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
  +0.00p +0.00% 35.50p 34.00p 37.00p 35.50p 35.50p 35.50p 0 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 26.5 -6.4 -10.4 - 25.94

Ubisense Share Discussion Threads

Showing 876 to 899 of 900 messages
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DateSubjectAuthorDiscuss
22/2/2018
22:15
I suspect Livingbridge are selling down. They are sub 3% after last autumn and sold down end of last tax year too so would be no surprise to find them clearing out. There is news on the website that paints a good picture now they have approvals in Mexico. Frustrating to be at this price after the most recent trading update. If the overhang was cleared I'm sure it would be closer to 50p.
p1nkfish
08/2/2018
18:33
They are now a member of FTTH Europe and it reads that they will carry US experiences across to Europe. I may have it wrong but this does look cheap to me.
p1nkfish
29/1/2018
00:15
As it stands, market cap is £32.2M approx, revenue will be > £26.5M and 6.6M net cash. Add in revenue and margin growth along with "enters 2018 with a strong order book for its own products, a growing sales pipeline and momentum with key customers." I've been wrong in the past but this appears undervalued to me. A growing Industrial IoT, GeoIoT, Smart Factory company.
p1nkfish
28/1/2018
23:35
To labour the point and the reasons to be excited by the prospects here........ Strategy is:"Improve gross margins of the business to over 50% through the increased software focus for Ubisense's own products." H1 2017 gross margin was 38% for the total business. Interstingly own product revenues are UP 25% OVER 2016, more than compensating for the old low margin revenue decline and also HIGHER MARGIN than that which they replace. What's not to like. Higher margin, no revenue hit and net cash balance. "Own product revenue growth has more than offset the expected transition away from legacy third party services projects. As a result, the Company expects overall revenues to have increased over the previous year." I'm surprised there's not much more interest in the market. Roth REVENUE & MARGIN growth. It's on the right path.
p1nkfish
27/1/2018
18:14
Depends on the definition of weakness. For me it's sub about 38p. Now net cash so if sold most likely on a multiple of revenue and more than 2x + cash. That would be at least £60m as it now stands. Valuation people would argue but it's not a value scenario. Industrial IoT, Geo-spatial, Digital Twinning, Industry 4.0 and Smart Factory/Logistics/Space have yet to hit their stride. They will and Ubisense will be the area to look to imho.
p1nkfish
27/1/2018
17:17
What do I think? I think I'm going to carry on holding. Those late trades look to indicate the direction of travel, but I don't quite have the balls to buy on weakness because as I said I don't understand the business. And the chart.. though it's positive.. is only marginally so.
shrout
27/1/2018
10:53
Both those trades appear after close of play too. Average 90 day trading volume is < 10K shares. So - in total 17x average volume, one above offer, occur 1 day before trading update, reported after close of play on day of trading update on a Friday. Where is this heading? Up. Break 50p and it can run. Imho, HOLD, buy on weakness,
p1nkfish
27/1/2018
10:35
shrout, below was reported late and I can't find them on the list for 24th January. One above offer, 47p vs 46p. Not far to go to 50p, just the right news. They stand out on value, timing before trading update release and then delayed until after release?? What do you think? Date Time Price Volume Bid Offer Value 24-Jan-18 11:19:54 45.00 90,000 Buy*  43.00 46.00 40.50k 24-Jan-18 11:19:04 47.00 80,000 Buy*  43.00 46.00 37.60k
p1nkfish
27/1/2018
00:31
About 73% of shares are in fairly strong hands that have held through tough times and want a return, expect a return, demand a return. Management have incentives around 70p. They operate in a next generation industrial market that is nascent, growing and only going one way. Guess where this is heading.
p1nkfish
26/1/2018
20:43
Just as you say.. a break above 50p would be confirmation that the turnaround is underway. As things stand the chart suggests that's a more likely scenario than a return to 35p or below. Bear in mind that charts can't predict anything with certainty. All they can do is give an idea of the balance of probabilities, and thus give the trader/investor that slight edge which in theory is all you need to make profits over the long term rather than losses.
shrout
26/1/2018
20:00
What does the chart suggest shrout?
p1nkfish
26/1/2018
19:24
Have not always been positive. Original CEO was far from my ideal for this company. Now I think they have learnt a few lessons. Break 50p and this could run up imho. Very tightly held now too.
p1nkfish
26/1/2018
17:57
I wouldn't say I follow you.. basically I'm a chartist and had bought in before I'd read a word you'd said, purely on a potent looking chart. But to have someone on the thread who appears to know the industry and the company pretty well and is consistently positive is an added bonus to a punter like me. So thanks for all the background info... it's fascinating, though I have to admit mostly way over my head.
shrout
26/1/2018
15:21
Just look at the customers - when your factory depends on a system/vendor the likes of BMW/Merc do due diligence. If they and Lockheed are happy to rely on UBI then I think it has something worthwhile going for it.
p1nkfish
26/1/2018
15:19
I would never suggest anyone follow me so please take care. However, I have been accumulating here, have quite a qty, and a decent average price. Look at the management incentives to get to 70p+. All this Smart Factory, Industry 4.0, Industrial IoT - all can use digital spatial models and "where is" queries. Then there is "where is" in infrastructure. My take is UBI is well positioned with special capabilities and is under valued. This could easily be £100M market cap. > 2.5x where it is. That doesn't not seem at all unrealistic. They are due to get a double whammy of increased sales whilst average margin rises as the GE legacy products are retired. That's a margin and revenue multiplier. Now - don't expect high profit yet as they are investing on capabilities, sales, software etc but its all good investment and will show through. I much prefer Industrial IoT as an area than Smart City or residential IoT and the big kicker is Ind IoT with Ind Factory control software stitch-in. It looks like that is what Ubi have. Not to mentioned the SmallWorld area. I think they probably don't want to shout about it as price can run ahead of results massively in this area as has happened before. Patience needed and I would have no surprise to see a bid come in. If I was GE, Honeywell, Bosch, Siemens or even SAP I might want a piece of this.
p1nkfish
26/1/2018
14:25
I'm in Pinkfish, FWIW, and have been for some time (12 months). I don't have the capability of analysing this company or it's prospects, so can only hope what you say about it is true. Looking for results in March to confirm the upbeat trading statement, in which case that fabled entity 'the crowd' might finally wake up and smell the geospatials.
shrout
24/1/2018
23:53
How long before some crowd arrives? The changes here are profound but unrecognised.
p1nkfish
24/1/2018
09:57
NmnGood trading update. Turn around happening.
p1nkfish
03/1/2018
23:21
Worth a read Http://www.sldinfo.com/adding-new-digital-capabilities-to-the-f-35-line/
p1nkfish
28/12/2017
22:16
UBI mentioned having won new business in Thailand in the release associated with the funding round this Autumn. They also have the Bosch agreement and below is the first Smart Factory in Thailand and is Bosch. Bosch committed to further investment in SE Asia for 2018 onwards and Thailand, Vietnam specifically. Https://www.enterpriseinnovation.net/article/bosch-opens-first-smart-factory-thailand-1355108544
p1nkfish
21/12/2017
15:36
Pacific Gas and Electric - debacle with North Cal fires and now cut dividend. Network mapping thoroughly could have helped. Hope UBI are in there selling. IMHO this is becoming a BUY. HTTPS://wolfstreet.com/2017/12/21/citing-uncertainty-related-to-causes-of-bay-area-wildfires-pge-suspends-dividends-shares-plunge-further/
p1nkfish
10/12/2017
14:09
Interesting price move Fri 8th Dec on decent uptick in volume. Still think this will be acquired. In the Bosch camp for Ind 4.0 vs the Siemens/SAP side plus others. SAP are making good progress and still shopping in IoT. Someone will come knocking, only a matter of time.
p1nkfish
23/10/2017
21:07
Something interesting going on with trade price at 39p/100K and 38p/125K. The 39p was above ask? Have they won some business? It might be more impetus for the £5.5M cash raise as working capital. I have got this wrong so far. Interesting to see where the other 8% have landed once the placing is complete.
p1nkfish
19/10/2017
07:50
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
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
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