Iqgeo Share Discussion Threads

[p1nkfish] 05/3/2024 07:23

Where is higher mobile GIS growth likely to be between USA or India in the next 5 years?
Probably India. Co-pilot again, references are solid.

"According to various sources¹²³⁴, the global mobile GIS market is expected to grow at a CAGR of 7.5% to 12.2% between 2021 and 2030. The major factors driving this growth are the increasing adoption of cloud-based GIS, the rising demand for location-based services, the growing need for spatial data in various industries, and the advancement of mobile devices and networks.

Among the two countries, India is likely to witness a higher growth rate for mobile GIS for utilities in the next five years. This is because India has a large and growing population, a rapidly developing economy, a huge potential for renewable energy, and a need for modernizing its power infrastructure. Moreover, India has a strong geospatial industry, with several domestic and international players offering mobile GIS solutions for the power sector. The Indian geospatial market is expected to grow at a CAGR of 13.3% to 13.6% between 2021 and 2028, reaching ₹23,200 crore by 2025³⁴. Therefore, India offers a lucrative opportunity for mobile GIS for utilities in the near future.

Source: Conversation with Bing, 05/03/2024
(1) GIS Market Size, Share and Growth Forecast Report 2030 - P&S Intelligence.
(2) Mobile GIS Market Growth, Size, Share and Forecast [2028].
(3) India Geographic Information System (GIS) Market - IMARC Group.
(4) Indian geospatial market is set to grow at 13.3% CAGR to ₹23,200 crore.
"

[p1nkfish] 05/3/2024 07:04

Post 1837 - who do those companies use as subcontractors too?
Given the size of the country, rate of development and population, finding key players to influence is critical. The growth potential is massive.

[p1nkfish] 05/3/2024 06:58

"When considering mobile Geographic Information Systems (GIS) for Indian utilities, especially with a focus on grid recovery from outages and natural disasters, several key utility companies come to mind. These companies can benefit significantly from modern GIS solutions:

Tata Power: As one of India’s largest integrated power companies, Tata Power operates across generation, transmission, distribution, and renewable energy. Their extensive network requires robust GIS tools for efficient asset management, outage response, and disaster recovery.

Power Grid Corporation of India Limited (PGCIL): PGCIL is responsible for the country’s interstate transmission of electricity. Their vast transmission network demands real-time monitoring, predictive analytics, and outage management. Mobile GIS can enhance their grid resilience and response capabilities.

NTPC Limited: NTPC is a major thermal power company in India. Mobile GIS can help them optimize maintenance schedules, track assets, and respond swiftly during outages or natural disasters.

Bharat Heavy Electricals Limited (BHEL): BHEL manufactures power equipment and provides engineering services. Implementing mobile GIS can improve their field operations, outage management, and disaster recovery processes.

State Electricity Boards (SEBs): Each state has its SEB responsible for distribution. Mobile GIS can empower SEBs to visualize their networks, monitor substations, and efficiently restore power after disruptions.

Reliance Infrastructure: With interests in power distribution and infrastructure, Reliance Infrastructure can benefit from mobile GIS for outage management, preventive maintenance, and disaster response.

Adani Power: Adani Power operates thermal and renewable power plants. Mobile GIS can enhance their situational awareness during outages and streamline recovery efforts.

Maharashtra State Electricity Distribution Company Limited (MSEDCL): MSEDCL serves millions of consumers in Maharashtra. Mobile GIS can aid in outage detection, asset tracking, and disaster recovery planning.

Delhi Transco Limited (DTL): DTL manages the transmission network in Delhi. Mobile GIS can help them quickly identify faults, assess damage, and restore power during emergencies.

Smart Cities and Municipal Corporations: As India embraces smart cities, municipal utilities can leverage mobile GIS for efficient utility management, disaster preparedness, and recovery.

Remember that successful adoption of mobile GIS requires collaboration between utility companies, technology providers, and regulatory bodies. By integrating location intelligence, these companies can enhance grid resilience, minimize downtime, and improve overall service delivery"

Thank you to co-pilot.

[p1nkfish] 05/3/2024 06:53

Market potential in India for Grid is absolutely massive. They need IQGEO type capabilities. If I was running APAC it would be a priority to address it at the highest possible level because one platform could tick so many boxes for all concerned. Some of the data is old out of the Workd Bank but large swathes of green field opportunity.
2023

[w13ken] 04/3/2024 15:26

IQGeo are new entrants in the Global Top 100 Geospatial Companies.

That may sound like a modest achievement but the list includes global giants such as Microsoft, Meta & Bentley.

[p1nkfish] 03/3/2024 11:37

UK has some interesting small companies that are relatively ignored and bombed-out but able to exploit the FTTH growth. Potentially very useful for the patient investor with some tolerance for risk.

1) Proliferation of new media sources, broadcasters, each needing IP capability to launch and manage their content including remote and cloud management.

2) Advertising market for ads over IPTV - needs management and measurement for return on investment. Control of personalised ads by channel and profile of the recipient.

IQGEO helps roll-out the network and the others see increased demand as a consequence.

DYOR etc.

[p1nkfish] 03/3/2024 11:02

Growth runway matters and IQGEO have a long one especially if they can just get traction in Grid --- growth potential for 10+ years underpinned by increasing recurring revenue as the networks need maintenance and management. DYOR etc etc.

There is no modern Communications Networks without an Energy Network.

[w13ken] 28/2/2024 11:50

That new APAC Sales VP role makes sense now and that Malaysia role was not just a one-off. Should be much more to come from the region.

"🎉 We are thrilled to announce the opening of our new office in Kuala Lumpur, to expand our presence in the Asia Pacific region, with a dedicated team focused on developing partnerships for our award-winning network management software."

[p1nkfish] 27/2/2024 15:48

Proximus, a useful COMSOF customer.

26/02/24

[p1nkfish] 23/2/2024 15:25

If we carry on like this it will be back down in the buy zone again before too long.

[w13ken] 22/2/2024 12:27

I'm very pleasantly surprised by the support and resilience at this trading range. IQGeo are in the watchlists of many new investors this year so a big win or two and 400p should be behind us.

[p1nkfish] 22/2/2024 10:01

Really need to get through the previous high though else in a trading range - wouldn't be a surprise for that to be the case for a while after such substantial rises.

[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.