Iqgeo Share Discussion Threads

[w13ken] 20/3/2024 16:15

I'm liking this rise's effect on the spread: 18p last week and 8p now

[w13ken] 20/3/2024 15:41

Hopefully you can see this tweet where I compare IQG's share price rise over the last 5 years to Microsoft, Meta, Alphabet & Amazon.

[p1nkfish] 20/3/2024 14:22

It needn't be a national grid, it can be regional via a regional operator. Micro-grids are probably too small to warrant it but certainly connecting a great deal of renewable energy will need a grid to be adaptive as the resources are first connected and thereafter as their generation capacity and demands ebb and flow.

It also includes Car Chargers as they are/will be major demand sources for fast charging at service stations etc.

Cars are a law unto themselves and some of the car companies are looking at cars as a source of energy storage during peak demand or disasters so the energy is bi-directional. The owner will be paid if energy is pulled off their vehicle - it gets very messy - car location will be known, location of demand known, charge state of the car then add an AI engine. Sounds whacky but is in serious consideration as each vehicle is stored energy on wheels in a network. Give it 10 years to see if it gets off the ground. Car companies looking for new business models outside of shipping metal + rubber + battery + electronics.

[w13ken] 20/3/2024 14:16

Loads of positive coverage in the financial press. Maybe weekend tips to follow...

[smithie6] 20/3/2024 12:50

What is an adaptive grid in this context ?

Automatic control of a country's power grid ??....I have no idea...

[saucepan] 20/3/2024 12:40

Helpful information above; thank you.

[p1nkfish] 20/3/2024 12:33

The above implies Grid takes longer to land but progress is being made and results will show through.

Grid is larger than Fiber so there is a lot to go after and IQG are investing further in the Grid offering. (Most likely after feedback from the market - my 2c).

Customers trust IQGEO and wins will be transformational to the customer and the foundation of long-term software usage.

Dyor etc.

[p1nkfish] 20/3/2024 12:29

Looks like results exceeded TU in January. Cavendish upgraded adjusted EBITDA upwards by 5% at the January TU and IQGEO beat that by 2% in the final results.


GRID IS THE VERY IMPORTANT MARKET THAT CAN CATAPULT IQGEO FORWARD.
13 mentions of Grid in the results. Emphasis below is mine.

"Our Integrated Network solution is now well established as a market leader in the telecom industry, and we are BUILDING SIMILAR MOMENTUM in the electric utility industry for our Adaptive Grid solution."

"Our Integrated Network and Adaptive Grid solutions are GIVING broadband and electric
operators the LONG-TERM SOFTWARE TECHNOLOGY FOUNDATION they need to build and maintain the networks of the future."

"While the speed of the grid transformation may be slower than fibre deployments, because the ADDRESSABLE MARKET IS MANY TIMES LARGER than fibre, the OPPORTUNITY for our Adaptive Grid software solution is SIGNIFICANT. In response to this opportunity we are actively investing in our utility software offering and have seen success in 2023 with a SOLID LIST OF NEW electric utility customers that view the IQGeo software as STRATEGIC to their GRID TRANSFORMATION OBJECTIVES."

"........customers trust IQGeo's Integrated Network and Adaptive Grid solutions."

[w13ken] 20/3/2024 12:03

More on that FTTH meeting in Berlin. Remember that IQGeo EMEA SVP Raf Meersman is President of FTTH Council Europe.

With the recently published White Paper, @EU_Commission indicated its goal that by 2030, 100% of our citizens, and companies should be connected by #fibre. The Commission will now work on creating the legal conditions that make 2030 the ultimate date to use copper networks.

[p1nkfish] 20/3/2024 09:31

"Our future is underpinned by global megatrends that will deliver long-term
sustainable growth in our end markets for many years to come."

Says it all really. Not one to trade so long as they have the right products for those trends - they do.
Reach is also expanding so growth from increased reach into markets that are growing. I do like to see such compounding potential. It tends to multiply the revenue impact.

If someone does want to acquire IQGEO it will be well north of the Cavendish target of £5 imho, but I'm often wrong.

Dyor etc.

[mighunter] 20/3/2024 09:23

Confirmed by Cavendish

[w13ken] 20/3/2024 09:15

I think it was an LSE problem and a number of RNSs were released late.

[janeann] 20/3/2024 09:12

Agree saucepan.......... i got a quote but didnthit the button - and then couldnt get a quote so ended up not selling....thankfully!

[saucepan] 20/3/2024 08:59

It is a pity for those who sold when the results did not appear. I was almost tempted myself, wondering if Auditors had stepped in to prevent the release. Delayed results are not usually a good sign.

[w13ken] 20/3/2024 08:38

There's 400p 🥳🥳🥳

[mighunter] 20/3/2024 08:32

Lovely expanding margins

[saucepan] 20/3/2024 08:30

Out now. Look good.

[wjccghcc] 20/3/2024 08:25

Yes I think it's an RNS problem. FDM's results were just released at 8.21am when all their previous results releases have been at 7am.

[p1nkfish] 20/3/2024 07:56

System is strange this AM. Some releases haven't been sent to me but are listed, others expected not yet listed. I usually get a few a day just for Transaction in Own Shares - none shown up my end yet.

[w13ken] 20/3/2024 07:50

Hmmm, no RNS, what's happened here?

[janeann] 20/3/2024 07:50

thought we were due results today............IQGeo is pleased to announce that that it will publish its results for the twelve months ended 31 December 2023 on 20 March 2024.

[w13ken] 19/3/2024 21:18

Yes, typo corrected....cheers

[p1nkfish] 19/3/2024 19:56

Is the call Friday?