Iqgeo Share Discussion Threads

[w13ken] 09/2/2024 14:55

Excellent blog from CMO, Steve Tongish, explaining how IQGeo Group helped Deutsche Telekom accelerate their ambitious FTTH (Fiber To The Home) rollout in Germany > 3m homes per year, with the help of IQGeo’s Comsof Fiber software.
End-to-end planning & design timelines were reduced by 50-90% compared to manual design methods.

[p1nkfish] 08/2/2024 18:37

Unlikely but could there be a potential acquirer already stalking IQGEO?

[p1nkfish] 08/2/2024 18:35

Open at 370p today and volume through at 375p and STILL ended up on the day.

Showing volume as the price advances.

Someone with decent good cash resources is interested and not worried that it was much lower not so long ago.

[p1nkfish] 08/2/2024 18:26

If it acquired it's likely not until more mature and I'm thinking a market cap in excess of £500M and possibly as high as £750M.

If the numbers above are to be believed, and the share float doesn't rise much it should be about 30% premium to £6.70 (£8.70) in 2025 and market cap of about £530M.

All fantasy until it happens but not impossible.

[p1nkfish] 08/2/2024 18:15

Look at the numbers out towards 2025/6. My intermediate target was £4.25 as a staging post (has been for a while), this bunch have £4.28 then project 2025/6 higher by a decent amount.



No one can know until it happens. Dyor & take care.

2024 - £4.60
2025 - £6.70
2026 - £8.00

[p1nkfish] 08/2/2024 17:53

8th Feb 2024.

Around 980K total went through at 375p, reported late, multiple trades.

Again, someone probably made a multiple and passed the baton to the next holder who would have done their due diligence in expectation of a decent return on their capital deployed at 375p.

If we can get some traction in Grid as per Fiber this will more than justify the current price by a large margin imho. I think 2025 will be the year of the Grid.

Dyor etc and take care.

[horseyphil] 08/2/2024 17:52

Serious volume again today, with several big lots going through at 375p.

Must be a good chance we'll see an RNS soon, possibly identifying a new II holder.

[metis20] 08/2/2024 15:43

Cambridge, 8 February 2024 - IQGeo (AIM: IQG), a developer of geospatial software that is “Building better networks” for telecom and utility operators, today announced that it has extended the industry-leading fiber management capabilities of its Network Manager Telecom product to also support copper and coaxial networks.

This marks a significant change for telecom operators with mixed technology infrastructures, as they can now simplify their system landscape to a single management platform and replace their legacy system of record.

“We’re incredibly excited about the continued flexibility we’re delivering for telecom operators,” says Richard Petti, CEO for IQGeo. “We’ve consistently learned from fiber operators that IQGeo’s biggest value is offering a shared platform to manage their lifecycle, from planning, design and construction to operations, sales and marketing. With this new release, we now provide one platform for all technology infrastructure used by telecom networks.”

The latest version of Network Manager Telecom adds new data models for copper and coaxial networks to the existing fiber model, with the ability to document and manage all associated equipment. This is just part of the most recent enhancements of IQGeo’s flexible and comprehensive network management features, which include industry-best field mobility, documenting outside and inside plant inventory, dynamic network schematics, seamless data imports and exports, and labor cost management.

“As with any IQGeo product release, we’ve gone a step further than introducing new network models,” adds Petti. “We’ve also introduced new workflow functionality, such as line of count support for mixed architecture networks and intuitive views of cable-to-equipment relationships.”;

“This is simply the latest step in giving our customers the flexibility they need to manage complex network deployments and operations, which is helping them accelerate their time to value and maximize return on investment.”

[w13ken] 08/2/2024 12:26

I have bought in my Trading account and in Mrs W's ISA

[w13ken] 08/2/2024 11:51

This is big 😀

IQGeo simplifies telecom landscape with single solution for fiber, copper and coaxial networks.

[p1nkfish] 06/2/2024 06:38

Hope they have a good mobile first restoration capability in place like TEPCO based on IQGEO.

About 38M+ people are under flood alert in California out of a population of 39.2M approx.

Power outages. Each customer may be more than 1 person. 500K customers out of 39.2M people is probably more like 2M+ people affected. More if its schools, transport systems etc.

It contributes the most to US GDP of any State (and most food) so impactful if off line for any length of time.

"Over 500,000 customers are without power in California as of Monday morning, mostly in the northern and central parts of the state, although Los Angeles is also reporting 4,000 powerless homes and businesses."

[p1nkfish] 02/2/2024 21:31

400K transfer at 330.66p listed at 16:21, today 2/2/24. £1.322M.
Add it to the £670K yesterday and close to a round £2M, about £8K short.
Wonder if the same seller clearing £2M or the same buyer with a budget of £2M.

Either way I don't see it as anything other than positive.
The seller has probably made a good multiple and an overweight holding.
The new owner is looking to repeat that for themselves.

[w13ken] 02/2/2024 16:24

Agreed that unlike last summer's and early January's rises above 300p, this one looks well supported. Breaking 350p soon will be a great signal. IQG up for a Workflow award:

📢 Exciting news! IQGeo's Network Manager Telecom software has been shortlisted for the @FTTHCouncilEU Innovation Awards in the FTTH Planning Workflow category! What a fantastic way to kick off 2024! 🎉

More details here:

[p1nkfish] 02/2/2024 12:13

GE Smallworld, ESRI, Bentley - all in the cross hairs now and all have bits missing, weaknesses, legacy technology drag & relatively expensive solutions.

[p1nkfish] 01/2/2024 21:09

Interesting day for the price action. The 340p looks a solid enough close.

Parting with £670K at 335p shows confidence and someone who has done their due diligence, believing the price is going higher through improving revenue and profit.

Onward.

[p1nkfish] 01/2/2024 08:01

Wouldn't be a bad idea if IQGEO became more active on Energy Central & anything similar.

ESRI are: - mobile workforce is latest.

IQGEO lagging on posts and Energy Central does have reach.
Hope they wake-up.
SKO's are great but drip-drip-drip on media the market reads is critical too.

[w13ken] 31/1/2024 17:33

NetPMD are the only VAR listed as a global partner and that partnership was just signed in August 2023.

Here's what Patrik Lowenborg, Vice President, Client Solutions at NetPMD Design & Integration had to say about teaming up with IQGeo:

[w13ken] 31/1/2024 16:58

With IQGeo only having offices in 4 countries, selecting the best in-country/continent VARs is crucial for global success.

I assume that Sis.Ter srl helped land that huge €8.6m contract back in September. My research suggested it was with Telecom Italia.

[p1nkfish] 31/1/2024 07:08

Middle Class groups tend to demand reliable power and connectivity. It is becoming a necessity after clean water and sanitation.

The Middle Class in India is supposed to grow by about 300M (another US) from around 400M now to 700M by 2030. That is one country that will really need IQGEO capabilities.

They have smart phones but will demand much more fiber and better power Grid in terms of efficient roll-out, reliability, general maintenance and response to natural events. The Grid is flaky in many areas.

India VAR news, one day?

[p1nkfish] 30/1/2024 20:58

Much cheaper to set-up in AU/NZ via MondoSpatial and use that depth of experience than set-up a remote office and recruit.

The MD there knows where the GE Smallworld bodies are buried and how to approach the market. I bet he has a very interesting Rolodex.

MondoSpatial is a only about 18 months old but over about 25 years total the MD was:

1) Sales Manager at Smallworld early on, then,
2) GE Regional Commercial Director for Asia Pacific, then,
3) MD for Realworld Systems who........

"........create and implement software solutions used by Utility and Telecoms companies. These solutions support the planning, engineering, operating, maintaining of the networks that distribute Water, Electricity, Gas, Internet, Television and even railways.

We deliver intelligent software solutions based upon GE Smallworld GIS. Arguably the best platform to professionally and intelligently plan and optimise your networks."

[p1nkfish] 30/1/2024 18:49

According to what I see, the week of Jan 14th 2024 was the highest volume of any week for IQGEO since float as Ubisense (nearly 13 years ago) and it ended up in price for the week and touched an all time high.

Need to get through 340p that was the wick of that weekly candle.

Looking how long there is before audited 2023 results towards end of March I'm pretty sure there is ample window for good news before.

If that news is Grid related it could help set a fire burning even brighter as the opportunity set there is bigger than fiber.

[w13ken] 30/1/2024 15:20

Vox positive commentary on IQGeo at 11:50 mins in. Conversation is with James Thorne of Columbia Threadneedle.

[p1nkfish] 30/1/2024 13:26

All sorts and my own code, Trading View is good, worth spending time on.