Ubisense Share Discussion Threads

[p1nkfish] 04/5/2018 18:07

NEC NETWORK YES, translated from Japanese. Useful.

[p1nkfish] 04/5/2018 05:58

Need to beat the below that now have GE partnership.

[p1nkfish] 03/5/2018 14:03

Imagine what happens if a herd turns up to buy some.

[p1nkfish] 03/5/2018 14:02

It could weaken short term but medium to longer term I really believe you will get a good return.

That the primary funders, Kestrel, released some stock specifically for another institution, and publicly stated so, shows how tightly held this is.

The right news and it will climb. Look to Japan imho given the changes made there and contracts they stated are coming up for renewal. Myworld looks impressive now and via Salesforce it's a catalyst for change and increased margin.

Decawave chips (and partners too) can make RTLS ubiquitous and UBI software demand grow, along with margins. Potentially all over industrial supply chains and manufacturing.

It feels like it's on the cusp of something big.

[nimbo1] 03/5/2018 12:24

spent all morning buying here to pick up £5000 worth, its so hard to buy! and thanks for the links

[p1nkfish] 28/4/2018 20:53

UBISENSE is in the centre of this with just one division. Where is stuff in a factory/logistics/warehouse environment, stuff that moves, including drones. How do we do stuff more efficiently, flexibly, reliably with one factory set-up.

The big industrial boys most surely have an eye on UBI and how useful it would be as a bolt-on acquisition.

[p1nkfish] 25/4/2018 14:16

Given it's hanging here all it takes is a small holder to get bored and we're below 50 again.

Needs a push with some news to get clear of this barrier to the upside.

[p1nkfish] 24/4/2018 13:50

Glad I'm not alone, like a quiet pbb but some confirmation can be comforting.

GLA.

[from8to800] 24/4/2018 12:38

Bought in this morning. Looks like completion of a classic symmetrical triangle reversal pattern + confirmation of a buy signal generated over a year ago. In my experience these drawn-out confirmations are the most reliable.Looking forward to the next few months!

[p1nkfish] 24/4/2018 12:26

nimbo, news of global roll-out with daimler, had started but now all global plants. Seeing upsurge in software demand too according to web release today. Still don't reckon future prospects are anywhere near in the price yet.

[nimbo1] 24/4/2018 06:43

Actually I am a jimbo, but the name was taken so I chose the letter below lol. Ok I'll take a look. I don't normally stray into shares I haven't done a lot of work on unless the chart looks compelling then Im happy to have a small punt.

[p1nkfish] 23/4/2018 20:50

About 2 1/2 years since last time at this price and it was on the way down then. Lets see if there is any symmetry, on the way up this time.
My target is > 75p and, results dependent, > £1.
That is certainly not impossible to achieve a market cap > £75M.

nimbo, another to look at on weakness is INSTEM. They are picks and shovels in FDA approval process in Pharma area. They don't take the risk of a failed drug development but sell the software to assist with approvals/compliance. Its a little perky recently but one to keep an eye on in case of weakness. I do hold it, have done from a good entrance price. Now is not a time to add INS but well worth being on watch list. Low float, relatively tightly held. Moves on light volume.

[p1nkfish] 23/4/2018 20:07

nimbo, not jimbo !
Auto-correct can be a nuisance.
Highest close in a long while.
Just a little news out of Hannoveer Messe and this could start to move convincingly.
Quite rightly as they have set the ship on a decent course.
Products with demand, higher margins. multi-sector and the IIOT growth area.

[p1nkfish] 23/4/2018 15:26

Looks likely nimbo.
About time.
Management have options around mid 70p so well on side of the shareholders.

[nimbo1] 23/4/2018 09:48

joined you here this am, only a tiny amount as v hard to buy. have some further orders in but its about to break strongly above 50p.

[p1nkfish] 18/4/2018 12:27

Digital twins and drone location will be very useful when combined.
I can even envisage tool delivery from post-post in large working internal spaces.
There's probably rare cases.

[p1nkfish] 17/4/2018 14:34

2 250k trades today.

[p1nkfish] 16/4/2018 22:35

2 large trades and the only reason to buy is expectation of a price rise.

Whomever bought isn't in it for a quick 5% and paid 45p so they expect 50p+ and I reckon it can run once through 50p.

Are they right?

[p1nkfish] 11/4/2018 23:51

Was thinking of Drone interface to myworld not SmsrtSpace.
The below was released today. More good ideas/news/capabilities.
Only a matter of time before it shows in results.

[p1nkfish] 07/4/2018 22:00

Full open source input makes a lot if sense.



Taking it from these type of sources too -

[p1nkfish] 07/4/2018 10:25

Feels like when one of the very, very few noticing PHD when it was about 26p-32p.

[p1nkfish] 07/4/2018 10:23

NOTE - Would like to see more mention of Saas developments to offer recurring revenue with more predictability.

This is building towards some catalyst causing a re-rating towards 70p+.

Fantastic capabilities.

Am I the only one to notice?

[p1nkfish] 07/4/2018 10:16

Must mean Lidar 3D capture capability from car industry?

"There’s an exciting future ahead for Capture, with a complete transformation underway in how infrastructure information is gathered, enables by reality capture technology from the self-driving car industry.” 

[p1nkfish] 04/4/2018 23:18

From the annual report. Wondered how long before VR/AR/Drones etc might bevsllowed for in the software suite. AR particularly interesting with a location and asset position input.

"To help our customer solve their business challenges by bringing emerging technologies such as machine learning, augmented reality, digital image recognition and industrial drones to them in a form that has a clear return on investment and is robust enough for industrial operating environments.

[p1nkfish] 30/3/2018 10:09

Now they have sold off the Japanese operations UBI can chase the Japanese contracts as they come up for renewal using the new Salesforce partnership and myworld/capture.

They mentioned contract renewals in the RNS.

I am convinced this is due a re-rating.