Iqgeo Share Discussion Threads

[p1nkfish] 08/6/2021 09:18

Excellent. Some movement in Europe in Fiber.

A sign the rock is beginning to move, once it gets sales momentum others will gravitate towards it as potential customers realise they are missing out on the benefits and will be held back, encumbered by old solutions acting like leg irons.

[p1nkfish] 07/6/2021 08:02

On web 7th June (today), note mention of Western Dig etc.
Just an Iqgeo ad piece or some hint?

[p1nkfish] 04/6/2021 18:02

Post 190, 9th March 2020.
What happened? Where are they now?
Multi-tenant SaaS, have we missed something or is the payback insufficient to justify it?

"Chairman comment - GREAT IDEA - "Looking further out, we continue to assess the opportunity to significantly increase the addressable global market by developing a multi-tenant SaaS offering. There is an under serviced global opportunity to supply solutions to smaller network operators that have not historically had the resources or capital to invest in large-scale GIS systems.""

[p1nkfish] 04/6/2021 10:57

They need new offerings to add to portfolio and mult-tenant SaaS etc.

I've worked in industries with blue-sky, little competition and very rapid growth rates. Its exhilarating.

I've also seen clouds arrive quickly, competition jump into markets and growth rates at good margins eroded fast.

You have to run, never standstill and work to prevent others gaining a foothold.

Its hard work but the alternative is to see business becoming me too commodity.

[red ninja] 04/6/2021 10:39

Mmm well I guess IQG were able to take over OSP for a reasonable price because it was under pressure that said the synergy between the the IQG and OSP company products should boost both offerings.

[p1nkfish] 04/6/2021 07:07

IQGEO talked about SaaS, according to Vetro they are the only ones addressing that end of the market with SaaS. Heard nothing on IQGEO SaaS.

Without news all we can guess is that IQGEO are a bit behind the curve on this offering. Competition is developing in other quarters too.

[p1nkfish] 04/6/2021 06:02

If this is to be believed Vetro hit $3.2M run-rate for revenue and have raised a total of $13.5M. Founded 2008 approx.

They are able to take on OSP and supposed to be the only SaaS fiber platform for SME.

Let's hop Iqgeo are moving fast and not satisfied with progress to date.



2016 product launch. Look a decent competitor.

Crunchbase - "The VETRO FiberMap platform is the only SaaS network mapping solution built for small and mid-sized fiber ISPs and community fiber networks. It's easy to use, engineered for rapid integration, driven by open APIs, managed in the cloud, and delivered through your web browser. VETRO FiberMap enables you to access accurate network data from anywhere, as well as design, deploy and document networks—all from a single, cost-effective platform."

[p1nkfish] 03/6/2021 12:33

The amount VCs are prepared to pay to get in on this area is interesting, especially as IQG are near breakeven and diverse in utilities too. Current valuation might look stretched at first look but within bounds of the market they operate in with their products.

When will a crowd cotton on?

[p1nkfish] 03/6/2021 08:48

The TU will be interesting, particularly the forward look.

Vetro revenue could have been $2M+ to meet Resolves investment criteria, so 6x revenue - guess work only.

[p1nkfish] 03/6/2021 08:45

Some decent validation to the Fiber planning market move by Iqgeo buying OSPInsight.

"........the company doubled annual recurring revenue for the third straight year, and anticipates continuing that trend for another three years........"

It's heating up. Unprecedented investment.

Worth reading-

[p1nkfish] 02/6/2021 09:27

Since about Sept 2019, less than 2 years, this has risen 300% and is still tightly held.
Look how quiet this PBB is, under exposed to the masses.
A good sign.

[p1nkfish] 02/6/2021 09:26

Possible TU mid July. Could be a reason for no news as they will confirm progress then.

[p1nkfish] 26/5/2021 21:37

Looking over the BoD and the depth & diversity of experience - very good.
They can add value and traction.

All the building blocks of product and people are in place.

Would love to see some news confirming the trajectory is still in place. I expect it is but impatient to know for sure.

[p1nkfish] 26/5/2021 07:12

Looks like a good BoD appointment.
Proof they remain on the aggressive growth track would be useful.
If there is any trip-up vs trajectory of the last year the share price will feel it.

"Streamlining connectivity for all with open, decentralized data"

[p1nkfish] 20/5/2021 09:52

Any fall back towards 100p would be short lived imho (1 month or so maximum) and then onwards and no looking back.

[p1nkfish] 20/5/2021 09:48

Little to zero demand for shares today.

Not to be too impatient but in share price terms this is back where it was around April 2015.
Over 6 years it has re-orientated, paid back some cash but basically gone nowhere in share price terms.

Strange how things turn out but I would have no surprise to see some fall back for a while even towards 100p then start a climb to 200p+ to complete the symmetry.

Petti mentioned McLeod was talking to Vodafone etc. Something transformational needed to speed it up and complete the turn around cycle. Some proper validation out of a large European or UK player. Fibre/5G with Vod-Liberty or something along those lines.

[p1nkfish] 19/5/2021 21:51

Columbia Threadneedle, James Thorne, mentioned IQGEO on Vox Markers 19th May on YouTube along with 1spatial.

Wonder if the SPA UK patent could negatively impact IQG?

[p1nkfish] 19/5/2021 21:44

General interest, dated today.

[red ninja] 19/5/2021 14:15

Mmm it would be nice to have a contract win RNS from IQGEO, last one was around end of Jan so hopefully not so long till we get one.

Stocks generally have had a good time so far this year, but the market is running scared of inflation and that looks like it will continue.

I have trimmed a few here as well as other tech. stocks , over previous days, although I remain long here.

[p1nkfish] 19/5/2021 10:22

AGM on youtube, 11 mins of nothing.

The growth rate is intended to remain similar to last year.
A bit of news to prove that would do no harm rather than waiting for the 6 monthly.
There has been news elsewhere that could negatively impact, would be good to know they are making headway irrespective of external events.

Valuation is stretched and held there due to tight supply of stock, if confidence takes a hit supply can increase at this level and price fall quite a bit.

[p1nkfish] 18/5/2021 08:20

AGM today. Dial in details will be on investor section this AM, soon.

2pm for the call.

[p1nkfish] 13/5/2021 11:37

I suspect IQG have a firm eye on becoming a cash cow and then selling out.

R&D like Peter Batty is looking towards is not on the radar if maximising free cash flow in the near term and a sell-out in 2-3 years is the idea. Why invest for the long term in that case?

[red ninja] 13/5/2021 10:33

I see Peter Batty is hinting that SSP were willing to put up the cash for new ideas, maybe IQGEO weren't ie

" I decided that SSP was the best option. Key factors were their willingness and ability to invest in new ideas, the great team here, having excellent access to the market with a great customer base, and the dominant position that Esri has in the utility and telecom marketplace."

It is probably not going to effect them in the short term, but in the medium/long term they may end up doing catch up with new SSP offerings.