Share Name Share Symbol Market Type Share ISIN Share Description
Ubisense LSE:UBI London Ordinary Share GB00B3NCXX73 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.00p +2.90% 35.50p 34.00p 37.00p 35.50p 34.50p 34.50p 34,000 14:33:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 26.5 -6.4 -10.4 - 19.83

Ubisense Share Discussion Threads

Showing 851 to 875 of 875 messages
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DateSubjectAuthorDiscuss
19/10/2017
08:50
More dilution. 17M new shares to add to about 55M, About 30% diluted. Now - with IFRS change plus run off of GE product related revenue it could look ugly at next results unless they land some convincing new contracts with their own IP at better margins. This is where IFRS change could kick in as they can't recognise large contract orders in one go. Will there be a dip in revenue where they have to compensate for with news to support the sp? Interesting times, unfortunately.
p1nkfish
02/10/2017
00:42
Can't argue with the numbers, with the words, yes. IRFS15 adoption will have some impact on larger contract revenue and cost recognition too. Yet to be quantified in Ubisense case. Post period strategic sale starting at £1M in US aerospace/Mil area. Should develop. Strategy of the Group makes no mention of profitability. Should do so. Overall growth over 2016 results expected. Expecting growth for rest of year & beyond, increased pipeline and increased margins. 11.32% of float outstanding as options. Management incentivized to achieve 70p share price for 60 consecutive days between Dec 2018 - Dec 2019. Substantial losses to set against any future profit. HSBC loan covenant requires nil "operating cashflow" by end 2017 and +£1M each year thereafter. Some discipline at least. I think an offer will be made for at least one division. History doesn't repeat but does sometimes rhyme - GE.
p1nkfish
30/9/2017
20:34
looks clapped out The operating loss and loss for the period was GBP1.9 million (H1 2016: GBP0.8 million) be bust in 18 months
middlesboroughfc
30/9/2017
19:05
Quick check on major holders, most 3%+ holders remain unchanged. Since 20th March 2017 until 28th Sept 2017 changes are: Livingbridge have sold down at least 1,143,916 shares & no longer need to notify (<3%) and have no more than 1,391,677 left to clear for about £515K at 37p. Kestrel and related parties have increased by 392,500 shares but can't add much more. Colombia Threadneedle have increased by 822,360 shares.
p1nkfish
24/9/2017
23:33
This week for results if they meet expectations. Tick up in buy volume on Friday 22/9 but still an overhang to clear. "The Company expects to announce its results for the 6 months ending 30 June 2017 in September 2017."
p1nkfish
13/9/2017
07:20
Living Bridge now have about 1.35M shares, about £559K at 40p. An organised clear out would help remove one hang over of stock.
p1nkfish
12/9/2017
17:49
I can't help but think Ubisense will see an uptick in business post Irma and Harvey. Their capabilities helped post Sandy. Mapping out services and infrastructure is critical to help restore utilities and recover. It will be proven and on rebuild expect more interest in myWorld ready for next time. Just mho.
p1nkfish
11/9/2017
15:51
Threadneedle increased holding. Was the big transaction last week. Threadneedle plus Kestrel now about 47%. Add Robert Sansom and its about 56% between what I expect to be long term holders. The right news to clear out the overhang and this will move up.
p1nkfish
11/9/2017
09:14
Current Hurricane events might help UBI sell MyWorld products in NA.
p1nkfish
15/8/2017
14:56
<1x sales
p1nkfish
03/8/2017
08:47
Orderly exit by Living Bridge (or whomever holds the overhang) would do this a world of good. LB probably have about 2.3M left, approx, about £1M. Kestrel can't absorb that now. Management would do well to organise some way of encouraging a buyer to remove those looking to get out and tidy up.
p1nkfish
02/8/2017
08:42
There is an overhang of stock. If there was an orderly quick exit by the seller(s) I think the price would recover quickly.
p1nkfish
01/8/2017
22:23
Backlog should be around £10.4M as per H1 2016 release, stated. EQUAL. 2017 revenue stands every chance of being > £22.4M in that case. H2 2016 revenue was about £16.1M for an FY16 £26.5M from the same backlog. I suspect FY17 will be > £27.5M with improved margin. Current market cap at £22.92M. Debt around £3.2M vs £4M per H1 2016. IMPROVED. Cash at £6.4M vs £5.0M per H1 2016. IMPROVED. Net funds £3.2M vs £1.0M per H1 2016. IMPROVED. Not to forget no fund raising H1 2017 vs H1 2016. BIG IMPROVEMENT. Also, ANGLEID is yet to kick in big time as are improved margins from the move to software and the run off of Small World. It looks good to me.
p1nkfish
01/8/2017
15:25
Https://www.dailysabah.com/automotive/2016/01/05/turkish-automotive-industry-starts-2016-with-12b-in-investments
p1nkfish
01/8/2017
09:49
Interesting update. Some noticeable improvement and move to software will only improve margins. Can we say recovery on track or will they drop the ball? I'm tempted to say on track. New CEO in his seat and Haverson back in the Chair role. Suggests Petti is ready to drive the bus. Haverson has been a safe pair of hands.
p1nkfish
16/5/2017
22:11
Anyone attend the AGM today? Cheers Dibbs
dibbs
26/4/2017
10:03
Having done more looking into demands UBI can service I am convinced there are multiple suitors and that a £50M market cap is very, very realistic and in relatively short order. Likes of Bosch, Siemens, GE, Honeywell and others are good matches to RTLS and SmartFactory/Space. The other side could even split off. I don't know why there isn't more interest yet. Guess others will join once the price has risen.
p1nkfish
15/4/2017
00:37
13.12M shares in the < 3% category currently out of about 55.88M shares. Kestrel total now at 28.48%. Living Bridge is probably the weakest link at 3.88%, 2,169,682 shares.
p1nkfish
07/4/2017
10:52
Good luck with whatever it is.
p1nkfish
07/4/2017
08:35
I sold out recently to rotate money elsewhere. No complaints since uplift was 50%+
aishah
07/4/2017
07:46
The tone is very positive and indicative of a real sea change. Annual report now out has: excellent - 5 times problem(s) - zero times improv as the root - 30 times (not all related to the business directly, but an idication), improve - 11 times challeng(e, es, ing) - 7 times and often related to what faces customers, only once to Ubisense in the past tense for 2016 and related to staff solution - 13 times, mainly related to what the company offers solution + solutions - 40 times Increas (as the root) - about 40 times and vasty majority in a very positive tone related to business performance risk - about 75 mentions!!
p1nkfish
29/3/2017
13:20
Look at Industry 4.0 and the potentially linch-pin role Ubisense can play. Kestrels experience (via KBC) in plant management/optimisation through software makes their attention to Ubi extra meaningful to me. Profitability will come, interested to know the impact of the debt collection January 2017.
p1nkfish
29/3/2017
10:20
Very similar pattern to its stance at KBC Advanced Technologies which reaped big gains for Kestrel.Difference is, KBC was profitable.
hastings
29/3/2017
10:17
I think its worth having a few if you can around 45p - especially if its Living Bridge tidying up for tax, or similar.
p1nkfish
29/3/2017
10:16
Might be tax loss selling out of the way by end of next week?
p1nkfish
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