Iqgeo Share Discussion Threads

[p1nkfish] 30/1/2024 11:53

Good to see Monospatial on side.
Now have AU/NZ, JP, next India, SE Asia x-JP.

All need Fiber and Grid work.
Not optional expenditures for a connected and powered economy.

Might not need it in the Sahara.

[p1nkfish] 30/1/2024 11:46

Haven't quite finished the month. Take a look at the monthly volumes and so far Jan 2024 is highest volume since Nov 2015.

Also, look at the Jan 2024 candle, it's so far (1.5 days left) very interesting. So far looks very positive monthly candle. May change by end tomorrow or end of this week but so far very attractive.

Need to clear 340p.

Still have 425p as a major target but don't know when.

[w13ken] 30/1/2024 11:36

Great news as IQGeo expand into a new geographic region. Their software will sell well globally with the right partners.

MondoSpatial signs IQGeo VAR agreement for ANZ and secures first win

[p1nkfish] 29/1/2024 14:37

Fiber is as important as the cloud. Even critical in future healthcare.

Fiber installations are assets for 50 years or more as capacity installed doesn't age like cable and usually has substantial under utilisation to begin with but ready for future faster speed and higher data demands.

Hard to exaggerate how important it is to a number of mega-trends.

[w13ken] 29/1/2024 12:19

From IQGeo's Twitter feed - an interesting 16min interview:

Raf Meersman, President of the @FTTHCouncilEU joins Gary Bolton, President and CEO of the @fiberbroadband to discuss the priorities and trends emerging for fiber network operators this year.

IQ industry chat with Gary Bolton and Raf Meersman
2023 has been another amazing year for the broadband industry with record deployments of fiber and seismic shifts in the structure of the industry.

Looking forward into 2024, Steve Tongish, CMO at IQGeo interviewed Gary Bolton and Raf Meersman to find out what they see as the most important priorities and emerging trends for fiber network operators and vendors over the next 12 months.

"We’re on the cusp of a major paradigm shift of innovation when you start thinking about what’s happening with quantum networking, quantum computing, generative AI and machine learning, the meta-verse applications, and this isn’t going to happen without fiber."
Gary Bolton

[p1nkfish] 28/1/2024 16:11

The US Electric Co-Ops are interesting as a way into the US market. Smaller and diverse and also moving towards offering Broadband in rural areas.

Some too small for the big s/w houses to address but still with the same need to digitise. They can be a Trojan Horse into the US electric market whilst IQGEO Fiber can be a Trojan Horse into them for the Electric side. One tool capable of both is valuable.

This suggests Broadband roll-out in Co-Ops should be noticeable 2024, 220 Co-Ops already and another 100 thereafter??



Source of info in podcasts for the US Co-Ops:

[p1nkfish] 26/1/2024 15:14

One of the picks & shovels companies for one of the 10 mega trends - gigabit connectivity.

Someone has to have tools to plan the roll-out then manage it afterwards, globally.

Data anywhere for anyone, anytime.

[w13ken] 26/1/2024 14:46

Agreed Phil. Having seen the quantity and quality of their recruitment in the last year, I had concerns that it might hit the bottom line so I was very pleased with the recent TU.
The bigger and better they get, the more likely it is that major clients will be confident that they can provide ongoing support and development on a prospective switch to the IQGeo platform.
IQG nearly at 30% of my portfolio now but this is one to hold forever.

[horseyphil] 26/1/2024 12:21

Looking at the photos on Twitter/X of the SKO event, surprised and pleased at the scale of it.

Definitely now has the feel of the annual sales meeting of an established, global company. Identified at least 4 people over from the Tokyo office.

With the EMEA Meetup in Ghent, the Americas Meetup in Denver, and this internal sales meeting, IQG now has 3 key annual focal points for its marketing/sales activities.

[w13ken] 25/1/2024 16:17

There was a successful and well-attended Annual SKO * for the IQGeo team in Cambridge this week.

"It's been an educating and inspiring few days at the IQGeo SKO, packed with exciting product updates, operational best practices and new streamlined processes and newly improved processes to ensure our customers have a seamless and unified experience with IQGeo. 🙌"



* A Sales Kickoff (SKO) is an event where sales team members gather to receive information and training on new products or services, new sales enablement technology, and company initiatives.

[w13ken] 24/1/2024 14:51

This month sees the 5th anniversary of IQGeo Group's launch following the completion of the sale of the Ubisense brand and RTLS SmartSpace division.

Annual share prices and rises from this week backwards. Exceptional growth.

Jan 2024: 325p +57%
Jan 2023: 207p +56%
Jan 2022: 133p +33%
Jan 2021: 100p +72%
Jan 2020: 58p -2%
Jan 2019: 59p

[w13ken] 24/1/2024 11:27

Link for the background on new partner PCS. Seems they are big news with Southeastern US states and counties.

“There is no other software platform as flexible as Network Manager Telecom, which also happens to come with the backing of a team as experienced as the folks at IQGeo.”

[p1nkfish] 24/1/2024 10:23

Kicked out Bentley at PCS, news on website. Interesting.

Also job opp in UAE/Kuwait elsewhere on web needing IQGEO experience to import GIS from other systems/vendors - sounds like kicking out existing vendor(s) somewhere in Middle East.

[w13ken] 21/1/2024 18:52

Checked IC and no mention. I expect they go off results rather than TUs. FY results should be mid to late March. We can expect a few new contracts or contract extensions before then to cement the good news.

[p1nkfish] 20/1/2024 21:03

No problem at all 1c.
Have a different view expressed is no bad thing. I distrust most of what I read.

[1c3479z] 20/1/2024 19:51

pinkfish

on reflection, accept your point of view,
on looking at the annual reports, Robert Sansom is well-to-do, to put it mildly, so tax considerations unlikely to be motivation,uppermost or important: he also generously waived remuneration as a non-exec for the last two years at least,
hope you and others on this forum can forgive my cynical earlier post.
there is as you say a rather limited institutional list with a concentrated share register prior to the sale.

[p1nkfish] 20/1/2024 17:14

I believe this to be the reason for the sale, capitals are my editing:

"........executed a STRATEGIC move in the financial market. He sold 1.1 million shares at the price of 303 pence each, aimed at expanding the company’s share register by ATTRACTING a MAJOR INSTITUTIONAL investor."



Much of the reporting I have seen is negative, possibly for a reason. Negativity attracts clicks and some who missed the bus at a lower price would love to see a price reduction/fall.

Also, IQGEO need the cash on the balance sheet and it will be very useful as I see a time in the next 6-9 months when some decent bolt-on assets may come along relatively cheaply. Especially if those assets have been built on cheap debt that is no longer cheap when it comes to be renegotiated at higher rates leading to a re-rating of the value of the asset. I have a couple in mind but won't post the names. A time is upon us when anyone too far over their skiis will come unstuck. The easy funding days are over via the banks and VC's are fussier too. IQGEO could make a good stable home.

[w13ken] 20/1/2024 15:57

Cheers Phil

[horseyphil] 20/1/2024 12:51

Happens often with Google Finance Ken. Instead of reporting the closing UT or the mid price if there isn't a UT, it seems to use the last trade to be reported, and often one that comes through after hours. In this case, it was Sansom's sale.

Always have to be wary of the closing prices that Google publishes.

[w13ken] 20/1/2024 12:08

Do you know why Google Finance shows the shareprice as dropping 8.18% to 303p at EOD?

[p1nkfish] 20/1/2024 09:30

A substantial tree shake likely imho to onboard interested parties. Take care, dyor etc.

[p1nkfish] 20/1/2024 09:22

Press making a lot of the Sansom sale without too much mention that the outcome wss a MAJOR Institutional Investor (new) picked up ALL of that transaction.

They did so for good reason at only 10% discount to the retail punter price of about 333p.

The transaction occurred AM.

Lastly, a quick look and the Volume Weighted Average Price for the past 5 days appears as 317.5p.

If the major institution adds about 820K more shares they will need to declare as at 3%.

[w13ken] 19/1/2024 23:17

Short Proactive feature: Small-cap Movers: IQGeo shifts into celebratory mode.



I recognised Farrington's name - he wrote this much more in-depth article a few months back.

[p1nkfish] 19/1/2024 20:31

Looking at the price vs volume, a pullback is possible but anyone wanting to hold for a couple of years can ignore it imho. Dyor etc.