D4t4 Solutions Share Discussion Threads

[shieldbug] 21/6/2019 13:08

Does anyone know what is going on between User Replay Ltd and D4T4 with regards a patent challenge? I don't have the skills or time to interpret this.

[nimbo1] 21/6/2019 09:37

Agree with the long term potential. The blue prism story was a little different - they listed just as the market growth for RPA exploded which gave the company a huge market cap very rapidly - I enjoyed blue prism, purchasing at 5 and selling at 20. Call me old fashioned but I do enjoy growth and profit simultaneously.
I disagree with you on a PE - it will trade on a PE above 30 if growth accelerates...which it should if our positive views for this company plays out.

[nitbhav06] 21/6/2019 09:31

Nimbo you've got to look long term. The data market will be worth in excess of $80bn in the next 5 years and will continue to grow far beyond this. I see similarities of a Blue Prism story. Our product is IP protected and the best in the world. We are winning contracts with airline companies, retailers and have barely scratched the surface in terms of our potential. Tuck these away for the next 10 years. I've said it before but I genuinely believe this is a $1bn dollar company in the making. With our high operating margin and ROCE, we will always be trading at a pe between 15-20 which should get us to a billion in the next 5-6 years. Also very cash rich. Strip out cash when you value company and it does look good value. All imho. Gl.

[davr0s] 20/6/2019 18:54

No drop - there was a high UT last night. -2.8% on this share is nothing

[woodp241] 20/6/2019 16:46

Big drop today. Any reason you guys are aware of?

[deanowls] 19/6/2019 14:46

We will also be three months into the year so they should have good visibility.

[deanowls] 19/6/2019 14:45

I reread the end of year statement prior to next weeks update. The word solid comes across from a team that generally play the company down. Also the wave of contracts in the second half should point to a good outlook statement.

[rajauk] 19/6/2019 13:59

Doubled my holding here after initially buying at 248p.

[interceptor2] 19/6/2019 07:49

Joining the chorus here these are my No1 holdings also.

Potential for Celebrus is becoming evident now shown by the contract announcements in March 2019 and last August. Worldwide traction now and not just in financials, retail and airline sectors providing interesting diversity.

[dave2608] 18/6/2019 23:07

My No 1 holding too. And by a country mile.

Nitbhav06. Potential to be??? It already is a world class data company.

[nitbhav06] 18/6/2019 20:01

Not surprised Norbert, this has the potential to be a world class data company. My largest holding also and for good reason.

[norbert colon] 18/6/2019 08:37

£100m mcap which we are currently now at is a great place to hopefully consolidate and move up from - it should bring in new institutional investors (or at least put D4t4 in their radar).Looking forward to results and outlook statement later this month. Remains my No1 holding.

[gorse] 17/6/2019 21:44

Less shares and fewer controversy. Or, if you prefer (as I do), fewer shares and less controversy.

[nitbhav06] 17/6/2019 17:38

This is so undervalued at this level. In the next two years I can see this at least 2 bagging. Brilliant company and excellent management. I do like the share buy back programme. I hope it continues. Less shares in circulation, the higher this will go.

[dave2608] 17/6/2019 12:15

Ten bits and this is on the moon.

[revoman] 17/6/2019 11:50

I'll go for the three bits then, please.

[trident5] 17/6/2019 11:10

Three bits - 420p?

[dave2608] 17/6/2019 10:45

Two bits of positive news and this could break £3.60.

[its the oxman] 17/6/2019 10:10

Just one bit of positive news and reckon this will break through 300p.

[zeus19] 14/6/2019 22:38

D4T4 and DOTD are my gems in this sector :)

[zeus19] 14/6/2019 22:36

Such an underrated company. Cant believe our MCAP is only £101m

[geraldus] 14/6/2019 16:14

Yes a bit of afternoon delight.Something for the weekend?

[cfro] 14/6/2019 16:12

Late afternoon move.

[nitbhav06] 09/6/2019 11:37

The real beauty of this share is that it operates in an industry which is going to keep on growing for the next 10 years. The market value of the data analytics space are forecasted to grow to around $100bn over the next 5-6 years. Our product is patent protected at the data collection and processing stage. We have instant analytical capability with Celebrus. It's one of the best products on the planet and will keep getting better. This will not be sold for anything less than $1.5bn.Management are also excellent. These are tucked away in the locker for me. Good luck all.