SundayTrader
21 Jan 2015
Re: Update I think that's the shortest update I've ever seen.As I read this stock, they've won a number of big contracts. Actually delivering on those contracts, for recently developed and complex software like this, usually takes longer, and costs more, than anyone thought. I suspect they don't have the resources to take on more customers until they have cleared the backlog on the existing ones.So, until we can be sure the bad news is all out, the odds are nothing much is going to be happening.
Carefully Does It
21 Jan 2015
Lavenonews - thoughts? ?
Carefully Does It
20 Dec 2014
Re: jan 19 Couldn't agree more about the management.2015 is critical. No hiding place. I like the idea of Ubi but not convinced the bunch running the show are able to.extract value.
Lavenonews
19 Dec 2014
Re: jan 19 Against my better judgment have bought a little. No profits, no cashflow, endless talk of momentum in the business.... what possessed me?? Well there is clearly a good product here - those are big impressive clients - but ubi is not being particularly well run as a plc. Absent any actual momentum in the numbers rather than just the words I expect to see some stronger mgmt for this stage of the companies growth. Hopper, Green et al have time but change at the top might be needed to exploit the potential that is evident. Hopper particularly is not at his best in the public space. The new FD seemed a step on for sure. Will not watch daily and prepared to lose the lot. Could happen as i don't get why hsbc is lending so much to a loss making negative cashflow scenario and they could put pressure on for more equity raising. Bizarre - what do they know?! But there is something in this.Ps you are not alone carefully!
Carefully Does It
15 Dec 2014
jan 19 jan 19 not far off and this languishes.it may be an indication they are in a cul-de-sac.
Carefully Does It
12 Dec 2014
Doh Xaniel Stewart pulled out. Forced changes. My mistake, been a long week.
Carefully Does It
12 Dec 2014
changes Nomad changes etc announced today won 't make much difference if Ubisense can't at least break even. This market, at this point, won't reward jam tomorrow. Time to show a leg, or put the for sale sign up or swap the management out at the top.Looks like scape goating going on.
Carefully Does It
06 Dec 2014
CSR/Qualcomm Competitor doesn't have the accuracy of Ubi but will attract business. Ubi better have something to pull out of the hat Q1 and start to show some positive results else they will languish then drift low.Best exit might be a trade sale to a bigger entity.What happens to the prediction of the next billion Cambridge company?Long way to go and the pace is a little slow.
