Iqgeo Share Discussion Threads

[p1nkfish] 01/1/2023 23:08

These are a threat and opening a UK office. Recruiting.
Good product. Growing quickly. Look very professional.
Looks like they won Giganet as a customer in UK.
387% growth according to Deloitte but not clear from what base revenue.
They have raised about $4.6M total.





Winning some in USA.

Germany and Belgium too.

[p1nkfish] 27/12/2022 17:10

This will certainly do no harm AT&T as a customer -

Also, Deutsche Giganetz (IQGEO customer) are expanding coverage in 2023 with more roll-out.

Can't find the link, but certain I read Accenture were looking for someone with IQGEO experience along with Esri/ArcGIS. Accenture are heavily into Utilities and transformation with a blue-chip client base. Will post link if I stumble across it again. Anyone else who might know please post. It's not on the Accenture site.

[p1nkfish] 26/12/2022 11:56

Every cloud, the current power outages in the US might help IQGEO sales into the utilities. TEPCO being an example to follow for disaster recovery.

[p1nkfish] 23/12/2022 14:40

FBA keynote - very good overview of the drivers of US fibre roll-out.
More to be installed in next 5 years that all to date.

[p1nkfish] 23/12/2022 13:12

Day1 presentations are up. Some snippets of interesting information.
Growth potential in multiple areas.
See the Comsof slide with customer names.
Each worth a few minutes to take a look and engage brain.

[p1nkfish] 23/12/2022 08:51

December 2022, Vodafone.

The mobile ready element for on-site work will be needed with interface to ArcGIS to log field work undertaken and close the loop.

“An engineer can inspect a component of a mobile base station remotely before deciding whether to jump in their van and drive to the site to carry out any necessary work,” the firm said in a press release.



Press release:

[p1nkfish] 22/12/2022 22:42

On the telecom side, from what I can see, Vodafone, Deutsche Telekom, Orange & Liberty Global are customers of Comsof.

You can work out what that means for future opportunities with AT&T as a reference customer at the US end.

[p1nkfish] 22/12/2022 22:22

There will be demand in electricity utility grid roll-out for as long as we live.

US -

Europe -

[p1nkfish] 17/12/2022 04:14

Share sales are being mopped up, relatively low volume and might be the Zak Mir type crowd growing bored.

Technicals still intact imho, dyor etc.
A period of catching breath is no bad thing.

[p1nkfish] 17/12/2022 04:09

The "Network IQ" (GOOD NAME) series on the website is a very useful idea.

Name suggests IQGEO, physical asset network agnostic. Not pigeon holed. That is much more valuable in the med/long run.

If you can get the market to accept IQGEO as a go-to company for physical asset network roll-out, management and digital twinning (irrespective of the particular end market) you are then talking $$$ in valuation even if the wider market has a rough few years.

I think that's the ultimate ambition & Comsof network planning helps there. Just looking at it as fibre, heat, smart meter is lacking imagination.

The question is then what a future acquisition should offer to further that big ambition? I've no idea.

What does appear to be the case is that IQGEO now has in roads into some big names that might help guide to identify what is missing (a service or software capability) and accelerate the value of any acquisition. In other words identify the right target and make it worth much more in IQGEO's hands than it is outside the Group. Good for everyone involved.

[p1nkfish] 14/12/2022 22:21

In the strategy where IQG sit at Kestrel, it is now their 2nd largest holding at 13% only 0.1% behind CentralNIC. Strategy AUM is currently 353.4M GBP. Kestrel strategy is down -13.5% on an annualised basis and it would be much worse than that if it wasn't for IQG.

I think we will have a period of consolidation, might last a year, until fundamentals catch-up with valuation unless there is something to pull out of the hat to move it further forward.

The Comsof purchase has ceratinly helped and wonder what the cross-sell now looks like or if Comsof might have won something at AT&T now IQGEO have it to offer.

Utility news would be welcome especially if it involved a Comsof element to show it having been re-purposed to a market outside of fibre/heat/smart-meter. Wishful thinking.

[p1nkfish] 14/12/2022 00:02

AI and Machine Learning are over used terms. However, it is having an impact on Utilities and I would hope IQGEO are in the mix with Comsof capabilities transitioned to Utilities from fibre alone.

Most will likely want to have understandable efficient solutions to adopt without needing to become gurus or to employ expensive gurus.

Comsof blog from Aug 2022: HTTtps://blog.comsof.com/fiber/blog/ai-based-network-design-automation-for-the-telecom-industry

What can the transition to Grid/Utilities?

Duke is an IQGEO customer.

These are becoming more active in the space, along with others:

i can see IQGEO having to look towards more AL/ML capabilities if it wants to help build better networks outside of Fiber. This might be possible via Utility specific modules a customer can quickly customise or stitch together without getting lost in the weeds.

If they do go towards AI-ML for Network Plan and Management they may need to partner for tools?

Overstory say the adopt AI for the vegetation management side.
In total, this will be a ginormous target market.
Lots of consolidation very likely as the big operators buy up capabiities they don't want to spend the time to develop - expect to see Siemens, GE and others on the hunt.

There will be many blind alleys some of the Utilities will find themselves going down.

[p1nkfish] 07/12/2022 10:57

Radio silence but Comsof were/are recruiting so money being spent on heads. No doubt to help growth and service demand.

[horseyphil] 07/12/2022 10:36

A NED paying the highest price that the shares have traded at since June 2014 is hopefully a very positive sign for the January trading update.

[p1nkfish] 06/12/2022 18:10

NED buying a few before closed period and EOY board meeting(s).

Only a few but hard to pick-up any and certainly not at a low price currently.

[w13ken] 26/11/2022 17:02

pf - agreed on keeping things updated. Do it properly or not at all and if you decide to show major shareholders then at least reflect RNS holding updates.

Trading on IQG is not on my radar as it is steadily and prudently growing - as has been the case for 4 years now. You might remember you helped me prepare a Bull and Bear case for a prominent Finance Tweeter back in early Jan this year. He didn't invest but I went back this week to remind him that it had gone up 50% since then. Maybe I have persuaded him to take another look now.

IQG is now my #2 ISA portfolio holding (after K3C) at avg 136.6p so I'm up 40% and have no plans to sell for the foreseeable future. My best stock find over the last 18 months.

[p1nkfish] 26/11/2022 10:00

People trading this might be much cleverer than me but probably fail to understand the potential if they are patient.

Just working to become the mobile arm of Smallworld is a big deal not to mention all the other opportunities that are even larger. From what we know of current results, the valuation looks stretched. However, projecting forward this could run much higher over the next 5 years. It's only in the first innings, one to put away and forget.

The world economy is slowing but the IQGEO end markets will plough on regardless in upgrades, new roll-outs, increasing resilience, updating systems, digitization etc etc and IQG is well positioned.

It's not a bad place to hide-out and offers growth when growth will be hard to find and the world swaps to value for a couple of years or more.

Charles Stanley didn't add a few per cent by accident.

[p1nkfish] 25/11/2022 12:47

Some of those that crept in, now creeping out.
Push now on to become the mobile arm of Smallworld users.

[w13ken] 24/11/2022 21:24

Gotcha - yep a bit slow.

[p1nkfish] 24/11/2022 18:09

Iqgeo's own website.

[w13ken] 24/11/2022 17:04

Simply Wall Street? It has some value for data visualisation, market coverage and screening but it's not strong on updating data quickly.

[p1nkfish] 24/11/2022 16:05

Website has updated the major holders as of 24/11 but is incorrect.
Needs to be done properly.

[p1nkfish] 24/11/2022 10:45

When price falls back we at least get to see where the buy zone is.

[p1nkfish] 24/11/2022 08:31

Last time at this price was around mid June 2014.
IQG market cap is recovering whilst others are falling.
A turn around indeed and a good chance more and better to come, in time.

No rush.

[p1nkfish] 23/11/2022 19:10

We have Kestrel paying 180p approx at last RNS and Charles Stanley (CS) looking like making their last buy at 187.5p.

Both prices may well now be floors.

Finncap numbers are given to them by IQGEO and they set a target of 165p.
For either Kestrel or CS to pay much more than 165p (they have) suggests the numbers are conservative. Kestrel and CS are not idiots.

Who has been reducing?