Rosslyn Data Technologies Share Discussion Threads

[daicaprice] 11/11/2016 10:20

Nice 50k buy @9.9p absolute bargain.

DC

[woolybanana] 10/11/2016 20:01

Does this mean that the share is substantially derisked?

[cottoner] 10/11/2016 19:21

Tweet a few hours ago from D&B

Together with @RosslynBI, we are disrupting the traditional #data #analytics market. #webinar

[woolybanana] 10/11/2016 16:34

phew, thank Bobo I got a few two days ago

[cottoner] 10/11/2016 15:28

Another piece in the jigsaw.

Further contracts should follow in due course , producing higher revenue and becoming profitable in short term with SP/MCap rising accordingly.

[columbarius] 10/11/2016 15:15

rambutan2 gave the heads up on 8th. Well done RDT.

[daicaprice] 10/11/2016 15:06

Excellent news, should get it noticed.

DC

[fillipe] 10/11/2016 15:02

A really great association....RDT + D&B = major cred for RDT, imo.

Talk about establishing your bona-fides - this will make folks really take note.

Well done RDT!

f

[cottoner] 10/11/2016 14:54

Nice RNS announcement.

About Dun & Bradstreet

Dun & Bradstreet (NYSE: DNB) grows the most valuable relationships in business. By uncovering truth and meaning from data, we connect our customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of the Fortune 500, and companies of every size around the world, rely on our data, insights and analytics.

[daicaprice] 09/11/2016 11:22

From Beaufort broker note in early June this year,

One way or another Rosslyn's share price should soon start to reflect this, particularly given that an obvious basket of comparable, slower growing enterprises presently trades in a range of 4x to 5x FY16 EV/Sales, which is more than twice Rosslyn's own multiple. Beaufort reiterates its Speculative Buy recommendation and places a price target of 24p on the shares.

DC

[columbarius] 09/11/2016 11:07

I think I'm right in saying that trade this morning was at the all time low price.

[daicaprice] 09/11/2016 10:46

That's huge compared to CLP where 5 and 6 trades regularly occur @.8p for 4p

DC

[columbarius] 09/11/2016 10:38

1299 shares sold to raise £104 before deductions. Something very odd about that. The market makers have dropped the offer to 8p and widened the spread to 25% (though effectively 16% as you can buy inside), so they definitely do not want the stock. As they've taken it down on trivial volume, and I don't buy the theory of a major seller, I'm more inclined to wonder what they know that we don't.

[daicaprice] 08/11/2016 22:41

fat finger sorry.

DC

[daicaprice] 08/11/2016 22:40

That's a £12.5m turnover plus new contracts since, the herd will arrive here eventually and hopefully we'll already be at 15p plus.

DC

[cottoner] 08/11/2016 22:30

From latest RNS

"This win underpins the progress we are making in increasing our average annual contract value which is now over £75,000 compared to the £50,000 at IPO"


From TU in May 6th 2016

"The Company has agreed terms with a number of new customers. Whilst these contracts were not signed during the 2016 financial year as had been intended, they are expected to be signed imminently and the Directors continue to be encouraged by the performance of the Company, which they believe reflects the solid foundations that have been established since Rosslyn floated in April 2014.



The Directors anticipate revenue growth to remain strong given the Company's high levels of annualised contract revenue and the low churn rate, which remains below 5%. The number of customers over the same period has risen from 38 to 168 and with improving visibility in Rosslyn's partner channel (e.g. PwC and Genpact)."


So, since the IPO in 2014 , RDT has increased its annual contract by over £25k (over 50%) and increased its customer base by 130 (342 %) - impressive stuff.

This is before the latest drive in US which appears to be starting to pay off , where the customers will probably be bigger and the contract size large IMO.

[daicaprice] 08/11/2016 15:26

Nice 50k buy @ 9.5p, could do with a few more of those to see how tight stock is.

DC

[daicaprice] 08/11/2016 13:41

"I am thrilled that Rosslyn has won this high profile client in a competitive and demanding process. Our focus on the US market is starting to deliver a number of opportunities and this extremely important win demonstrates the demand for our services in the US. Being selected by this global company, shows that our RAPid Cloud Analytics Platform is the technology of choice for companies serious about leveraging the value of their data in order to improve business performance. This win underpins the progress we are making in increasing our average annual contract value which is now over GBP75,000 compared to the GBP50,000 at IPO"

Just a reminder of the last paragraph of last weeks contract news.

DC

[columbarius] 08/11/2016 09:15

rambutan2, do you know for a fact there is a supply of stock wanting out or was it just conjecture? The instis have gone from the major holders list so who else would the market makers be wary of?

[rambutan2] 08/11/2016 03:09

They been partners for long time:

[daicaprice] 07/11/2016 16:04

Someone must have had a spare £3 lol.

DC

[daicaprice] 07/11/2016 15:05

Having done a bit of reading up it does look as though we may have caught it sweet wb, I'm in VELA which was where I first looked it up but at this level it is undervalued and if a predator is watching I'd expect them to want to get a foot in the door through the market before any formal approach.

DC

[woolybanana] 07/11/2016 14:54

Well, the widower's mite has been placed here too; which means fewer Xmas presents and a Macdonalds for Xmas dinner, but what the hell, it is only food!

[daicaprice] 07/11/2016 09:58

In for 18k @9.7p looking for 20p+ over the coming months, GLA.

DC