Iqgeo Group Plc

0.00 (0.0%)
Share Name Share Symbol Market Type Share ISIN Share Description
Iqgeo Group Plc LSE:IQG London Ordinary Share GB00B3NCXX73 ORD 2P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.0% 258.00 684 08:00:00
Bid Price Offer Price High Price Low Price Open Price
256.00 260.00 258.00 258.00 258.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Communications Services, Nec 26.59 -0.91 - - 158.77
Last Trade Time Trade Type Trade Size Trade Price Currency
08:20:17 O 1 260.00 GBX

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Posted at 23/5/2023 09:12 by w13ken
As we heard in IQGeo CMO Steve Tongish's recent interview, IQGeo are taking the fight to Esri's upgrade of EUN. Here are a couple more examples of this more direct, assertive and compellingly disruptive challenge in the text of IQG tweets referencing a new blog and a webinar. Importantly, emphasis is also that IQG software will work with existing ArcGIS software models.

The Esri “GIS hammer” won’t fix your network model management problems.

Read our latest blog to learn a how to avoid the serious shortcomings of the Esri ”GIS hammer” >

Customers moving to the Esri Utility Network as their network model manager are quickly realizing that this is not merely an upgrade, but instead a fundamental rebuild of their entire #GIS. Learn about an alternative solution on this webinar.


Posted at 18/5/2023 08:36 by p1nkfish
I do believe another acquisition or sale of IQG (or merger) is in the wings.

Kestrel has not been nibbling recently and the drive to 260p on low volume. Some management going on. Whatever they said about raising debt for any acquisition I think they will issue shares to increase liquidity and raise cash and possibly based on the average share price over some previous period when a transaction happens. Or a sale price for IQG will be based on that.

Kestrel either think its overvalued now or their Director on the board knows something and they can't buy???

That 260p on low volume looks strange to me.

GLA, dyor etc.

Posted at 28/4/2023 07:00 by p1nkfish
A couple of loosely related observations.

1) The digitization of construction is growing rapidly. Nemetscheck results were very good. I think some of that vibe has/will spill over to IQGEO.

2) Bare with me. Warren Eqity Partners in the US bought SSP Innovations (Peter Batty there now) who then bought 3-GIS. SSP just launched their AI Vision system - looks really neat. Warren just had a capital raise (April 2023) of over $1.4Bn that was OVER SUBSCRIBED for future acquisitions and investments in these markets. Warren target companies just like IQGEO in mission critical infrastructure and now have extra substantial fire power and the SSP capabilities tied to IQGEO would be game changing and substantially enhance value.

Warren are not stupid. SSP + 3-GIS + IQGEO (Comsof, OSPInsight, IQG) would offer a really attractive proposition to the market. Get rid of over-laps and profitability would be no problem.


Posted at 01/4/2023 08:45 by p1nkfish
Management will have better things to do than look at the share price but from our perspective it would be good to avoid any closing price below 196.3p. That is a line in the sand below which there can be further noticeable price weakness for a while. We've touch it 21-22/3 but avoided a close below.
Posted at 28/3/2023 17:24 by w13ken
Update from Proactive Investors:

IQGeo Group: finnCap upgrades revenue forecast; keeps earnings on hold

finnCap has upgraded its revenue expectations for IQGeo Group PLC (AIM:IQG) following the software group's 2022 results announcement.

With the Comsof acquisition performing “exceptionally well”, the group generated a “remarkable” £17.4mln of revenue in the second half, leading corporate broker to believe that their previous £31mln forecast for full-year 2023 was too cautious.

However, the finnCap acknowledged that the H2 figures contained significant one-off revenue, including £6.5mln of services and £3.4mln of Demand Points revenue from Comsof.

The broker noted that earnings forecasts are already demanding, with adjusted EBITDA expected to rise from £1.9mln in 2022 to £6.1mln this year, and thus will remain unchanged for now.

finnCap repeated its price target of 230p a share, an 11% premium to the current price of 208.7p.


Posted at 27/3/2023 10:18 by johnwise
27/03/2023 7:00am

RNS Number : 2273U

IQGeo Group PLC Final Results

(no borrowings)

Posted at 18/3/2023 09:42 by horseyphil
Agreed, the outlook statement is absolutely critical.

What we don't want to see is use of 'challenging' or talk of clients deferring or delaying projects. Telecoms-related companies Spirent and Calnex both produced decent results but expressed caution about the market going forward, and the share prices of both tanked.

Lots of companies in other sectors have been similarly treated by the market if the outlook is cautious, no matter how good the figures they report.

An upbeat outlook, combined with the financials that we know will be good, should support the current price, and I could see the share price rising if they can report major progress outside of fiber.

In the past, RP has talked about how much bigger the utilities business could eventually be than fiber, and would hope to see that line developed further in this report and presentations.

Posted at 17/3/2023 13:22 by w13ken
My #1 holding and among the steadiest in the recent share price swings. I will top up if it drops below 190p as future success looks all but guaranteed with the team that Richard Petti is putting in place.
Posted at 27/1/2023 16:41 by p1nkfish
Our posts crossed hp. Transfers occurring the right side of 200p. Would be easy for sales of that volume to trash the price.

A thought experiment, probably wrong but has come to mind:

1) Say IQGEO know a major holder wants to reduce, a holder that has been around a while. Finnncap also know,
2) Say someone else wants to join at volume and their interest is also known but hard to buy in the market,
3) Say everyone (IQGEO, buyer, seller, Finncap) want an orderly market and transfer before and after,
4) Say the buyer & IQGEO want something left on the table for the new holder, makes sense........

If 1) - 4) are correct what is the likelihood the lack of news since the Comsof win (I suspect there have been newsworthy goings on since) and the low key launch of Adaptive Grid so far (a leading solution) and the TU (with just enough info but not too much), all helps facilitate that transfer at a satisfactory price for all concerned in an orderly fashion?

Once transfer of ownership is complete will we see more news, news that has, to some degree, been help back and the new holder gaining some upside benefit?

There is something going on here.

Posted at 20/8/2022 10:31 by p1nkfish
Wait for the utility news.
It's coming.

Poor quality growth comes cheap.

Out to end of 2023 might be flatter for IQG share price than the recent past, 2024 could fly nicely.

I don't agree with the cross-sell forecast from Finncap, Comsof margin can improve over time, Comsof growth can pick-up. Comsof can also be the basis of offerings to other market sectors/segments & cross-sell opportunity is very large.

These are a few catalysts to add to the existing IQGEO opportunity base & utilities to kick-in too. Most attention has been Telco recently.

GIS theory and practice are not the same thing.
Good GIS practice will give power to the less skilled worker and take it from "the few" & give it to "the many". There's money in enabling that properly.

Iqgeo share price data is direct from the London Stock Exchange
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