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 :)

..........wrong thread.......darn!

"atmAd owner (IDG.L) i-design Group PLC is mad at not shouting about deals like this from the rooftops – it took our spiders to pick up the story from their web site.

Bottom line, a new agreement, in response we are told “to growing and sustained overseas demand for its market-leading ATM advertising solution atmAd” sees them appoint self-service equipment and technology provider LD Systems as their reseller in the USA and Puerto Rico."

Full Story....

http://www.dailydooh.com/archives/18461

US distributor L D Systems are up and running, still no RNS announcement on this development!!

L D Systems Website Link


Edit: L D Systems info in Final Results 26/11/09

Final results

Total shares in issue : 14,105,437




Significant Shareholders at 31st July 2009

Title % shareholding

Ana C Stewart 15.94
Sigma Technology Venture Partners 11.48
Ralph Hasselgren 10.99
Scottish Enterprise 9.37
Sigma Innovation Fund (East of Scotland) 8.83
James Faulds (Fontmerle Ltd) 7.82
Artemis Investment Management Limited 4.23
Rathbone Investment Management Limited 4.17
Williams de Broe Limited 3.57
JM Finn & Co 3.31
Richard Swinfen 3.34

Total.. 83.05

http://www.i-designplc.com/Shareholder-information/



Total shares held assuming all of above is still correct is 11,714,565.

This leaves a paltry 2,390,872 for PI to fight over.

"UK: i-design’s Ad Revenues Grow by 81%"

http://en.ooh-tv.com/2009/11/30/uk-i-designs-ad-revenues-grow-by-81/

Good writeup in The Scotsman, snippet below.


Stewart said the "high point" of the year to September was the signing of a contract with RBS, the largest ATM operator in the UK.

Including agreements with Alliance & Leicester and Nationwide, i-design now has its software licensed to 12,000 machines, with 4,500 available for third-party advertising.

Those figures are up from 8,100 and 1,000, respectively, a year earlier.

"The number of sites that we now have third-party advertising live on is quite substantial," added Stewart. "But we won't see the full benefits of those until this financial year."

Full Article

Aussie newspaper article from August suggests I-Designs expansion into Australia may be well advanced.

"ATM screens will soon be used for advertising space.

People withdrawing cash from ATMs will soon be bombarded with ads as banks look for new ways to replace lost fee revenue. A British company is seeking to expand into Australia on the back of what it says are successful ad campaigns using ATMs."

Newspaper article link

Latest news from I-Design website

Snippet from announcement...

"We have very ambitious plans for the next twelve months and this new team structure will enable us to provide outdoor media specialists, agencies and clients with tailored advice on how best to maximize their media spend. James’ extensive expertise and experience working on award winning campaigns will provide a valuable addition to our strategic expertise in agency relations and will be at the forefront of our 2010 sales strategy", commented Justin Stark, National Sales Director at atmAd.

Thanks to oldtramp for his very informative Q&A posts on LSE BB....


Thought some questions and answers might help anyone new to the share,wont add any links but they are all in previous posts.

Q/ Its an Aim share what are the dangers?

A/ Have run a credit rating and it came back Low/Normal Risk very good for an Aim share. Currently 1.6mill cash and dept of 20k. Cash burn is very low now only 200k last year. Always a risk as any share but seems quite low

Q/ Share seems to move up/down very quick

A/ Only 14M available 83% are held by institutions and directors. wIth so few the stock moves quick.All the institutions have held for a long while and look to be happy to support the company.

Q/ Its just adverts on atms not very interesting

A/ The atms are also screens and one of the largest amount of outdoor screens that can be used to display targeted digital campaigns in the uk,reciepts are also issued to support the ads as vouchers. The atms have an 80% ad recall various studies to prove the fact. The campaigns can also be targeted as in gender and location,ie pizza hut use the machines near the stores, and Tesco for instore products

Q/ What else do IDG do?

A/ As well as software for the atms to display the ads they also sell the advertising space to 3rd party,s This is a growing trend with an 80% growth rate last year. IDG have just appointed two new key members of staff who are both well respected in Media sales and look to be trying to increase this side of the company.

Q/ What companies have used the atms?

A/ Atm customers http://www.i-designplc.com/Customers/

Advertising customers many blue chip companies details on the sites small selection here http://www.atm-ad.com/pizza-hut-happy-hour.html

Q/ Why buy now?

A/ IDG have been very patient in expanding waiting to be well established and trusted in the UK with the global recession easing companies will increase advertising budgets.Digital outdoor advertising is the quickest growing market .As UK and world leaders in this niche market now is the time for expansion. The current sp is now very low at its high it was 70p but the company is now in a far better position now than it was then

Q/ What expansion plans have they?

A/ They have appointed LD Systems in America as resellers, Trials have been underway in Australia where the whole concept is untried but a prime target,an office has been set up in Sydney trials seem to be going well ,as of yet Australia has not been mentioned but a simple search of google " atm advertising australia" turns up many pages, alot of research in previous posts. Canada and France have also been named as places they wish to expand aswell.

Q/ last year the company made a loss!!

A/ The financial Director has explained without the addition of staff and R&D for the global expansion the company would have been at Break even..Good in itself but global expansion is what will send the sp onto a far higher level!! So i find that a satisfactory answer..

All in all a very well run company about to expand in many ways and very good potential obviously all in my own opinion but happy to answer any questions GLA AGM on the 26th Jan !!

News update from company website...

Click Here

New contract with Pizza Hut.......sp is getting rather silly imo!

This share moves rapidly with very little volume, could make a fortune here if it really takes off!

Nice breakout in progress, nice quiet and pretty much unnoticed share too :)

Thanks to rivaldo for this link....

Click here

I-DESIGN GROUP (LON:IDG) cracking contract win for this innovative business

Posted 28/10/10

The developer and supplier of the market-leading ATM advertising solution, atmAd, has encouraged with a series of positive announcements over the past few weeks.

Hot on the heels of its encouraging trading update on 18th October when it confirmed second half revenues significantly higher than in the first half and full year revenues of approximately 2.2m the Group today announced an excellent new ATM Network contract win.

The group has secured a new multi-year contract with YourCash Limited, Europes largest independent provider of ATM solutions and established a presence in the Netherlands for i-design.

The contract initially covers the implementation of atmAd on approximately 500 free to use ATMs. The majority of these, around 300, are located in the UK with the remaining number, around 200, situated in the Netherlands, taking i-design into a new territory in Europe. YourCashs total ATM estate comprises approximately 6,000 ATMs in the UK and approximately 600 in the Netherlands, with the majority located in retail sites, including supermarkets and convenience stores.

i-design has also secured the exclusive rights to run third party advertising on these ATMs and following the roll-out of atmAd, will benefit from ongoing revenues generated by third party advertising sales.

Once the roll-out is complete, i-designs network of ATMs available for third party advertising will be approximately 9,900 in total.

Things are really starting to move forward for this innovative business!

Golden cross breakout :)

Client list growing all the time ;-)

http://twitpic.com/37zq00

Some big name users of the AtmAd platform, looking forward to results in next few weeks which might just give us another leg up from here imho.

http://twitpic.com/3a5j63

http://twitpic.com/3a5juj

http://twitpic.com/3a5ks8

Excellent results Thursday link although not reflected in the sp :(

Looking unlikely to run out of cash now imho.

Edison has 38.8p valuation for IDG.

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