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"http://www.cnbc.com/2015/10/02/ http://www.theglobeandmail.com/report-on-business/industry-news/marketing/ad-blocking-software-threatens-growing-critical-realm-of-digital-ads/article26627946/ http://www.marketingdive.com/news/how-4-ad-tech-challenges-may-push-marketers-to-rethink-their-digital-strate/406680/ http://adland.tv/adnews/killer-app-mobile-ad-blockers-can-now-block-ads-within-apps/704023367 The links above regarding ad blocking ad blocking on digital platforms such as INTQ are liikely be the reason for the continuing lack of confidence here., I confess that I have taken heed of this, and sold out a few days ago, and bought into ALO. They have a top quality BOD, with excellent track records, a market cap of only £ Market Cap (m GBp) £1.610, and they have recently signed an extremely interesting deal with Desert Gold in a JV. which I do not think has yet been appreciated by the market.
Just seen this link below - does anyone think it may be relevant to INTQ ? http://www.theglobeandmail.com/report-on-business/industry-news/marketing/ad-blocking-software-threatens-growing-critical-realm-of-digital-ads/article26627946/
I think it is fair to say that the deteriorating economies in Latin America are a concern for the second half - I am also not sure how their currency rates will impact on profits, plus of course possible deteriorating sales volume. Of course, time alone will tell, but it is worth being aware of these issues. The Company has undoubtedly produced consistently good growth, and all credit to them for that, but one wonders if the possible blocking of ads on mobile phones could have a future impact. I find hard to understand in the accounts a few of the figures re cash and volume re Minimob-I would welcome views on this. I did raise this specific query in my email to the Company, but received no response to that issue, although I did receive an answer on the link to the webcast, so I am none the wiser.
The fascinating thing here - and has been for the last month or so - is the extremely high number of automatic trades as in the link above. Clearly the mm's know exactly what pre-booked orders to buy or sell are on their register, and, if there are a lot - as there appear to be here - they can make good money by altering the price to trigger them. Today it has been predominantly buys which were triggered. I am not drawing any conclusion from this at present - but simply wondering what other pre booked orders to buy or sell the mm's may have to use to their advantage. I guess the next week will answer the question for me.
http://www.isdx.com/forcompanies/ourcompanies/companydetail/default.aspx?securityid=1031670 Don't forget the trades on ISDX - link above.
Just received reply as copied below : "An audio copy of today’s recorded session will be available on the InternetQ website on http://www.internetq.com/investors/financials/investor-presentations next week."
The link to the phoneaudio webcast as published in today's RNS - http://wcc.webeventservices.com/r.htm?e=1057506&s=1&k=E480464D546B8C6320573453A0B7C9C0 is not yet up and running. I emailed the Company earlier to ask them when it would be available, but no reply as yet.
http://www.ferrexplc.com/directorsmanagement.aspx http://www.ferrexplc.com/shareholderanalysis.aspx Hi guys, Nothing new in the links above, but for those researching FRX for the first time, the excellent track records of the BOD leading to previous massive TO's and their personal shareholdings are indicative. News on Togo and possible deals must surely be close. Market cap still only £6m. Regards , Steve
The link below - although from July last year does offer a pretty good explanation of the Company strategy. http://www.thisismoney.co.uk/money/investing/article-2789246/midas-share-tips-smart-money-internetq-allows-apps-carry-adverts.html Extract - "The company developed relationships with mobile giants like Vodafone, Orange, Samsung and Sony because many of them used its software for advertising via texts to inform customers about new phones and upgrades. Now these mobile groups are signing up for Minimob and so are thousands of app developers. " As previously posted, although it is a Greek based Company, their volume of business in Greece is minimal - and they also hold ALL their cash in banks outside of Greece. I ave already double checked this with thw Company,
http://www.ft.com/cms/s/0/e7a8b72c-264c-11e5-9c4e-a775d2b173ca.html#axzz3m6bVEulx The link above - although a bit old published on July 9, offers an intersting alternative for INTQ. If inded they do go down that route suggested in the article above, it would indeeed make them cash rich. Worth a thought. Have a good weekend all, Steve
Just bought some more at 233.8p I am well pleased with that price. The mms are still suppressing the SP by triggering stop / losses on automatic trades - they must want these shares badly - this is not a normal trading pattern. http://hsprod.investis.com/ir/intq/ir.jsp?page=news-item&item=2142937425117184 From the recemt trading update above we already know that the pending results are not going to be disappointing - "Solid first half with increased revenue and EBITDA on prior year, driven by growth in performance-based ad campaigns InternetQ achieved continued growth across all business divisions during the first half of 2015. Revenue increased to c. €72 million (2014: €65.1 million), a 10% year-on-year (“YoY”) revenue improvement, even when compared to a particularly strong performance in H1 2014. Revenues were mainly fuelled by growth at Minimob, displacing the legacy Mobi-Dialogue business which has much lower margins. Adjusted EBITDA increased by approximately 35%, against the comparable prior year period, to over €13 million. EBITDA margins increased to approximately 18% reflecting higher margins in Minimob and maturity of the Akazoo model. The Company has a strong pipeline with good visibility for the coming six months and is on track for even better growth in the historically stronger second half. The Company remains confident for full year results to be in line with market expectations." This decline is seriously strange.
Results due September 30th. I do not think that their recent deal with Azakoo - http://hsprod.investis.com/ir/intq/ir.jsp?page=news-item&item=2128261521866752 has actually been recognized by investors. Extract “Strategic Rationale - In light of the increasing demand for content streaming and related services globally, and recent successes of Akazoo in penetrating blue chip customers and large, attractive geographies, this transaction is particularly timely for InternetQ. It provides significant new cash resources, IP, human capital, operational and technological synergies and other related assets to further build on the strong momentum of InternetQ's B2C services as a differentiated and broad offering that is attracting a significant subscriber base globally. Similarly, the structural separation of Akazoo aims to improve focus on InternetQ's respective business lines, while maintaining control of both.” http://www.internetq.com/investors/aim-rule26 As above CEO Panagiotis Dimitropoulos holds 46.19% of issued ordinary share capital other quality holders over 3% are Legal & General IM with 13%, Schroders Investment Management with 7%, and Standard Life Investments with almost 5%. The Company has grown profit successfully each year for the last 5 years – as per link below : http://www.hl.co.uk/shares/shares-search-results/i/internetq-plc-ord-0.25p/financial-statements-and-reports Cash balance – £ 11.59m, so no need for funding. No dividend has been declares SO FAR – as the Company has preferred to reinvest capital for growth. It would indeed attract investor interest IF they decide to pay a divi with the financial results. I confess I find it very difficult to understand why the SP is so low given their continued and profitable annual growth – perhaps they need to improve their PR. The spread is usually very low, often below 3%. Although their CEO is resident in Greece, only a tiny part of their business is in Greece, and I have been assured by the Company that they hold ZERO cash in Greek banks. Regards Steve
http://www.lse.co.uk/ShareTrades.asp?shareprice=INTQ&share=internetq Interesting to see two late reported large buys go through at full offer price . £5,578 @ 254.00 and £12.10k also at 254. Somebody obviously has confidence. Results due September 30th.
http://www.directorstalkinterviews.com/qa-with-vipera-plc/412677192 I like the way that they are going about their business in a measured and structured manner, without trying to hype it.
Just found this – an interesting article and forecast. SP holding well even in today’s horrible markets. http://www.directorstalkinterviews.com/qa-with-martin-perrin-cfo-of-vipera-plc/412675869 http://www.directorstalkinterviews.com/vipera-plc-bear-trap-gap-reversal-targets-8p/412661881 Extract – “Indeed, for Vipera PLC LON:VIP as little as a weekly close back above the 200 day moving average of 5.3p should be leading to a return to the main one-year resistance at 8p plus over the next 1 to 2 months” Still some way to go at currently 4.78.
http://www.vipera.com/ http://www.hl.co.uk/shares/shares-search-results/v/vipera-plc-ord-1p http://www.bloomberg.com/research/stocks/snapshot/snapshot.asp?ticker=VIP:LN Main shareholders - http://www.vipera.com/our-company/investor-relations/share-information/ Newsflow - http://www.vipera.com/regulatory-news/ Recent Director buys - http://www.hl.co.uk/shares/shares-search-results/v/vipera-plc-ord-1p/director-deals Recent Contract - http://www.vipera.com/contract-with-government-savings-bank-of-thailand/ Market Cap - £10.60 million HL – Summary page - http://www.hl.co.uk/shares/shares-search-results/v/vipera-plc-ord-1p/share-news Last funding - http://www.vipera.com/subscription/ - May 11, 2015 @ 4.5p per share Current SP – 4.25p – spread 6% Share chart - http://www.lse.co.uk/ShareChart.asp?sharechart=VIP&share=vipera Interim results due September – http://www.investorschampion.com/?ACT=20&ID=12584&dir=Company%20comment&field=7
http://www.isdx.com/forcompanies/ourcompanies/companydetail/default.aspx?securityid=103735 Hi surherland - as per link above, don't forget the trades showing on ISDX
Just found a bit more stuff on VIP – as below . http://www.investorschampion.com/blog/entry/an-eventful-week-for-the-market-aim-and-energy-services-in-particular-oppor “Vipera (AIM:VIP), the specialist provider of mobile financial services, announced a significant license sale of its MOTIF financial services platform providing further validation of its terrific technology. Commentaries on both can downloaded through the links below.” http://www.investorschampion.com/research/company/vipera-plc “Vipera PLC (VIP) August 18 2015 The specialist provider of mobile financial services has announced a significant license sale of its key MOTIF financial services platform. This is the second largest single order Vipera has received and provides further validation for Motif, which will be a key revenue driver.”
http://www.goldplat.com/media/BAhbBlsHOgZmIkkyMDE1LzA2LzI1LzEwXzI2XzI5Xzg1MV9Hb2xkcGxhdF9pbnZlc3Rvcl9wcmVzZW50YXRpb25fSnVuZV8yMDE1LnBkZg Nothing new in the June presentation above , but maybe of interest to those researching GDP for the first time , especially the GPL & GRG Turnaround Initiatives - page 12 onwards . A lot to go for - and no easy task, but therein lies the risk and opportunity as to whether the Company can deliver on these initiatives. We will soon find out !! Buy now at current low price - or wait for "proof of the pudding" ? - the perpetual investors dilemma. From his recent three buys, the Chairman Brian Moritz appears to believe that the strategy will be successful.
http://thebftonline.com/business/mining/14864/Sahara-Royal-Gold-Refinery-launched.html This would apear to definitive - extract - "The Sahara Royal Gold Refinery has been launched with the capacity to refine over 200 kilogrammes of gold per day." I wonder how much GDP will be using this faciity, and as to the potential benefit, especially relating to existing stockpiles. Any views on this, guys ? Also worth noting that the first elution plant should be operative and cash generative from October this year. http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/12391903.html "The first phase of installation and commissioning (the first of two 4 tonne columns to be installed at GPL), is expected to be completed by October 2015 to further increase elution capacity up to 8 tonnes per day"