Iqgeo Share Discussion Threads

[p1nkfish] 24/3/2022 22:51

Cannacord reduced by 760,499 shares, crossed below 12% yesterday.

[p1nkfish] 23/3/2022 09:38

It's good to see such transparent financials too.
Easy to read and track.
Always, always, a good sign.

[w13ken] 22/3/2022 23:54

Very pleased with the strategic move to recurring revenue and how well that's going. Topped up this morning.

[p1nkfish] 22/3/2022 21:06

Re-read results more slowly - very, very good and encouraging.
Keep on trucking until an appreciative audience arrives.

[p1nkfish] 22/3/2022 16:54

Very good results, not sure the price will surge, do expect an acquisition possibly involving a placing to increase float and allow more institutions to onboard. All imho, dyor etc.

Today's subdued response is telling and recent sell-off most likely nothing to do with wider market swooning or other events. Probably a sub 3% holder moving some money out. Was interesting Kestrel didn't step in to mop-up. Notice price hasn't recovered to previous highs following sell-off, some catalyst needed. Today's results could be partially predicted given trajectory over last 18 months so nothing very surprising to those following for a while.

A long term hold for the patient. Solid. Some news would help get the message across that the performance is not transitory and reduce dilution if they need to raise for a bigger acquisition.

The current cash may be more than enough to buy a smaller bolt-on, hopefully.

In time have 262p target in mind if float doesn't increase. Increased float = lower target share price etc.

GLA.

[km18] 22/3/2022 14:28

IQGEO Group PLC is an emerging developer of geospatial software for the telecoms and utility industries. The Company’s enterprise solutions create and maintain a view of network assets. The architecture of the IQGEO software platform streamlines operational processes using any device, in the office or in the field, enabling departmental collaboration. As a result, the firm supports its customers to manage and edit network view from any mobile device since its software are used to integrate data from any cloud-based source into live geospatial common operating picture. services. Consequently, it implies that IQGEO is a developer of structured solutions and resources to assist clients with deploying digital technology to achieve corporate objectives. Considering the firm’s vision and mission, its IT solutions involve security, data center, workplace, network, user productivity and service desk. Given the wide product portfolio, the firm derived multiple sources of income which in turn forced up revenue to £13,849m from £9155m in 2020. The sudden revenue growth was incorporated into the firm’s P/S ratio of 6.62, signifying that the firm is able turn assets into revenue effectively. Subsequently, IQGeo optimised its net cash from £11078m to £11499m in 2021, which in turn signifies that operating, investing and financing activities are funded efficiently. Therefore, IQGEO is expected to surge in value, illustrated by the P/B ratio of 4.16.



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[flc] 22/3/2022 07:13

Not a bad set of results

[p1nkfish] 19/3/2022 08:20

Utility distribution networks are fragile. Assuming they are and planning and managing accordingly is responsible stewardship.

“It is far easier to figure out if something is fragile than to predict the occurrence of an event that may harm it.” – Nassim Taleb

Interesting link via Collaborative Fund and gives an idea why IQGEO should push "event" recovery as a reason for adoption. "Events" being natural disasters. All utilities should be preparing for the unexpected and the most rapid recovery they can achieve as that can help save lives.

“Deliberately accepting some risks, and then being prepared when disaster strikes, will serve human societies better than pretending we can achieve perfect safety. We cannot prevent an earthquake or a tsunami, but we have control over how much death and destruction it causes.” Add weather events.

[p1nkfish] 03/3/2022 22:55

Over the top but does give some idea that there is a bargain to be had by the patient. Have a read........

[p1nkfish] 03/3/2022 14:40

Oversrory data and machine learning within IQGEO platform.
Satellite data integration, useful.

[p1nkfish] 02/3/2022 11:20

Like a few shares, it has given up a full 12 month of capital gains.

[p1nkfish] 02/3/2022 11:19

If it breaches 105p then next stop is 98p then 96p, 88p.

Might be someone knows something we don't, or end of tax year tidying, or general panic or a discounted placing due (someone knows about) for an acquisition.

If volume picks up to the downside then not a good sign. TBD.
Low volume not a big worry is something so tightly held.

[p1nkfish] 23/2/2022 23:35

Costs will be increasing as they add heads but every chance they will announce another logo win that will cement them as having reached critical mass. Success breads success. A hockey stick growth moment is very possible in the next 2 years as land and expand happens along with larger new logos.

[p1nkfish] 23/2/2022 23:31

Longer in consolidation usually the larger subsequent move up or down. This should be up imho but I am often wrong.

This is one of the longest consolidation periods since IQG separated from UBI.

May be an RNS from Kestrel soon as I think they may have added for discretionary accounts, again.

[w13ken] 23/2/2022 23:13

Interesting p1nkfish, cheers. Unlike many of my shares this hasn't been hit hard and in fact barely moves: completely in the range of 128-133.5p in the last 5 months. I've got confidence in upward progress in the medium-term though.

[p1nkfish] 23/2/2022 20:42

Today there was about 6.4x average daily volume of the past 3M.
All around a reasonable 130p without much weakness.
A rotation of ownership towards the end of the tax year.

Highest volume day since 8/10/21.

[p1nkfish] 21/2/2022 13:34

Kestrel take some more for discretionary. 130p average.
A clearing event for everyone wanting to get off the bus would be useful.

[p1nkfish] 21/2/2022 05:26

Looking over recent activity a revisit to 121p area not impossible even given how tightly held this is.

[p1nkfish] 21/2/2022 05:23

Looking for an EMEA Sales Dir targetting 20M close in sales.
Say its 15M and a sales multiple of 4. Do the math.

Given UK power outages so far this winter it should be one EMEA market ripe to sell disaster recovery capabilities to.

[p1nkfish] 10/2/2022 21:07

Video magazine with research sponsored by IQGEO.
Very good, top tier names like Vodafone, Verizon etc.

"Building world-class telecom network operations - videos from leaders at @SIRO, Vodafone, Verizon, Frontier Communications, Windstream, Virgin Media and more. View them on our eMagazine "

[p1nkfish] 09/2/2022 10:14

Still a seller hanging around and to be cleared.
Kestrel could pick up stock at 132p.
It needs a push to clear the overhang.

[p1nkfish] 08/2/2022 16:04

Wonder why they have to do those transfers?

[horseyphil] 08/2/2022 16:02

Correction - that was just a transfer between Kestrel accounts.