March Networks Share Discussion Threads

[lordcoco] 29/12/2005 13:48

CB, you obviously like "ultra exciting" judging by IND's chart!

I did have a look at IND when I first invested in MNW back in June, over the time frame both have done remarkably well, though one has seen a steady rise backed by exceptional results, an ever expanding order book, a management team and CEO in Peter Strom which imo, between the two, is without comparison and a brilliant sales and marketing team.

Anyway a "3 bagger" in six months or so is not exactly dull. ;O)

[crystball] 29/12/2005 13:23

lordcoco,

Best LTBH I can think of? What about Indigo Vision? That's IMO potentially the best LTBH I can think of :-)

Indigo Vision's CEO recently bought a very large quantity of IND shares. Is he mad? Or prophetic? Or does he just have a better idea of the company's prospects than the rest of us?

I haven't seen anything ultra exciting about MNW when I compare it to IND

So my money is on IND

[mitzis] 29/12/2005 13:01

Even greater now...1540p...

[lordcoco] 29/12/2005 12:42

Hi everyone, £15.15 on the bid - new year celebrations starting early in the coco household!

Best LTBH I can think of.

[mitzis] 29/12/2005 10:29

Wow that great I knew it would touch 1500p year end but 1800p would be great.. any ideas when..?

[lasata] 29/12/2005 09:58

Next target now £18

[sranmal] 29/12/2005 08:06

Shot up at close on TSX with last trades going through at $31 offer (£15.40).

[mitzis] 28/12/2005 17:51

Hit $30 early morning but no doing bad here either.

[mitzis] 21/12/2005 15:54

Can we breach $3o today...?

Just noticed IND up 20%..

[mitzis] 19/12/2005 19:32

A new all time high today ...1500p by the end of year ..?
The new partnership with Bell Canada could be the catylist for further gains.

[sranmal] 17/12/2005 10:37

Good spot lordcoco re. Wal-Mart.

Yes, I had largely ignored the recent contract as just another contract win, however, Strom's remarks in the recent interview were that the contract's "impact on the bottom line will be significant".

Another interesting comment he made was that the Company was "at the early stage of the deployment phase in North America and Latin America". Add in Europe in 2006 and there's plenty to go.

[lordcoco] 17/12/2005 10:19

Are you including the latest contract win there sranmal? It appears to be a good size and ceratinly bigger than the Scotiabank contract announced in August. This is a 1000+ site contract isn't it?

Seems like they've barely drawn breath from a great quarter before dropping another contract win on us.

If walmart is our big retail customer I wonder if this from yesterday will be of significance to March:

[sranmal] 17/12/2005 09:57

Yup, £14.40 bid close in Canada. For chartists, over there they've broken out from their potential double top to an all-time high. Over here, we've still got a double top, but I expect we'll also break out on Monday. I do think we should be staying around current levels (Canada permitting of course!) since we're pretty fairly priced.

[mitzis] 16/12/2005 19:25

Its always the same with the TSX price leading the London one I'm sure it will be marked up Monday.

[umalukka] 16/12/2005 19:19

we did not see any gains in price despite tsx being up.

[mitzis] 16/12/2005 19:17

Almost $30 a share over there tonight.

[mitzis] 15/12/2005 20:05

Trading at $29 a share... shame about Unwins though been hearing stories for the last month.

[lordcoco] 15/12/2005 08:26

That's what I thought. "Bummer" really refering to the fact that it is their first European client, or is it first UK?

Judging by the tv interview I'm sure there will be loads more, when they've managed to wade through their heavy US orderbook that is! ;O)

[sranmal] 15/12/2005 08:10

Heard that on the news this morning. Since 48% of MNW sales come from Wal-Mart, and from studying the case studies on the MNW website, they appear to have 50++ large customers, there will be an impact, but very minimal I'd say. As they're only just starting roll-out, probably much less than 1% sales.

[lordcoco] 15/12/2005 07:49

Any effect on March?



I wouldn't have thought so, well not much anyway, bit of a bummer though.

[mitzis] 14/12/2005 19:19

Good close at the day and Tsx doing well too.

[sranmal] 13/12/2005 21:06

Nice link :-)

Good close on TSX too, approx £13.60 mid.

[lordcoco] 13/12/2005 20:55

Worth a look. Interview on robtv this morning (tues) with Peter Strom:



Better reaction to todays news on TSX I see.

If the link wont work try and look for "power breakfast".

[lordcoco] 13/12/2005 12:26

Also nice:

"Large, enterprise-wide deployments..." Yep, that's what we're after!

From the UP note:

"UP will also be using Wabtec's VideoTrax to capture audio, such as horns and bells, and locomotive data, such as brake and throttle usage, in conjunction with the video capture."

I wonder if it is this kind of comprehensive package with it's seeming ability for expansion into not just standard "surveillance" that March equipment and software can achieve that is making them more attractive to customers?

This coming up in January looks like a very good opportunity for March to pick up a few more:



Interesting to note who the keynote speaker looks to be.

edit - I'm assuming re Wabtec that March's software will be running the hardware and disseminating all the information.

[mitzis] 13/12/2005 10:29

Great news just need a few European contracts and we will be laughing.

Notice Indigo Vision is adding 5% a day.. not a holder.