D4t4 Solutions Dividends - D4T4

D4t4 Solutions Dividends - D4T4

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
D4t4 Solutions Plc D4T4 London Ordinary Share GB0001351955 ORD 2P
  Price Change Price Change % Stock Price Last Trade
0.00 0.0% 384.00 08:00:00
Open Price Low Price High Price Close Price Previous Close
384.00 384.00 384.00 384.00
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D4t4 Solutions D4T4 Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

valhamos: Hi Apad I think D4T4 see a whole new vertical in fraud prevention/detection and that explains the Fraud Data Platform being pitched alongside Customer Data Platform and Customer Data Management. However there are clear links between FDP and CDP as FDP clearly relies on the Identity Graph recently released in CDP I would imagine that there would be a pathway for CDP customers who wanted extra fraud detection to get FDP modules.
apad: Valhamos, I believe I read that d4's policy was to make 'modules' available independently so that they could then sell additional 'modules'. But, at the process level the distinction between an independent 'module' and one within CDP would be artificial. Bolt-on 'modules', if you like, until you have the whole package - hopefully! Once a company's internal information is linked to, say, the FDP platform it becomes a sales dream with increasing functionality and customer stickiness as things progress. Do you think I have firmly grasped the wrong end of the stick? I presume today's jump is due to the finncap note being more widely read. I'm normally sceptical about small software companies and have dug into d4t4 looking for negatives without any success, so have taken a reasonable sized position. Results are on the 29th and I am not expecting any surprises in revenue growth returning, so there might be a chance to increase in the future. finncap have increase3d their revenue estimate a little. Anyroadup, it's a great story, if true. apad
valhamos: Impressed with the much anticipated launch of the fraud product (and as a separate Fraud Data Platform rather than as a module within CDP) with integrations including Quantexa, SAS and GB Group from the start and comprehensive ecosystem support. Like with the launch of Celebrus CDP 9.4, D4T4 are being assertive with the claims they are making - "The Celebrus FDP is also the world’s only first party behavioral biometrics platform for fraud. It helps you to catch the fraudster before the fraud." It will be interesting to see how this develops.
valhamos: Apad - I was delighted when D4T4 recruited Bill Bruno and even more so when he was announced to succeed Peter Kear as CEO. His appointment fits well with the growth opportunities in the US, and he has lots of ideas/vision as evidenced by his podcasts (not that I understand all of it!).
apad: "But Bill Bruno goes to town on Adobe's ridiculously false claims (from 9 mins in) hTtps://billbruno.com/2021/05/03/nft-apple-privacy-adobe-summit/" I had listened to Bruno's podcasts about d4t4 before, Valhamos, and noted how fluent he was. AnalyticsNeat is gobsmackingly good (except for the intros 😊). Bruno will be one of the most technically competent CEOs ever. Ta apad
valhamos: Enhanced integration with Pega hTtps://www.channelbiz.co.uk/press-release/d4t4-solutions-plc-launches-major-update-to-celebrus-cdp-integration-with-pega-customer-profile-designer-to-power-customer-centricity/
zeus19: Crazy how D4T4 is still only valued at c£130m when their peers are at major multiples
deanowls: How does the partnership work? Do D4t4 get a revenue share per user if do they negotiate directly. And how important is Celebrus to Teradata? They could certainly buy D4t4 from pocket change.
boozey: Have been in this stock with a small holding in the bottom drawer since the ISL dinosaur era. It once went past £12 in the dotcom boom I recall, but otherwise has gone more or less sideways for the past 20 years. So not a stock to hold for capital growth, nor indeed for a good dividend yield. It has been managed like a lifestyle business rather than one that is progressive and driving shareholder value. But we are where we are. D4T4 was founded by Lythall and Kear in the early 1980s. They came from a car distribution background at Lex Service (taken over by the RAC in the late 1990s from memory). But they are 72 and 65 respectively, and lack real drive. So given their age and the fact that D4T4 has some fantastic capability (with new enhancements), I wonder if they are considering an exit strategy. Given history this is probably a better reason to hold for realising shareholder value than growth prospects which in themselves, and as debated on this excellent thread today, are unlikely to set the world alight especially given the track record.
checkers2: Commentary from the Ennismore monthly Newsletter if anyone is interested: D4t4 Solutions plc – UK software company (1.0% NAV) D4t4 Solutions is a GBP 77m market capitalised, niche software company that helps customers generate value from their internal data by providing software solutions for data collection, data management and data platforms and analytics. We think the business has many aspects to like, including industry-leading technology, significant growth opportunity, healthy double digit operating margins and high return on capital of more than 30% post-tax. We are convinced that Celebrus, D4t4’s key software product, is superior to competitors in terms of real-time functionalities and data access, and we were impressed by a demo during our visit to the company’s headquarters last year. D4t4 operates in one of the fastest growing niches of the software market, and structural growth drivers will continue to support growth for many years to come. With only one local broker covering the shares, we think this exciting story is clearly overlooked by investors. In the year to March 2019, D4t4 generated 36% of its GBP 25m sales from own products (including Celebrus), 29% from third party products, 22% from support and maintenance and the rest from delivery services, with recurring revenues currently representing around a third of the total. These revenues are almost entirely generated via partners. We believe it is sensible for a small company like D4t4 to use partners as its sales channel, and management has invested a great deal of time and effort to develop these strategic partnerships with leading data and analytics companies such as SAS, Teradata and Microsoft. 60% of revenues generated via one partner (SAS) represents a potential risk, we think this risk is significantly mitigated by the nature of the relationship, which has been mutually beneficial for 13 years now. The relationships are true partnerships with D4t4 involved throughout the sales process of their products. Celebrus, which D4t4 acquired in 2015, is a data capture software that allows customers to collect data from user interactions, which can then be used for personalisation, advanced analytics and actual real-time decision making as opposed to batch real-time which can involve delays of many hours. D4t4 differentiates Celebrus from similar software by reference to this speed and also its ability to capture data from many sources. These features allow D4t4’s customers to obtain higher quality data which in turn has the potential to generate more value, and the software is now used by world leading financial institutions and airlines, including HSBC, Citibank and Qantas. In the last fiscal year the vast majority of revenues were generated outside of the UK, with the USA accounting for 69% of the total, highlighting how D4t4’s product is well recognised in the world’s most sophisticated software markets. The high quality of the Celebrus technology and the fact that it may be deeply integrated into the customers’ other software platforms result in a very low customer churn, virtually zero in the last twelve months. We are convinced D4t4 will enjoy growth opportunities, both from the acquisition of new customers and its existing customer base by selling upgrades and upselling their products. Customers usually implement D4t4 solutions on one specific geography or business line and may then decide to roll them out into other areas or activities. Market intelligence provider IDC estimates that nearly 30% of data generated will be consumed in real time by 2025 versus less than 5% today, providing significant structural growth opportunities for Celebrus. Finally, thanks to its recent version upgrade, additional opportunities will arise for Celebrus in the field of risk and fraud. In the last fiscal year D4t4 reported a healthy 22% adjusted operating margin and achieved high return on invested capital thanks also to the low net working capital requirements of the business. Over the past three years, D4t4 grew adjusted operating profits at an annualised rate of more than 20%. For the year ending March 2021 we expect revenue growth of around 8%, an increase in operating margins to around 25% and free cash generation of around GBP 6m, but these estimates could prove conservative, especially if the investments in the USA, which have held back margins recently, start bearing fruit. The company has a very strong balance sheet, with a GBP 11m net cash position at the end of September, which may be used for bolt-on acquisitions, and management is aligned with the CEO owning more than 4% of the share capital. We believe that the recent share price decline following the announcement that the transition to Software As A Service could be happening faster than expected creates an opportunity for long-term investors, as although this would reduce short term profits , it would increase the visibility of earnings and, on a net present value basis, could be a positive impact. We believe a highly profitable, high return niche growing business like D4t4 deserves a multiple of 17x enterprise value to operating profits after tax to March 2021, which points to an upside versus current share price of around 45% over the next 16 months.
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