Member Info for oldtramp

I recently ran IDG through a credit risk rating with Graydon the results are very unusual for an new AIM listed company .They came back as LOW / NORMAL.which in the current climate is exceptional. On further research on the latest yearly report explains why. http://www.i-designplc.com/attachments/040_i-design_annual_report_and_accounts_2009.pdf "Outstanding borrowings at 30 September 2009 have reduced to £27,500 (2008 - £54,000) and the Group’s net cash and cash equivalents position at the year-end was £1.7 million (2008 - £1.6 million)." "I am pleased to report that the Group made further progress in the development of the business. Total revenues grew by 14% compared to the previous year, with revenues from media sales increasing by 81%." "At the beginning of the financial year, approximately 4,500 ATMs were available for third party advertising, which compared with 1,000 at the same point in the prior year. As a result, I am pleased to report that we have been able to drive the growth of the Group’s media income from third party advertising campaigns and, year-on-year, media sales increased by 81%. This increase was achieved both through repeat bookings from existing customers as well as new customers and brands choosing to advertise via our ATM networks. New advertisers included Costa Coffee, PayPal, Coca Cola Enterprises and National Express, and we have broken into new sectors such as fast service restaurants. I am also pleased to report that despite the increasing pressure which advertising budgets generally came under this year, our average booking values have been maintained over the year." FAZ i will email you all the research you asked for mate , i have posted it here but its wasy back.

Been looking at the Outdoor Advertising Association website that IDG are a member of some great stats on Outdoor ads Top 20 Outdoor Advertising Categories - 2009 http://www.oaa.org.uk/MarketTop20Cats.aspx Top 20 Outdoor Advertisers - 2009 http://www.oaa.org.uk/MarketTop20Advertisers.aspx The site also has a couple of reviews on ATMads recent campaigns

Excellent research mate yours looks alot more organised and in order than mine lol.Defiantly a few articles i had,nt seen and picked up on so thanks for that.One of the main reasons i believe in the Australian expansion was the "twitter" i found from Ana Stewart from July "Melbourne fantastic place - Great to see our screens up and live in Sydney and Melbourne airports on the DDC machines " Available from twitter her username is Ana56 . Great work on Wincor Nixdor i didnt know it was already installed on the Wincor ProCash application that is very interesting. First Data would be a great catch i know that idg have advised them on white paper on the benefits of atm advertising and do think the timing of the announced trial ad is prob too much of a coincidence. On a similar note i have looked into Nautilous Hyosung i cannot find any related ad software that they currently use and taken the fact that both LD Systems and Customers ATM have both recently announced a distribution partnership is another coincidence.Lots of coincidences sure you agree and that's without Canada and France again more speculation with the IBM Contact as an agent,IBM used to run all the ATMS software until Windows took over. IBM have been working on a new cloud product for banking solutions and again had a study done on ATM advertising last year,could well be looking at getting back into the market as windows has had a few security issues with the constant update system they use.Level four software are quite well into this market and have a relationship with IDG which could answer some of the high costs of R&D incurred by IDG last year.Level Four Software are also very well respected in the atm software market could be something or nothing,time will tell. Finally back to Australia,its all well and good getting the machines to advertise on but the main task is to sell and obtain the promotions! Now who could be better than Matt Mc Grath and Micheal Sandford (both ex Y&R) with great contacts,could the transaction media be a sweetner for them and IDG get the main banks? Not sure on that at all but it all ads up to a possible huge expansion . Interestingly if you look at http://www.jfmedia.com.au/files/trans_media_sales_kit%5B2%5D.pdf Jf media are holding that on there server,would love to know why? Have links to all the above if of any interest just ask.

Hi mate no that was Faz,s research mate and very interesting . I have replied to him and will post that later as i hope it explained my thoughts. Afraid its also quite complex ,but again a few good discussion points at the end of the day what i feel is atm companies have come up with software products ,but non other than IDG have made it work,basically because they can offer the marketing for the product which is essential,what use is the software to the ATM owners if they then have to go out and find companies willing to advertise on it. Idg supply and market the advertising to blue chip companies the results can be seen on http://www.atm-ad.com/case-studies.html the fact the recall is so good ie 70% of atm users remember seeing the ad is a great tool in its own,if you partner that to the way that digital advertising is going its a very cheap direct approach. Many companies have moved away from TV/Newspapers radio as they pay for bulk adverts to a random audience. Tesco,s found the response for reciept redemption in the stores very good as did coke with the apletizer campaign. Atms have the power of location targets ,gender targets,and total concentration as a major plus.

Nice to have a rough idea what the ATM advertising will cost marketers, although I started to think if IDG were not involved in this then Wincor Nixdorf and CashCard could be a very serious rival. However, the fact that John Tait said they have been upgrading their technology for 12 months to facilitate advertising, could mean Wincor Nixdorf had enough time to trial IDG's atmAd platform before setting up in Australia with First Data on 25th March. Also the printed ads on receipts, loyalty offers and coupons all sounded a bit too familiar, so I kept researching! http://www.atmmarketplace.com/products.php?sf_id=122&prod_id=819&s=6 "atmAd is not just hardware independent, but more importantly it’s application independent too, meaning you can leverage your existing investments and varied software infrastructure without the need to make wholesale application changes. atmAd is deployed on applications including Diebold Agilis, Wincor ProCash, Aptra NDC and Kalignite and is already successfully delivering campaigns simultaneously across these varied networks." Dont know if you already knew this, apologies if you did, but atmAd is already deployed on the Wincor ProCash application, so is it safe to assume CashCard's ATM Network will be using atmAd? If so then add their 5500 ATM's to Customers 5500 ATM's and atmAd will be on 11000 ATM's in Australia alone. http://www.atmmarketplace.com/article.php?na=1&id=11520 30th November 2009 "The company’s atmAd platform has been licensed to about 12,000 ATMs and is installed across 6,400 ATMs in the U.K. and more than 300 in Europe." As this was before CashCard announced opening its network to advertising, it is fair to assume that the above figure doesn't include CashCard's 5500 ATM's, but would make sense if it included Transaction Media's (Customers) 5500 ATM's, therefore IDG could potentially have access to more than 17000 ATM's in Europe and Australia!

I found this article and it confused me a bit at first to be honest, thought it could be good news, bad news, or just a coincidence (i.e. 5500 ATM's). http://www.theaustralian.com.au/news/wincor-nixdorf-sets-up-sydney-office/story-e6frgal6-1225700516405 25/03/2009 "Wincor Nixdorf sets up in Oz with a 5500 ATM deal with First Data International. The First Data deal, which has already seen about 4,500 new ATMs placed into the firm’s Cashcard network, will give Wincor Nixdorf more than 20 per cent of the local ATM market when the roll out is completed. The firm has also signed an ATM software deal with banking services outfit Cuscal and is understood to be on the verge of signing an ATM hardware and software deal with a local tier-one bank." This worried me a little as I thought Wincor Nixdorf may be preparing to rival IDG in Australian ATM advertising, as they already offer a similar service in Sweden. http://www.wincor-nixdorf.com/internet/site_EN/EN/WincorNixdorf/Press/pressreleases/2008/kontantenen.html Then this article you posted on LSE a while ago: http://www.theaustralian.com.au/business/media/atm-operator-cashcard-to-open-up-network-to-advertisers/story-e6frg996-1225809980129 14/12/2009 INDEPENDENT automatic teller machine operator Cashcard is planning to open up its network to advertisers. Cashcard is testing advertising on 3300 autotellers nationally, using a campaign promoting the Juvenile Diabetes Association as its testbed before opening up the entire 5500-strong network to ads early next year. John Tait, sales and marketing senior vice-president at Cashcard parent company First Data, said the company had spent 12 months upgrading its technology so the machines could present ads on-screen and print ads on receipts. "We have called on international experience and some of the learning about the unique advertising opportunities on these devices." Mr Tait said Cashcard was expecting a range of advertisers to embrace the new services. "We are expecting government agencies, fast-moving consumer goods, travel companies and retailers to use the service," he said. The autotellers could also print out loyalty offers, coupons and other promotional tickets on the back of bank statements. "This is very much in its infancy, but we have had a lot of interest from advertisers," he said. "We started to put out feelers about four to six weeks ago." Cashcard expects advertisers to pay between $30 and $50 monthly, per machine. Mr Tait admitted demand for autotellers as an advertising vehicle was difficult to predict. Nice to have a rough idea what the ATM advertising will cost marketers, although I started to think if IDG were not involved in this then Wincor Nixdorf and CashCard could be a very serious rival. However, the fact that John Tait said they have been upgrading their technology for 12 months to facilitate advertising, co

Knotty this share moves like that mate ie £1100 sale knocks it down 5% reason being so few shares are about the main bulk of the 14mill is held very tightly and do not get traded at all,on the flip side it moves up just as quick on the same small volumes. What we now need is the operations update which must be soon,sure you have read all the recent posts on the global expansion etc. faz147 hi mate happy new year to you aswell !! Like you i am looking to top up very soon as i dont want to leave it too late just juggling a bit now lol. Thanks for the email mate some great research and a couple of good links i had,nt seen before, why not post them on here be good to discuss some of the findings,quite a few investors here up to speed . GLA

This makes good reading for anyone with an interest in IDG http://www.i-designplc.com/Reports-and-accounts/ The latest report gives alot of info on how the company is evolving and the current Strategies all good reading. I have uncovered a bit more on Australia but best i wait till the expansion is confirmed,all adds up and very positive for IDG I believe. Good luck all not long to go now till the AGM and operations update.

Happy new year to everyone ! just a couple of reasons why i am looking forward to 2010 with IDG When i first researched this share one aspect i liked was the ongoing prospects of good news from many different sources which could all change the sp in a positive way. I believe now we still have quite a lot to look forward to. 1 / Two expected deals with UK banks yet to come to fruition 2/ News from Australia which must come soon 3/ An update on how LD Systems are progressing,they seem to have dedicated a large portion of the website to promote ATM AD which must show intention 4/ The CEO has recently mentioned Canada and France any news again would be very positive. 5/ The new large companies that sign up for advertising campaigns,which is now regular GLA and its great to see a stock where so many Pi,s have bought as an investment and not just a quick punt.

Frank again i agree with what you say on reasoned debate and research,of all the companies i have researched this one has been that little bit different probably down to the huge potential and that after 13 years of hard work the company now seems set to go global. Initialy i liked the fact the mkt cap was so low with 1.7mill cash and that so few shares are available with only 14 mill and i honestly believe that ontop of the 83% we know that are held the other 17% are held by investors that believe in the company.Obviously the last accounts would at 1st glance to look poor,but once you find that without the expansion plans the company would have broken even in very testing times it puts a whole different perspective on the company. Also Once you "think outside of the box" and see the potential for an advertising media that has a very high customer recall and that the results from campaigns can be accounted for ie via the redemption reciepts and the targeted market it also adds a huge advantage for prospective customers over other forms of advertising. IDG have a very solid base of bluechip companies that i feel would also use the worldwide network and with all the staff in place and the overseas resellers its going to be an interesting 2010. Obviously everyone would like to know when this company is going to anounce the news of expansion etc,i would like to think that now i believe everything is nearly in place some news will be forthcoming in mid Jan at the AGM. Anyway i dont think i will find anything more before it is anounced and i have exhausted google with so many keywords i cant think of anymore!! so for me its know time to wait ,any questions fire away prob about 20 pages of research here and very hard to summarize. GLA and all only my opinion Have a great christmas all and lets look forward to a prosperous new year with IDG !!

Yes i agree with that, i should have added that IDG was the only company i could find that provided the full package ie software and provide a 3rd party ad campaign. The other plus against the NCR is as Cliff Dean stated "“One of the main obstacles for progressing ATM advertising in the U.S has been the absence of a solution that delivers both internal and third party campaigns seamlessly across multi-platform environments; coupled with the lack of industry expertise to sell the ATM space to blue-chip third party advertisers. This has been easily overcome by atmAd which is already successfully delivering third party revenues for banks in other territories and LD Systems are pleased to be able to deliver this solution to the U.S. market,” said Cliff Dean CEO of LDSystems." Do you agree that Australia is a total new market to exploit? I havent found any previous companies that have tried. The fact that alot of attention has been given to IDG since they arrived in Australia and now we are seeing quite a few ad campaigns starting to appear leads me to believe they will get the lions share of this market. All the reports i find are of how the banks have been upgrading the atms and now many if not most are capable of carrying an ad. GL mate and good research.

Found this interesting http://www.theaustralian.com.au/business/media/atm-operator-cashcard-to-open-up-network-to-advertisers/story-e6frg996-1225809980129 especially the quote "We have called on international experience and some of the learning about the unique advertising opportunities on these devices." could be relevent as we know IDG are the world leaders in this technology infact i am struggling to find any competitors lol. Also the fact that cashcard is owned by first data who have atm,s placed all over the world.

i have uploaded the report to here http://www.megaupload.com/?d=3IBHCZ2Y should work

I Think this statement sums up the worldwide potential of this company “atmAd is a shining example of how UK digital outdoor can lead the world”, said new Head of Media Sales, Justin Stark. “The accountable, engaging and ubiquitous nature of the ATM consistently delivers advertisers over 70% brand recall, combining effectiveness and innovation in equal measure. Our aim is to bring more UK advertisers closer to the money, by engaging consumers one-to-one.” What other form of advertising has a 70% brand recall ? GLA

http://www.transactionmedia.com.au/news.html

another article http://www.theaustralian.com.au/business/media/atm-operator-cashcard-to-open-up-network-to-advertisers/story-e6frg996-1225809980129 knotty the agm in mid Jan should be interesting for some news and the reflection

Take a look at these two links and draw your own conclusions http://www.digital-media.net.au/article/atm-advertising-network-atmad-launches-in-australia/490984.aspx http://www.transactionmedia.com.au/CustomContentRetrieve.aspx?ID=286083

This is an interesting article http://www.bizreport.com/2009/11/biakelsey_dooh_revenues_to_reach_37_billion_by_2013.html If you add to this the fact that atm ad can target ads,by location ie tescos stores for promotions in store or universities for student related ads etc etc or the nivea ad which was targeted with different ads for both sexes the potential here is mind blowing.

Taken from a recent interview with Ana Stewart # atmAd has started taking part with Posterscope’s PRISM booking platform. What are your thoughts on the other online booking initiatives such as BookingDOOH, and your thoughts on the U.S.-style aggregators such as SeeSaw Networks and Adcentricity? In terms of PRISM, we feel that any planning tool which delivers a level playing field for all outdoor media is a good development, especially where it allows the each diverse, effective and bespoke element of digital out-of-home to shine amongst the bigger, more traditional formats. Our thoughts on aggregated sales networks are that they aren’t always suitable for many digital out-of-home formats or the more niche outdoor and ambient formats. By placing your media with an aggregated sales house, a media owner runs the risk of their media losing its voice and ultimately losing standout for its unique features and benefits.

Currently most of ATMads campaigns come via a company called posterscope,which in turn is owned by the Aegis group http://www.aegisplc.com/ags/investors/finoverview/fiveyear/ which you can see has a multi billion turnover,i guess their nearest rivals are WPP and Young & Rubicom...food for thought