IDG19 Jan 2010 17:00
Thought some questions and answers might help anyone new to the share,wont add any links but they are all in previous posts.
Q/ Its an Aim share what are the dangers?
A/ Have run a credit rating and it came back Low/Normal Risk very good for an Aim share. Currently £1.6mill cash and dept of £20k. Cash burn is very low now only 200k last year. Always a risk as any share but seems quite low
Q/ Share seems to move up/down very quick
A/ Only 14M available 83% are held by institutions and directors. wIth so few the stock moves quick.All the institutions have held for a long while and look to be happy to support the company.
Q/ Its just adverts on atms not very interesting
A/ The atms are also screens and one of the largest amount of outdoor screens that can be used to display targeted digital campaigns in the uk,reciepts are also issued to support the ads as vouchers. The atms have an 80% ad recall various studies to prove the fact. The campaigns can also be targeted as in gender and location,ie pizza hut use the machines near the stores, and Tesco for instore products
Q/ What else do IDG do?
A/ As well as software for the atms to display the ads they also sell the advertising space to 3rd party,s This is a growing trend with an 80% growth rate last year. IDG have just appointed two new key members of staff who are both well respected in Media sales and look to be trying to increase this side of the company.
Q/ What companies have used the atms?
A/ Atm customers http://www.i-designplc.com/Customers/
Advertising customers many blue chip companies details on the sites small selection here http://www.atm-ad.com/pizza-hut-happy-hour.html
Q/ Why buy now?
A/ IDG have been very patient in expanding waiting to be well established and trusted in the UK with the global recession easing companies will increase advertising budgets.Digital outdoor advertising is the quickest growing market .As UK and world leaders in this niche market now is the time for expansion. The current sp is now very low at its high it was 70p but the company is now in a far better position now than it was then
Q/ What expansion plans have they?
A/ They have appointed LD Systems in America as resellers, Trials have been underway in Australia where the whole concept is untried but a prime target,an office has been set up in Sydney trials seem to be going well ,as of yet Australia has not been mentioned but a simple search of google " atm advertising australia" turns up many pages, alot of research in previous posts. Canada and France have also been named as places they wish to expand aswell.
All in all a very well run company about to expand in many ways and very good potential obviously all in my own opinion but happy to answer any questions GLA AGM on the 26th Jan !!
Sign In
Follow the stocks
