Ubisense Share Discussion Threads

[sammy_smith] 08/8/2012 10:30

Found this interesting audio webcast with Richard Green, CEO of Ubisense.

Its well worth a click:

[p1nkfish] 24/7/2012 11:56

Sp will probably suffer but results are within expectations.

[masurenguy] 24/7/2012 08:20

"Whilst new business opportunities continue to grow, we experienced some delays with a small number of orders from the North American market. One of these orders has since been signed and the others are expected to come through during the second half. The result of these delays is that full year revenues are likely to be marginally lower than previously expected and this, along with the increased investment, will have an effect on the Group's reported earnings for the year to December 2012, which are now expected to be within, but at the lower end of, market expectations." Half year end trading update: 24 July 2012

Ouch - issues such as this can quickly damage the shareprice. Good long term potential but could be volatile in the short term. No position - still watching from the sidelines.

[hastings] 16/7/2012 13:01

Nice piece of news today and a welcome nudge up too.

[p1nkfish] 11/7/2012 16:11

I think the market has a problem putting a value on Ubisense. I also think it is due a break upwards. DYOR

[p1nkfish] 22/5/2012 23:16

Charles Stanley have initiated coverage with a 310p target price. Don't all rush to buy now will you.

[hastings] 05/5/2012 21:01

And from the Cambridge News

Leading car makers in
Korea and Japan have
picked Cambridge
company Ubisense to
supply production
location sensors for their
plants across Asia.

Ubisense has geared
up with local technical
resource and a partner­¬
ship with Geoplan kk to
enable rapid delivery
and system deployment.

Tsunehiko Nishizawa,
Geoplan kk chief
executive said: "We are
excited about expanding
the Ubisense delivery
capacity in Asia and
extending their reach
into some of the world's
largest automotive

[timtom2] 28/4/2012 23:18

Interesting news article referring to future potential:

[timtom2] 12/4/2012 08:12

Decent RNS 0n VeroTrak and good potential in a growing need.

[masurenguy] 05/4/2012 09:30

This is an AIM stock and small volumes of Buys or Sells can sometimes have a major impact on the price and at other times no impact at all. It often depends on how much stock MMs are holding and what is in
the pipeline in relation to potential orders & sales. Maybe the Sells at 210p were picked up by institutions
or private investors or maybe they are held by one or more MMs. The fact is that you are just making an assumption without any evidence at all to substantiate it. You don't know the outcome and neither do I.

Opinions expressed about potential prospects, future direction, management credibility etc are fine whether anyone agrees with them or not. However it is absolutely pointless just making assertions about the source or destination of any specific stock Sells or Buys without any factual evidence to substantiate those claims.

[ltinvestor] 05/4/2012 09:05

Masurenguy. If the trades at 210 were just sells then why did the share price not move downwards as one would expect with such an illiquid stock.The reason why is that the stock was being picked up by institutions post presentations.

[timtom2] 05/4/2012 08:31

We haven't seen much news out of the Far East yet - unless I missed it. I would see that as a great new frontier.

As for the CSR news, it's not competing at the same level.

If you look at the RTLS space there is a great deal of competition but there is more to being succesful there than just having an offering. There is considerable back office, systems work, alliances etc.

[hastings] 04/4/2012 19:05

Have to agree with Tim Tom2 and I feel that UBI does indeed have a great future. Of course, not without risks but the management and backers are very switched on. Not one for the short term but should reward those with a longer term horizon. Personally don't have much of a holding but happy to let this unfold. As for the CSR news I don't think that will come as much of a surprise it was hinted at in the Cambridge business mag a while back.

[timtom2] 04/4/2012 18:44

But someone is happy to pay 210p - a decent premium over the float price.
That is a positive.

When sells find a home so easily, at such a decent price compared to a relatively recent float, then that is a good sign. Someone is confident of making money on 210p purchases.

[masurenguy] 04/4/2012 16:55

Hearsay but no evidence. The trades at 210p were sells !

[ltinvestor] 04/4/2012 16:52

I know who they were presenting too!.If they were all sells why has the price remained steady at the current level.More institutions are beginning to take notice and are prepared to tuck a few away and build holdings as the company progresses.

[masurenguy] 04/4/2012 08:56

ltinvestor - 230: Recent institutional presentations very well received and stock being picked up at 210p level.

What evidence do you have to support this claim ? The transactions this week at 210p have all been Sells !

[ltinvestor] 04/4/2012 08:32

Recent institutional presentations very well received and stock being picked up at 210p level.

[timtom2] 03/4/2012 17:27

That time of year. If you had stock at around 180p wouldn't you, perhaps, take some money off the table especially if you still had skin in the game?

Price has held up reasonably so far, Someone is happy to take the sells.

As for competition - do some homework on the standards. Also look at how much work is needed to oust an encumbent in a major industrial installation. A competitor may be able to piggy-back some but oust is another matter.

[dibbs] 02/4/2012 23:45

Bergster56,

I agree that as an early stage technology company UBI is not without risks. I also agree that there is some selling of stock but I don't think this is so unusual with a company that is still relatively new to the market just before the end of the tax year. I think "dumped" is a little dramatic. The seller managed to sell nearly £80k's worth of stock and the price of what is an illiquid stock did not fall. I'd be worried and agree with the "dump" description if seller was accepting 5 or 10% below the current bid price.

They'll probably issue an RNS and warn on profits in the morning now that I've opened my big mouth;-)!!!

Dibbs

[bergster56] 02/4/2012 10:02

oh dear. This is the thing. Its in a growing market, where there is great potential. But by definition such markets will therefore always attract competition who want a piece of the action.

Also £80k worth of stock dumped in 1 go this morning. Not seen 1 buy of any significance since results. All sells, and some of them very large

[nurdin] 28/3/2012 19:01

Wonder if this has any relevance to UBI technology:




CSR Promises Indoor Navigation With New Chip
CSR has developed a 'breakthrough' chip that it says can even work indoors, and tell what floor you are on

British chip specialist, Cambridge Silcon Radio (CSR) has unveiled a 'breakthrough' chip for mobile phones that promises to transform the user experience of modern sat nav systems.

Speaking to eWEEK Europe UK, a CSR spokesman confirmed that the new SiRFusion chip platform from CSR will work with the American Global Positioning System (GPS), as well as the new European Galileo system, plus Russia's GLONASS and China's Compass systems.

But the low power wireless specialist also confirmed to eWEEK Europe that, as well as providing better accuracy, SiRFusion will also work indoors. And even more incredible, it should also be able to determine what floor of a building you are on, finally making the possibility of indoor navigation a reality.

Indoor Navigation

So how exactly does it do this, bearing in mind that most sat nav systems require line of sight with orbiting satellites?

Well it seems that in order to work indoors, the CSR chip utilises indoor Wi-Fi positioning, as well information from the MEMS sensors (accelerometers, gyros and compasses) on the phone. In order to determine what floor you are on, it utilises the phone's barometer.

According to CSR, it then "combines this real-time information with ephemeris data, mapping, cellular base station and Wi-Fi access point location data and other cloud-based aiding information using the SiRFusion platform."

CSR offered two YouTube videos here and here, showing how the indoor navigation works.

[timtom2] 23/3/2012 10:02

Agree to some degree bergster but we don't know what others tax planning is givent eh time of year and some may have entered towadrs the start or on dips.

[bergster56] 23/3/2012 09:20

another 20k dumped today. Someone said earlier that we need to understand what people with deep pockets think about this stock. Well, i've been monitoring buys vs sells on this one since results day, and the sells massively outweigh buys.

In addition those sells are in hefty lumps as oppsed to retail investors dumping afew thousand shares at a time.

Like I said, imho this gives an idea of which way the wind is likely to blow

[bergster56] 22/3/2012 19:55

it shows which way the prevailing wind is blowing