||EPS - Basic
||Market Cap (m)
|Software & Computer Services
D4T4 Solutions Share Discussion Threads
Showing 376 to 398 of 400 messages
|I'd be looking for about 2.30 as the next peak. May not happen immediately though! MACD has turned up. Looks bullish to me on a purely technical view.|
|Thanks guys. I confess to not doing much research, so very helpful as I know what to read about now.|
|Yump - D4T4's tax rate rises from a forecast 5% for the year just ended (31.03.2017) to 16% in the current year. So while PBT is forecast to grow 15% in the current year (£4.1m to £4.7m), EPS is forecast to rise only 1% to 10.0p EPS.
The legacy business is low margin with lumpy revenue.
IMHO, an investment in D4T4 should be based on the whether one believes that their high margin Celebrus business continues growing at a lick. It grew +43% last year and is now 26% of group revenue (up from 16% the previous year).
I believe it will and this will result in the company being afforded a higher multiple by the market in due course.
Hope this assists.
|Skyracer - "they are presenting this as good news" Announcements that profits are ahead of current market expectations are generally good news.
yump - "it appears to have gone ex-growth" was the exact opposite impression I got from the RNS where it was stated that Celebrus grew 48% last year and continued to experience 'upward demand' and confidence was expressed in delivering expectations for year ending March 2018.|
|I keep mulling this one over as like the business, but it appears to have gone ex-growth on the forecasts I've seen, so the p/e seems quite high. What I don't want is to invest when the double-whammy that sends shares up when their growth increases and the p/e goes up, reverses.
Can anyone please point me to roughly where forecasts are in the thread - struggling to find them.|
|So let me understand this, they are expecting a fall in revenue from £18.6m to £17.7m and they are presenting this as good news.|
|they were 200p in january|
|HSBC are one of Celebrus's major banking clients.http://www.businessinsider.com/hsbc-chairman-douglas-flint-data-debate-fintech-tech-banking-2017-4?utm_source=dlvr.it&utm_medium=twitterInteresting closing paragraph from Google in particular.|
|Finishing above 160p is very encouraging. May push on sooner than I expected.|
|could just go up to 300p oi feel|
|Profit downgrade was factored in and we not an upgrade so should be plenty of ground to make up. Interesting to see what action we get on the next wider main market up day.|
its the oxman
|Just wants to go up|
|We gonna pop 160p today?|
its the oxman
|Some market commentary:http://www.fool.co.uk/investing/2017/04/12/d4t4-solutions-plc-rises-20-on-earnings-beat-can-this-growth-stock-keep-going/|
|back to 200p?|
|Today's update covered by Paul Scott on his SCVR:
|Lovely to see ALT heading back at 100p. Could be might fine|
|Part of what Celebrus are up to:http://www.r-cubed.co.uk/real-time-personalisation-virgin-atlantic/?platform=hootsuiteAs long term holder I am very pleased with the trading update.|
|I take it back. Finncap have upgraded their forecasts.|
|I suspect there won't be any broker upgrades until after results. However, I also imagine that SCSW will update their tip over the next week or so. This came very close to breaching my stop loss this week but glad I held on for today's TU.|
|A really good analysis from Trader TIm here on D4T4, I believe he holds. I think he has written a few posts on D4T4 - seems very bullish.
|Probably heading back to 160p in the short term. June results will then determine whether we get back up towards 200p.|
|Yes glad I held on. Should start to go back up in a week or two after Brokers have looked at it.|