Globo Share Price (GBO)

CM, this is the $64 million question. Who are the competition? Well over on the ADVFN forum, we have had quite useful feedback from someone with direct experience of GBOs customer service. The product it seems, is pretty good but they feel GBOs marketing so far to be poor. Another user is assessing the most suitable provider for their company. Airwatch and SOTI are mentioned as competitors, and this user concludes Airwatch is most suited for THEIR needs. They summarise GBO thus: 1) No reference sites quoted, which I found surprising given they are supposed to have 150,000 devices under management. 2) Distributor doesn't seem to have much experience, nor are they pushing Go!E on their website; indeed they make more of Symantec's product. 3) Functionality weak in some areas. They are pushing Go!E more as a MAM solution as opposed to a MDM solution. In reality, as a customer you need both, and imho, Go!E has weaknesses as an MDM solution (I can't really go into detail on this on a public forum). 4) Cost. Go!E is priced much higher than the competition, and seems to have weaker capabilities. 5) Company profile. If you look at companies like Airwatch and SOTI, they are much larger than GBO, are growing faster, and are putting much more money into R&D and marketing. For instance, I think Airwatch's development team is larger than the whole of GBO. The installed base of devices for these two companies is about two orders of magnitude larger than GBO. The above applies to companies in the 100-1000 device range. GBO would lack some "Enterprise" functionality for very large companies. The "in a box" solution might be helpful for smaller companies. However, the whole MDM/MAM solution set may effectively be dis-intermediated by things like Google Apps, Office 365 and salesforce.com for small companies anyway.

according to the web, over the next few days we should find out if globo won the CTIAE tech award

Good evening folks. Thanks for the post GB. There is one investor you have failed to mention on your list whose investment criteria matches GBO...........CHEQUEMATE!, yo!. Well, ok, maybe not, but my investments are very much based on the criteria set by Jim Slater in his book The Zulu Principle which has proved pretty reliable to date. I have re-read the latest RNSs since the financial year end (Dec 2012) and are therefore not reflected in the figures but which will have an effect on how present trading is doing for which we will be given an update on 10 June. These include 27/2 Ingram major North American distribution agreement, 18/4 partnership with Fujitsu, 17/5 GO!Enterprise adds SmartOffice functionality. Looking back at the outlook in the final results for 2012, it read "Following an excellent financial performance last year, in 2013 Globo is well positioned to accelerate its growth and development in all areas of the international mobile business. Go!Enterprise server has stimulated substantial interest in the market and our order pipeline is growing rapidly, , strengthening our commercial platform for future development. Management has a clear strategy for addressing the emerging enterprise mobility markets in the US, UK and Western Europe where we plan to build a leading global market position. Overall, trading is strong and we are confident that 2013 will be a year of significant strategic progress and profitable growth for the Group." Statements by the Chairman and other major Officers are very important, particularly if they are positive or even more so if they are negative. The only word that concerns me is the word "overall", but "overall" the tone is extremely positive from what I have read which gives me confidence. Hmm, what to do?, buy or hold?. I usually don't like to buy in ahead of a trading update because if the update is good then I can still buy in afterwards and piggy back on the good news. But this could be an exception. My main concern is probably WHO is GBO's main competition?. It's an important question because we need to know to get a full picture. So, does anyone know?. Any answers and/or opinions would be most welcome. Thanks. Good luck and regards CM

here are a few of the investors whos investment criteria matches GLOBO, Globo is the only company in the entire stockmarket that passes 9-10 detailed investment screens and makes it number 1 in the screen of screens. (stockpedia) martin zweig, jim slater, josef lakonishok, phillip fisher, muhlenkamps ROE screen, warren buffett, Another company i am looking at currently is creston & dart both have fantastic accounts....any opinions welcome GB

Thanks for the posts W., good to see you posting back on the GBO board. Despite what any fund manager says we still must do our own research of course. I have taken a small holding in NPT this past week after trawling the FTSE AIM All Share Index and using strict criteria plus studying the fundamentals and reading RNS. As for SNCL, that is one I looked at sometime last year after a similar trawl. I had it on my watchlist and very nearly invested. It is one that has the potential and the name (think garden fertilizers). For anyone thinking of investing in it, it is important to read the latest trading update, plus those issued last year because their business is very reliant on the weather. Last years cold and wet weather had a very bad impact on the company and its revenues and profits and this year has not started well; so be careful. In my opinion there are better opportunities to invest in out there. There is too much risk out side of the company's control for me, but, hey, each to their own trading strategy. As for GBO, well, I added to my holdings at the end of March at around todays values and I am sorely tempted to add further on the back of the latest news and positive comments in the RNS. If I do, then I will probably have to sell something else. The news, potential and fundamentals remain just about 2nd. to none. For those who have been disappointed with the latest share performance, perhaps it would be good to look at the greater picture and think of the time frame you are thinking of. Too many investors are looking for too much return too soon, but, if GBO share price is at say, 55p by year end, not unreasonable I would suggest, that would give a return of around 30% from where we are now. Not to be sniffed at!. I'll settle for that, rather than take a bigger risk and look for something that will give me (possibly) 20% by the end of June and then crash. It is good to be able to sit back and relax (if ever we can truly) with our holdings without getting complacent. Good luck all CM

The other two were Netplay and William Sinclair both under the article 'The minor players can provide major rewards for the canny investor' in the money section