Small Cap Report (15 Mar) - IND

Pre 8 a.m. comments

Had a really good meeting with management of Indigovision (LON:IND) yesterday, so I shall report here in more detail on that later this morning. Suffice it to say that I feel IND are really starting to execute well now. They have always had great technology, but a lot of really quite basic things (which should have been happening for years) are now being fixed, and you could not wish for a more passionate & driven CEO (who has been in the role just over a year), who is really leading the global sales teams from the front. If it's all about backing people, then I'm very happy to see how this pans out. As indicated in the recent interim results, the pipeline of project wins & new product launches is strong, so they are feeling pretty confident about H2.

Fairly quiet for companies results this morning, so I shall report back on several over the next couple of hours.

 

Post 8 a.m. comments

My apologies, I've got bogged down in other stuff this morning, and there aren't any particularly interesting results issued today, so rather than waffling on, I'm going to draw a line under it here for today.

See you usual time Monday morning, have a good weekend all.

Regards Paul.

(Paul holds shares in IndigoVision, which is by far his largest long position)

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