i-Design (IDG)

Key Points


Shares in issue 14,105,437 (Ord 10p)
Significant shareholders 73.5%
Free float c 3,737,941
Floated AIM 20th June 2007
No debt
Expanding Globally


Taken from i-Design website (link) ....

"Established in 1991 and successfully listed on AIM in 2007, i-design is the world-leading provider of ATM advertising 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 companys flagship end-to-end advertising solution, atmAd, is proven to generate substantial new revenues for banks and is already delivering some 600 million transactions per year."

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Some useful links...

i-design website
LDSystems
CardTronics
Link to youtube atmAd campaign
Edison Note 9/12/10
Company Announcements (RNS)

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Hi to all visitors, welcome to this thread :)

Edison has 38.8p valuation for IDG.

http://www.edisoninvestmentresearch.co.uk/researchreports/IDG091210outlook.pdf

Annual report out..

http://www.i-designplc.com/attachments/040_i-design_annual_report_and_accounts_2010.pdf

Looks ok to me :)

Article on Cardtronics regarding a multi year contract with I-Design, dated 9th Nov but first time I've noticed it. This should be a good year imo.

http://www.finextra.com/news/announcement.aspx?pressreleaseid=36658

Arbuthnot Securities rate I-Design "strong buy" with target price 30p.

Link to broker ratings

A little conservative imho.

"Vodafone launch new atmAd technology"

http://atmadcampaigns.posterous.com/vodafone-launch-new-atmad-technology

"You think the ATM channel is about to disappear?"

http://www.finextra.com/community/fullblog.aspx?id=4972

No shortage of ATM advertisers it seems!!

http://atmadcampaigns.posterous.com/camelot-plus5-launch-at-an-outlet-near-you

http://atmadcampaigns.posterous.com/humberside-police-a-cost-effective-way-to-cov

http://atmadcampaigns.posterous.com/arriva-buses-encouraging-alternative-travel

Brookwell Limited have 771k shares, I wonder where from as there doesn't seem to be many traded lately?

http://www.investegate.co.uk/Article.aspx?id=201102241427338171B

Edit, just noticed a further RNS, Sigma reduced their holding, makes sense now.

Found this piece by Tim Hufford, sales director for IDG's atmAd.

"However, the real golden ticket to success lies in brands maximising both the scheduling and creative flexibility of atmAds DOOH network in order to convey a message that not only plays in the right location, at the right time, to the right audience, but also plays to the money mindset of the shopper withdrawing cash."


click here for full article


Also this from Justin Stark is a good read.

click here for article

I-Design extends contract with Nationwide Building Society.

http://www.investegate.co.uk/Article.aspx?id=201103010700249955B

Arbuthnot raise target price to 35p, that will not last long imo.

http://www.igmarkets.co.uk/content/files/ukratings_01mar11_igmpm.pdf

Link to AtmAd campaigns on YouTube.

Click here for YouTube link

BA raises awareness for Comic Relief with atmAd

http://www.youtube.com/watch?v=FMn-GF2bu3U

PricewaterhouseCoopers also using atmAd

http://www.youtube.com/watch?v=6DJUOFkH9_Y

Well, lack of news and a few meager sells is enough to see this sp falling! I wonder if it will go up as rapidly on such low volume?

Only five trades today with a price range between 16.5p and 20p.
Looks like the first four trades, 26940 in total, were all sells and dropped the sp by 1.5p.
The last trade at 20p for 25000 shares was a buy and mm's raised the sp by only 0.25p.
I do believe this to be very unloved and now imo very undervalued!!

The following link is an interview with Ana Stewart, co-founder and CEO of I-Design, by Mark Williamson of the Scottish Herald.
This is a good read for potential investors researching how this company came into being and also gives a good feel for its potential.
I cannot remember seeing this article on any other financial bb's so may be of interest to established holders also.

Interview link click here

Good positive trading update today, all being well heading for a maiden profit this year imo.

"i-design, the developer and supplier of the leading marketing solution for ATMs and self-service machines, enabling ATM owners to run both their own internal marketing campaigns and third party advertising, is pleased to make the following update on trading for the first six months of the current financial year, to 30 September 2011.



The Group has enjoyed a strong first half. The positive trend in media revenues, previously highlighted, has continued. Media revenues are expected to show a marked increase on both the comparable period last year and on the second half of the last financial year. In October 2010, the Group signed a major new ATM owner, YourCash Limited ("YourCash"), the largest independent provider of ATM solutions in Europe. This has boosted software sales income over the comparable period last year. YourCash has added a further 500 ATMs to i-design's ATM and self-service estate, increasing the total licensed estate to c.17,000 and the third party advertising estate to c.9,900. The agreement has also given i-design a presence in the Netherlands. The Group's discussions with other potential new banking customers remain very encouraging.



The Board is pleased with the Group's trading performance in the first half of the financial year and views second half prospects very positively. Half year results are expected to be announced at the end of June. "

http://www.youtube.com/watch?v=JrIHS_NksaI

"Cushelle" latest advertiser on Tesco ATM's, constant stream of new clients using atmAd's proven advertising media bodes well for future revenues imv.

I think the market will wake up to this co as soon as self financing becomes evident, hopefully this will be this year and negate the need for shareholder dilution.

Taken from i-design's website I have compiled a list of countries that Jack Vincent has been assigned to as first contact for potential customers.

The list -
UK, Armenia, Georgia, Iceland, Norway, Sweden, Finland, Estonia, Latvia,
Portugal, Spain, Italy, Switzerland, Belgium, Germany, Netherlands,
Czech Republic, Denmark, Austria, Slovenia, Croatia, Slovakia, Hungary,
Bosnia Herzegovina, Montenegro, Moldova, Belarus, Lithuania
USA
Mexico, Greenland, Central America
Indonesia, Malaysia, Philippines, Vietnam, Thailand, Cambodia, Laos, Myanmar, China, India,
Nepal, Bangladesh, Nepal, Pakistan, Mongolia, Afghanistan, Iran, Turkmenistan,
Uzbekistan, Tajikistan, Kyrgyzstan, Kazakhstan, Jordan, Israel,
Syria, Iraq, Saudi Arabia, Yemen, Oman, UAE, Azerbaijan, Armenia, Georgia, Russia, Japan

He also has all of Africa plus all of South America less Chile,Columbia,Equador and Peru.

Jack Vincent, head of business development, could be a very busy bee imo if this really takes off globally!

They also have Christian Chambon - France

Theofrastos Leontis - Greece and Egypt

Yang-Hai Wang - Canada

Ricardo E. Herrera M. - Chile, Columbia, Ecuador, Peru

Steve Newton - Australasia

All of this can be found listed under "Regions" on the i-design home page.

The company appear to be hiring new staff, a few new names to Google sometime over the weekend :)

http://www.linkedin.com/company/i-design-plc