I-Design Group Plc: The worlds first ATM Blockbuster

Tuesday, Oct 19 2010 by
6
IDesign Group Plc The worlds first ATM Blockbuster

I-Design Group Plc (LON:IDG) has £750,000 cash, with a market cap of just 2M pounds. The stockmarket gets it wrong sometimes - IDG looks to be priced to prove that point.  

Today's update, [18/10/10] and other news items point the way to profits in the next 18 months. Those profits could soon come in higher than todays market cap as the company grows its sales.  

IDG has the contract with All the Tesco store ATMs. Tesco ATMs hand out 12% of ALL the cash in circulation in the UK .

 

Established in 1991 and successfully listed on AIM in 2007, i-design is the world-leading provider of self service digital marketing and interface design solutions to the self-service industry. Our 20 years' experience enables us to seamlessly deliver more than 1 billion enhanced consumer transactions a year on behalf of our leading global banking partners. Our philosophy is to maximise the profitability of the self-service channel on behalf of network owners through the provision of innovative technologies, specialist media sales services and expert creative consultancy. The company’s flagship end-to-end advertising solution, atmAd, is proven to generate substantial new revenues for banks and is already delivering over 700 million transactions per year.

 


Filed Under: Financials, Retail, Technology,

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I-Design Group Limited, formerly i-design group plc, is an United Kingdom-based company engaged in software sales, advertising sales and consultancy and creative and operations services. Software sales are generated through the sale of software licences to automated teller machine (ATM) network owners for the use of joono or atmAd. Advertising revenue is generated from, the Company acting as principal, selling advertising space on ATMs and generating additional creative and campaign operations sales to advertisers. In addition to the creative element of advertising sales, these derive from fees generated from ATM screen design services to banks. The Company’s geographical segment includes United Kingdom , Europe and rest of the world. In March 2013, Cardtronics Creative UK Ltd. acquired the Company. more »

Share Price (AIM)
60p
Change
0.0  0.0%
P/E (fwd)
n/a
Yield (fwd)
n/a
Mkt Cap (£m)
n/a



  Is I-Design Group PLC fundamentally strong or weak? Find out More »


28 Posts on this Thread show/hide all

harryr 28th Jun '11 9 of 28
2

Plus a 75k buy from yesterday, unheard of in this stock.

Options being handed out quick prior to the next bit of news .?

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harryr 4th Jul '11 10 of 28
4

The market is re rating this stock or could a bid may be on the way.?

Unloved at 12p when i posted under a year ago now going up each day.

Also their new product seems to be a sure fire winner as the banks need paying for the services they offer for free.

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harryr 12th Jul '11 11 of 28
1

Newspaper report this morning

"US ATM contract boost for Fife-based i-design
MARK SMITH
12 Jul 2011

I-DESIGN, the Scottish cash machine technology specialist, yesterday announced a multi-year contract with the US’s Cardtronics for its technology to be used across its 37,000 ATMs globally.

Under the terms of the deal, Cardtronics has acquired a licence to incorporate i-design’s new marketing software, Joono, into its own offering on a global basis.

The agreement, whose value was undisclosed, marks the second contract win with Cardtronics by the Fife-based company.

Launched last month, Joono is i-design’s next generation targeted marketing software. It enables financial institutions, retailers and advertisers to communicate with customers through multiple channels, including traditional ATMs and advanced functionality financial kiosks.

Shares in AIM-listed i-design yesterday climbed 9.1% to 42p. Last year, i‑design won the right to sell advertising space on automated teller machines operated by Cardtronics. Under the terms of that agreement i-design will get a share of the revenues generated by allowing third parties to advertise on 3000 ATMs in the US and the UK.

Ana Stewart, i-design’s chief executive, said: “We welcome the extension of our relationship with Cardtronics.

“We believe that our technology remains unrivalled and see significant potential for further expansion.”

The latest contract win for i-design, which counts Arab National Bank and Saudi Arabian Investment Bank among its client base, will boost confidence at the firm, in the wake of the turmoil that has affected the global banking industry in recent years.

This resulted in a slowdown in the adoption of the technology it developed to allow lenders to use ATMs for marketing by banks.

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harryr 22nd Jul '11 12 of 28
3

This mornings trading statement has proved my point in the header that I posted under a year ago.

Today the company is valued at £6M, [£2M under a year ago]

Its real value has not yet been seen by the market, it has room to grow very fast indeed .

Profits is what drives shares .

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harryr 25th Jul '11 13 of 28
2

This can be found in a newspaper from Scotland over the weekend.

"David Johnson, an analyst at Northland Capital Partners, said: "I-Design represents an interesting proposition with a good base of ATMs signed up and scope to grow, plus a quality roster of advertisers"

No idea who this guy is but he is NOT the house broker.


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harryr 5th Sep '11 14 of 28
2

This stock is roaring this morning, V the FTSE which is falling like a stone.

Market cap was just £2M when I posted here.

A tip sheet has put out a note over the weekend i understand.

Trading update due in 4 weeks time.

The last six news items from the company have been very, very upbeat.

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harryr 6th Sep '11 15 of 28
3

Tip by RHPS: Why this penny share’s stroke of advertising genius is about to go global.


RHPS Verdict: Recent trading statements from i-design have been extremely positive and there is every indication that the business now has strong momentum. While i-design is expected to make a loss in the financial year that closes at the end of this month, 2011/12 could be the year that it swings into profit. Now looks like a great time to buy its shares. Given the attractions of the business model and the opportunity
for global expansion, i-design’s meagre stock market value of £7m could prove very low.
With a target price of £1.25, BUY UP TO 52p.

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harryr 14th Sep '11 16 of 28
2

I posted this stock just under one year ago at 16p, with a market cap of just £2M at the time.[see header]

Since then it has gone up 220%.

Yet with a trading statement due in 3 weeks the stock is yet to catch up with events.

Bid hopes are in for free.

Growth could explode as Cardtronics and others use IDG"S products.

 

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harryr 10th Oct '11 17 of 28
4

Trading statement just out, cash in bank has shot up, broker forecast loss, is infact a profit.

Way undervalued as new contracts come on stream.

Market cap, has gone up over four fold since my post here, new brokers reports that may come out after this statement could push the stock up towards a pound.

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MadDutch 10th Oct '11 18 of 28
3

looks like a ramp to me.

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harryr 12th Oct '11 19 of 28
6

A ramp, that has lasted for 12 months from 14p to 63p, with no less than 5 upgrades from various brokers during that time.I think not.

A loss turned into a profit, and an order book that has never been as large.

No sir , read the heading posted a year ago, unloved at the time now growing profits fast in a market that it has the edge in.,

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MadDutch 12th Oct '11 20 of 28
4

In reply to harryr, post #19

It is indeed a ramp that has lasted as long as this thread.

The proof is in the number of thumbs down and the regularity with which you get them.

Stockopedia is a discussion forum for experienced investors who are also intelligent people.

They would be applauding you if you were helping them; I rest my case.

MadDutch

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harryr 12th Oct '11 21 of 28
4

Been read by 2,300 of which 9 have taken your view.

Did you do maths as a boy.?

Please work out the %.

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MadDutch 14th Oct '11 22 of 28
3

In reply to harryr, post #21

Ramping has another name;

Pump and Dump. That is tantamount to fraud, IMO.

I am not remotely interested in any share that has been pumped.

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BobGe 14th Oct '11 23 of 28
2

I think people should return to considering the underlying investment case here. Perhaps harryr's posts are a bit 'promotional' in tone and short on content, but the company does seem to be moving forward at present. It's not my field and I really don't understand the longer term investment case, so I have no position. In fact, if I understand it correctly, the object seems to be to saddle users of ATM's and such like with unnecessary advertising which is likely to burden users with additional time wasting. A bit like all the nonsense one has to put up with when you try to phone someone (e.g. a bank) and they guide you through lots of things you don't want. Just the thought of that is enough to put me off! But the last RNS put out by the company did suggest they were achieving something as a business and perhaps the banks might be glad of the additional advertising revenue (although I guess it's small feed for a bank).

http://www.stockopedia.com/share-prices/i-design-LON:IDG/news/rns//111010idg8147p.htm?title=trading-update

Bob
(no position)

P.S.  Not sure the current market cap. is supported though...  but that's a matter for debate.

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harryr 21st Oct '11 24 of 28
3

Investors might want to run down to their local W H Smith newsagent this morning, and buy a copy of "SHARES"

Full page on IDG.

Not a ramp, just pure facts.

Words from the CEO carry more weight than mine.

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harryr 21st Oct '11 25 of 28
3

Just been told Hargreves Landsdown has also just put out a tip for this stock.

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harryr 4th Dec '11 26 of 28
2

Results out 100k profit could in my view do ten times that next year.

My research a year ago has paid off.!!

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harryr 14th Feb '13 27 of 28

60p bid yesterday first posted with a market cap of £2M .

Investors have make a killing.

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harryr 14th Feb '13 28 of 28

After this company has been bought out for £8.3M what does one do with the huge profits made over the last 2 1/2 years.?
I have posted my idea on another software stock below. under the heading
"What is your Coca Cola company for the next 30 years?"
Publishing Technology PLC is the company.
Like IDG a bid at 150% over todays close would not be out of order, the brand new software they have spent 5 years designing and building for the digital age would fit like a glove.

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