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6 years or so is quite a time
Yes if it goes to a pound maybe then the potential and image will improve a bit more, as everything in shares it needs time
Break even at a quid - then might begin to agree
I am from Cambridge and the company is based in Cambridge as well, what is there not to like maybe another Arm holdings in making
Published on the SPA site is news up a programmatic upgrade. Salient points (to me) are:
New 1Data Gateway features in this latest release include:
"REST API enhancements, including the ability to access data quality, validation and user statistics through external dashboarding tools such as Esri ArcGIS Dashboards" - I would think, given the position of ESRI in this market, that allowing access through their dashboard must help sales.
and
"Internationalisation of the User Interface (new Spanish option added)" - It shows my ignorance that I had assumed Spanish would already have been there. It is one of the most widely spoken native AND second languages in the world. Its addition simply means SPA products just because more appealing in Central and South America for starters.
The full release is at https://1spatial.com/news-events/2021/1spatial-announce-the-release-of-1datagateway-2-3-0/
GLA
GS
This was tipped by the mail on Sunday Happy days
Well it happened Amen.
But didn't sell will hold for a punt and a ride
And where they’re heading...massive opportunity that most people have never heard of
https://www.valuethemarkets.com/2020/10/02/video-1spatial-runs-through-recent-results-and-growth-strategy-with-analysts/
I am amazed that a company with these prospects inc a possible takeover by google isn’t flying higher. Yesterday was a good day but seems money flooding into cyclicals at the moment.
What’s the next big deal for this company?
Hi GSmiley, pleased you liked the write up and it is good to hear your take on the CEO etc, which I agree with.
Just one thing to point out regarding Andrew Fabian in that he has actually been appointed permanently following the interim period as previously announced, so I welcome that, as I am sure you will too.
I think SPA really is in a great spot now and I would expect further good contract news to flow through this year as there is clearly plenty going on and seemingly in new areas which could see alliances with additional partners being announced.
Personally looking for decent returns here a couple of years down the line.
@PP - good write up - thank you for sharing. The turnround and the appointment of Claire Milverton as CEO are no coincidence. In the "beforetime" of hotels, crowded rooms and 5-6 presentations in 90 minutes, SPA presented and she put her SEO in the shade. Luckily, I only spotted Claire had been appointed in 2020 when I was idly browsing "stuff". That was Feb and my son in Hong Kong was telling me that there was a virus that might prove to be quite serious. So I liquidated pretty much every investment I had, but post the March crash bought most of them back and added to my portfolio with the cash leftover. SPA was on that list. So I like Claire.
The other key player (imo) is Andrew Fabian. I was a very happy s/h at Statpro where he was CFO. He is a really classy act and a wise head to have in a tech business. He is interim, but I am delighted to see he is still there and when he goes I am sure it will be in good order and that he will have had input into his successor. Also interesting that he has bought (at cost) about £50k of shares. If you are an interim, there is no need to show "loyalty" so I suspect he liked what he saw and I think he has very good judgement.
GLA
GS
Following on from GSmiley's very useful link, my offering for additional interest.
https://martinflitton1.wixsite.com/privatepunter/post/1spatial-on-track-for-growth-05-03-21
Highlighting why the data SPA deals in is increasingly important. https://www.techuk.org/resource/authoritive-geospatial-data-and-digital-twins-denmark-in-3d.html
:-)
Very satisfying. I have this down as one of my potential multi-baggers. Small market cap, what looks like great positioning and a business that increasingly looks set to take advantage.
Happy holder
GLA
GS
that's what I wanted to see, conversion of EBITDA to cashflow.
no more crossing of fingers, they are well on their way to self financing growth in very attractive sectors and territories.
Released earlier than I had expected, but still have my call lined up for Thursday.
Suffice to say very positive pre-close update, ahead of market expectations, with cash increasing on the back of a robust performance. Liberum has upped its target price to 60p in the note released this morning.
@PP - Thanks very much
GS
Hi, the TU is scheduled for a week tomorrow.
We had updates last year in Jan and March. I have looked online but cannot see any indication of when they will update this year (there is a mention in Liberum's research about "next few weeks"). Has anyone got any better information?
Thanks
GS
thanks for posting that. covers everything i have said and more, which is rather comforting.
the one other factor I would re-highlight to investors is the pedigree of the Chairman.
May be of interest to others holding or taking a look.
https://martinflitton1.wixsite.com/privatepunter/post/no-more-sparring-time-to-deliver-21-02-21
Took a small loss a year or two back here. Now trying to jump back in. Hope the worst is now over.
also, if they show positive operating cashflow for the full year (this has always been an issue) then the investment case looks very different.
predictable, stable free cashflow and cash at bank = invest in business from own resources = continued growth = higher shareholder returns.
should get a year end update in the coming weeks. fingers crossed yet again.
good to see some momentum.
good also that at the heart of these contracts is the scalable software solutions, which suggests the transition into recurring style revenues over complex consultancy is gathering momentum.
much more attractive profile of revenue for investors.
what this business does is quite hard to get your head around, but hopefully people will start to see it is operating in the right sectors and geographies, where there is spend going on for the foreseeable future.
if it happens
Amen.