D4t4 Solutions Share Discussion Threads

[nitbhav06] 25/6/2019 11:24

I doubt there's much stock available. The company acquired £1.4m over the last year with share buy backs. They'll keep buying stock no doubt over the next few years.

[nimbo1] 25/6/2019 11:21

who knows - one always has to temper enthusiasm with the possibility your timing may be way off due to events beyond your control!

hxxps://www.d4t4solutions.com/pdf/financial/2018-2019-full-year-results-presentation.pdf

slide 20 of the presentation spells out the potential growth on offer if d4t4 can execute - still a widely under research and unfollowed stock imo. fine by me

[alotto] 25/6/2019 11:19

What kind of market melt down?

[dave2608] 25/6/2019 11:18

One share I bottled out of buying was AB Dynamics when it was £2.70, big mistake. That currently is on a p/e of 72.

[nimbo1] 25/6/2019 11:11

give it time and another positive rns and we'll gain some traction imo.

My aim here is to hold through a rerate from a PE of 20 to a PE of 30. That will happen imo providing there isn't a market meltdown over the next 12 months and D4T4 can deliver a half of solid revenue growth for the period we are now in.

For next year say EPS of 16 off a rerated 30x earnings = a target of £4.8...its possible.

[dave2608] 25/6/2019 11:11

Cash in the bank is equivalent to about 29p a share, the p/e falls further.

[dave2608] 25/6/2019 11:07

I wouldn't say it's that highly rated. If we take the adjusted diluted earnings per share figure of 13.89p, we currently have a p/e of slightly under 20.

[nimbo1] 25/6/2019 11:02

I wouldn't worry about it - no one takes any action on the day of results in small caps other than private investors. For this to rise we need some more institutions to fancy owning some stock - that takes meetings / models and time... hopefully the price will start to gain traction over the summer into the next trading update assuming things are progressing as we hope.

[daz] 25/6/2019 11:01

Looking at the wider picture, the data science industry is still relatively in its infancy and this means that demand for data capture software like Celebrus will continue to grow.
That though is reflected in the relatively high D4T4 rating.

The main risk I see is whether a competitor product emerges but management have said Celebrus took many man years of development and would be difficult to replicate, so that and a need for a rival product to gain acceptance, does provide some comfort on that score.

[dave2608] 25/6/2019 10:53

I'm surprised it's only risen 5% today. Those results were simply stunning. Potential to get tipped in the fore coming days by one of the share mags I reckon.

[nimbo1] 25/6/2019 10:45

in this market I'm just happy to be holding a small cap share where the results don't seem to crush the share price. tick in the box from me : )

[amt] 25/6/2019 08:42

There were some contracts signed at the back end of 2019 that partly fall into 2020. It's clearly stated so you don't need to guess. I agree visibility is improving which is a positive.

[dave2608] 25/6/2019 08:34

I've no doubt there will be some contracts signed at the back end of 2019 that will fall into 2020's revenues. So you could by the same logic argue that H2 of 2019 could have been higher. Anyway this is a plus point for me. Visibility of revenue.

[its the oxman] 25/6/2019 08:34

For those interested another company breaking through is CER, dyor of course but it also seems to be set fair for the year ahead.

[amt] 25/6/2019 08:30

Facts are facts. Accounting standards are there for a reason to make comparisons easier. You could then argue that H2 includes contracts that also relate to H1 2020 if you take your view. As I stated these are good results but not without a word of caution. I don't expect growth at the same rate in 2020 but we will see.

[its the oxman] 25/6/2019 08:28

How many days or weeks before we test 300p. Can't be much longer now.

[dave2608] 25/6/2019 08:22

You're talking nonsense amt. The H1 results were higher because some contracts signed in H2 of last year weren't signed early enough to make it into 2018's revenue and the revenues fell into H1 y/e of 2019.

[amt] 25/6/2019 08:11

Cash is 11m actually down from 12m at 30th September.
Turnover in H2 11m is lower than H1 14m.
These are good results but not as good as some are making out.
Lets not get too carried away and manage expectations a bit.

[interceptor2] 25/6/2019 08:05

Very good results from a proper growth stock.

Cash levels have increased strongly to £12m and no debt, I trust management to make astute acquisitions if they see an opportunity as well as use the cash for further marketing and product development.

Agree that any patent disputes would have been mentioned if management thought it was material.

[its the oxman] 25/6/2019 08:02

Some very positive comments re current trading, opportunities and outlook, so certainly more to come now. Bodes very well for a continued steady climb of the share price,

[cgequityinvest] 25/6/2019 08:00

results look to be ahead of consensus forecasts, e.g.

Sales 25.2 v forecast 25
PBT 6.0 v 5.8
EPS 13.9 v 13.3
Dividend 3.0 v 2.8

Cash at £11m is in line

I expect to see revised forecasts from brokers coming out - current forecast is for sales of 26.5 and eps of 13.4

[tomg23] 25/6/2019 07:49

A buy of 265 gone through already. Looking like a strong open

[cfro] 25/6/2019 07:44

These really are stunning results.

EPS near doubling, 185% increas in net cash, 20% increase in the divi...

No mention of the patent dispute so one assumes management must deem it unimportant.

[melody9999] 25/6/2019 07:34

Particularly like this:

As documented in our trading update released in April, during the last quarter of the year under review we signed a number of significant contracts some of which were recognised during the year in review whilst others will be recognised during 2019/20 and beyond.

This gives us an excellent start to the current year and when combined with a growing opportunity pipeline the Board remains confident in the future of the business and believes that it has a clear strategy in place to develop the opportunities that will deliver sustainable growth and enable us to achieve our plans for the year ahead.

So we are off to a flyer in 2019/20. As for acquisitions, I see they are focused on accelerating international expansion. Makes sense to me for our management to acquire to gain faster entry into foreign markets.

[nitbhav06] 25/6/2019 07:34

Just let them carry on doing what they are doing. Why make acquisitions for the sake of it, unless it complements the business model. We have a unique product so all that needs to happen is more marketing. Imagine when we have a global presence (i.e. outside of UK and US). We have barely scratched the surface in terms of potential. Remember this is a $100bn market in the making. Customers will be running to us.