D4t4 Solutions Share Discussion Threads

[napoleon 14th] 29/11/2018 15:10

Looks more like post-natal blues!
Never mind, we have a valid new baby that's making good cash & profits...
Prospects look great at this early stage of life, so share price growth will come.
patience will be rewarded IMO.

[dave2608] 27/11/2018 14:19

I must admit I thought today would be the day that this share caught fire. Still under the radar by the looks of it.

[ali47fish] 27/11/2018 14:00

bahiflyer or anyone else please why not top up now while the share price is down?

[dave2608] 27/11/2018 13:54

Another plus point is that the gross profit margin has in 12 months gone from 43.76% to 50.98%. Increasing revenues, increasing margins, £12 million pound in the bank, unique software, what's not to like here?

[mfhmfh] 27/11/2018 11:38

outlook and current trading:

'Since the start of the of the financial year, we are pleased to report that we have secured several new contracts for our Celebrus data platform software including a significant contract with a leading US Financial services company and a significant new multi-year contract with a major Scandinavian bank. We have secured a number of geographic extensions to existing global contracts adding countries such as Argentina, UAE and Taiwan. We have also received licence capacity upgrades from several existing users in the US, Europe and the Far East as well as additional functionality upgrades from customers in Europe and the Far East. New business opportunities continue to develop well on a global basis and we are seeing opportunities grow fastest in the Americas and across EMEA.

Our global partnerships continue to increase our addressable market whilst we have also made good progress with many of our strategic initiatives and our international offering continues to go from strength to strength.

Overall, our business is in a good position and together with a strong pipeline of opportunities makes this an exciting time for the business. Combine this with the people, skill set, and the flexibility to keep moving forward, we remain confident of delivering on management expectations for the financial year.'

[its the oxman] 27/11/2018 10:58

Strong results , good for 250p if the wider market turns up.

[trident5] 27/11/2018 10:42

Cash cow? Dividend is tiny - suggests that the cash is needed for something.

[mfhmfh] 27/11/2018 10:38

D4T4 confident it will meet management expectations for the financial year:

'Overall, our business is in a good position and together with
a strong pipeline of opportunities makes this an exciting
time for the business. Combine this with the people, skill
set, and the flexibility to keep moving forward, we remain
confident of delivering on management expectations for the
financial year.'

[mfhmfh] 27/11/2018 10:15

Finncap today reiterates 240p target price. GLA.

[bahiflyer] 27/11/2018 10:10

I think its more the market knows there are short termers from last weeks dip to 190 who will get out so wont see much buying for a day or so till its settled down.
I'll top up before the end of the week ahead of any IC or other tip sheet updates which I expect to be rather bullish on this cash cow.

[ramridge] 27/11/2018 09:39

OK. Agreed. So that makes the cash adjusted pe to be 11.

[gerdmuller] 27/11/2018 09:35

Looks like someone is selling on these results. Not sure what they were expecting.

But then again, not that long ago people were selling this for under a pound. Incredible.

[trident5] 27/11/2018 09:27

Cash is £12m, not £16m.

[ramridge] 27/11/2018 09:12

Adjusted eps at this HY is 7.4p . From the narrative there is no expectation of H2 or H1 weighting. So reasonable to expect full year eps in range 15-17. Broker forecast is only 12.
That give a pe now = 13.
They also have loads of cash = £16m and no long term debt. Equivalent to 21% of market cap.
So on a cash adjusted basis, pe drops down to 10.

The more I look at this share, the more I like it.

[amt] 27/11/2018 08:54

Perhaps EPS of 20 possible?

[amt] 27/11/2018 08:45

What do you reckon for Yr. EPS 17p?
Pe of 25 share price 4.25?

[daz] 27/11/2018 08:33

I'm a bit disappointed that they didn't actually come and out and say that they will exceed market expectations for the whole year but they historically they are very cautious and it looks very likely they will beat.

[interceptor2] 27/11/2018 08:08

Solid interims as highlighted in the October trading update, and strong outlook to the full year. D4T4 are operating in an exciting growth sector in fact the same sector as SPE which is also enjoying buoyant conditions.

[valhamos] 27/11/2018 07:46

H1 profit exceeds whole of last year.

[ramridge] 27/11/2018 07:42

Looks like full year results will exceed broker forecasts by a big margin.

[cfro] 27/11/2018 07:36

Massive jump in profitability.

[napoleon 14th] 26/11/2018 16:04

Good head of steam before results.......

[simonb1964] 24/11/2018 11:26

Definitely Tuesday 27th Guys!

[bahiflyer] 22/11/2018 15:49

I'm just going on the LSE financial diary for next week which has d4t4 interims down for 26th but they may have it wrong.

[norbert colon] 22/11/2018 13:49

I understand they will be on Tuesday 27th. Should be a very strong update as per the Trading Statement. Having net cash and freehold property assets is a great place to be in these turbulent times.

Based on forecast adjusted EPS of 11.9 gives a net cash adjusted PE of 13.5 for FY19 which is great value when you look at the operating profit CAGR of 25% over the last 10 yrs.

I struggle to find anything not to like.