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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 | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 450.00 | 430.00 | 450.00 | 452.00 | 440.00 | 450.00 | 100,683 | 16:35:06 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Communications Services, Nec | 26.59M | -913k | -0.0148 | -297.30 | 270.94M |
Date | Subject | Author | Discuss |
---|---|---|---|
31/12/2020 09:09 | Put some dummy bids in and see what price you get quoted at what volume. This should head higher still. Trading update late January probably. | p1nkfish | |
31/12/2020 08:50 | No worries hp, my pleasure. Valuation may be a little stretched until results catch-up but no one with much sense, and no immediate need for the money, should be selling this imho. I don't post all I find as would take too much time. Have been very pleased with some of the names using OSPi product. Gems to exploit by IQG. There is a lot to go after that should lead to excellent $, dyor etc. There's always risk. Quality and predictability of future earnings justifies some valuation stretch. £1+ possible near term. Longer term SOR record and market reach should get this to £100M market cap or more imho, dyor etc. Not investment advice. | p1nkfish | |
31/12/2020 08:43 | £2.3M added to NAV as of last figures and more than enough new cash to cover costs incurred by OSPi purchase and product "melding". Also, looks like US PPP loans at OSPi and IQG easily covered without impacting post acquisition cash balance. | p1nkfish | |
31/12/2020 08:39 | When I saw the RNS title I thought it would be this, but expected to see only a token amount, so £2.5m is a real bonus. Wishing all IQG holders every success in 2021, and let's hope it's a much better year all round. Thanks to pf for all your amazing contributions and your commitment to this board. | horseyphil | |
31/12/2020 07:37 | Nice bonus :- "We are delighted that Investcorp have decided to consolidate their holding in the RTLS SmartSpace business. The GBP2.5 million of cash proceeds will help support our strategy as we continue to build a successful recurring revenue geospatial software business focused on telco and utility network operators." | red ninja | |
28/12/2020 14:15 | Below is my opinion only but worth considering. Apfutura, APX-Gis and F&W Networks ( are linked via management - I wouldn't be happy using their cloud based s/w from APX-GIS if there was any risk of information leakage to a potential competitior in some areas. Not just a competitor but a competitor that shares management with the provider of the software. This bunch operate APX-GIS with $8.8M turn-over (total for Apfutura and not all GIS) and 18 employees. Hyperoptic is also a customer and the new CEO/Co-Founder of Broadreach is x-Hyperoptic man and may be biased towards what he knows. Apfutura have inroads around London and what looks like some decent adoptions. One concern would be any management links with F&W Networks that might be considered a competitor to some companies rolling out FTTH in the UK. Perhaps this could help IQGEO. | p1nkfish | |
28/12/2020 10:52 | APX and others are upping their game so there will be/is decent competition to beat and some already have decent inroads and starting to gain traction in FTTH/x. | p1nkfish | |
28/12/2020 10:13 | Massive opportunity in own back yard, might not cost a great deal to service it, no time to waste. A big boy, lots of smaller may be easier to win, but not to be ignored - | p1nkfish | |
28/12/2020 10:11 | Taken a look at UK fiber roll-out and the spend is substantial - new entrants and something like £20Bn-£30Bn by 2025. Proving ability to cut the cost of that spend by even 3%-5% would be a massive sales aid to IQGEO. No time to waste. OSPInsight will be very useful if they can get the stripped down IQGEO offering out quickly for Tier 3,4 and have ENERGY IN SALES. Some of the below are OSPInsight users, 2 were already IQGEO, smaller players outside Openreach. Take a look, April 2020 - Many regional entrants outside of Openreach (Openreach recruiting 5,000 new heads alone) and new entrants like Broadreach. Tier 1 - International or dominate national network operators Tier 2 - Regional network operators, serve multiple states or regions Tier 3 - Local network operators that serve a city or metropolitan area Tier 4 - Smaller network operators for campus, small business park 18th Dec - | p1nkfish | |
26/12/2020 11:39 | It need Sales people who are excited by the product and the change it can make. "Quota carrying sales people" means nothing if they are not excited by the opportunities the product brings and keen to make stuff happen for the company. Do they have those people in the UK/EU? If not, get some. If they have them already, is it just the length of sales cycle? If so, after 2 years surely there should be more signs of life over here? Opportunities are there to work with. | p1nkfish | |
26/12/2020 11:23 | I can"t understand why they are so weak in UK/EU in general. This is just one example in Fiber, look at the news section - these should be biting an arm off to increase roll-out efficiency - Why so few inroads in field opps in Utilities and FTTx over this side of the pond? Even if Cityfibre are farming work out there must be opportunity there MUCH BIGGER than Eastern Canada. Have to suspect there's something missing over here in the backyard. Perhaps they are just looking at easy wins. What about Germany? Investors delving into IQG on a geographic spread basis can't help but notice something doesn"t add up. | p1nkfish | |
26/12/2020 09:04 | Some great material there, thanks. Let's hope that within 3 months they announce major Tier 1 wins in each of the UK and EU. If not, will need to take a hard look at their sales operations in Europe. | horseyphil | |
25/12/2020 12:19 | If anyone at IQGEO read this PBB I hope they don't miss opportunities in the UK whilst chasing FTTH, Japan etc. There are some big UK changes coming along and others are chasing the money - GE etc. No excuse not to push to win in home market. "The UK is developing a National Digital Twin – an ecosystem of connected digital twins, securely sharing infrastructure information to support better outcomes for us all." 1) UK Gov White Paper on Net Zero - 14th Dec 2020 - foot note 90 references the report below from Arup on Digital Twins - 2) Worth having a chat with Arup - 3) Just ONE example - The issue is GE, Bentley etc - not mobile perhaps but they will be and there is a lot to play for if there is a National Framework roll-out. Multi-milliions of GBP. | p1nkfish | |
24/12/2020 17:23 | Oracle with IQG looks like a very compelling offer, but the addressable market is growing so fast and will benefit from such huge investment over the next few years that there should be plenty of business for several major players. Interesting that Oracle appears with IQG in Japan - a pattern emerging here? | horseyphil | |
24/12/2020 16:45 | Having Oracle in the mix certainly won't do much harm up against GE-Smallworld. In Germany, for the FTTH roll-out with Deutsche Telekom, Comsof is partnering with GE. I can imagine an "enemy of my enemy" set of partnerships forming. | p1nkfish | |
24/12/2020 15:40 | Thanks pf, agree it does look to have great potential. This resilience legislation and the government's big digitisation push establishes an ideal framework for IQG. Japan could grow into a major market for IQG, and it seems to have excellent partnership and reseller networks in place to capitalise on these opportunities. All very encouraging. | horseyphil | |
24/12/2020 15:20 | See the link hp, on Chrome to translate, dated 24/12/2020. Legislation helps, June 2020. This is quite big. May lead to future news/RNS. Like the Oracle element too. "In response to this, the government passed the enactment of the "Bill for Partial Revision of the Electricity Business Act, etc. (Energy Supply Resilience Bill)" in June 2020 to establish a resilient and sustainable electricity supply system. , We have set out a policy to promote the improvement of the environment for the realization of an energy resilience society that maintains safety and robustness in terms of hardware and software and the ability to quickly recover from a stoppage before and after the occurrence of a disaster." | p1nkfish | |
24/12/2020 14:46 | Japan certainly seems to have more than its share of natural disasters. Right now severe snowstorms have caused widespread disruption and badly affected utilities. Sad for the people but undoubtedly a major business opportunity for IQG. The sales manager did seem very optimistic - it may be that they are attracting new customers but IQG is now at the stage where it just issues an RNS for the major Tier 1 contracts. | horseyphil | |
24/12/2020 14:16 | Should do. Possible some legislation support in disaster recovery. Note Oracle too, translation needed. Very good. | p1nkfish | |
24/12/2020 12:54 | Hopefully IQG will get some more Japanese contact wins shortly. Their sales manager there seemed optimistic. | red ninja | |
24/12/2020 09:43 | As most business, and probably headcount, is in US, a HQ shift to Denver and US listing might do them a favour. Certainly Europe is way behind and multiples on US markets would be better for share price as they grow. Europe and UK are being left in the dirt vs North America. | p1nkfish | |
24/12/2020 09:38 | Looked into some figures for money heading into fiber and rural roll-out too across developed nations for 5G and FTTx. Very substantial. The mega trend in fiber and digitisation of utility infrastructure is well in favour of IQG. They are inboard a good bus. OSPI is a better bolt-onnthsn I thought too. Well respected as z solution in their target market. | p1nkfish | |
23/12/2020 10:30 | That said, 82.75p to buy is 6.9% above the placing price but allowing for spread isn"t very, very far off and its hard to get the insider 78p rate in a stock like this. Others thought 78p was fine. Personally expecting closer to 2-2.50 GBP in 3 years. Earnings quality, quality of customers, growth potential etc justify some premium. OSPInsight is well embedded in many places including ZAYO. OSPI + IQGEO can really dent others billings. | p1nkfish |
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