24th June:

As Paul said an intresting company, yesterday it introduced 3 new products and recently (5th june 14) it presented with Google, this week its at 2 events, one in japan the other germany, another event in july, so its certainly getting about and appears to well integrated with google products and indeed actively supported by google.

I can't fault Pauls financial analysis, and i wonder if its being held back, by an inability to fill posts, there are quite a lot of jobs advertised (16), many of these in germany, which is where much of their success has been.

For me, this is an exciting company, with great potential, However i can believe that lead times will be significant as it could have a big impact on a companies internal processes, but once achieved will generate years of revenue as it will become an integral part of that company, which could be difficult and expensive to replace.

I also wonder if it could be taken over, its in a small, well defined area, with great potential and might make a great fit for a software company, with the right technical background and can provide the resources it needs.

so for me a very speculative hold

see links below
24 june 14 Ubisense Introduces Suite of Location Intelligence Applications for the Ubisense myWorld Platform
http://www.ubisense.net/en/news-and-events/press-releases/ubisense-introduces-suite-of-location-intelligence.html

5th June: Google and Ubisense to Present How Location Intelligence Brings Network Operations into Focus
http://www.ubisense.net/en/news-and-events/press-releases/webinar-alert-google-and-ubisense-to.html

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