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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Ubisense | UBI | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 67.50 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 67.50 | 67.50 |
| Top Posts |
|---|
Posted at 13/12/2018 07:27 by p1nkfish Below is certainly not the same as UBI but gives an idea of the money being raised for digitizing infrastructure and building in the field.IQGEO - no excuses for them not giving a good shareholder return. VERY STRONG GROWTH. TOTAL RAISED $60M SALESFORCE VENTURES INVESTED "FINALCAD improves construction companies' operational efficiency through a mobile digital platform. Site engineers, Foremen, Architects and Consultants can collaborate using FINALCAD's app, enabling collaboration across a wide variety of workflows both on site and at the office. The building and construction industry has been a slow adopter of digital technology; using predominantly manual, non-digital processes and FINALCAD is experiencing very strong growth as a result. Draper Esprit invested £12.4 million (€14.0million) in the round, alongside international investors Cathay Innovation and Salesforce Ventures. The latest Series C funding round brings the total funds raised by FINALCAD to $60m. The investment will be used to extend the product platform into the energy, operations and maintenance sectors, increase headcount globally, and to invest further in R&D. |
Posted at 27/11/2018 16:45 by p1nkfish Shareholder value release? Please post thoughts.Current Ubi market cap = £48M approx. RTLS valued all in at £35M tops by sale amount. 2018 IQGEO sales should be about £11M (H1 £2.5M own products and £3.5M 3rd party), contributing about £2.6M, approx £1M loss likely, valuation could easily be 3x Revenue for the business. At the end of transaction, before hand back of excess funds to shareholders, IQGEO should have around £29M cash with potential further £3M in staged pay out (if RTLS achieves goals), and about £2M of Ubisense shares, approx 5% of RTLS. The £29M is £23M immediate proceeds plus approx £6M cash in bank as Ubisense is being sold cash and debt free. So IQGEO will have about £29M cash (ignoring potential extra £5M to come in), about £11M sales for the year and growth of 30% CAGR potential and could be in a 3x Revenue type multiple = £62M before handing cash back. Add a real plan to make it very attractive in recurring revenue, cash flow and growth & I think £62M is on the sensibly conservative side (not including any of the £5M deferred). The sales multiple for SaaS is a big variable but looking at the team, customer base, future user capture, lifetime of users then 3x Revenue is not a stretch imho and could easily be higher if they are careful and don’t go overboard. Zuora 101 worth a read, linked in the below. So conservative £62M value at the end of transaction with path to much higher and strong balance sheet. |
Posted at 04/10/2018 08:08 by p1nkfish A new VAR seller agreement in Japan for Myworld starting Oct 2018 and targeting 30 organisations by 2020. They have a decent headcount and good number of companies in their group.It will probably turn up on the Ubi website sometime as it doesn't look like a small group to deal with in an under penetrated G7 country. Also, when they sold off parts in Japan earlier 2018 it was mentioned new contracts were due. This should now enable them to work to displace GE Smallworld with their own higher margin products. It's good news. Also illustrates they have had a plan in place for a while. |
Posted at 23/8/2018 21:46 by p1nkfish Rotterdam is with IBM, CISCO and ESRI. Axiam mentioned earlier this year.It also looks useful for range extended drones. IBM have worked with Ubi years ago in Korea and with drones. |
Posted at 13/8/2018 15:20 by p1nkfish pireric, totally agree. I think it is near and they are being careful with talking about the funnel. Probably a decent delay before knowing they have business and announcing.Breakeven not far off imho. Schneider, Hitachi, Honeywell, Bosch could all make good use of Ubi as a bolt-on acquisition to improve their offerings. |
Posted at 13/8/2018 15:11 by pireric She-ra. My personal opinion is that UBI need to demonstrate a clear move into profitability before this will be rerated again. They are still loss making and generally speaking companies, even technology ones, need to show some evidence of profitability before they reach the triple digit mcap £ figure. Some exceptions to that when growth is very fast though |
Posted at 07/8/2018 08:36 by p1nkfish IMPORTANT - helps explain name turning up with Decawave.In future the hardware will be less important to UBI performance. Good. "Our pipeline of opportunities continues to grow based on our software-led and hardware-agnostic strategy." |
Posted at 27/6/2018 19:28 by p1nkfish Below is interesting, Link1.Why - an interview with Petti published 26/6/18. Capitals are mine for emphasis. "For instance Daimler has 45 factories worldwide but each is autonomous and will make its own decision about what technology to bring in. As a result Ubisense is ONLY SERVING 60% of the plants AT THE MOMENT." Suggested there is more upside, another 18 Daimler plants. In time it makes sense the majority should standardise on Ubi RTLS. Link1 - |
Posted at 17/6/2018 13:07 by p1nkfish Gartner, Quuppa comparisons to Ubi are interesting.Still no herd of posters here, a good sign. Ubi move to software is sensible as the hardware side is becoming crowded. The more agnostic to the input source the software is the better. Siemens hardware looks clunky but worrisome as they have the clout on entire systems, not just RTLS and digital twin. |
Posted at 28/5/2018 00:39 by p1nkfish Ubisense have been making such good inroads in German industry that it has riled Siemens.We could do with some news to illustrate the lead Ubi have. The Agilion product offering doesn't look as small and neat as Ubisense on the web. The Siemens video is good but there's more to it than snazzy marketing. With the recent price move I think something is cooking. |
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