Iqgeo Share Discussion Threads

[33mick] 18/7/2020 11:15

P1nkfish
Guessing you might know... was there a cash return late last year to Ubisence share holders?
I tried looking a while back to check the outcome but missed it.

[p1nkfish] 18/7/2020 10:46

If we can break 69p........

They have announced soon to be cash generative but little market reaction.

11.2M GBP net cash at end of H1, growing, margin enhanced, soon to generate cash, opportunites will arrive in developing markets, tailwind of 5G, Fibre, new utilities, digital twin move, mobile move - not many like that around at the mo.

[p1nkfish] 18/7/2020 10:43

Further looking into it, Mapcom have decent reach into developing areas. What is lacking is Nigeria, SE Asia and developing South America below Panama.

Those will be explosive growth areas for roll-out of telecom over the next 5-10 years. India could really do with some proper s/w support on all utility/telecom infrastructure and massive market.

TATA might be active there via one of their divisions.

[p1nkfish] 16/7/2020 22:53

Thought there might be 500 telco's globally. This is good reach via Mapcom.

'The Mapcom customer base of over 150 telecoms operators'

[p1nkfish] 15/7/2020 23:00

Mapcom have 150 telecom customers but also now part of this........

Vertigis
"1600+ customers
400+ employees
Offices in 7 countries to serve you (Canada, Austria, Germany, Switzerland, UK, Tunisia and Australia)"

[p1nkfish] 15/7/2020 22:41

Mapcom also important as now part of VergiGIS (Battery Ventures) that has a Eurpean footprint.

"VertiGIS is the result of the merger of six companies: AED-SICAD, with offices across Germany; Dynamic Design Group, with its key offices in Austria, Switzerland and Australia; Geocom Group, with its main offices in Switzerland and Germany; Latitude Geographics, based in Victoria, Canada; Mapcom Systems based in Richmond, VA; and SynerGIS, with its headquarters in Innsbruck, Austria."

[p1nkfish] 15/7/2020 21:48

Why is Mapcom partnership important.

1) 150 Telecom customers

2) Increased reach into market via experience group, first channel partner. Possible blue-print

3) Not clear - but could help in fast growing emerging markets
-

STRONG BUY.
Dyor.

[p1nkfish] 15/7/2020 21:39

Useful........Telecom push.

Strategic execution 15th July - good move -

Andy McLead interview-

[p1nkfish] 14/7/2020 15:26

Management well incentivized with options too.
All lines up. Everyone facing in direction of wanting a higher share price.

Strong Buy IMHO.

[p1nkfish] 14/7/2020 15:18

Do interested people buy now or see it move out of reach?

Phone broker is best best to get some and set a limit order.

Doubt many with any sense will be selling this IMHO.

[p1nkfish] 14/7/2020 15:16

About right. Very little free float. The big boys noticed it early and every chance it will be a multi-bagger.

Results will mount up until there such a head of steam it bursts upwards.

Every metric I look at is heading in the right direction. Even in solid market segments of utilities and 5G.

Not much I can say I don't like - unusual.

[33mick] 14/7/2020 14:47

P1nkfish, what's your thoughts re the major shareholder s here...looking on Morning Star there appears to be 90% held by institution s and director s...not supprising it's hard to pick many...or have I misread the holdings?

[p1nkfish] 14/7/2020 13:00

Looking for channel partners, could help with penetration and add to revenue too.

Lots of potential catalysts and margins improving.

[p1nkfish] 14/7/2020 12:59

Video mentions signing good European names. Interesting. Better global spread, perhaps news due. They would then have a footprint in Japan, North America and Europe and cash generative soon and cash in the bank.

TEPCO is largest single power network globally and a deep customer - excellent.

[p1nkfish] 14/7/2020 11:39

"IQGeo looking to become cash-generative 'very soon' as it continues to grow order book."

Net cash too.

Undervalued imho.

[p1nkfish] 14/7/2020 11:33

Will look.
Daren't post what my target market cap is for 3-5 years out. Somewhat larger than today.

[33mick] 14/7/2020 11:17

New vid with CEO on 'proactive investors site'
Having trouble pasting the link at the moment...

[33mick] 14/7/2020 08:44

Yes P1nkfish, I thought so too.
A muted response so far, might take a while for the penny to drop!

[p1nkfish] 14/7/2020 08:40

Tried dummy buys at various volumes down to 100 off.
No stock currently available.
Time for this to move.
Full year should be stellar and HIGH QUALITY ARR, GROWING, IMPROVED GROSS MARGINS, DECENT NET CASH RELATIVE TO BILLINGS AND MARKET CAP.

11% margin improvement!

Can only see positives in this.
Whats not to like at this price?

[p1nkfish] 14/7/2020 08:27

Excellent half year TU.
Undervalued imho.

[p1nkfish] 08/7/2020 10:59

Now have a full platform of products to offer.

Big volume buy on 6th July. Looking over history there should be a TU very late July or early August.

Looks interesting.

[p1nkfish] 25/6/2020 13:17

Hard to predict but 42p lowest possible, 46p more likely.
Cash level on books reducing so that support is diminishing over time.

[p1nkfish] 25/6/2020 13:14

Someone looking to unload quite a few.
Lack of company guidance probably not supportive.

[p1nkfish] 17/6/2020 07:53

New CFO to be announced.

[p1nkfish] 15/6/2020 08:20

The new promotional video on the landing page is very well done and informative.
Ready for the start of bigger things.