D4t4 Solutions Share Discussion Threads

[middlesboroughfc] 04/5/2021 09:51

600p target for me

[its the oxman] 04/5/2021 09:39

Results will be good and chart says 400p to me.

[dougmachin] 29/4/2021 12:28

No idea why. Enjoying the blue. Cheers

[boadicea] 29/4/2021 12:08

Nice rise. Have we had a mention somewhere?

[norbert colon] 21/4/2021 22:06

https://investor.teradata.com/news-and-events/investor-news/press-release-details/2021/Teradata-Announces-Preliminary-First-Quarter-Fiscal-2021-Financial-Results-and-First-Quarter-Fiscal-2021-Earnings-Release-Date/default.aspxStock up >30% currently.

[geraldus] 20/4/2021 15:52

Edmond Jackson all over this on Interactive Inv.

[srichardson8] 19/4/2021 14:40

What might be comparable companies in the same business? GB or DOTD in the UK are similar but not quite in the same business. Does anyone know? Here or abroad? Or is the offering reasonably unique? I am just reading the finncap note and my first take is the interesting observation that the preponderance of SaaS income falls in the second half.

[mianach] 19/4/2021 11:14

SaaS business model generally yields higher PEs, from higher quality - more visible, reliable & sustainable - earnings

[richjp] 19/4/2021 10:46

I am often not too bothered by high PE ratios. If the company is spending on growth and can afford to, that is fine by me even if it reduces earnings. Price to sales ratio can be more relevant although I have not checked theirs against the industry sector. Also I am not sure what impact their SaaS business model has on these ratios.

[its the oxman] 19/4/2021 10:44

Also chart just looks ready to put on another 50p or so short term.

[its the oxman] 19/4/2021 10:43

Yes , prospects are now seeing a material change here I feel , with tone of recent updates. Think it will bring in buyers willing to bid the shares up for the improving quality and growth opportunity here. Time will tell.

[capitalist] 19/4/2021 10:38

MM's not allowing electornic purchasing, I am guessing they are short of stock.

[mianach] 19/4/2021 10:26

Good CEO appointment (top notch industry experience) and transition plan. Given that he is US based, where much of the growth is coming from, this looks like a shift across the Atlantic: wonder if they're thinking of a NASDAQ listing.

[investing2retire] 19/4/2021 08:39

yeah i want to buy but not at this lofty price.

[ali47fish] 19/4/2021 08:24

nobody is adding -is that because of the high pe

[its the oxman] 19/4/2021 08:17

New broker forecasts, targets anyone ?

[its the oxman] 19/4/2021 08:02

....we are highly confident in the outlook for FY22 and beyond."Update reads very well. Expecting a steady climb toward 400p.

[investing2retire] 19/4/2021 07:56

yep. should rise on that update

[dougmachin] 19/4/2021 07:14

Tasty news update.

[its the oxman] 09/4/2021 12:34

Steady buying today.

[its the oxman] 01/4/2021 21:15

Always nice to get a positive update like this, can relax a bit knowing results will please and pipeline strength will give momentum next year as well. Likely to get tipped/upgraded and break into 350-400p area is my guess. Holding tight for now.

[ali47fish] 01/4/2021 16:14

zeus - what does this prove please - is it good to add- pe very high but this has been recommended by a reputable tip sheet

[zeus19] 01/4/2021 15:58

Crazy how D4T4 is still only valued at c£130m when their peers are at major multiples

[valhamos] 01/4/2021 12:23

Good mix of contract wins and extensions for different business sectors. More clarity on the trading update would have been useful - I don't think beating an adjusted PBT forecast which was so far adrift of previous years' actual numbers is that meaningful. Surely we could have been told now what the current ARR is?

[its the oxman] 01/4/2021 11:29

The business is clearly seeing strong momentum , expecting targets to be revised.