D4t4 Solutions Share Discussion Threads

[zipstuck] 05/4/2018 15:36

Good point geraldus. Could be CGT position

Revenues are taken on delivery on contract award.

[geraldus] 05/4/2018 15:16

I would expect another buy back at this price if they have not already spent the allotted 200k.GDPR in the news of late and comes into force in May,they should be a big beneficiary with their solutions.Tax year ends can sometimes throw up some opportunities if you have the nerve. GLA.

[superg1] 05/4/2018 14:50

Then consider this

If they have hit the revenues the MMS will have no clue re the old news. EG news would be revenues as forecast.

To the likes of us looking on that's big news and the shares have been discounted from around £1.50 to here.

There is no way the market would mark it up 50% on revenue as expected news. It's now on a price when last time it was £1 it had £5 mill less revenue and £3 mill less profit.

I suspect you will all know soon as if revenues have been hit the team would be keen to update the market.

[superg1] 05/4/2018 14:43

nap

A few hovering.

It got hit hard due to first half moved to 2nd half. I'm wondering if the holdings announcement caused a few to sell.

It's hard to see how the fund can sell in numbers, so perhaps a one off. On the chart it keeps the traders on hold.

The general rule is if they the company has missed on H1 appearing in H2 then they would have to update the market. They had already said they expected it in H2 so if it came no need for news other than a normal trading update.

EG they said

"the Board remains confident of achieving management expectations for the full year based on recent business wins and the depth and quality of the prospects pipeline."

I'm thinking logically here while relying on nomads which is not the best thing to do.

But if they hadn't hit and the YE now passed then it would not be right to leave it a week before telling the market especially with the sells and share price drop.

So logically no news is good news and they have hit the targets, BUT we are talking nomads, none of which I trust.

If all the rules are being stuck to then I'd say good news is coming re H2 revenues. Anything else imo would be a cloud and suspicions of a dodgy nomad.

[napoleon 14th] 05/4/2018 11:41

I'll risk waiting for results, but...............

Chart is a horror & I'm underwater on this, like many, I suspect.

[eagle eye] 05/4/2018 11:11

Market makers don't want stock, that's for sure.
Bad news in the offing or buying opportunity?
If the price falls below 100p then weak holders will be flush out.

[phoenixs] 05/4/2018 10:46

If the company has made up for 1st half delays then this company is way undervalued.
The company has been buying back stock which must mean that they have unneeded cash so profitability is also not a problem.

[zipstuck] 05/4/2018 10:44

Actively recruiting staff

[zipstuck] 05/4/2018 10:41

Interesting they were buying shares for treasury at the end of March at higher levels

[3500sr] 05/4/2018 10:31

Year end is past and the company has not announced any change to expectations for H2 results as mentioned in the interims, when they referred to this year's results being like 2014/15 results. Back in 2014/15 they met the year's targets with heavily weighted H2 revenues and profits so having subsequently heard nothing to the contrary and several announcements of contracts have been made, I am concluding at the moment that results will be in line. Perhaps we can expect a trading update next week?

[eagle eye] 05/4/2018 10:03

Fear that H2 expectations will not be met.
Buyers will return if market expectations are delivered, but sellers rule the roost for now. Prospective PER for the year just started is now in single figures.
Can't be long before year-end trading update is announced.
Last year's announcement was on 12th April.

[gerdmuller] 29/3/2018 16:57

I saw the Co bought another £100k the other day. The price still fell.

Only time will tell.

[martinthebrave] 29/3/2018 15:14

Bought back in today 117p. With an Update possibly only a couple of weeks away, the Risk/Reward her seems pretty favourable.

[revoman] 12/3/2018 16:58

Same number of shares, .05p difference in traded prices?

[wanttowin] 12/3/2018 16:08

I don't know how one would clarify that revoman

[revoman] 12/3/2018 16:06

Those are a bed and breakfast aren't they?

[wanttowin] 12/3/2018 15:45

2 sells of 61.5k adds to the volume, someone wanted out.

[eagle eye] 12/3/2018 11:22

Market makers generally operate hand to mouth here, so a few sellers at 127p would see the offer marked down to 130p to move the stock.
124p bid should deter sellers, but that isn't how the market works.
Volume of 26,000 is light, so possibly nothing untoward is happening IMHO.

[pazzuzu] 12/3/2018 10:47

Any thoughts wmto the fall today?

[wanttowin] 12/3/2018 10:28

Added on this dip.

[its the oxman] 22/2/2018 17:33

Think management knew what they were doing loading up lower down. Clearly expected to deliver come results.

[valhamos] 22/2/2018 16:45

Even after recent contract wins it still has a strong pipeline which bodes well for the remainder of this year and next. Particularly impressed with the contract with the major Asian bank as it is important to grow in that region as well.

[gerdmuller] 22/2/2018 10:15

Finncap have said target is still 200p today. Still a few weeks to year end so things are starting to look a little better with this news flow.

[its the oxman] 22/2/2018 09:17

Good news will help sentiment and share price in weeks ahead