D4t4 Solutions Share Discussion Threads

[rp19] 18/4/2019 10:09

If they are saying they are confident of making next year's forecasts so early in the year, then I am hopeful that there will be upgrades to forecasts as the year progresses.

[deanowls] 18/4/2019 09:53

They’ll beat them. Easy. Moving to recurring revenue, new contracts that started in q4 to take a full years impact. Growing cash and dividends.

Lots to like.

[firtashia] 18/4/2019 09:42

amt- forecasts (from sharecast)give the following figures for FY20

Rev(£m) PBT(£m) EPS (p)
25.0 6.30 13.30P

i.e revs for FY20 will be flat compared to those announced for FY19 today.

Would be grateful for peoples thoughts on the likelihood of these figures (especially revs) being beaten? Todays statement suggest D4T4 is only in line to meet them but we are only days into the new financial year.

[nitbhav06] 18/4/2019 09:41

What a brilliant company. Clearly they have a world class product in Celebrus that customers really like. My only nervousness is a takeover, which I can see happening over the next few years.

[trident5] 18/4/2019 09:13

But the 25m includes the 1.6m.

[amt] 18/4/2019 08:54

I see Finncap have raised to 3 quid

[amt] 18/4/2019 08:50

OK so we need to compare 25m with 18.4m. So 35% growth in sales. Very impressive

Does anyone know what the official forecasts are for next year or two? Thanks

[valhamos] 18/4/2019 08:31

IFRS 15 adjustment was from 17/18 to 18/19

So 17/18 revenue was adjusted from £20m to £18.4m with the £1.6m adjustment now included in 18/19

[cfro] 18/4/2019 08:21

Yes its the 19/20 financial year that is important and where these new contract wins will fall.

Also i think a small amount of revenue and profits have been moved from 18/19 into next year under new accounting rules.

[interceptor2] 18/4/2019 08:11

I thought the same jeanesy that we could move lower today, some might have been expecting a full blown significantly ahead update for the year just ended? But with recent contract wins coming into effect this financial year it is all about the future potential of these and further contract wins.

[ali47fish] 18/4/2019 08:07

and on a per of 21- caveat

[jeanesy] 18/4/2019 07:55

Although very positive going forward I would not be surprised to see this move down today.. always seems to be the case on results today.

[interceptor2] 18/4/2019 07:55

As expected a strong update and particularly impressive that revenues increased by 25% as well as net cash which has more than doubled, not bad for a proper growth stock. Over time I expect to see a continued rerating here as more investors become aware of the growth story.

[amt] 18/4/2019 07:42

Yes recurring revenue makes predictability much better and so over time will help to rerate here. Great stuff.

[cfro] 18/4/2019 07:41

Very encouraging statement. The increase in recurring revenue is the key:

Our Recurring income stream is expected to report solid growth for the year just ended reflecting the increase in both the data platform business and ongoing new software sales and it is also pleasing to report that this segment returned a trading performance ahead of budget.


We are delighted to report that we continue to benefit from the strong demand for our Celebrus software products where we have seen a change in the mix between our traditional perpetual license style business and recurring revenue models with an increase in the demand for the recurring revenue version of our products. Even with this change, which remains an evolving trend, we have delivered growth in top line sales. Our opportunity pipeline looks strong and we expect to see both a further increase in top line license sales and recurring revenue growth in 2019-20.

Also worth noting is the new IFRS15 rules where some revenue and profits moved in new financial year.

[owenski] 18/4/2019 07:24

That's a very positive read. Forward statements factual and encouraging.

[nimbo1] 18/4/2019 07:20

AMT ref rating we are on the same page - D4T4 feels under the radar but also feels like it may be in break out mode as far as revenue / earnings growth and therefore more institutions will want to own it. If markets stay ok ish I anticipate the next 12 months should be good here.

[amt] 18/4/2019 07:13

Yes very good update. 25% growth in turnover vs prior year is spectacular. Perhaps similar or more than that in growth in profits as at least 50% margins. Surely a pe of 30 would be justified here so share price of 4 quid not unrealistic in my view but anyway I am in for the longterm so it will no doubt rerate over time.

[norbert colon] 18/4/2019 07:12

Yes a good update and note that it's a decent revenue beat as GBP25m was forecast for 2020 yet has been achieved in FY2019.Outlook seems very positive.

[nimbo1] 18/4/2019 07:10

A good update imo - a quality business generating plenty of cash with good ROCE. The comments suggest growth is accelerating imo...

'Reported Group revenue for 2018-19 is expected to be c.£25m with Group profits slightly ahead of market expectations'

'Our focus on being the most comprehensive real time customer data collection platform in the market continues with the launch of our new version 9 Celebrus customer data platform (CDP) software. This, coupled with the increasing demand for our hybrid analytics cloud data platform solutions, leads the Board to believe that the coming year will be a strong one for the Group.'

'Net cash at the end of March stood at £11m (FY2018: £4.6m). The Group continues to have a solid balance sheet and to generate cash.'

[jeanesy] 17/4/2019 09:35

moving up in anticipation of results tmw

[amt] 16/4/2019 19:57

EE well its either tedious or exciting I suppose. I suppose following the heard when there is a sell-off can lead to missed opportunities but that's why a lot of home work is required to make money. I have been in D4t4 or IS solutions as it was for donkeys years and the business has with one it two blipps been going from strength to strength. I feel the real pay off and excitement is only just beginning.

[goosegreen] 16/4/2019 16:42

eagle eye

I first bought in 2005 @ 14/15p
My max holding was 80k
I have sold down for good profits and now only hold 14k
In 14 years I make that 17 bagger with more to come!
I am now holding for the duration.

[nimbo1] 16/4/2019 12:12

thanks, well I certainly would have been disappointed with tomorrows update then...

[valhamos] 16/4/2019 12:02

I believe it is on Thursday 18th as per: