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 :)

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!!!

This is an interesting article. Perhaps giving some idea how IDG's new platform "joono" may be implemented?

"It is using mobile phones and SMS to provide temporary PIN codes for customers to make ATM cash withdrawals without the use of a bank card."

http://www.selfserviceworld.com/article/182588/Five-ways-to-innovate-at-the-ATM

Tipped in Shares magazine!

Opening comment...


"The promise of a profits breakthrough
is moving rapidly forward
for microcap i-Design (IDG:AIM).
Investors should buy at 52p ahead of fullyear
results to September."

It's nice to be ahead of the game for once!!

Shares magazine has this listed in its "Top 10 Picks" this week :))

A comparison of major shareholders compared to 12 months ago, just goes to show why IDG is so illiquid. Looking forward to final results early October and a major boost to the SP, fingers crossed!!

Just read elsewhere that IDG has just been tipped in RHPS, I do believe Tom might be right ;-)

Just found this (link), Tom knew about IDG back in 2008.
In his latest piece his target price is 1.25, we might see that this year with a bit of luck imo ;-)

Nice uptrend developing with initial target price 74p, once breached the sky's the limit imo. Very positive buying all week and with only c14 million shares in issue and trading statement due shortly this is starting to look very good indeed!

Remember this from 22nd July RNS... "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."

EDIT-chart updated 8/10/2001

Sigma seem to be ready to sell some of its profitable portfolio in 2012, if this includes IDG, which I would expect, this should help increase liquidity going forward which imo would be very helpful indeed.

"Venture Capital Fund Management

Revenue from services for the first half was 1.3m (2010: 0.7m) although this included the compensation payment of 0.8m made by certain limited partners of the Sigma Sustainable Energy Fund II to Sigma. (This payment was part of the agreement whereby this fund has been capped at 12.4m and closed to new investment.) Excluding this compensation payment, revenue from the Venture Capital Fund Management Division as expected decreased to 0.6m (2010: 0.7m), reflecting the realisation phase that four of the six venture funds we manage are now in. The division traded profitably, generating a trading profit of 0.8m (2010: 12,000).



As the investment team manages the process of realising value from the investments held in the four historic funds, we expect the revenue generated by these funds to reduce but overall cash generated by the Venture Capital Fund Management Division to increase as Sigma's interests in the funds are realised. At 30 June 2011, Sigma's book value exposure to these four venture funds was 1.35m, spread across 19 investments and we would expect a number of realisations of investee companies to be achieved during 2012. "

This daily chart shows a much better defined uptrend of late. I have previously looked at weekly charts for IDG due to it being very thinly traded in the past. Trading has definitely picked up a little this year and the daily chart is looking very good if the momentum continues imo.....

http://www.investegate.co.uk/Article.aspx?id=201110100700128147P

"The Directors are pleased to announce that i-design is expected to report a small maiden profit before taxation for the financial year."

The recent chart shows the SP has fallen below the support of the rising price channel and the support has now become resistance :(




I suppose the chart is pretty much irrelevant when applied to a micro cap stock like IDG, but I do find it intriguing the way the SP reacts to certain trend lines as shown above.

I have read elsewhere that IDG has a full page write-up in shares mag with a short term price target of 90p, Arbuthnot also have a 90p target and RHPS have a 125p target I believe.

Share price has just poked it's nose back within the rising price channel!
Question now is, will it like what it finds there or make a hasty retreat? Seems to me we need to break 65p decisively and we may be off :)

IDG has a mention in Shares Mag this week, they mention house broker Westhouse Securities are expecting IDG to achieve eps of 0.7p this year which is a 250% increase on 2011's 0.2p. They also anticipate eps of 3.4p for 2013, a near five-fold increase on 2012 expectation!!

Half yearly TU expected anytime, maybe Tuesday. GLA.