Iqgeo Share Discussion Threads

[p1nkfish] 27/7/2023 13:10

Gap filled.
Will it breaks 300p and head towards 260's?

[p1nkfish] 25/7/2023 23:01

Products listed below look new.

Are they?

Project Manager
Construction Manager
Workflow Manager

Look under Products.

Don't remember seeing them before.

[p1nkfish] 25/7/2023 11:21

Looks like a gap to fill back to 305p. It will probably be filled. If the seller has volume to shift (suspect they do) it could well go a lot lower to clear them out in the absence of some news to encourage buying.

All quiet on the Grid front. That area is one that could encourage the seller to be cleared quickly if we get news.

Will they pull off an acquisition over the summer months?

[p1nkfish] 23/7/2023 09:14

Useful if IQGEO did some marketing towards these people. Published about 3 hours ago. General interest. Mentions DERs but misses the GIS field needs as key to integration, maintenance and management etc. Another article needed to address.

[p1nkfish] 21/7/2023 08:16

Naked Trader averaging up. Joint equal biggest holding
"I have added more Iqgeo which is now my joint equal biggest holding along with Me Group International.

I have roughly £120k of Iqgeo in real life. (IQG)"

Another fan -

[p1nkfish] 20/7/2023 23:01

Last 2-3 mins suggest a strong H2, sounds possibly as strong as H1 or more so.

"Chapman says that he expects "to do at least what we've done in the first half of the year and hopefully more.""

[w13ken] 20/7/2023 16:58

More positive IQG coverage via the VSA Capital podcast, from 11:56. Awareness is growing...

[simon gordon] 20/7/2023 11:03

Vox Markets - 20/7/23:

Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management

12:45 IQGeo #IQG

[p1nkfish] 20/7/2023 09:09

Now is a time to be extra active in US Telecom at the c-suite level to drive home the efficiency benefits across the entire network value chain.

[w13ken] 20/7/2023 09:09

Interesting new blog from CMO, Steve Tongish, on the 2023 IQGeo EMEA Meetup in Ghent.

[p1nkfish] 20/7/2023 09:08

Some things are counter-intuitive. Currently the telecom sector (particularly US) is under the kosh. Not just AT&T and Verizon but also the likes of the tower people, Crown Castle etc. Some of this is due to money flows into tech growth and a few other reasons. When money flows out, prices fall and yields can rise.

Now, you might think that could be bad for IQGEO.

Quite the opposite. There is (will be) an acceleration of digital transformation in Telecom to help ilines even further and force shareholder interest to return.

Rather than slow any spending on new subscribers connections or more efficient working practices it will lead to the opposite - good for IQGEO.

I saw similar a few years ago where I share I owned (since acquired) was thought to be likely to suffer as the end market it served was hammered. The opposite was true. Their customers put the foot to the metal to reduce op-ex and increased business with those helping make them more efficient.

TBD, DYOR etc.

[p1nkfish] 19/7/2023 05:56

Some furring inside water pipes can help protect but the less Pb the better.

[w13ken] 19/7/2023 00:41

...in the US, only 43% of households have access to fiber broadband...

[w13ken] 19/7/2023 00:33

Lead pipes are more of a problem than you might appreciate in the UK too. Around the turn of the 21st century roughly 8.9 million homes (34%) in England and Wales are estimated to have at least some lead pipework as part of their drinking water supply.

[p1nkfish] 18/7/2023 23:25

We've hardly seen Adaptive Grid kick into gear. Expect that to change relatively soon imho.

[p1nkfish] 18/7/2023 21:04

Even though its not a major environmental concern, chances are some remedial work will need to be done to keep on the right side of public opinion. Replace "X" with "h".

Xttps://about.att.com/pages/legacy-cables

[p1nkfish] 18/7/2023 20:51

There might be a source of new need for IQGEO GIS in helping with removal of old toxic cables.

The field workflow will need to be managed to handle this efficiently, as quickly as possible, and to offer documentation to prove it has been done for legal reasons.

Not just AT&T.

Because of this AT&T are back towards a stock price last seen around December 1992 !!!
There must be an opportunity for IQGEO to become even more important to them if someone at IQG can quickly illustrate the usage case. Would make a great environmental feather in the IQGEO cap too.

[p1nkfish] 17/7/2023 18:34

These type of growth rates are exactly what the US look for in this type of company.

It wont be taken seriously otherwise.

The metrics will all come into line over time with the right amount of revenue growth and after the global build out of support infrastructure is complete.

The gearing then shines through.

Notice the cash generated from the last half has been allocated to growth and cash reserves are down by the earn out amount. No new cash accrual. All to do with building the global operations needed for a sustainable growth model.

When that is complete cash will increase.

Growth is it, continue to do that with increased ARR and todays price will look a decent entry in future.

Dyor etc.

[w13ken] 17/7/2023 18:05

"Right place, right time, right product, right people."

Right enough...I think most investors will look at the P/S or P/E and move on despite the momentum, perhaps assuming they're too late. What's exciting is that the best could be yet to come. It's not too much of a stretch to see how 2023 revenue could nearly double again with a few more major wins.

2021 rev: £13.85m
2022 rev: £26.6m
2023 rev: £50m+?

[p1nkfish] 17/7/2023 17:10

I suspect the cup and handle target will come about, no timescales though.

[p1nkfish] 17/7/2023 17:09

This is without a lift from much Grid work in US compared to what is becoming available as systems upgraded for digital transformation and DER. Some Grid now, yes, but not the big stuff yet.

83% of the growth was organic x-Comsof. Comsof being moved to subscription model for higher ARR and less lumpy and more stable but 83% without it anyway.

What happens if they they turn in say 30%-50% next half? Not impossible.

Play with some numbers that are not beyond reality and you get an idea of what could happen and that is not necessarily fantasy.

Right place, right time, right product, right people.

Trade if you will but I bet there are a few that have on the way up and regret not just parking their holding and ignoring it.

Dyor etc. GLA.

[w13ken] 17/7/2023 16:01

FinnCap raise target to 350p.

"AIM-listed IQGeo should pen revenue of £40.2mln come the year-end, 22% higher than previous estimates, finCap said in a note, after the software solutions firm tipped interim incomes would sit around £20mln.

For 2024, finnCap bumped the figure up by 14% on previous guidance, tipping revenue would hit £43mln.

Gross profit could well then come in at £24mln and £27mln respectively in 2023 and 2024, analysts forecast, marking a rise of around 10% on previous estimates."

[w13ken] 17/7/2023 10:46

More positivity from Cambridge's Business Weekly.

[w13ken] 17/7/2023 09:25

Excellent TU but there seems to be so much more to come. Really exciting to be onboard on this one.