Iqgeo Share Discussion Threads

[p1nkfish] 30/12/2021 15:12

Kestrel holdings has not reduced in absolute terms but has done so in % terms due to the new shared issued for OSP Insight acquisition. From 26.07% to 25.99%.

[p1nkfish] 30/12/2021 14:56

Pretty sure a predator or 2 will be running a slide rule over this.
Would like to see it develop independently.

The £14M type revenue is chicken feed to the big players so would be a very strategic bolt-on target to plug a gap in a big players portfolio. Could fit in a few different places.

[red ninja] 30/12/2021 14:37

Kestrel just buy significant holdings in typically software/tech companies were they see value usually on the behalf of discretionary clients. They do not buy the whole company.

[pyemckay] 30/12/2021 14:10

One more director buy and they really do hold quite a lot. I wonder if this is a precursor to it going private? I hope not!

[p1nkfish] 29/12/2021 14:37

One UK multi-utility looking to moving into Smart Metering and MAP is Fulcrum in Sheffield.

Looks like they need some help becoming more efficient and might be useful for IQG to have a chat with them. The CEO (Terry Dugdale) used to be the COO so might be more open minded than some to anything than helps operations.

Steve Parker is COO since Aug 2021.

[p1nkfish] 22/12/2021 17:19

We can expect weakness if some of the stock released today hits the market.
125p is a line in the sand from where I stand.

TU will be interesting and useful to get some idea of the cash balance after today and the recent headcount increases.

[p1nkfish] 17/12/2021 17:37

Oracle, Bentley etc. About 6 not to mention PE that have been piecing companies together

[flc] 17/12/2021 16:40

Which ones?

[p1nkfish] 17/12/2021 16:36

No.
Plenty of others are a better fit.

[flc] 17/12/2021 16:01

Wouldn't it make sense to join forces with SPA? Both companies based in Cambridge, both moving towards profit next year and both serving different sectors. Perfect match to widen the footprint in a space gathering pace and recognition.

[p1nkfish] 17/12/2021 07:32

Would like to know when they expect break even in 2022. Can't be too far off. That is the real turning point for me. Irrefutable proof of the creation of a very sustainable business.

A profitable growth model supporting essential businesses during and after transition to new working practices in and out of office. A core need.

Compared to utility cap-ex the cost of IQGEO is noise but the efficiency pay back substantial and close to immediate.

They need to shout louder.

[horseyphil] 17/12/2021 07:12

Great contract, could be a real game-changer.
Going into 2022, IQG has so many tailwinds, and the products to capitalise on mega-trends in both telecoms and utilities.
Let's hope we get at least another 2-3 years of value creation before it gets taken out.

[p1nkfish] 16/12/2021 11:20

Very good news.
Interesting how it gets released after share price drops a little.
More to come imho.
First Util Network Mgr, expansion project so land and expand in action - very good.

[p1nkfish] 15/12/2021 16:12

If it stays > 125p all well and good.

Through 125p with a volume spike and it could go a decent % lower.

[p1nkfish] 13/12/2021 17:43

Depending on how many more employee stock options are sold, Kestrel and their discretionaries will be a little busy.

[p1nkfish] 13/12/2021 10:14

I feel for the people in Kentucky.

Another reason to use IQGEO to aid in disaster recovery on the ground.

[p1nkfish] 08/12/2021 16:49

Looking at previous period of consolidation, if this is similar in duration, it should end about the time of the January TU. That might be the catalyst that just happens to line-up in time.

[p1nkfish] 08/12/2021 14:12

If this isn't a long term consolidation around 130p I don't know what is. Look at that chart and little volume.

Will it spike up or will there be some corporate action (acquisition) to increase the float and let more holders in?

A spike down possible but I think there are people in the wings waiting to buy if it droops too much.

What next?

[p1nkfish] 08/12/2021 07:43

They will gain more kudos as soon as proven profitable.

The bigger players are very risk averse and will look into the balance sheet before committing - hence the cash holding at IQG to offer some certainty.

Reach profit breakthrough with a sustainable forward look, plus enough cash in bank, and they will be taken more seriously as ticking more boxes on the risk front, imho.

[horseyphil] 07/12/2021 07:43

They finally seem to be geared up for a major push into utilities. Exciting.

In the Proactive interview of 23.03.21, RP talked (from 5:30) about the potential of utilities to be a much bigger long-term market for IQG than telcos, pointing out that there are 5 times as many utility companies as telcos, and discussing the major drivers of a 'once-in-a-generation' change in the utilities market.

Apart from climate change, government regulation etc that he discussed, this whole area of disaster planning and recovery must offer huge potential.

[p1nkfish] 06/12/2021 08:19

A couple of other director buys wouldn't go amiss. Not just Kestrel and Petti.

[p1nkfish] 06/12/2021 08:03

CEO bought a little (£10K) meaning no corporate action for a while, just organic growth. Good.

Utilities should be a bigger market than Telecom, if somewhat slower to start, so last weeks release is very important.

CEO has skin in the game, 200K+ shares and 1750K options.

There is a seller to clear. News might help but I guess none due for a while after this buy.

[p1nkfish] 05/12/2021 09:21

9 days later there are still this many cut off, about 3900.


Because it's up north few could care less.

What about Ofgem getting aggressive to ensure proper disaster recovery planning is in place with network mapping and full management?

Financial compensation doesn't cover the total inconvenience to all concerned and is probably insured for. Insurance companies should increase premiums and might be an idea for IQGEO to talk to insurers.

Properly implemented IQGEO could reduce risk, down time and reduce insurance pay outs.

Perhaps they already market to insurers as a way into utilities?
I can imagine a business case to support that activity.

[p1nkfish] 04/12/2021 14:17

The disaster recovery after ARWEN is abysmal.
Compare to TEPCO.
If this isn't an advert for IQGEO I don't know what is.
The utilities in the North West need a rocket up their ass.
Their job is supposed to be 24x7, low downtime and quick recovery.
Shambles.

[p1nkfish] 03/12/2021 09:04

Forgot to add, the cost of IQGEO product in the great scheme of things for the Telcos etc is noise but the potential value add is very large. IQGEO offer a compelling reason for adoption.

The problem with the big players will probably be the layers of management and suits that need to be convinced to make a decision/change. The larger the company the deeper the sludge and the greater resistance to change.

A good reason to build a base in smaller, nimble, disruptive, new players in the space.