800 Miljoner med Zwipe + 600 Miljoner med IDEMIA

poki
IDEX 29.04.2021 kl 22:49 21039

IDEMIA has been personalizing cards for more than 25 years and is trusted by most of the largest financial institutions worldwide. We personalize over 600 million cards per year for our financial institutions & FinTech customers.

och Asien med Indien 1,4 biljoner människor där medelklassen är mer än hela Europas befolkning .

Kina med också 1,4 biljoner befolkning där UnionPay kort och Digital Yuan kommer introduceras till alla pensionärer kommer bli säkert lägga till flera miljoner sensorer från IDEX

IDEX Biometrics Selected as Strategic Technology Partner for Goldpac’s DC/EP Hardware Wallet Initiative

IDEX Biometrics Receives Volume Order for IDX3205 Sensors from Hengbao

IDEX Biometrics Receives Volume Production Order for TrustedBio™ Sensors from Ubiveloux

IDEX Biometrics Receives Production Order from Zwipe as the Roll-Out of Biometric Cards Accelerates

IDEX Biometrics Receives Volume Production Orders for Current and Next Generation Fingerprint Sensors from Dongwoon Anatech

IDEX Biometrics Receives Volume Production Order for TrustedBio Sensors from Tier 1 Card Manufacturer for Delivery in 2020

IDEX Biometrics Receives Additional Production Order for TrustedBio™ Sensors from a Tier 1 Card Manufacturer

IDEX Biometrics Expands its Strategic Partnerships by Adding Another Global Payment Network

Nu ska man ta ett glass vin 🍷 och njuta logga in och kolla om 1 år då är du 😛🙏💰
Redigert 29.04.2021 kl 23:04 Du må logge inn for å svare
Ingvester
12.05.2021 kl 09:38 4537

Om en ser bakover i tid så forstår jeg godt at flere er skeptiske til IDEX. Jeg opplever likevel at IDEX er svært godt posisjonert om en tror på at biometriske betalingskort skal bli allemannseie. Og med Covid så øker sannsynligheten betraktelig for at utrullingen får fortgang.

Jeg mener et av de viktigste tiltakene for å snu skuta er å få på plass ny ledelse og styre. Og siden 2020 har de gjort flere grep på dette området. Sist idag ansatte de Catharina Eklof som Chief Commercial Officer. Imponerende CV!
vulkan
12.05.2021 kl 09:55 4485

Vil Idex etterhvert kunne tjene nok til å holde unna kostnadene?
Hvor mange kort(sensorer) må de selge i året for å dekke inn $27 mill? Er det realistisk antall?
Redigert 12.05.2021 kl 10:14 Du må logge inn for å svare
Ingvester
12.05.2021 kl 10:25 4432

Det vil nok ta tid før de går i pluss, og med volumordre som vi alle venter på så øker også kostnadane. Jeg tror derimot at IDEX vil kunne gå både 1 og 2-gangen bare på nyheter når bimetriske kort blir rullet ut til sluttbrukerne.
Kajtek
12.05.2021 kl 12:49 4327

Fikk ikke logge meg på generalforsamling. Fikk feilmelding «You are unable to access the meeting because the quorum country has alredy been taken». Var noen minutter for sen.
Det er ikke min dag i dag. Fikk ikke være med på hos Arribatec heller. Fant ikke at det sto noe om hvor skal vi logge oss på.
poki
12.05.2021 kl 12:54 4317

Jag skickar e-post till Zwipe nya partner i och fick flera bilder på nya Zwipe + IDEX kort men jag kan inte lägga de på forum. :-) de är så snygga

Hello

Attached pls find the fingerprint card sample image for your ref.

May I have your company profile?



Best regards,

業務副總 VP of Sales

NO. 4,Wenming 11st St., Guishan District,

Taoyuan City, TAIWAN 33383 R.O.C

 TEL: +886 3 318-3128 ext:517

 FAX: +886 3 327-7193

 Mobile: +886 988-209-789

 E-mail: xxxxxxxxxxxxx@beautifulcard.com

 Website: http://www.beautifulcard.com

Beautiful Card from Beautiful Card ** CONFIDENTIALITY NOTE : This e-mail is intended only for the person(s) to whom it is addressed and may contain confidential information. Unless stated to the contrary, any opinions or comments are personal to the writer and do not represent the official view of the company. If you have received this e-mail in error, please notify us immediately by reply e-mail and then delete this message from your system. Please do not copy it or use it for any purposes, or disclose its contents to any other person. Thank
Redigert 12.05.2021 kl 12:59 Du må logge inn for å svare
kaunis
12.05.2021 kl 13:00 4306

Det vil ikke gå veldig mange mnd for prod. av 10mill sensorer, og til en ca stk pris 2$ har vi fort 20mill, og når vi er kommet et stykke ut i -22 vil det gå en kontinuerlig levering av TrustedBio brikken. De har skaffet seg produksjonskapasitet men hvor stor den er er ikke oppgitt.
tuja
12.05.2021 kl 14:14 4200

Ja, hva skal man si? Shortermafiaen har stålgrep om kursen til Idex. Har nå blitt tradet ned fra ca 3,1 til 2,10 på forholdsvis kort tid. Og det på en børs nær ATH.
vulkan
12.05.2021 kl 14:39 4156

Takk for svar! Betryggende
Men støttenivåene rykker en etter en nå, neste støtte på 1.60. Får gjøre klar midler til kjøp
Redigert 12.05.2021 kl 14:42 Du må logge inn for å svare
Møyfrid
12.05.2021 kl 17:33 3929

Hvordan gikk GF i dag? Noe oppdatert/styrket bonus!/opsjonsprogram for ledelsen?
Sente
12.05.2021 kl 18:48 3852

All other resolutions were made as proposed in the notice of the meeting
https://www.idexbiometrics.com/annual-general-meeting-in-idex-biometrics-held-on-12-may-2021/
poki
13.05.2021 kl 23:51 3382

IDEX Biometrics Shares as Board Remuneration 2020-2021

The annual general meeting of IDEX Biometrics ASA on 12 May 2020 resolved that the board members could elect to receive all or part of the board remuneration in the form of shares in IDEX. The shares are locked up for one year from the date of the annual general meeting. Three board members elected to take full or part of the board remuneration in shares, and 535,583 new shares will be issued when the share capital has been paid in.

Following the issue of the new shares to the board members, the company’s share capital will be NOK 137,588,410.20 divided into 917,256,068 registered shares each with a nominal value of NOK 0.15.

IDEX discloses transactions by the following primary insiders in IDEX shares ISIN NO0003070609:

Board member Lawrence John Ciaccia has subscribed for 143,458 shares to replace cash board remuneration of NOK 267,500, against payment of NOK 0.15 per share,. Mr. Ciaccia will receive the remainder of the board remuneration in cash.

Board member Thomas M. Quindlen, who was board observer in the period has subscribed for 138,981 shares to replace cash board remuneration of NOK 259,153, against payment of NOK 0.15 per share. Mr. Quindlen will receive the remainder of the board remuneration in cash.

Board member Stephen A. Skaggs has subscribed for 253,144 shares to replace cash board remuneration of NOK 472,028, against payment of NOK 0.15 per share. Mr. Skaggs will receive the remainder of the board remuneration in cash.
poki
15.05.2021 kl 00:26 3183


we expect some of those cards will be using IDEX

IDBA: IDEX Increased Shipments For Cards And Chinese Digital Currency Wallets In Q1

05/14/2021
By Lisa Thompson

NASDAQ:IDBA

READ THE FULL IDBA RESEARCH REPORT

IDEX (NASDAQ:IDBA) has continued to ramp product sales and expects to continue to do so as planned. To date it has not been affected by capacity shortages in the semiconductor industry due both to good planning, and the small volumes required. Revenues were on target with expectations and spending was only slightly more than forecast.

Fingerprint cards are starting to roll out in Europe, particularly in France and we expect some of those cards will be using IDEX technology although there have been no announcements to date. We expect to hear some announcements soon. Paribas has started rolling out is fingerprint cards and its local competitors are moving fast to catch up. In the US, we expect the first banks to launch fingerprint cards may be those who are owned by European banks and that it will happen this year. The US is lagging Asia and Europe. Other news we expect to hear this quarter will be VISA certification. MasterCard already certifies IDEX, but VISA was slower to pursue biometric cards and has just started to certify designs this year.

In Q1 of 2020 the company generated $624,000 in revenues compared to $100,000 in Q1 2020. Product sales were $623,000 in Q1 2021 compared to $53,000 in 2020, reflecting production shipments to Bloomberg as well as sample and pilot shipments to card manufacturers. Most of these sales were still to Bloomberg for its new keyboards against its $6 million minimum contract, but card makers started to take product and placed further orders for future shipments. Early adopters are taking IDEX’s latest version of fingerprint technology called TrustedBio. Zwipe (ZWIPE.ST) received more units of TrustedBio fingerprint sensors in Q1. Zwipe is a Norwegian pioneer in contactless payments who sells fingerprint credit cards and watchbands and is partners with IDEMIA. IDEX began to ship to Zwipe in small quantities in 2020 and its order is expected to be filled throughout 2021. IDEX was selected by Goldpac to fulfill its orders for the digital wallet at the Postal Bank of China, and began its shipping to Goldpac in Q1 2021. The wallet makers are using IDEX’s Polaris second-generation product. China plans for digital wallets to be used at this year’s Beijing Olympics by residents of the Olympic Village. Not only will they be used for payments, but also other functions such as security access and ID can be combined in one card. Plans are for wallets to be rolled out throughout the country thereafter.

Q1 sales yielded a gross margin of 64.7% versus 81.0% due to the mix of product versus NRE revenues. Operating expenses increased to $7.9 million in Q1 2021 versus $6.3 million in Q1 2020. Payroll costs increased $424,000 while other expenses increased $522,000, which included $200,000 in one-time expenses for listing on NASDAQ. R&D spending was a more normal $608,000 compared to $40,000 last year. The Q1 2020 number included research contributions of $793,000. Excluding research contributions, research and development expenses were $833,000 in Q1 2020.

The operating loss for the quarter was $7.5 million compared to a loss of $6.3 million last year. The net loss was $7.5 million compared to $6.3 million, while the non-GAAP loss was $6.5 million versus $5.8 million, an increase of $716,000. The non-GAAP loss takes out stock-based compensation and the $200,000 for listing on NASDAQ.

GAAP loss per share was $0.009 this year flat with last year, and non-GAAP was a loss of $0.007 versus a loss of $0.008. The share count increased 21.2% to 870.5 million average primary shares and 899 million fully diluted.

GAAP loss per ADS was $0.65 versus a loss of $0.66 last year. The non-GAAP loss per ADS was $0.54 versus a loss of $0.56 in Q1 2020. EBITDA loss in this quarter was $6.6 million compared to $5.3 million in Q1 2020. Cash flow (not including changes in working capital) was a negative $6.3 million compared to a negative $5.5 million. Free cash flow was also a negative $6.3 million compared to a negative $6.0 million last year.

Balance Sheet
suspekt
15.05.2021 kl 00:50 3166

Hva skjer her? faller som en stein jo! Er det noe håp om at vi kommer tilbake til kr 3?? Mye i minus nå, og tørr ikke snitte ned.
Babbai
15.05.2021 kl 05:50 3105

Men hvem tror at bankkort skal fortsette å være allemannseie? At IDEX vil revolusjonere bankkort er greit nok det, men bankkort er ikke fremtiden. Bankkort er bare nok en fysisk gjenstand med veldig begrenset bruk som man må ha med seg. I fremtiden vil vi betale med telefonen og direkte med f.eks. ansiktet.

Hva er best - å sette biometriske duppeditter på bankkortet eller å ha en biometrisk duppeditt der man betaler slik at man ikke trenger å ha med seg noe for å betale? Uansett hvor du går har du med deg ansiktet og kroppen. Og skal du shoppe på nett, betaler du med mobil eller andre softwarebaserte gjenstander som klokker eller armbånd. Og det gjøres in the blink of an eye. Det å taste inn bankkortnummer, koder etc er helt ut. Har dere prøvd Wechat pay? Alipay? Betaling med ansiktet på brusautomater? Funker utmerket, og ingen som gjør dette drasser fortsatt med seg bankkort når de går ut døren. Trust me.

Selvfølgelig... folk vil bruke bankkort noen år til fordi enkelte land er trege på teknologifronten. Men jeg ser ikke helt at konseptet til Idex er så stort om 5-10 år hvis bankkort er det de satser på. Dette vet de nok, så de har vel andre produkter og softwareløsninger i pipelinen også.

At selskapet i tillegg er verdt mer enn Elabs, er ganske interessant. Kanskje fordi investorene klarer å forholde seg til bankkortteknologi og fingerprint, mens ultralyd og softwarebaserte sensorløsninger er litt mer komplisert.
MrViggo
15.05.2021 kl 19:47 2897

Bump :)
Ingvester
16.05.2021 kl 21:22 2717

Du har gode poenger ifht fremtidens betalingsløsning, men vi er nok litt uenig i hvor lang tid det tar før bankkortene blir avleggs. Bruk av bankkort er så innarbeidet i samfunnet at det vil ta lang tid før brukerne vil gi opp disse. Pandemien har også medført et umiddelbart behov for kontaktløs betaling. Forutsatt at vi får noen 10-år med biometriske betalingskort så er det ikke så relevant hvordan fremtidens betalingsløsning ser ut. Jeg tror IDEX får sin bit av kakestykket de neste årene, som igjen gjør at IDEX er gunstig priset nå.

ABI Research estimerer 2,5 millioner betalingskort produsert i 2021 (analyse desember 2021). Goode Inntelligence estimerer 580 millioner betalingskort i bruk 2023 (analyse oktober 2018, merk før pandemien).

Kilde:
https://www.biometricupdate.com/202012/2-5m-biometric-payment-cards-in-2021-could-be-first-step-for-future-de-facto-payment-type
https://www.biometricupdate.com/201810/goode-intelligence-forecasts-2-6-billion-to-use-biometrics-for-payments-by-2023
vulkan
18.05.2021 kl 09:32 2407

Tror mange fortsatt, selv i velutviklede land, vil ha et bankkort i baklomma når telefonen går tom for strøm/faller i vannet/knuses/mistet/blir stjålet etc...
kaunis
18.05.2021 kl 11:35 2312

IDEX er et selskap som nettopp vil følge utviklingen på mange områder for å kunne tilby nye løsninger for blant annet betaling. Selskapets sensorer kan brukes til å åpne ,indentifisere (adgangskort) mm , ingen begrensning. Det som er viktig, er om selskapet klarer å være først til markedet og muliggjøre den nyeste teknologien hele tiden, til daglig utnyttelsesbruk i samfunnet, til lavest mulig pris og størst sikkerhet samt enkel bruksmåte. Hva fremtiden kan bringe av duppeditter "IOT" er uendelig og sikkerhet vil det bli mer og mer bruk for.
Sente
20.05.2021 kl 06:54 1914

Er det en Idex sensor? 🤔
heiltfint
04.07.2022 kl 09:11 694

Quote " Angående rammen tviler jeg på noen kommer til å montere sensor før de laminerer kortet. Da må de frese bort plastikken over sensoren, eller laminerer med ferdig hull, og begge vil være vanskelig, kanskje umulig."

La ut en video som viser produksjonen og hvordan FPC sensoren settes på kortet :)
https://www.youtube.com/watch?v=XD4-vv4qC8s
Redigert 04.07.2022 kl 10:06 Du må logge inn for å svare