Iqgeo Share Discussion Threads

[horseyphil] 23/3/2021 09:16

Interesting comment by the CEO in this morning's Proactive Investors interview that he actually sees more potential long-term for IQG in utilities than in telcos.

They are nicely placed to capitalise on several megatrends.

[p1nkfish] 23/3/2021 08:42

"I am confident we can continue our growth trends in the coming year."

If that's % growth then it is excellent and worth a high rating. Not many many those %'s.

[p1nkfish] 15/3/2021 22:24

Notice the volume today. Interesting to watch what happens before the release next week if a seller is cleared.

[horseyphil] 15/3/2021 15:32

Much more confident in this management team than I ever was in the old Ubisense management.

Will be interested in what they have to say about Japan. That looked very promising but seems to have gone quiet. Good that they have addressed the UK/EU sales underperformance.

I think they are focusing heavily on the OSPI products now that those have the added mobile capability. Nice revamp of the OSPI website, and being heavily promoted on the Internet.

Next Thursday's update and Investor Meet presentation are going to be very interesting. Hope to hear good things.

[p1nkfish] 14/3/2021 17:01

Mid Sept 2015 is the last time the price (for the old Ubisense) was where it is now. 5 1/2 years to get back to that. In the meantime there was a peak mid June 2018 it has also only recently overcome.

Let's hope management can get all of it in the rear view mirror with convincing results so we don't head back down as happened mid June 2018 from 86p down to about 40p in mid July 2019.

It is tightly held but if they drop the ball it could easily halve again if a decent sized holder heads for the exit. Needn't be a 3% holder.

[p1nkfish] 11/3/2021 13:47

About time, I think there was an AIM rule where it needed doing evey 6 months at least.

Good, it now accounts for 86% of 57,312,252 shares, so only 8,023,715 not accounted for on the list.

Previously it listed 74.7% of 49,594,086 with about 12.5M not listed.

[horseyphil] 11/3/2021 13:17

The Major Shareholders list has been updated on the website, pf.

Canaccord Genuity has increased its holding from 12.2% to 14.3%, and there's a new 3% holder in Teviot Partners.

According to the FT, Walker Crips sold all of a 519K holding between Aug 20 and Feb 21, which will explain those times when there was a persistent seller.

[p1nkfish] 10/3/2021 15:17

Depending on the March release and presentation on 25th, the short-term trend could turn positive. The 2yr+ is still positive but the 1yr and lower has been in/out of sell/buy indicator on/off for a while. It needs a break > 101p at higher than average volume.

Not a lot of free stock available and price voltality has been compressing as it forms a base 96p-101p. Some decent results/news and it can move into the next higher range.

Am expecting an upgrade to FinnCap forecast before end of 2021.

[red ninja] 04/3/2021 18:35

Hear Richard Weiss on proactive.
He comes across very well (he's also keen on IQGEO products) :-

[p1nkfish] 04/3/2021 16:22

A few more trades recently, although low volume.

Ideally, even though he will get options, Richard Weiss puts his hand in his pocket and buys some stock in his own name to show confidence.

[red ninja] 01/3/2021 15:09

Sounds like a good move to provide IQGeo with some momentum in Europe.

[p1nkfish] 01/3/2021 13:30

PE backed SSP Innovations bought 3-Gis in DEc 2020.
PE active in all thngs GIS as consolidation occurs in multiple places.
Richard Weiss is a good catch.

[p1nkfish] 01/3/2021 13:13

News, a very useful hire, Europe needs someone who has a handle on it.

Cambridge, 01 March 2021 - IQGeo (AIM: IQG), a developer of geospatial productivity and collaboration software for the telecoms and utility industries, today announced the appointment of Richard Weiss as European Regional Manager for IQGeo. Rich is a geospatial industry veteran with more than 25 years’ experience with geospatial software technology in the utility and telecoms industry. He joins IQGeo from 3-GIS where he was EMEA Managing Director responsible for establishing and building sales and support operations throughout this region. Prior to that he also worked for Esri and other leading geospatial companies.

[p1nkfish] 24/2/2021 09:48

I think a clearing event has occurred and stock sub £1 has now gone.
New base forming ready for next move up sometime as news and results arrive.

Let's see if they update holding tomorrow. Pretty sure AIM rule says every 6 months and last was 25/8/20.

[p1nkfish] 24/2/2021 09:32

Have in my diary that 25/2 is the latest date for the major shareholders to be updated to meet the 6 month rule. # of shares has increased and the % held by each moved.

[p1nkfish] 24/2/2021 09:28

Paul Taylor has stepped down from THRU board, may be to focus on IQG responsibilities to a greater degree as business ramps.

[p1nkfish] 23/2/2021 13:46

10K buy has lifted. This looks like a hoovering event and then upwards. dyor, imho.

[red ninja] 23/2/2021 13:28

Mmm Nasdaq has had a few bad days.

Are we seeing the start of a market correction ?

[p1nkfish] 23/2/2021 10:40

Quite a bit of stock available at £1.

[p1nkfish] 19/2/2021 14:11

I will be disappointed if there is no Finncap upgrade before end calendar 2021.

[horseyphil] 19/2/2021 13:46

Great indication of the considerable synergies from this acquisition, and the benefits to both companies. And good to see how fast the integration of technologies is progressing.

[p1nkfish] 18/2/2021 16:06

Yes. Going mobile.

[red ninja] 18/2/2021 15:43

pf,

Should that be

Xttps://www.ospinsight.com/products/ospinsight-mobile

for the ospinsight mobile webinar on the 25th Feb ?

[p1nkfish] 18/2/2021 11:01

New, ospinsight mobile, webinar,

[...]

Xttps://www.ospinsight.com/integration-partner-program