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...looking to invest here. Any buy in SP suggestions would be appreciated. IMO now the second biggest holding in Marlboro' UK micro cap fund... 3.13% of the fund at the moment. It's got to be a winner.
Great news for everyone. Good business.
Anybody know why we have popped up to 6.00 on Google this afternoon?
I am enjoying the rise. BUT I am also a little sad that this is seems to be another example of. British tech being taken abroad..... like ARM. Would it have been worth far more in the long term. Oh well
What an absolute joy it was to get a text saying look online and reading the RNS. After 2.5yrs of holding I am happy to say this little dove is being released. This will pay the mortgage on my daughters house off and a little bonus for xmas. Well done to everyone and there'll be some glasses raised tonight.
Small punt here two weeks ago, nice little profit, only sorry I couldn't free up more money at the time, congrats to everyone.
Not invested here but well done to all LTH. Great outcome.
Thanks Suppersaint will probably increase holdings in IQAI and EQT ....already have what is for me a considerable holding in ARB. Been waiting already 2 years for the BTC surge!
In a nice Rolex Watch!
IQAI ARB or BGO
Brilliant..after 3 years holding... Where do I invest the proceeds?
This was a three-bagger for me from around 150p, with top-ups along the way. So congrats to the IMO team (and other shareholders).
As stated, I'd hoped to hold for some years, but you can't look a gift horse in the mouth. I was always surprised the bb was so quiet and didn't attract more interest. There's no accounting for taste!
It's interesting to see some buys going through at 598p. And sellers are almost achieving the full offer price. This is a recommended offer - from Cisco no less. Is it possible that Cisco's competitors might counter-bid?
Any chance ?
Yes this seems to be a good price (IMHO) at a significant uplift to Fridays price so I am very happy to be a LTH (though I wish I had more shares!)
Recommended offer at 595p!
A shame in a way...I'd have held for a long time - but this does bring a lovely gain nice and quickly.
They could have rounded it up to 600p :o))
Interims to 30/9 will be on 7th December:
Could be major?
IMO now support Google's Business Messages:
"Sudarshan Dharmapuri, EVP Products at imimobile, commented, "We're excited to now support Google's Business Messages and offer it as another channel for our clients. Business Messages will help turn billions of searches by Android and iPhone users into conversations between customers and brands - delivering richer interactions, improving customer experience, and reducing costs for businesses."
Octopus Investments continue to buy - they're now up to 13%, with 10.72m shares, so have bought another 820,000 shares since their last disclosure:
Don't forget, LSE has no idea if the order is a BUY or a SELL.
The platform guesstimates by comparing the execution price to the current mid.
If the execution price is > mid = BUY
If the execution price is < mid = SELL
well guys... with such a large spread loads is going on above and below mid!!!!!!
Best way to back that is to look at today's share price, +1.8% at time of writing but if you look at the trade board, it's filled with red. Well loads of these "red" are actually buys!
IMO a David Thornton pick in yesterday's live piword interview. Hear what he had to say at 27m03s:
Next week on piworld, Thursday 22.10.20, 1pm, we have a Superstar interview with one of the two most popular interview guests, Andy Brough, Schroders, Head of UK & EU mid and small cap team, & Richard Leonard, from a Family Office. Register here: Https://www.piworld.co.uk/events/
Tipped by Questor in this morning's column in the Telegraph - anyone got full access?
"Questor: WhatsApping clients, video calls with doctors – this firm is ready for life after Covid
Questor Inheritance Tax Portfolio:
IMImobile’s communications tools help its clients talk better to their customers via new digital channels
By Richard Evans 16 October 2020 • 5:00am
It’s tempting to divide companies into those that have suffered during the pandemic, such as airlines, and those that have prospered, such as technology firms. But there is a third category: businesses that suffered in the early stages of the virus crisis but expect to benefit from it in the longer term...."
Good coverage on Techmarketview:
"Tuesday 13 October 2020
King's College Hospital begins 'recovery & reset' with IMImobile
London’s King’s College Hospital NHS Foundation Trust has chosen cloud communications software and solutions provider IMImobile to help it advance its ‘digital by default’ strategy and support its recovery from the pandemic. As part of a five-year contract signed in August, IMImobile’s Healthcare Communications business will implement a suite of tools to improve patient communication and engagement with the Trust, including a patient portal and eClinic video consultation platform.
In the early stages of the pandemic, healthcare was one of the few areas of IMImobile’s business that was adversely affected, with revenue declining whilst other sectors, such as Banking and Mobile operators, saw growing demand (see Covid creates demand for IMImobile digital comms). In the latest quarter, however, the Healthcare side of the business recovered significantly (IMImobile emphasises reasons to be cheerful), as healthcare providers such as King’s College begin to reset and reimagine how they deliver care.
King’s will use the patient portal to reduce the administrative pressure on staff by automatically sending digital letters and enabling patients to cancel and rebook appointments online; and the eClinic will reduce the number of patients attending appointments in-person. In addition, the trust will make use of instant patient messaging; virtual assistants to respond to patient enquiries; and digital remote monitoring across care pathways. As well as enabling remote consultations and some monitoring, these tools give patients greater control over their own care, something that we’ve seen an increased appetite for during the pandemic.
King’s College Hospital is far from the only NHS Trust looking for ways to improve the patient experience and efficiency with ‘digital’ help. We expect demand for digital communication services, like those that IMImobile is providing, to increase in the UK in 2021 as NHS trusts begin their recovery and reset programmes."
Good news today - very nice revenues through to 2025, and from a whopping ten products in total from IMO:
"IMImobile PLC Contract with NHS Foundation Trust
IMImobile helps King's College Hospital to advance its 'digital by default' strategy and support its recovery from the pandemic
IMImobile PLC (AIM: IMO), a global cloud communications software and solutions provider, announces that its healthcare division, Healthcare Communications, is assisting King's College Hospital NHS Foundation Trust (KCHT) to implement a suite of solutions purpose-built to improve patient experience and increase staff efficiency. The new technology will allow the trust to advance its 'digital by default' patient engagement strategy, whilst also helping to reduce any backlogs caused by the Coronavirus pandemic.
The contract was agreed in August and will run until 2025; as part of the agreement, the trust will implement Healthcare Communications' patient portal and eClinic video consultation platform, alongside eight additional solutions from the company's patient engagement platform.
The patient portal is designed to inform patients about the status of their appointments by automatically sending updates and digital letters to their mobile devices, relieving staff of administrative pressures. The portal will also help the trust to reduce inbound phone traffic, by allowing patients to confirm, cancel or rebook appointments digitally with the click of a button, rather than phoning into the switchboard or specific departments.
eClinic will help to reduce the number of patients visiting KCHT hospitals for non-emergency appointments. The platform, complete with file-sharing capabilities, a chat function and translation feature, will also be used to provide urgent care for patients who cannot attend in person.
Trading 'further strengthened' since July update. Segmentally: Cloud communications product set (c.90% group gross profit) expected +20% yoy in 6m to 30 Sept, driven by organic growth and contributions from acquired 3Cinteractive and Rostrvm Solutions, while the value added services (VAS) and mobile payments business (c.10% GP) has continued to experience headwinds. Progress in North America with multiple customer wins across sectors and launch of new strategic deployments for large US retailers which co believes help underpin growth expectations for H2'21. Co also notes most impacted sectors (healthcare, SMB, retail) have seen 'significant' recovery in current quarter. Board 'confident' that full year results will be in line with market expectations (cons revenue £173m, EBITDA £22.4m). Trading at 2.2x Mar'21 EV/Sales and 31x P/E.