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% 77.00p 75.00p 79.00p 77.00p 75.50p 77.00p 13,000 14:00:14
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 27.3 -3.1 -5.2 - 56.27

Ubisense Share Discussion Threads

Showing 1001 to 1025 of 1025 messages
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DateSubjectAuthorDiscuss
09/7/2018
22:49
Interesting news. Https://www.investors.com/news/siemens-alibaba-industrial-internet-china/
p1nkfish
08/7/2018
11:30
Not 10th July, I'm wrong. JWNG Finals on the 10th. Messed up my notes.
p1nkfish
07/7/2018
00:29
Interims soon, I THINK 10th July if I remember correctly. A chance the recent seller will see this pop back up again, some dependence on the forward look ubi give. Interesting to see if the results are H2 biased.
p1nkfish
29/6/2018
13:02
I wonder if there will be any business coming Ubisense's way from this massive BAE Australian warship contract?
she-ra
28/6/2018
21:32
It reads to me as if the last CEO had no idea and they still managed £22M sales or more. If this one does have "it", he seems to, then it's only going to get better and at higher margin too. Expect it to bounce off 85-90p repeatedly before moving through. Some turbulence to be expected.
p1nkfish
28/6/2018
20:00
Its not surprising at all though. Each factory may almost run in isolation. And any acquired factories would have their own systems. Purchasing decisions devolved to a country-level or even lower in likelihood. Tends to make the sale into them harder
pireric
28/6/2018
14:45
very bizarre how Daimler are not ran the same across the board . Some real opportunities . I sensed the optimism plus a few sly digs at the previous regime
ant445
28/6/2018
08:00
ant, he also has a dig at the previous sales/marketing set-up. Perhaps sales have been easier to come by than expected so with some effort there is growth just asking to be picked up. This is quite an indictment of previous management and, I think, bodes well for the future if they do now work out who to talk too at each target. It really suggests sales have and are picking up as they are now selling "more properly" and there is demand waiting to be sold to. Petti adds: “I wonder if they were speaking to the right people in these firms beforehand, when the technology was being rolled out.”
p1nkfish
27/6/2018
20:05
Nice link ... all sounds good
ant445
27/6/2018
19:28
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 - Https://www.standard.co.uk/business/minnow-ubisense-could-yet-be-a-successful-turnaround-story-a3872296.html
p1nkfish
22/6/2018
16:41
Thanks. Results about August for half year.
p1nkfish
22/6/2018
16:03
I can sell plenty online but can only buy 2500 at the full ask.
the big fella
22/6/2018
15:41
How much is not much?
p1nkfish
22/6/2018
14:42
L2 v strong 4v1. Not going to take much to get this moving.
the big fella
22/6/2018
08:53
Lousy music fish
petewy
21/6/2018
22:41
Type the below into YouTube. Very useful for selling, quoting and completion. Only a week or so old and only a few views, opened my eyes to what it can do and the value/speed it can add. Should sell well. "Ubisense myWorld for Salesforce"
p1nkfish
21/6/2018
06:31
+1 - I think we will see good rises here. Yesterday was a great day and I expect many more like it. You do not land contracts or associations with the US and NATO just like that. The enormity of this news will sink in over time. In the interim, enjoy your rises. I believe we will break the 3 year high today. Up-trending nicely. hxxps://www.insidermedia.com/insider/central-and-east/ubisense-division-secures-north-american-contract
ctrlaltdeliver
20/6/2018
13:55
This has many similarities to Ocado. And like Ocado a few years ago the market hasn't fully woken up to the potential.
she-ra
20/6/2018
13:01
Interesting chartist view.....I do think the higher margin own label products will make a huge difference going forward. The contract just announced gives substantial credibility to the product suite
catch007
20/6/2018
12:46
Lovely formation and primed. PinkFish - upside potential from here given the strong support and break out forming?
ctrlaltdeliver
20/6/2018
10:22
November 6 2015 share price = 87.50p. February 14 2016 share price = 264p Major contract dropped yesterday. Break the 87.5 target and off we go. All about the numbers here. Follow the money.
ctrlaltdeliver
20/6/2018
09:40
Uptrending towards 3 year highs. All time highs were established the year before at over 264p. Following the numbers. Bought in.
ctrlaltdeliver
19/6/2018
22:48
Lastly, the Toyota work in Thailand is interesting. What would happen to the value of Ubisense if Toyota rolled out a Ubisense solution globally (as Daimler have been announced as doing) to enhance TPS? Thailand might be just a testing ground for wider Toyota. "Ubisense SmartSpace has attracted a network of partners around the world, including Logiprotech in Thailand. Founder Ryoichi Sasaki was President of TOYOTA Thailand plus the President of Toyota Motor Asia-Pacific and is at the forefront of driving Industry 4.0 in the region. He said: “In May 2017 we began a feasibility study on Ubisense products in Thailand. We were of the view that the latest information technology based on Ubisense market-leading RTLS technology would attract the potential demand for breakthrough improvement in the production and logistics operations across the region.” “We soon recognised that it would make sense to bring in Ubisense products to further enhance the competitive edge of various industries in Thailand. The Thai government is actively promoting the “Thailand 4.0”, the policy to make effective use of the most up-to-date technologies in an attempt to restructure and revitalise the industries in Thailand. Taking such factors into consideration, we decided to establish a new joint venture company called LPTT, “Logiprotech (Thailand) Co., Ltd.”, in June 2017.” “The Thailand 4.0 policy also gives new government incentives to the latest technologies administered by BOI, Board of Investment. They confirmed that our RTLS, based on Ubisense technology, satisfies the BOI criteria allowing our project to receive relevant incentives. This will certainly contribute to the successful development of our project.” “LPTT launched its first project at a factory of Toyota Motor Thailand at the beginning of November 2017. This is the very first step significantly meaningful to the future of our project. Toyota is well known as one of the most successful automotive manufacturers. In particular, Toyota Production System (TPS), is highly recognised on a global basis. I believe that the IoT technology will help to further develop TPS and hope that our system based on Ubisense RTLS will be able to contribute to such activities. We intend to continue our efforts in deploying our system in Thailand and eventually in other countries in Southeast Asia. We are beginning to receive a number of positive enquiries from other automotive companies as well as other industries than automotive field in Thailand.” “Southeast Asia or ASEAN has huge potential as a big growing market and also as a competitive and reliable manufacturing base. This area, in particular Thailand as the leading country in the region, has signs of needing something innovative to stimulate to dramatically heighten their production and logistics capabilities. I believe that Ubisense RTLS will satisfy such requirements due to its unique and distinctive technology.”"
p1nkfish
19/6/2018
22:40
I don't see the likes of Quuppa as a large threat. a) Ubisense are transitioning to a software led business with hardware being lower margin. b) They want their software to take data from any source - probably including 3rd party location hardware like Quuppa. From 2017 results: "SmartSpace solutions are based on a modular software platform that manages real-time location and identification DATA FROM MULTIPLE SOURCES to support industrial-scale, mission-critical visibility and control applications." "What we are doing … Now Continue to invest in the product roadmap across both sides of the business, adding enterprise capabilities such as analytics and reporting, deeper integration with THIRD-PARTY HARDWARE and enhancing geomobility. This will enable our enterprise platforms to be truly capable of taking DATA FROM ANY SOURCE and offer real-time visibility and insight" Interestingly Ubisense have CGI in the 2017 results as a partner and both CGI and Quuppa are involved with Lufthansa. Https://www.businesswire.com/news/home/20180221005253/en/ Https://www.cgi.com/en/2018-05-24-Lufthansa-Group-chooses-CGI-as-strategic-partner-for-infrastructure-and-digital-transformation-services Siemens is a different matter overall as they are a Goliath in Industrial.
p1nkfish
19/6/2018
21:43
£10.7M of 2017 revenue was 3rd party Geospatial expected to run-off 2018 and be replaced by higher margin own product. So far there has been £4M new announced today for 2018 and £10.7M from NEC over 3 years (probably not linear) so say 2M, 3M, 5M as a guess. In other words, as half-time approaches, they are about 60% of the way there. "We expect that the run-off of legacy third party services revenues will largely complete over the course of 2018, following which our results should better reflect the growth we are targeting in our own products, and as the proportion of third party services revenue in our mix declines, our gross margin will also naturally increase."
p1nkfish
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P:43 V: D:20180719 17:30:12