D4t4 Solutions Share Discussion Threads

[amt] 23/4/2018 22:11

The reverse I would have thought. They promised what seemed unlikely and ended up slightly over delivering. A remarkable second half.

[mauricemonkey] 23/4/2018 14:39

Yeah I agree - the second half weighting to this year's results will have dented confidence that'll take a while to rebuild.

[rcturner2] 23/4/2018 13:40

I think they have to prove the current trading to the market.

The next set of interims will be very important.

[biggest bill] 23/4/2018 13:34

Most companies with a profit record similar to this company have pe ratios well over 20. The current valuation of d4t4 looks bizarre.

[biggest bill] 23/4/2018 13:28

I am surprised that the shares have fallen today. It looks as if earnings per share were about 11p for the last 6 months of the financial year. Given the prospective pipeline of additional contracts, earnings this year could easily top 15p. Anywhere near this figure would make the shares look absurdly cheap.

[gerdmuller] 23/4/2018 13:24

Yes the internet day trader experts that bull markets have a tendency to create probably see this one as a little too tame.

Revenues will have only doubled in the last four years and eps will have only tripled. Far too pedestrian for many of them.

[dave2608] 23/4/2018 13:05

Puzzling I know Oxman. However two weeks last Friday people were selling this share for 97p which looked ridiculous at the time and has since proved ridiculous. There's no accounting for people's actions.

[its the oxman] 23/4/2018 12:56

Update looks encouraging and can't imagine many people will want to sell sub 140p so reckon downside should be limited before it turns up again.

[its the oxman] 23/4/2018 11:52

Early morning buying overtaken by a bit of profit taking kicking in I guess.

[rcturner2] 23/4/2018 10:39

Thanks guys.

[eagle eye] 23/4/2018 09:52

I expect FinnCap will release a few lines this morning, but doubt it will publish a revised forecast until finals in June.
Despite coming in with £20m revenue, the old forecast was £23.2m so management will have a good chance to revise next year's figure when new note is released.

[gerdmuller] 23/4/2018 09:47

They are the corporate analyst and the only one that seems to cover these so we have to assume that their estimates are the published market estimates.

For this year they have eps of 10.1p and 11.5p for YE 2019.

So we are looking at a forward YE 2019 PE of 17.4 if the price moved to their 200p target. PEG would be 1.2 at 200p.

Present YE 2019 PE is 13.5 and PEG of 0.9 at 155p.

[norbert colon] 23/4/2018 09:42

Adjusted EPS of 10.5p on t/o of £20m

[rcturner2] 23/4/2018 09:30

What are the Finncap estimates for this year pls?

[gerdmuller] 23/4/2018 09:25

I think there may be a conference call soon. Maybe someone can try to dial in.

I would say that Finncap are talking to management and that is where they are getting their forecasts. So Finncap's estimates should really be based on what management are telling them.

Finncap have keep their target price at £2 today so I assume they think things are on track to meet their estimates.

[goosegreen] 23/4/2018 09:13

mauricemonkey

This has always been the case.

Good update though.

Perhaps management would like to spell out their expectations?

[mauricemonkey] 23/4/2018 08:38

The update keeps mentioning "management expectations", especially for 2018-2019, but they don't tell us what they are.
How are we supposed to value it if we don't know what they expect to achieve?

[cfro] 23/4/2018 08:12

£20m revenue is impressive beating last years revenue by more than 10%. After such a poor H1 that is very good.

[rcturner2] 23/4/2018 08:07

£15m in H2 is very impressive. If they carry that momentum into the current year then we are looking at a very significant performance this year.

[phoenixs] 23/4/2018 07:37

Very impressive statement

[eagle eye] 23/4/2018 07:16

Excellent trading update this morning. Congratulations to everyone at D4T4.
H1 revenue £4.75m, so H2 was £15m+
Margins strong, net cash £3.9m and positive outlook.
FY results to be announced w/c 25th June.

[phoenixs] 20/4/2018 10:00

I do think that the update on Celebrus is telling us that the company is doing very very well.

[geraldus] 20/4/2018 08:59

Great find Dave,hopefully full steam ahead.Monday should reveal all.

[dave2608] 19/4/2018 23:49

Bit on Celebrus on this podcast. 6.07 onwards. Described as the greatest data collection platform in the marketplace today!

[geraldus] 19/4/2018 14:40

Quite an update on the new Celebrus version this morning - all seeing,all knowing.Look forward to Monday.