Chip_Scashtin
16 Apr 2015
Up she rises... Something is perhaps afoot, or maybe the market makes just got bored.
Chip_Scashtin
26 Mar 2015
FOUR directors buying In reverse order of the RNSes: Kershaw 2,000, Hopper 9,000, Green 54,000, Sansom 270,000. Bet Sansom's p'd off with the others -- he went first.You might almost suspect a concerted attempt to stimulate a little mention in the Director Buys column of the weekend FT.Anyway confirming my somewhat battered faith in this lot.
Chip_Scashtin
22 Mar 2015
Re: Dir buys £296k is a Fair expression of support. Most encouraging.
Carefully Does It
18 Mar 2015
Dir buys Green and Sansom defending 90p.Where are the others?
Carefully Does It
03 Mar 2015
Re: Tax Loss Selling or Worse very much agree that management are not showing enough leadership in buying with confidence.with new coverage initiared we can only hope they drum up enough support to clear out disgruntled shareholders and replace with some that believe the story green et al are spinning.you would have thought this would be a hit sector unless it's just down to management out of their depth.
Lavenonews
13 Feb 2015
Re: Tax Loss Selling or Worse interested by todays volume, stratospheric by standards of ubisense. given the dire performance of the share price since the capital raising 12 mths ago it would be appropriate to see some more skin in the game from the insiders.
SundayTrader
11 Feb 2015
Re: Tax Loss Selling or Worse Based on H1, we are looking at a 34 million turnover company with a current cap of about 25 million or thereabouts, and probably just about hitting real profitability. Arguably 100p is realistic, and those like me who bought at around 200 were buying a bit too much of the future.As with any software company, the question is whether the business is bringing in enough cash to fund the development needed to stay competitive. There are other people out there chasing the LI space - I read Ubisense as strong in factory automation for manufacturers with complex assembly processes, but being less compelling in say the Utilities space.I have been trying to convince myself I ought to follow the crowd and get out, but this still looks like a quality operation. So I will do nothing until we know the reason for the share price fall.ST
Carefully Does It
11 Feb 2015
Tax Loss Selling or Worse Some tired people.Can the company be believed?Will there be buy backs after 30 days just before news hits?Do some people know something the rest of us don't?The trading update was sparse to say the least and although they say they can fund organic growth a raising for an acquisition wouldn't surprise me and at these levels that can be serious dilution.
Carefully Does It
10 Feb 2015
Re: Disappointing but par for the course... What do they have to do to raw attention to themselves?Turn a genuine profit.Has anyone running this company ever turned a good profit elsewhere?Very frustrating when you think of the nonesense espoused about the "next billiion pound Cambridge company".
Carefully Does It
30 Jan 2015
Re: NEW ARTICLE: Ubisense tipped to rocket When exactly does this rocket fire its engine?The below is a joke, shareholder DID expect more. At least the management at Ubi get paid to wait.'LSE:UBI:Ubisense probably expected more when it listed on AIM in 2011. Its share price and market capitalisation are roughly the same as they were three years ago, although that's largely due to a sell-off since February that has wiped 40% off the ..."[link]
Chip_Scashtin
22 Jan 2015
Re: Disappointing but par for the course... Re-reading the RNS my glass is very much half full.The increase of £4.5m in trade debtors to me speaks of a company with the order book rising rapidly. The list of clients remains awesome. The move to higher margin services means that even though some revenue has been deferred the outcome is still in line, which means it could have outperformed and so on. I agree it is a jam tomorrow statement, but IMHO this is par for the course with a tech company growing fast, and IMHO it is delivering.No word from Charles Stanley, but they tend towards patient optimism. Same strategy which has dropped me in it many times. DYOR
Carefully Does It
21 Jan 2015
Re: Disappointing but par for the course... Interesting to see the headcount. Great technology but not so sure the honchos running the show can extract value from it for SHAREHOLDERS.The update mentioned shareholder patience, very much hope some of the large holders have let it be known there is a limit.Wonder what they could get for the whole shebang from Honeywell, GE or Siemens? A quicker return that route perhaps.
Lavenonews
21 Jan 2015
Disappointing but par for the course... There has been constant talk about 'momentum in the business' this year. Against those sorts of comments this update is pretty disappointing but not hugely surprising as actions and words have not particularly matched up in the past either! Overall, I would suspend judgment until the full numbers are out and certainly am not full of pessimism by any stretch.As a relatively new arrival I can be patient, sort of, but I can imagine institutions who got whacked at 220p in the placing running short. Hopper should move on to things he does better and let a, er hum, more ruthless Chairman come on board. Thankfully, we should find out this year whether the business delivers or not as they do not have the cash to have another year of "momentum" resulting in heavy losses and a big cash outflow. I really hope they do as I think there is a really good business here trying to get out and I worry that it will not be the current shareholders who finally realise the value. (And yes, some share purchases to show commitment from the insiders would not be a bad thing given the outcome since the placing. )
Chip_Scashtin
21 Jan 2015
Steady as she goes Seems solid enough progress, marked down because of the contract delays I suppose, but these are very big companies. It has been a bit quiet recently on the news flow front, hence the drift, perhaps. I doubt if we are going to lose ALL our money. I like the idea of £4.5m coming in this quarter. Will look out for Charles Stanley comment, and sell before I tell you lot if it's bad (only joking).Ebitda in line with expectations even without the contracts is good news. Mind you they are very careful with the 'adjusted' -- not a good sign. But, if the sliding oil price is good for anyone it is good for the auto industry, which means us, so fingers crossed.However this is a test for UBI, to see if they deliver these contracts and the cash. I would still say it's a Buy at this level, and topped up recently.
Carefully Does It
21 Jan 2015
Re: Update At least management should buy some and show confidence.
