The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Lets get something straight here ok and make sure you note this down and remember it.
I dont deal in trash scams and scammers and fraudsters be in no doubt about that.
With that in mind , If AD4 or any company I have an interest in get involved in any way at all with TRASH like Topple then I will sell everything in 1 single second.
Brieth and his trash is well known to MXCP and Smith they dumped him years ago when they got rid of all the rubbish at Redcentric
They have no chance ever of being involved with an MXCP company thank god.
If there was the slightest chance they did I would dump every single share ok .
Toop is complete fantasy Garbage and before you start any nonsense I know Brieth.
Even mention of his name makes me reach for the vomit bucket.
Tomorrow could be a big day here it ended strong.
Sooner or later its going to let loose.
Stay cool , look at the flag on the long term and 6 month chart it is tightening up very nicely like a very tightly packed concertina.
Thats a classic flag situation and the tighter it is the higher it goes when it breaks out and creates that flagpole.
The longer it stays in this tight zone the more explosive the flag pole will be and 10p is within reach in a day when it breaks out.
The more who load up now the more fuel it has to explode out of the blocks.
So dont worry Fiesta this is likely going to go ballistic.
Larger trades going through signal something behind the scenes maybe?
Or the 9 lol.
It's a bit quiet without Adam .
Hope that helps bring people up to speed on the situation.
It is all hard facts which can be verified by doing your due diligence which everyone should do regardless.
The Parent company for want of a better name MXCP is building up an IT Services business for Liberty Global.
I suggest you google them.
LG are one of the biggest global corporations on the planet.
Their founder has the largest land ownership in North America John Malone.
His largest shareholder is one of his closest friends one Warren Buffet.
Anyway they gave the task to MXCP to build them an in house IT services co In Europe,
MXCP are in the process of doing this and set up a joint venture with LG called MXLG.
MXCP own 50% of the joint venture.
MONEY is not a problem LG have oh around 50 Billion at their disposal on any given day.
MXCP have the skill-sets.
They have already bought 2 small companies for this new buy and build mini giant (they expect to buy around 14 companies for this project and combine them into one giant worth more than £100m)
IDE is in my estimation being 'groomed' for this project.
Once it has built up enough mass MXLG might buy it and it owes MXCP a minimum of 30p per share not to mention £10m of loan notes.
I would be looking for 40p min for a low ball offer when the time comes with an upside of £1
This is what MXCP do , it is what they are known for and it is why they are here with head of MXCP Ian Smith currently running IDE to get it "sorted"
MXCP have done this multiple times already with Tax Systems and Castleton Technology and Redcentric and Accumuli and many unlisted ones.
That's the word on the street so to speak but best you research it all for yourselves.
I know that larger holders of 1m shares and more like myself are not selling for less than 30p.
The large main holders the 94.8% they are not selling any at all ever.
This I can guarantee.
They will cash out when the company has been sold.
I cant say more but 30p min is my first target.
You must do whats right for you though and don't take this as advice in any way.
I'm just sharing what I know or have heard and think.
Guys can I just point out 1 thing ok .
The backers MXCP and Kestrel etc Also Nigel Wray wont be selling a single share in IDE .
I know how they operate.
MXCP and Kestrel (Max Royde) are all interlinked and invested in ALL MXCP companies.
Along with retired stockbroker ans serial investor Richard Griffiths.
Ravenscroft bought 25% of the MXCP operating business last year.
Ravenscroft are Stephen Lansdown multi billionaire founder of Hargreaves Lansdown
MXCP are also working on a joint venture 50/50 with Liberty Global one of the largest companies on the planet and has Warren Buffet as their largest shareholder.
Liberty Global approached and asked MXCP to build them up from scratch a £100m -£500m IT Services company.
MXCP have already started doing this.
NOBODY involved will sell ANY IDE.
The way MXCP work is to build companies up to critical mass and then they cash out by selling them.
IDE for example would be a perfect fir for the Liberty Global deal which is known as MXLG (not listed privately owned by mxcp and liberty)
So the only people selling any shares in either company will be profit taker and the like.
This is not up for question it is the plan it is what MXCP do.
Hope this info helps.
It can all be found on the various connected sites and RNS's.
IDE do this.
General IT helpdesk service.
Broadband direct fiber between sites or a virtual MPLS connection (which is important in relation to IDE)
Phone services, VOIP, managed IVR type services
Cloud services hosted email services, backup, remote storage.
Colocation (put your servers in IDE's own datacentre, or one of of the ones where they have space in the UK.)
Managed Servers, either on premises or colo'd
Software licenses like Office 365 etc
Hardware supply on a lease basis
Setup your own on-site networking, both wiring, and configuration
Device lifecycle management, supply and maintain, end of life, ensure it's securely wiped etc.
IDE do all of this on a large scale AD4 don't come close.
CloudCoco could be replicated by people wanting to be in this sector within 1 week.
It is just a re seller of Giacom Services.
IDE has a large network around the UK with a lot of support staff and engineers, especially in the London area.
They have a set up in Dartford amongst others.
There is a large scope for cross selling within current IDE customers let alone new ones.
This is something the old management messed up.
Their Data Centre in Bournemouth is the only one in the entire area and very under utilised due to mismanagement
It should be operating fully and they should be building more.
Now that new management are back on track this will happen.
The website for IDE is an absolute joke and they need to get that sorted as a priority.
It doesn't tell their customers even half of what they can do.
Their MPLS network page is a complete shambles.
They need to get this sorted asap.
A lot of current customers don't even know what they can do.
This has to be addressed by new management urgently and if done properly can pull in vast amounts of new revenue.
Once all of this and more is done IDE can very quickly become an MSP Giant.
It is also what MXLG are trying to set up with their Building a 'Daisy' project.
IDE would be very compatible so could well be bought out by that project for some serious money once
it is on the proper track again.
The upside in IDE is tremendous and everything is already there.
They just have to organise it properly and sell their services a lot better.
IDE have just secured a new contract with the Justice Dept.
Ian Smith sits at tables with Giants such as Liberty Global and Ravenscroft group.
Martin Bolland has supported and backed and still backs Ian Smith and MXCP since day 1.
Bolland set up Capita and Alchemy.Multi billion pound organisations.
Ian Smith is...CEO of IDE. (does that help?)
Hope that answers your question.
CloudCocos Graham Halpin helped IDE to do that.(contract)
He is now back at CC .
Look you must try and understand ,MXCP own a % of CC it was set up by the Redcentric sales team when Red was split up.
Ian Smith founder of MXCP (and founder of all these companies) is for want of a better way of putting it The Lord, and CC AD4 IDE amongst others are the Rings.
I like AD4 I simply like IDE a whole lot more.
Think of IDE as being the Big stage star performer at Glastonbury whilst AD4 is playing a set for free in a tent round the back of one of the beer tents.
That's the difference between the 2.
You cant have a £40m mkt cap that's sustainable for very long unless you have an underlying business to support it.
IDE has turnover of over £41m
AD4 has about £6m
AD4 has a longer road to recovery ahead, but that's not to say it wont get there as I think it will.
Hedge your bets is what I would do that's all.
And dont forget MXCP as it is due a re rating.
Good luck whatever you decide I hope we all make some money.
Yes it is always a good idea to keep info updated so any new people to the share can see whats happening without having to go too far back.
I will try and find them and post again.
Morning everyone nice to see us on the rise again with some strong early buying.
Hi Adam sorry you got sent to the bench , hope your back with us all soon.
"Towards the end of the year, several of the Group's material customers renewed their contracts with IDE, some on a multi-year basis, and at the time of writing, the pipeline of opportunities across the business both with existing and new customers and partners is the strongest it has been since my involvement. I am also pleased to report that the Group has been trading profitably at an Adjusted EBITDA level in the year to date. We are confident our strategy is on track and look forward to reporting continued progress throughout the current year."
"As a result of the actions taken during 2018, we ended the year in a much stronger position than we started it with a strong leadership team, an appropriate cost base and clear focus on operational execution and customer service to drive increased profitability and cash generation. The refinancing, which was completed post year end, has provided long term funding and means that the Company has no other external debt, as the Loan Notes are held solely by shareholders, and predominantly by the largest shareholders."
"Manage provides traditional people-based managed services, including service desk and remote technical support, project management and delivery, onsite and field-based engineering and device lifecycle services, the latter from our IL3 certified Lifecycle facility in Dartford. There is considerable capacity within this facility, and we see this as an opportunity for growth. Connect provides network services and data centre hosting services. A significant number of customers take services from both businesses and therefore we believe there remains the opportunity to upsell to our current customer base as well as growing by bringing new customers on board."
30p is the first step the the main backers of IDE getting to breakeven on their investments.
So it's a reasonable first target but I would expect them to want a little bit more than that for all their time risk and trouble.
"Strong pipeline of opportunities with both existing and new customers and partners"
Oh very well :{
A lot of news expected here over the next few weeks.
10p for sure.
I have a £2 target here.
Since when was Champagne a beverage?
These treeshakes are desperate there are no shares available for them.
This is heading to 30p as you say first rest will be 10p for some consolidating and biscuits.