ninja
19/7/2021
07:27
Yes, the margin improvement is particularly impressive, and shows the potential for further margin gains as revenue increases. Considering they had to bed-in the OSPI acquisition during this half, this is an excellent TU.
horseyphil
19/7/2021
07:13
GE Smallworld becoming smaller % by the day and lovely margin expansion. Will go over it more carefully later.
p1nkfish
19/7/2021
07:12
Excellent TU, breakeven in sight. Earlier TU than Finncap indicated. All metrics look spot-on and positive going forward. What else if there to say, well done IQGEO team.
p1nkfish
15/7/2021
12:21
Strategic partner of these people, utility, bought Enbridge. Https://www.togglemag.com/case-studies/doug-liddell-northriver-midstream-inc/
p1nkfish
14/7/2021
14:38
Kestrel for discretionary. Before TU. Interesting. "IQGEO Group plc (LSE:IQG, "Company" or "IQGEO") received notification on 14 July 2021 from Kestrel Partners LLP ("Kestrel") that on the  9th and 13th July 2021 that Kestrel had purchased, on behalf of its discretionary clients, an aggregate of 76,061 ordinary shares of 2p each ("Shares") in the Company at an average price of £1.238675 per share for accounts managed by Kestrel."
p1nkfish
13/7/2021
17:29
They tend to be the bigger volumes. Still low vol but bigger than the average.
p1nkfish
13/7/2021
16:03
Hard to know for sure, but could well be a wealthy investor or a fund stake building over successive days.
red ninja
13/7/2021
15:53
131,261 have gone through at a mid price of 124p since 9/7. May be more vol if Plus Markets included. I thnk these are buys at a limit price? 12/7 10K 124p 9/7 23,061 & 25,000 124p (late reported) 13/7 73,200 124p Thoughts? Tightly held and I suspect someone is mopping up a few. Obviously there are sells but someone happy to take them onboard.
p1nkfish
13/7/2021
14:51
Hi p1nkfish, good to bump into you again. Yep, I'm a complete newbie, just bought in today. I'd seen the company a few months ago when it popped up on a screener but this time I looked a bit more closely and bought in. Trading volumes look very low though so it seems pretty illiquid and I'm not sure how much the price will move when news is light.
w13ken
13/7/2021
14:25
W13Ken, are you new to IQG? This years TU is later than normal and there could be a few reasons inc possible new CTO to announce (but a littel close to the ads going out for the role), an acquisition (perhaps), waiting to land some business to put in the forward look, or to allow someone to take a position first (or clear out as a seller)? All pure guesswork but 2nd Aug is later than normal and a strange date given so few people will be looking.
p1nkfish
13/7/2021
13:56
You can buy at 123.7 currently on HL, but earlier you could buy at 123.477 so think that 73k trade at 124p was probably a buy.
red ninja
13/7/2021
13:52
73K share trade gone through. Perhaps the seller is done?? Went through at mid-price. That buyer not likely to sell soon and around for any future run upwards.
p1nkfish
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
ADVFN Advertorial
Your Recent History
LSE
IQG
Iqgeo
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210802 19:49:58