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Very good results today slightly ahead of expectations: Http://www.investegate.co.uk/imimobile-plc--imo-/rns/preliminary-results/201706280700053557J/ - 11p EPS (compared to 10.46p forecast) - £9m adjusted PBT compared to £8.6m forecast - £14.7m cash pile against a £130m m/cap - terrific cash generation - extremely positive outlook: "The current financial year has started well, we have strong pipelines in all regions and our product suite remains hugely relevant in large growing addressable markets." Growth is global, all contracts have been retained and blue chip customers are being won. Pleasing stuff all round. Nice also to see them moving to pay dividends and utilise buybacks, though I'd rather they continued to grow the group with more acquisitions. My one small quibble with today's narrative is that we know they have very high recurring income, but they don't quantify this as much as they should to highlight their attraction for investors.
Exciting stuff..... Https://imimobile.com/blog-imimobile-joins-google-rcs-program/ "Blog / 16th June 2017 Get involved with RCS early with IMImobile and Google Posted by Sudarshan Dharmapuri The mobile industry is finally set on revolutionising messaging – and IMImobile will be at the cutting edge together with Google This month, IMImobile joined Google’s RCS Business Messaging Early Access Program as a launch partner further cementing our position as an innovator in the customer interaction management space. This exciting initiative sees global telecoms operators and key messaging providers come together with Google to start testing implementation of the new message standard. So what is RCS – and how is it different from standard messaging?" Conclusion: "For businesses, the advent of RCS marks yet another shift towards messaging-oriented customer interactions, and adds another channel into the evolving messaging ecosystem (alongside SMS, Facebook Messenger, Twitter DM, WeChat and so on). As customers increase adoption and usage of these diverse channels, and the number of channels rises, the ability to orchestrate and automate customer interactions and journeys becomes a business imperative. This, of course, is where IMImobile’s customer journey orchestration platform comes into its own. Google at the forefront – and so is IMImobile Google is playing a key role in the RCS initiative, which should help accelerate adoption and launch of the new messaging platform. Google’s Android Messages client supports RCS messaging (alongside SMS and MMS) and it is partnering with 27 operators and device manufacturers to upgrade the native messaging experience with RCS. Our participation in the Early Access Program means we can start driving awareness of RCS for A2P usage, test different use cases, and influence the development roadmap. We will also have access to resources on, for example, conversation design, and to the Google network of supported operators alongside our existing relationships with carriers on telecom channels. This is great news for our own clients who want to be early to market with this new messaging channel, as we’re ideally positioned to help enterprises take advantage of the technology."
Excellent year end trading update - slightly ahead of expectations: Http://www.investegate.co.uk/imimobile-plc--imo-/rns/trading-update/201704270700154778D/ Terrific cash conversion, with "more than 100% conversion of EBITDA to cash". Good progress generally everywhere, particularly in India. And a very strong outlook: "Jay Patel, Chief Executive of IMImobile PLC, commented: "The Group enters the new financial year in a strong position, underpinning its ability to drive further growth in the period ahead. We have a strong pipeline of opportunities and active deployments which provides solid foundations to build upon. "We are confident that our continued investment in our product suite, an active partnership strategy and integration of acquisitions can further amplify the Group's organic growth, whilst being well placed to take advantage of consolidation opportunities across the industry with our continued cash generation and strong balance sheet."
I bought some of these for the first time this morning after today's news. Telenor are huge..... Http://www.investegate.co.uk/imimobile-plc--imo-/rns/imimobile-signs-agreement-with-telenor-group/201703160700096121Z/ "IMImobile signs Global Framework Agreement with Telenor Group London, 16 March, 2017 - IMImobile, a cloud communications software and solutions provider, today announces that it has signed a Global Framework Agreement with Telenor Group following a competitive tender process. Under the agreement, IMImobile will supply its cloud Digital Service Delivery Platform, VAS (Value Added Services) Virtualization System and services for Telenor Business Units across the Telenor Group. The platform will be deployed in a secure cloud environment, and will support Telenor's long term vision to virtualise network capabilities and improve the efficiency of its core business. Telenor Group is one of the leading mobile operators, providing tele, data and media services for 214 million subscribers in 13 markets across Scandinavia, Central and Eastern Europe and Asia. etc"
Now on my watch list although I may have missed the boat recently !
Hellooooo... is there anybody out there.... I didn't get any RNS, anyone got any idea why the price has leapt? Not complaining, just curious...
I was impressed to see IMI hold firm and even climb a little in the face of all the Brexit woes. Will we reach the £2.10 target I wonder? Thoughts please. Anybody?
Wait for a pullback now, can't see any justification for current share price with next trading update two months away.
Despite reporting financial losses[due to listing costs]positive outlook boost's share price Tues 23 and today Wed 24. Ask now 148; sell 145.
A 'much delayed' rise came the afternoon of the 9th June - 150 - 148. Few were able to maximise the top, pre opening on the 10 th. 26 sales went through as the price fell back, such that by the time the Stockmarket opened for business the price had fallen back to 142 - 139, closing at 140 - 36. That offer price has been petty much maintained since - only dropping to 138 - 135 on todays last sale [actual deal prices varied slightly].
I would have thought that this RSN would have produced a rise bigger than 0.33%. Surely, this would be at least a 10% rise.
Audited results are out soon. Looks like listing to AIM raised the majority of current £9.5m cash pile and this has been used to acquire a smaller outfit - profitable but leaves net assets pretty thin. Interesting growth opp though if previous unaudited results are accurate