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Research Tree provides access to ongoing research coverage, media content and regulatory news on UMT UNITED MOBILITY TECHNOLO. We currently have 4 research reports from 1 professional analysts.
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UMT UNITED MOBILITY TECHNOLO
UMT UNITED MOBILITY TECHNOLO
Accounts transparency a positive step forward
02 Dec 16
UMT has shown substantial progress in hitting key milestones since our initiation on the stock in May of this year. The launch of white-label mobile payments for Germany’s largest loyalty scheme, Payback, commenced smoothly in June and six major German retail groups are now using UMT’s system to provide mobile payments services to their Payback customers. The recent publication of key consolidated earnings data for H116 shows 34% EPS uplift from the unconsolidated figures for the same period, while management’s plans to publish consolidated financial statements for FY16 and IFRS standards for FY17 should improve reporting transparency and boost investor confidence.
New partner plus Payback contract going well
14 Oct 16
UMT has announced a partnership agreement with Points4More, a Munich-based provider of loyalty platforms. The partnership will enable UMT to tender for contracts requiring payment and loyalty scheme capabilities with a highly advanced loyalty product to complement its strengths in mobile payment. Management also sees the potential for Points4More to boost its deal flow as it is tendering for contracts that require mobile payment technology and will bring UMT into these deals.
Let the Payback begin
10 May 16
UMT is at an exciting time in its development. Germany’s largest loyalty scheme, Payback, has announced it will launch its UMT-powered mPay service in June. This should give rise to new platform maintenance and commission streams, and potentially new data analytics earnings arising from data crossing UMT’s platform. Helped by the reputational boost from the Payback launch and a promising new client pipeline, we see good prospects for UMT to bring a number of new customers on board in 2016-17 and generate significant earnings growth over the next two to three years.
Moving up a gear with Amex group contract
27 Jan 16
Courtesy of a deal with Amex subsidiary Payback, United Mobility Technology (UMT) is shortly to begin offering mobile payment services on a white-label basis across c 45% of Germany’s retail sector. Payback is by far Germany’s largest loyalty programme with 27.5 million users in Germany and 75 million worldwide. Of the former, seven million already use the Payback app and early adoption prospects should be boosted by plans for a heavily marketed launch. With PwC forecasting a 100%+ CAGR in the German mobile payment market to €1bn by 2020, UMT is set to become a fast-growing EU market leader.
Making Mobiles Better
17 Jan 17
Mobile phones are increasingly the key connection for the modern world. This means that the performance of mobile phones, and their networks, is going to become more critical for all the apps and businesses that rely on them. New technologies such as VR, AR, and AV will need better, more reliable connections to really move into the mainstream. In this thematic piece we attempt to identify some of the most important issues facing mobile phone networks and their users, and start to identify solutions and enablers that will solve these problems and create value by doing so.
Panmure Morning Note 18-01-2017
18 Jan 17
Blancco technology, a leading provider of data erasure solutions and mobile device diagnostics, has announced that its underlying profits are ahead of expectations. Organic sales growth remains strong, the group continues to win larger ticket orders and the mobile diagnostics is performing ahead of plan. Consequently, we are raising our FY17 PBT forecast from £8.0m to £8.3m.
N+1 Singer - NCC Group - Interims confirm underlying business sound
19 Jan 17
NCC’s interim results were largely flagged in the detailed trading update released in December. Group revenue increased 35% to £125.8 (organic growth +18%) and adj. EBITDA grew 15% to £21.3m. The group’s issues relating to contract losses/deferrals in the period were previously announced and are already included in our forecasts. The group has maintained its interim dividend at 1.5p, which we believe is an indication of the strong underlying business. Separately, NCC has announced that Paul Mitchell intends to step down as chairman in May ’17. We continue to believe that NCC remains a highly attractive asset in an area seeing strong structural growth and see the current share price weakness as an opportunity. We retain our Buy recommendation and 233p target price.
N+1 Singer - dotDigital Group - Trading update
17 Jan 17
dotDigital issued a trading update for the six months ended 31 December 2016, indicating revenue growth up 17% y-o-y to £15.0m with EBITDA in line with market expectations and on track for the full year. Cash has grown to £18.9m. Revenue was slightly light of expectations owing to a slower start in the US but Q2 already showed improvement with a strong pipeline building. Our EBITDA and EPS forecasts are unchanged but revenues trimmed by 4% for both years. There is much activity in broadening avenues of growth in terms of new connectors, partnerships and geographical footprint and we remain positive of its prospects. Interim results will be released on Feb 21.
Small Cap Breakfast
17 Jan 17
Global Energy Development (GED.L) — To be renamed Nautilus Marine Services. Schedule 1 from developer and seller of hydrocarbons and related products. Reverse takeover. Raising $10.5m via a convertible. Expected 9 Feb. Eco (Atlantic) Oil & Gas—TSX-V listed oil and gas exploration has announced its intention to float on AIM. Assets in Guyana and Namibia. Proposed £2m-£3m fundraise. Diversified Gas & Oil—According to LSE website first day of trading on AIM now expected for 30 January.