Iqgeo Share Discussion Threads

[w13ken] 16/5/2023 10:13

Update from Brightspeed with IQGeo prominently featured.

"At Brightspeed, he and his technical team decided to re-work the company’s fiber deployment stack. It’s working with vendors including IQGEO, Corning, ServiceNow, Calix, Zuora and SAP. “As we build the network in IQGEO, it will download in real time to our systems, stitching between design, build and right through to billing,” said Mudge. “This was a bit of a heavy lift. I like to think of it as a stack not so much built on technology but common sense of best practices.”



More about Brightspeed's background and their $2-3billion fiber rollout:

[p1nkfish] 16/5/2023 06:20

Will have a listen. The ESRI upgrades are certainly an opportunity to savour. Fingers crossed.

[w13ken] 16/5/2023 00:13

Some interesting Steve Tongish comments from the interview: "There's some really nice momentum with big customers... What makes us different from Esri is we're a single provider, we can support the whole network, we don't start from a GIS root, we start from a telecommunications or fiber or an electric utility root, our Network models are completely optimised... We provide a very credible and efficient alternative [to Esri]... Esri's in the process now of doing a lot of upgrades to EUN (Esri Utility Network) and feedback is that it's a very time-consuming and costly process so we think it's a great time for people to consider an alternative to that... we have seen customers and spoken to people who are talking about multi-year [Esri] projects with tens of millions of dollars... a considerable investment so it's worth considering what else is out there"

[w13ken] 15/5/2023 18:44

Our GIS expert board colleague Wil has just released an excellent YouTube and Spotify interview with IQGeo's CMO, Steve Tongish. Hell, he even namechecked this board for pf's detective work!




Many thanks Wil!

[p1nkfish] 15/5/2023 14:28

Interesting selling prior to the AGM.

[p1nkfish] 11/5/2023 23:10

To allow for renewables etc, the US needs to double the size of the Grid according to the link below.
Double or not it will need more s/w tools from the field up anyway.
A market virtually guaranteed to grow.

[p1nkfish] 11/5/2023 09:51

Would hope IQGEO are looking into any benefits AI can bring in excess of that COMSOF brought to the party. It could add value around the edges.

[p1nkfish] 11/5/2023 09:16

Looking at the cup & handle and adding some fibonnacci (if it plays out that way) there is an around 297p target.

This is on the monthly chart going back to float on exchange.

The target above that is around £4.68.

I have seen this type of thing happen so not impossible even if the valuation is stretched.

TBD, DYOR etc.

[p1nkfish] 09/5/2023 21:57

Bentley beat estimates. Good news for the infrastructure s/w market as a whole. Expect Nemetschek likewise.

[p1nkfish] 09/5/2023 15:01

Good to see Corning mentioning IQGEO experience as a skill.
$26Bn market cap and a major supplier to fiber installation market.

[p1nkfish] 08/5/2023 23:02

Looking over recent price action, appears promising. I was expecting it to cool off but instead still a steady interest around this level.

21st April in USA a 100K changed hands on the OTC market. It's only 100K but that market has been dead then suddenly 100K out of the blue. The only other time we had volume there (over the full timeframe) was 15/08/22 & 16/08/22 at about 100K each day.

I suspect there is an acquisition in the wings or a merger. It could be instigated by IQG or they be the target.

Taking ESRI head on in Grid could be worth major $$$, dwarfing fiber.

[p1nkfish] 08/5/2023 22:39

Taking ESRI head on. Little to lose but everything to gain.

"If you’re currently using the Esri Geometric Network, you may believe that migrating to Utility Network (EUN) is your only path forward. However, you now have a proven, flexible, and powerful network model management alternative to pair with your existing GIS: IQGeo Adaptive Grid."

[w13ken] 29/4/2023 23:22

Hadn't considered it but it's down the road from my office and I reckon I owe you a pint

[p1nkfish] 29/4/2023 08:38

Anyone going to the AGM?
London this time, why?
At the law firm?

[p1nkfish] 29/4/2023 08:37

Warren could do a lot worse than roll-up IQGEO to offer a mobile first platform and maintain the listing in the UK and go for a US listing too. The SSP AI field capabilities would be a game changer coupled with Comsof planning AI. Total valuation would be substantial very quickly. Much higher than today.

IQGEO, COMSOF, SSP, 3-Gis - all under one umbrella.

Existing shareholders could maintain a stake.

Fantasy stuff but stranger things have happened.

[p1nkfish] 28/4/2023 07:17

I could see IQGEO becoming a target sooner than expected.

[p1nkfish] 28/4/2023 07:00

A couple of loosely related observations.

1) The digitization of construction is growing rapidly. Nemetscheck results were very good. I think some of that vibe has/will spill over to IQGEO.

2) Bare with me. Warren Eqity Partners in the US bought SSP Innovations (Peter Batty there now) who then bought 3-GIS. SSP just launched their AI Vision system - looks really neat. Warren just had a capital raise (April 2023) of over $1.4Bn that was OVER SUBSCRIBED for future acquisitions and investments in these markets. Warren target companies just like IQGEO in mission critical infrastructure and now have extra substantial fire power and the SSP capabilities tied to IQGEO would be game changing and substantially enhance value.

Warren are not stupid. SSP + 3-GIS + IQGEO (Comsof, OSPInsight, IQG) would offer a really attractive proposition to the market. Get rid of over-laps and profitability would be no problem.

[p1nkfish] 27/4/2023 10:28

The volumes are low relative to 3 month average but I think we can say:

1) The cup & handle going back to 2014 is completing.

2) It's completing with a return to "time average" (slightly above) price before the collapse started.

3) Looks like blue sky above with little resistance.

4) Management "happy" (one of them said so) and confident for the future.

5) Pushing at an open door in Fiber planning/roll-out. Utilities to follow in time.

6) ARR rising and cashflow positive more or less in the bag.

Valuation is stretched but tightly held and I see 280p as next leg-up to match the wick of 9th Feb 2014.

Dyor etc. Yes, valuation stretched but this is a quality opportunity and they never come cheap.

[p1nkfish] 24/4/2023 12:20

Southern States, haven't had chance to search. Doubt it's T-Mobile or Verizon.

[w13ken] 24/4/2023 11:53

Folks, any thoughts on who the latest contract is with? We know it's a "rapidly growing large tier 1 telecom operator in the US" so aside from AT&T here are 5 possibles but are there any we can rule out or others that are missed?

* GTT Communications
* Lumen Technologies (formerly CenturyLink)
* T-Mobile US (formerly Sprint)
* Verizon Enterprise Solutions (formerly UUNET)
* Zayo Group (formerly AboveNet)

[p1nkfish] 21/4/2023 08:12

AT&T, Q1 results, maintains yearly forecast but Q1 had some headwinds that shouldn't repeat and met internal forecasts.

Q1
Added 272,000 fiber subscribers. 13th straight quarter of adding at least 200,000 fiber customers.

AT&T Fiber has nearly 20 million consumers plus 3 million business accounts and on track to expand total fiber customer base to over 30 million by 2026. All need network planning, maintenance etc over life cycle = IQGEO.

[p1nkfish] 20/4/2023 23:59

Wouldn't be surprised if there was another acquisition opportunity coming along. With care there is every possibility they will be able to use the future cashflows to spiral upward in value via careful bolt-ons. A fortunate position, a fly-wheel potential.

[p1nkfish] 19/4/2023 23:01

Excellent annual report, well worth a deep read.

[p1nkfish] 18/4/2023 23:12

Price gapped-up today, what happens next will be interesting. The possible cup & handle going back 2014 is still in play even if the gap is filled back to Mondays close.