March Networks Share Discussion Threads

[mitzis] 03/11/2005 08:08

Were off to the races this morning..!
Must be those rumours in the Express last week again.

[mitzis] 02/11/2005 20:21

Must be good news as the T share price is climbing higher.

[mitzis] 02/11/2005 09:10

Thanks sranmal interesting that Evo's have increased their price target by 80p.

[sranmal] 02/11/2005 08:04

Incidentally, Evo have upgraded to Buy with an increased 1000p target. Key points from their note:

- Unwins contract only adds C$2M revenue over contract period. However, they believe the contract was won in conjunction with Bell Security, who have a major presence in the UK, and anticipate further orders via this channel.

- 2Q figures will be reported on 1 Dec. Evo believe MNW will upgrade on FY figures at this point.

- Current net cash is C$68M, giving a cash-stripped P/E to 2007 of under 15.

[mitzis] 31/10/2005 17:03

currently up slightly in Toronto about 1/2%.

[crystball] 30/10/2005 10:34

It would be a great coup for Indigo Vision too ;-)

[milesy] 29/10/2005 21:44

While being questioned on the radio earlier this week Ken Livingstone noted that TFL (Transport for London) were in the process of upgrading CCTV on their buses to a real-time networked system. No mention of the chosen supplier and not suggesting it's MNW, but would be a great coup for March if they could get their product onto London's buses.

Chris

[mitzis] 29/10/2005 18:51

Thanks for that sranmal so we can expect some news perhaps in the next 5 days ..great.

[sranmal] 29/10/2005 13:58

From the Daily Express today:

Rumours of further contract wins boost March Networks.

[mitzis] 27/10/2005 09:17

You may well be right there mk..I dont have the volume chart to hand.

[mk2b] 27/10/2005 08:44

mitzis

I think the volume on oct 24 was way above yesterday's, it included a trade - buy ? of 900,000+, but I cant get back to that day's price/volume chart.

[mitzis] 26/10/2005 16:53

over $17 a share in Toronto on highest volume ever.

[mitzis] 26/10/2005 14:28

moving now a bit late after todays Rns but never mind..at least someones s buying which makes a change.

[rogerl] 26/10/2005 10:05

I have commented before that expansion in Europe is the critical next step, the Unwins contract is therefore of key importance IMHO.

[mitzis] 26/10/2005 08:40

I would imagine this is just the start of the Euro expansion theres plenty more to come probably next year.

[milesy] 26/10/2005 08:16

Contract Win

RNS Number:1615T
March Networks Corporation
26 October 2005


Immediate Release 26 October 2005

March Networks Corporation

Unwins Standardizes on March Networks Digital Video Surveillance

Leading UK Retailer Takes In-Store Security to the Next Level

OTTAWA, Ontario, October 26, 2005 -- March NetworksTM (TSX:MN; AIM:MNW), a
leading provider of Internet Protocol (IP)-based digital video surveillance
solutions, announced today that Unwins Wine Group Ltd. has selected March
Networks as its standard for advanced digital video surveillance.

Unwins Wine Group, one of England's premiere distributors of wines, beers, and
spirits, has more than 380 stores throughout the Southeast region of England and
has been serving customers since 1843. The retailer was interested in replacing
existing surveillance systems with the latest and most reliable technology
available. After evaluating many digital video recorder (DVR) vendors Unwins
made the decision to standardize on the March Networks solution. The March
Networks digital video platform was selected for features such as reliability
over traditional analog systems, high quality video, and its ability to
eliminate the need for in-store staff to manage videotape. Other key selection
criteria included point-of-sale transaction monitoring and investigation
capabilities, as well as efficient remote access to video and audio via the
networked DVRs.

"From a security perspective, not only does the March Networks DVR system deter
robbery and theft, it also provides us with the evidence needed to help capture
culprits and prosecute them successfully." said Mike Anderson, head of corporate
risk management, Unwins Wine Group Ltd. "By combining the video evidence with
actual sales transaction information March Networks has created a powerful tool
for reducing losses as well as enhancing the effectiveness of in-store
procedures, store and display presentations, and other point-of-sale operations.

"Sophisticated retailers such as Unwins are looking for the most advanced and
reliable video surveillance solutions to enhance in-store security and to aid in
the management of their business operations." said Peter Strom, president and
CEO of March Networks. "The selection of March Networks by Unwins is yet another
example of the security and business value that our products bring to
significant retailer organizations throughout the world."


This follows an trial earlier this year by Unwins highlighted in this case study on March's website:



Should bode well for their planned UK/European expansion.

Chris

[mitzis] 25/10/2005 10:14

Up today after yesterdays reversal and rebound.. panic over.

[mk2b] 24/10/2005 21:03

But a nice turnaround, particularly in volume!

[mitzis] 24/10/2005 16:14

Hammered in Toronto down 4% this afternoon.

[mitzis] 21/10/2005 16:23

Another no action day still it has support at 800p so thats something I guess.

[mitzis] 19/10/2005 18:53

I was about to say the same thing roger it has held very well considering the big drop in the fTSE
today..

[rogerl] 19/10/2005 10:23

one of the few not affected by todays sell off, this must be a good sign

[lordcoco] 15/10/2005 18:25

By my calcs it's around 305,000 shares the vast majority to exec officers and directors. 90k to employees, past and present. Can't see eos selling off, maybe some employees. Comes at a pretty bad time though - no sign of a sell off would be good news as it would signal recognition from those closer to the co. of better things yet to come. I'm almost hoping this does trigger a sell off though, as combined events could throw up one of those great buying opportunities.

[lasata] 15/10/2005 18:13

The Independent:

Finally, March Networks gave up 20p to 800p as investors fretted about the forthcoming expiry of a stock lock-up.

[firenza1] 15/10/2005 00:56

This is looking well over priced now.