||EPS - Basic
||Market Cap (m)
|Software & Computer Services
D4T4 Solutions Share Discussion Threads
Showing 176 to 198 of 200 messages
|I agree with Albany. I work in this space and the killer s/ware that D4t4 have is celebrus. This enables businesses to capture individualised web/mobile data and then to act on it. Most companies can only do this at an aggregated level (eg via google analytics)which doesn't enable effective web/mobile/CRM personalisation or they rely on expensive and clunky tag management systems. Celebrus route to market is via big s/ware houses such as Teradata and SAS and Celebrus is used by banks, insurers and retailers (eg Shop Direct) who are acknowledged leaders in personalisation. They seem to be getting more and more traction in the market but this is very early days in a big market.|
|This is a business at the heart of data management, one of the hottest sectors in
IT and now key to successful business operation.
The company boasts very experienced management, and is exhibiting doubledigit
revenue growth from long-term multi-year projects with blue chip
international customers, and building recurring revenues on the back of it.
Margins are improving through substitution of own IP for third-party software and
cash generation is strong. The stock has a very attractive cash flow yield (11% in
FY 2016) and a 1.5% dividend yield.|
|200p looks a good bet to me. IMHO.|
|The small company share watch
All the best|
|Whats SCSW by the way. SHARE something SHARE watch ?|
|will be kissing 200p this month i feel|
|D4T4 was recommended in a tipsheet over the weekend.
Good volume here this morning, plus a new 5 year high.
|Ok thanks crazy|
|Apparently tipped in SCSW|
|Was it tipped somewhere guys?|
|Off to the races again :))|
|Yes the explanation regarding cashflow should clear the way to s 2 quid SP|
|A strong recommendation from a decent commentator.Nice to see further Institutional buying, following my lead lol......|
|hargreave hale above 15%|
|Just had this from IR
All the best
Thanks for contacting us and apologies for the delay in replying – I was awaiting feedback on this from our CFO, Carmel Warren.
She has commented that the reported Accounts Receivable figure was unusually high because of two very large sales invoices towards the end of September. This has already been reduced significantly by subsequent payments and, with remaining payments due this week, this has resulted in a positive impact on cashflow.
I hope this helps to explain the situation.
|Greeting fellow holders. Morph took a small holding this morning on the back of the decent 6 monthly. GL all|
|sp into the 140s...|
|Thanks for the comments.
We needed that as cash flow was a bit of an issue. Looking forward to great 2nd half.|
|Thanks for the comments re: trade debtors.|
|Below is Finncap's comment on the cashflow:
Cashflow. A large project was invoiced (through partner SAS) at the end of
September, due this month. It left £4.7m working capital outflow in H1 and lifted
trade debtors from £2.8m to £7.0m at September. The resultant £2.6 Free
Cash Outflow and £0.5m dividend reduced net cash from £3.4m at last year
end to £0.1m. We are reassured this is a major, long standing global banking
client which is in good standing and payment is due imminently. With the usual
strong cashflow we expect D4t4 to finish the year with around £6.0m net cash.|