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 :)

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

I wonder if the next bit of news might have something to do with Brazil!

Check out this Linkedin link (click here) and notice two names on the right hand side of the page - Andre Claro and Samara Barreto.

It's been very quiet here for far too long ;-)

Edit 26/8 I now think these guys have something to do with software apps for i-phones and nothing to do with IDG at all!!

Major contract with Barclays, brilliant :)

http://www.investegate.co.uk/Article.aspx?id=201105110700083370G

Latest atmAd campaigns ...

http://www.youtube.com/user/atmAdCampaigns#p/u/0/NbSaXC5mKMw
http://www.youtube.com/user/atmAdCampaigns#p/u/1/8xtQYVwnJ_0
http://www.youtube.com/user/atmAdCampaigns#p/u/2/tYxT-7aSEfo

I wonder if Barclays will adopt 3rd party ads eventually?

Good to see IDG embarking on new revenue streams, see latest RNS (click here).

Also, the company website is in the process of an overhaul, although not finished yet imo as some of the links are not working properly.

Have also noticed Steve Newton no longer Australasia contact, wonder what's going on there?

Interim results look extremely good, well on track for maiden profit ;-)

I think I am going to restart this thread as "talk to yourself" as there seems to be very little interest in discussing anything i-design on this site.

Not to worry though, the company is doing the talking for itself!!!

Looking forward to the rewards from my investment here in a few years time :)

Nice looking chart, someone paid 40p/share for 40k's worth!!

Todays contract win should help underpin IDG's price at this level imho, especially as Arbuthnot have upped their target price to 50p :))

GLA

Trading update!!!

"Further to the announcement of its interim results for the six months ended 31 March 2011 released on 23 June 2011, the Company is pleased to announce that the reported positive revenue trend has continued into the second half of the year. This upward momentum is anticipated to be maintained such that the Board expects that the reduction in the Company's loss before tax for the year ending 30 September 2011 will be significantly ahead of market expectations.



The Company expects to provide a further update on trading in early October following its year end."

http://www.investegate.co.uk/Article.aspx?id=201107220700088533K

Now, will we see 50p target price breached?

Came across this today..

http://www.pr-inside.com/sadif-analytics-releases-new-summary-due-r2510585.htm

"Report Summary: i-design Group Plc is a below average quality company with a positive outlook. i-design Group Plc has strong business growth and is run by inefficient management. The trend in i-design Group Plc fair value exchange rate against its closest rated-competitor, Stilo International Plc, has been depreciating over the past 2 weeks. When compared to its closest competitor, i-design Group Plc shows greater undervaluation and is equally likely to underperform the market."


What a load of b****x!!!