Iqgeo Share Discussion Threads

[p1nkfish] 22/2/2024 09:50

We do have support at 355p and below. Will that be a floor if we hit volatility? I suspect so and that there are others willing to step in below that price too. The price moves will have shaken out a number of smaller holders too with tighter stop losses or who panicked.

[p1nkfish] 21/2/2024 13:46

If patient this could be a reasonable price zone, someone with deep pockets thinks so.

[p1nkfish] 21/2/2024 13:44

Yes, a chance it might catapult upwards as seller will be gone and supply tighter???

Gap may never be closed. There may be still another buyer lurking at a lower price to mop-up too.

[boadicea] 21/2/2024 13:32

Just noticed the delayed trades. Similar thoughts to yours, pinkfish. Someone clearly thinks they're a bargain at 355p so a return to 400p+ must be expected.

[p1nkfish] 21/2/2024 13:13

355p.

Very interesting. Anyone notice the volume?
Someone wanted out but others wanted in. They met at 355p.

> £2M changed hands between 9AM - 10AM today.

Lets see what the price does afterwards.

355p was a buy-zone for someone to step in and liberate a seller.

Other than that volumes on the way down have been pathetic.

[w13ken] 21/2/2024 12:06

Should be some interesting updates from IQGeo in the next fortnight as they hit the road with their best ever product range.

1. MWC Barcelona: 26-29 Feb
Join IQGeo as we navigate the convergence of technology, community, and commerce at MWC Barcelona, the largest and most influential event for the connectivity ecosystem. Whether you are a global mobile operator, device manufacturer, technology provider, vendor, content owner, or simply intrigued by the future of tech, this is the place to be.



2. DistribuTECH International 2024: 26 Feb
Orange County Convention Center, Orlando, Florida

See our digital work execution software designed for electric utilities in person by booking a demo slot at booth #2912, where the IQGeo team will show you how to manage the entire lifecycle of your electric grid through a single platform.



3. The Expo at TechAdvantage 2024: 03 Mar
Henry B Gonzalez Convention Center, San Antonio, Texas

The IQGeo team will showcase Adaptive Grid, a game-changing approach to managing the entire lifecycle of your electric utilities. Created for utilities of any size and scope, our solution allows co-op professionals to deliver new networks and additions on time and under budget.

[p1nkfish] 20/2/2024 16:41

Price gaps are often filled, but not always.

We did have a gap up between Fri 12th Jan (close at 278p) and Mon 15th Jan (open at 325.5p). Weekly and daily levels as over the weekend. There is no gap on the monthly and each month has been positive since Oct 2023. If the gap is closed the price will transit through some MA's. The volume at 303p and around 375p are interesting as those buyers might step in again, helping tighten supply on recovery if the gap fills and price moves back up.

No need to panic if it closes with a revisit to those levels. It's not unusual for such to happen but doesn't always do so. Either way volatility is to be expected and if you have confidence in the execution then just carry on.

It could be one of those cases where the gap never fills. TBD.

[w13ken] 20/2/2024 16:05

IQGeo’s popular Meetup events return in 2024.
June 3-4 | Cambridge
June 11 | Tokyo
Oct 9-11 | Denver

CTO, Steve Tongish, said the first IQGeo Meetup in Oct 2019 had only a small number of local delegates attending but Meetup events have changed dramatically in both scope and scale with well over 200 delegates joining in Denver for the IQGeo Americas Meetup 2023. There have been some big customers choosing to speak at these events too so they'll be worth keeping an eye on.

[p1nkfish] 20/2/2024 11:24

VP of APAC is based in Malaysia. Penetrating APAC in a formal organised fashion should really add value.

[w13ken] 19/2/2024 12:06

Just a reminder of what a good appointment IQGeo made last August with CTO David Cottingham. He's a perfect fit and now, after 6 months in the role, will be leading on his own vision of the technical roadmap for IQGeo to become truly global.

Also a new APAC Sales VP was announced today. Good to see as sales in the region have mostly been restricted to Japan and Malaysia.

"David comes to IQGeo with extensive software and hardware expertise including over a decade at Citrix where he held senior management, partner engagement, and technical roles for SaaS, ecosystems, and virtualization solutions. His past responsibilities have included leading large, multidisciplinary engineering teams distributed around the world, driving product vision and strategy, and owning relationships with tier 1 software and hardware vendors."

[p1nkfish] 18/2/2024 13:11

A long boring thought typed up.

It's "PLATFORM 10" that is puzzling as I can't find reference to it elsewhere so wonder if fiberinsider had a sneak peak and what extra capabilities it might offer over 7. Why jump from 7 to 10 if 10 exists? Was it just a typo on fiberinsider?

My interest is the way the whole (Telecom + Utilities + GIS) ties into Smart Cities.

I used to have an interest in Silver Spring Networks before acquired by ITRON in 2018 as they touted Smart Cities as a target. It was loss making but sold for about $830M with a much higher revenue than IQGEO (it had poor margins & revenue flattered by hardware for smart wireless mesh products, not the same as IQGEO). IQGEO has a better business model and much higher margins overall. Worth a read as background - look at the customers vs IQGEO targets -

Early days for the Smart Cities sector.

The IQGEO reference to handling data streams from millions of Smart IoT devices is very interesting as that can be Smart Meters (obvious for IQGEO) but also, possibly, the built environment of the City, and there is no bigger network to "Build Better". Energy, telecom, Buildings, the lot. Energy management is just one. If Adaptive Grid can allow for more rapid planning and system of record of DER's it makes sense to move into mapping demand too and having both supply and demand meters mapped (planned too) and able to take data from them via IoT as a datastream. Sounds like a logical step to me.

IQGEO have:

1) Telecom - done, fiber, 5G, nodes, etc
2) Ultilities - done, Electric, Gas, Water
3) Energy/Heating - done, Smart Meter roll-out via Comsof, District Heating via Comsof

What makes a city - 1), 2), 3) + Transport (transport is IoT datastreams off car counters, rapid metro, traffic lights, buses, bus stops, even people counters on buses/trains etc). All are sources of Smart IoT Datastreams - now referenced by IQGEO as a capability.

I can envisage all the existing products orbiting a "Smart Cities" central product to "Build Better Networks". A full suite of capabilities where the customer picks and chooses the elements they want and in their entirety be able to build a Smart City Network in the cloud with both Office and Mobile real-time IoT datastreams. Better than anything Silver Spring ever had and at better margins. That's worth very, very, decent $.

The Japanese could be a useful geography for Smart Cities products as a starter.

What is Platform 10?

[w13ken] 18/2/2024 08:58

Thanks pf. Next month's results should come with an exciting summary of new features and planned initiatives. It seems likely that there be another boost after that. DYOR

[p1nkfish] 17/2/2024 22:35

What's not immediately apparent is the release number. "IQGEO Platform 7.1" is the latest on the IQGEO website but the latest referenced on the fiberinsider website is "IQGEO Platform 10".

fiberinsider - "In the realm of geospatial software solutions, IQGeo has introduced their latest product, IQGeo Platform 10. This platform enables utilities and telecommunications companies to efficiently manage their network assets and operations. With IQGeo Platform 10, organizations can streamline workflows, improve data accuracy, and enhance collaboration among field and office teams. This innovative solution empowers companies to make informed decisions, reduce costs, and deliver better service to their customers."

[p1nkfish] 17/2/2024 19:24

1) "support data feeds from millions smart IoT network devices", see........Professional Integration Framework - they confirm they can handle millions of IoT data feeds on a mobile platform. Smart Cities are dependent on the IoT networks woven into them, not just smart meters, and IQGEO have commented on it as a market to address since at least 2020. Now they can. These networks will become more important and tie Utilities and Telecom together and into the wider built network infrastructure.

2) Largely known to us but there are changes to the platform - 12th Feb 2024 - "recent", "new IQGEO Platform" (not the old one) - FiberInsider - "Moving on, we come to IQGeo, a leading provider of geospatial software solutions. IQGeo recently announced the launch of its new IQGeo Platform, a cloud-based solution that enables utilities and telecommunications companies to digitize their operations and improve efficiency. The IQGeo Platform offers a range of features, including real-time data visualization, asset management, and field operations optimization. By leveraging the power of geospatial data, IQGeo empowers organizations to make informed decisions, streamline workflows, and enhance customer service. This innovative solution is set to transform the way utilities and telecom companies manage their infrastructure."

3) They are working with a section of Arcadis (over 30 countries, 39000 people) for digital fabric -

[w13ken] 17/2/2024 15:17

Nice, where do they confirm this?

[p1nkfish] 17/2/2024 14:39

IQGEO Platform can now support data feeds from millions of smart IoT devices.
Furthering the network capabilities and into Smart Cities. Mentioned in the past but now live.
Their own Cloud offering under Swyft too for the platform - NOT SURE ABOUT THIS.

[janeann] 16/2/2024 21:13

Thanks W13Ken. Ill take a look ... been trying to digest the website and the likes plus some RNS's. And as for Grid... well Ill get there eventually! Discover it... pure chance....saw the name and thought it was a bit odd so started to read. The recent TU was the main decider to invest. But I do like stocks that seem to me to be in the right place at the right time. and this to me has that.

[w13ken] 16/2/2024 16:17

janeann, first off - welcome! I like your honesty and, to be fair, I was a bit like that at the beginning: knowing enough to be interested but not enough to fully understand the company and its competitive advantage.
I'm still learning after 2 1/2 years but have become more comfortable with the management team and what they are building. A good point to start is the Capital Markets day video in the Twitter thread above. It's long but you can speed through some later practical videos.
Where did you discover IQGeo?

[janeann] 16/2/2024 14:00

well I cant confess to fully understanding just what they do but joined you at 380 and then again at 390 first thng today. Liked the TU and it seems they are in the right place at the right time - something I like in a co.

[w13ken] 15/2/2024 20:46

I've had 7 likes already - that is going viral for me! 😂

[w13ken] 15/2/2024 20:05

The potential is enormous and very exciting.

I've just posted an updated IQG thread on Twitter/X on why they could be a £1Bn company. I didn't get into Grid as it's best to keep it simple.

Let me know if you can read it:

[p1nkfish] 15/2/2024 18:00

I suspect much of the high volume since the New Year has been transfers to new holders with deep pockets and a relatively long time frame - patient types. If so they usually buy once the risk is diminished and don't dump in short order. Not interested in the riskier phase nor trading.

As a consequence, probably not much free stock available but anticipation of news, results, growth or possibly an acquisition approach by a larger entity at a premium to the market price.

My staging post expectation is still £4.25, read £4.35 somewhere else and Cavendish had a £5 target.

IQGEO are having some serious impact in the Fiber market and if they can just show they are making a small dent in Grid and possibly following a similar path to the Fiber impact then we are in a good place at this price as it could move much higher.

Remember when a single Canadian Fiber win was celebrated? Now they have Canada more or less in the bag with the major players. Repeat that with mobile for the Grid (anywhere/territory at all) and we will be absolutely fine well past £5 imho.

Dyor etc, I'm often wrong.

[w13ken] 15/2/2024 16:43

The share price has proved very resilient in the 375-390p range. There's a high probability of a new or extended contract prior to next month's results, which could easily take us to an all-time high of over 400p along with more financial media attention.

Edit: Looks like a 394p close 🥳

[p1nkfish] 12/2/2024 19:25

The Grid side should eclipse the Fiber side over time and Energy Central is a decent square in which to shout about your goods and services.

IQGEO haven't posted on Energy Central since May 25th 2023. Weak optics.

Bentley have been more active:

as have ESRI including for the Mobile Workforce:

What gives?

Feb 19th is about half way between the TU and the Final Audited Results. For such a growing company would hope for some news in the next 6 weeks.