1Spatial - Revision history

>Mehtabahmed at 21:11, 2 September 2022

2022-09-02T21:11:00Z

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	== Summary ==		== Summary ==

95.149.241.133 at 10:55, 21 August 2022

2022-08-21T10:55:27Z

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	== Summary ==		== Summary ==

95.149.241.133 at 10:09, 21 August 2022

2022-08-21T10:09:57Z

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	== Summary ==		== Summary ==

95.149.241.133 at 10:06, 21 August 2022

2022-08-21T10:06:41Z

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	== Summary ==		== Summary ==

95.149.241.133 at 10:05, 21 August 2022

2022-08-21T10:05:59Z

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>Chris at 19:55, 20 August 2022

2022-08-20T19:55:14Z

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	== Summary ==		== Summary ==

95.149.241.133 at 17:57, 20 August 2022

2022-08-20T17:57:27Z

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	[[Category:Thesis]]		[[Category:Thesis]]
	[[Category:Equities]]		[[Category:Equities]]

	__INDEX__		__INDEX__

103.126.60.198 at 08:29, 15 August 2022

2022-08-15T08:29:48Z

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			__INDEX__

>Louis at 17:05, 22 July 2022

2022-07-22T17:05:57Z

← Older revision		Revision as of 18:05, 22 July 2022
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	Short-term deal-flow visibility. Although deal flow and signed contracts have drastically accelerated in the most recent quarter, predicting whether this increased pace will continue or merely revert to the longer-term trend is challenging. Moreover, estimating the timing and quantity of contracts with large upfront revenues and optional extensions on the back end is difficult. Note also that the UK contracts seem to receive more attention due to their size, as many of the US contracts fall below a reportable level, so even if the actual quantities of US deals become greater than in the UK, it may not be as apparent when one merely looks at the largest contract wins, making it challenging to forecast US versus UK sales based on reported contract announcements. Overall, a shortfall or boost in sales of only £1m in either FY22e or FY23e, all other things being equal, would affect EBITDA by £0.15–0.16m.		Short-term deal-flow visibility. Although deal flow and signed contracts have drastically accelerated in the most recent quarter, predicting whether this increased pace will continue or merely revert to the longer-term trend is challenging. Moreover, estimating the timing and quantity of contracts with large upfront revenues and optional extensions on the back end is difficult. Note also that the UK contracts seem to receive more attention due to their size, as many of the US contracts fall below a reportable level, so even if the actual quantities of US deals become greater than in the UK, it may not be as apparent when one merely looks at the largest contract wins, making it challenging to forecast US versus UK sales based on reported contract announcements. Overall, a shortfall or boost in sales of only £1m in either FY22e or FY23e, all other things being equal, would affect EBITDA by £0.15–0.16m.
			[[Category:Thesis]]
			[[Category:Equities]]

94.119.64.77: Created page with "== Summary == 1Spatial (SPA) announced a three-year contract worth c $0.8m with the State of Montana for its Next Generation 911 solution. The Montana contract, along with recent large contract wins, the accelerating pace of new business, the transition to a higher-margin SaaS business, increased collaboration among data users and success with the ‘Land and Expand’ strategy should support a c 6% CAGR through FY23 and improved margins. We remain encouraged by the lon..."

2022-03-10T09:38:49Z

Created page with "== Summary == 1Spatial (SPA) announced a three-year contract worth c $0.8m with the State of Montana for its Next Generation 911 solution. The Montana contract, along with recent large contract wins, the accelerating pace of new business, the transition to a higher-margin SaaS business, increased collaboration among data users and success with the ‘Land and Expand’ strategy should support a c 6% CAGR through FY23 and improved margins. We remain encouraged by the lon..."

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