Iqgeo Share Discussion Threads

[p1nkfish] 03/7/2023 07:48

Question is, was this already in their forecast for 2023?
If so it won't change much.

It does state it is "new" but not whether it was in the existing plan, an order expected to land.
Obviously, new incremental business, not in any plan, offers more upside vs market expectations.

[p1nkfish] 03/7/2023 07:23

Good news out of Japan, around > £500K annual uplift.
Probably TEPCO.

[p1nkfish] 28/6/2023 15:36

Wonder if some book tidying taking place in time for end of H1.

If so we might have a little bit of a reprieve next week but a chance of a washout before end of Fri 30/6, this week.

[p1nkfish] 21/6/2023 22:33

Hope so but have given up prediction. Wouldn't mind seeing someone make a bid as next level acquisitions by IQGEO are likely to bring increased risk and not be cheap.

Best outcome is a Grid win or two vs ESRI and independent organic growth imho.

[w13ken] 21/6/2023 22:00

Not long to wait now as last year's Trading update was 14th July with an RNS on 4th July about signing up a Global top 5 telecom operator (AT&T I believe). The shareprice just a year ago was 130's/140's so it's been a tremendous climb since then.
I would not be surprised if there is another contract announced in the coming weeks and we breach 300p this year.

[p1nkfish] 21/6/2023 19:42

Interesting bit of late reporting today at 265p.

[p1nkfish] 20/6/2023 19:19

Noticed it in passing.

[w13ken] 19/6/2023 16:41

Interesting pf, tell us more please or do you track partners and spotted this new one? Last year the Interim TU was on 14th July so will maybe hear more then.
Under Reseller and OEM partners:

[p1nkfish] 19/6/2023 15:15

New partner.

[p1nkfish] 19/6/2023 13:15

200M euros earmarked by Elisa for Finnish fibre.
Germany FFTH/B roll-out up 16% since end of 2022, >15mn in H1.
US spending on middle mIle fibre, $930M + $848M matching ultimately leading to more FTTH/B.

As UK roll-out is morphing into the next stage some job cuts announced.

Consolidation of operators is happening, KPN + Primevests network being one example but is still very much on the cards in the software support area too. Bigger deals than last year as the small fry are largely taken.

[p1nkfish] 18/6/2023 20:59

Posts 1353 & 1291. Still makes sense. Oracle need to fill that gap. Decent results this week and ORCL price responded.

Building Better Networks (not forgetting IoT) still has to gain traction but I see way more uses than in just the markets IQG currently address and behind it all are big data bases and data lakes.

[p1nkfish] 15/6/2023 15:52

The cup & handle pattern is still intact for now. It's a really long one and looks well defined. A beautiful shape.

The period post right hand cup lip usually lasts anywhere between 2 - 30 weeks, approximately. During which time price is at best flat and worst drifts down, before running up to new highs above both the left and right side lips.

At the 30 weeks end it would take us into calendar Q1 2024, towards end of Feb 24, before we see a move back towards and then above the lip and then 296p-300p would be resistance. Between now and then we have one set of interims and a full year set of results as well as potential for news on sales wins or an acquisition.

Can it be derailed? Yes. A bad acquisition, dilution, move to debt to fund a purchase or results that are poor with substantially increasing costs but no corresponding revenue lift. Once the pattern is broken its done with and it can take years to get back on track.

At least being tightly held helps so long as none of the large holders lose confidence.

Very quiet.

[p1nkfish] 09/6/2023 09:48

If this has a weekly close < 240p (239.2) there is a problem.
A key level.
Somewhere below that I'd hope Kestrel would step in, or before, to offer support.

[p1nkfish] 08/6/2023 16:47

It looks like a long term cup and handle and part of that is a retracement off the right hand side peak. Where we may be now. Not all cup and handles break to the upside, some collapse back, but I think this will. A bit of news will help and especially if out of US utilities rather than just more Fiber/Telecom. The retracement might last a while, even the rest of 2023.

Another Minsait ACS employee has been recruited and this time as Utility Sales Dir in NA to join Adrian McNulty, VP of Utility Solutions.

There are some open roles in Europe but Japan and NA look fully tooled up with people and ready to push for more traction in sales.

[w13ken] 08/6/2023 16:14

Might seem an odd time to say this - with the shareprice well down today - but the more I see of IQGeo's work and evolution, the more I think that the small amount of private investors now holding almost have the equivalent of a gaming cheat code. Shares have doubled in just over a year but we're still not on most investors radars or spoken about in the financial press.
Take a look at the latest videos now that Network Manager has been fully integrated with Comsof and you'll realise that this offering is going to be irresistible to many a major company from here on. I'm keeping these shares for the long long term.

[p1nkfish] 08/6/2023 10:13

Buy or wait to be bought?
Expecting news before year end if not a lot sooner.

[p1nkfish] 07/6/2023 17:23

Raf Meersman elected President of FTTH Europe, at the very heart of the roll-out. Couldn't wish for better person for FTTH Europe or IQGEO.

[p1nkfish] 04/6/2023 12:30

Still a problem here but no other website has an issue. Weird.

[w13ken] 04/6/2023 12:19

All working well on Google Chrome on an Android phone

[red ninja] 04/6/2023 10:23

I can visit all of the Comsof web site. Looks ok.

Comsofs case studies page demonstrates its wide reach.

[p1nkfish] 04/6/2023 10:19

Must be me then but everything else works fine.
Repeated tab crashes.

[red ninja] 04/6/2023 10:16

pf

No problem for me using Chrome.

I notice Comsof careers page takes you IQGEO site.
It looks like Comsof is the only part of IQGEO which is recruiting on the IQGEO website at the moment.

[p1nkfish] 04/6/2023 09:59

The whole Comsof website looks to have a problem, anyone else having issues?
No other site I use has problems.
Something screwed up?
Tabs crash.

[p1nkfish] 04/6/2023 09:53

Comsof, Rotterdam, good but their web-page crashes on 2 different browsers, it needs attention.



A mention in Science Direct, released to Record version 22/5 -

Strange there is little smart meter news when Germany is so far behind.