D4T4 Solutions Share Chat (D4T4)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
D4T4 Solutions	LSE:D4T4	London	Ordinary Share	GB0001351955	ORD 2P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-1.00p	-0.62%	161.00p	157.00p	165.00p	162.00p	161.00p	162.00p	15,107	14:00:10

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Software & Computer Services	17.7	4.2	10.5	15.3	61.59

D4T4 Solutions Share Discussion Threads

Showing 451 to 475 of 475 messages

Chat Pages: 19 18 17 16 15 14 13 12 11 10 9 8 Older

Date	Subject	Author	Discuss
31/7/2017 23:09	Thanks for the news, E Eye. Very useful. I agree that D4T4 is a LTBH, & IMO will reward the patient; I hold.	napoleon 14th	Read Full Thread Reply
28/7/2017 13:01	Certainly moving the right direction today!!	saj3	Read Full Thread Reply
28/7/2017 11:35	EE - thanks for taking the time to share.	mickharkins1	Read Full Thread Reply
28/7/2017 00:45	Thanks EE, notes much appreciated.	tudes100	Read Full Thread Reply
27/7/2017 19:30	thanks so much for this eagle. Interesting how several of these companies are incestuous on directors - I was led to dotdigital - which I subsequently bought after a deep breath as it looks so expensive and is illiquid - by a friend who suggested looking at Idox. Chairman of one is director of the other, I forget which. Some useful notes anyway and thanks again.	srichardson8	Read Full Thread Reply
27/7/2017 17:15	A few AGM notes as requested: About 6 shareholders attended (one was staff) and after the formal part of the AGM was concluded, management spent about an hour taking questions. Celebrus is clearly the engine going forwards and getting customers/potential customers to use it is key. D4T4 continues to attract new customers, but because of deal size there is no RNS. Peter Kear said it was unfortunate as he would have liked to have told us more. Market spend is very low (less than 2% revenues) as D4T4 prefers the route of third party re-sellers compared with other direct sales companies where marketing spend can be up to 25% of revenue. The company continues to broaden its vertical markets and look for more re-sellers. It is still very early days with Microsoft, but apparently Microsoft is contributing meaningfully to the marketing spend which is encouraging (and a bonus). The Celebrus acquisition worked well because they had someone on the board who could get under the bonnet of a 'people' business, which enabled it to know what it was buying. Buying companies to bolt on and strip out costs clearly isn't the business model here. Chairman Peter Simmons said it has the same issue at DotDigital (where he is a director). He commented that employing cash to enhance shareholder value is particularly difficult in 'people' businesses. Matthew Tod, Chief Data Officer, gave a few examples of current business opportunities. For example, one very large car company is looking to analyse it's sentiment index on Twitter. As Peter Kier commented 'Whoever would have thought that would ever be a business opportunity'? If you look for short-term price action with D4T4 then you could easily get bored. However, I got the impression that management are a prudent team and I was told that forecasts are conservative. House Broker FinnCap provides the single forecast and has expectations of 10.1p and 11.5p for the financial year end to March 2017 & 2018 respectively. Thanks to everyone who contributed to making the AGM such a successful event. Cheers EE	eagle eye	Read Full Thread Reply
27/7/2017 12:36	Anyone at the agm? Will appreciatenews to liven up share price	bone apart	Read Full Thread Reply
26/7/2017 18:27	I am sure any post-AGM comments would be most welcome for those of us unable to atend	srichardson8	Read Full Thread Reply
26/7/2017 16:02	D4T4's AGM is being held tomorrow at 10am in Sunbury-on-Thames. A good opportunity to meet management if you are able to attend.	eagle eye	Read Full Thread Reply
28/6/2017 17:01	walbrock82 As Tudes has said, nothing wrong with negative opinion and indeed nothing wrong with trying to promote your own blog. But it cuts both ways; if you are going to appear on this board with some alledgedly serious analysis it would be worth your while checking your assumptions against what has been previously written by some of the more knowledgeable posters (e.g. Norbert Colon's excellent post 3). Also you are building a lot in terms of allegations of earnings manipulation in 2015 on what seems to be a couple of charts and very superficial analysis. Did you look at the 2015 accounts at all? Are you saying that the £0.539m acquisition costs - the reason for the poor ROE/ROCE in that year - were not correct? On what basis? Also rhomboid's point needs addressing. I wish you well but from what I have seen so far your calling your output "research" as in "Walbrock Research" is a bit of a stretch imo.	valhamos	Read Full Thread Reply
28/6/2017 15:41	Oh dear. I've just had a look on the LSE board. At 18.17 on the 27th June there's a post from a poster calling himself orangetree re D4T4 Solutions. At 18.18 on the 27th June there's an identical post on this board from walbrock82. On inspection of orangtree's previous posts on the LSE board and walbrock82's posts on this board,guess what? The majority of them are identical. Walbrock82 = Walbrock Research. Any doubts read post 585. There's a link to HIS analysis. I think you already know where you'll end up. http://uk.advfn.com/cmn/fbb/thread.php3?id=5621634&from=585#firstpost Lots of links in orangtree's previous posts to....ahem Walbrock Research. What's going on here I ask myself? Now the cynic in me would say.........	dave2608	Read Full Thread Reply
28/6/2017 00:41	Nothing wrong with a negative opinion, always like to hear the other perspective however its worth knowing that Walbrock Research is one blokes investment blog. Worth bearing that in mind and having a look at the quality of some of the other commentary before you take it too seriously imo.	tudes100	Read Full Thread Reply
27/6/2017 18:31	Hi walbrock82 You lost me on your first point, earnings have nothing to do with receivables or payables ,unless you're suggesting receivables are not recoverable?	rhomboid	Read Full Thread Reply
27/6/2017 18:18	D4T4 Solutions look promising on the surface but dig deep and you expose some weaknesses by crunching ratios and spotting trends. Today, results were a mixed bag, which is why the shares are getting sold off heavily (down 11%). These are the concerns: - 1. Earnings are being slightly distorted by changes in receivables and payables. 2. Recurring revenue isn’t growing meaning projects are “one-off” gigs. 3. Cash Balance volatility. 4. UK operations seeing a major decline? 5. Slow growth from a small software firm. But, my major concern is they rely on ONE major customer that accounts for 50% of group sales for the last two years. If that contract disappears, D4T4 shares will tank. On the flip-side, we can say a few positive things: - 1. Business is growing in the last decade; 2. The Celebrus acquisition is yielding positive integration (sales of £5m, up from £2m in two years); 3. Licensing division is growing lightning fast (50% and 25% growth in the past two years); 4. Low debt levels; 5. Despite, slight earnings manipulation, they are much higher than two to three years ago. This is evident from net cash earnings. For more charts and analysis, click http://bit.ly/2sdQoJ9	walbrock82	Read Full Thread Reply
27/6/2017 10:11	Must say, I am fairly relaxed with D4t4 and certainly go along with the FinCap note issued today following the results earlier today: "The FY 2017 results were in line with April’s post year-end guidance; impressive c.20% earnings growth despite a 5% reduction in revenue. In H2, some Project revenues were delayed by political uncertainty in the US and company-specific issues at a high-profile Japanese client. Instead, H2 profit was driven by the data gathering and analysis business offering exceptional margins; on the growth of Celebrus licence fees in particular. We expect to see the delayed projects flow into the current year, delivering strong revenue growth but reducing gross margin to usual c.50% levels. Resulting EPS progression is likely to be mitigated by a higher tax charge this year; however we are excited by huge potential of the data analytics offering which now generates >84% of revenues. The recent tie-up with Microsoft could see the US giant offering Celebrus to its global client base with significant upside potential. We caution the relationship is very new and at this stage we temper our expectations and forecasts with prudence." As ever, DYOR	amencorner	Read Full Thread Reply
27/6/2017 10:01	I have bought in this morning.	rcturner2	Read Full Thread Reply
27/6/2017 09:44	The turnover was as expected in the forecasts from Fincap in April 17 so can't see any reason for Mr market to be disappointed on that score. Just had a look at the trades and it seems like odds and sods of sales from PI's expecting some extra type of positive headline. Personally, I am happy to continue to hold.	amencorner	Read Full Thread Reply
27/6/2017 09:30	Seem decent enough results with a positive outlook - high growth market, US presence and pipeline of opportunities bodes well etc - so today's dip gives another chance to buy into a gradually improving story.	its the oxman	Read Full Thread Reply
27/6/2017 09:22	FinnCap price target raised to 200p. Note recent tie up with Microsoft but urge caution due to early stage relationship. Top 5 holding for me and very happy with results.	norbert colon	Read Full Thread Reply
27/6/2017 09:22	Finncap have raised their target price from 190p to 200p today. I think when you put out a positive trading statement there is always the chance that people expect too much. But following these results these look like a very good company to me which is going in the right direction. Added a few more this morning.	gerdmuller	Read Full Thread Reply
27/6/2017 08:57	Regarding top line sales growth. They clearly give the reason and say that it is back on track and expected to bear fruit in the first 6 months of this year. As we're already 3 months into the year, looks positive to me. "In 2016/17, five of the six KPIs recorded improvement, with the sixth reflecting revenue which, as previously reported, was adversely affected by a lengthening of data solutions sales cycle: this was due primarily to the unexpected election result in North America which caused a number of client initiatives to be put on hold for a few months. These initiatives are now back underway, and they are expected to bear fruit in the first six months of the financial year ending March 2018".	dave2608	Read Full Thread Reply
27/6/2017 08:30	I'm always surprised with how D4T4 shares trade, today's RNS demonstrates clearly the vastly improved margins and increasing traction of Cerberus, the net cash position will be bolstered still more as debtor days normalise , maybe those who've not been fully awake were expecting top line sales growth🤔	rhomboid	Read Full Thread Reply
27/6/2017 08:18	Surprised at price reaction to news	ayl30	Read Full Thread Reply
26/6/2017 11:43	Thanks Eagle Eye. Very helpful.	martinthebrave	Read Full Thread Reply
26/6/2017 11:32	I've been told by the company that results are scheduled to be released tomorrow morning. Hope this helps. Cheers EE	eagle eye	Read Full Thread Reply

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