D4t4 Solutions Share Discussion Threads

[dave2608] 01/7/2019 11:47

Anything can happen in the next 9/21 months, so they can forecast any figures they like but how accurate are they going to be though? Well wide of the mark IMO. In fact I doubt they've given forecasting here any thought whatsoever and have lazily entered some default figures.

If the bookies gave you the following odds on eps for the y/e 2021 where would your money go?

15p and less - Evens

over 15p up to 20p - 2/1

over 20p up to 25p - 5/1

over 25p - 6/1


Well my money wouldn't go on the first two, that's for sure. I'd probably take the 6/1 option. In fact if you took the evens option which Sharelockholmes are predicting then you might as well go and flush your money down the toilet.

[owenski] 30/6/2019 15:40

I'm hoping there's more going on to announce than those forecasts suggest, they're not exactly growth inspiring numbers.

[geraldus] 30/6/2019 14:58

Yes,still have high hopes for these.Forecasts look glacial.

[nitbhav06] 30/6/2019 14:49

The forecasts won't factor in acquisitions. I think with significant cash reserves and virtually no debt on the balance sheet, we will be making acquisitions over the next 2 years. Wouldn't take any notice of those forecasts personally. Gl all.

[geraldus] 30/6/2019 12:51

Thanks,I hope they could do bettter.

[valhamos] 30/6/2019 12:35

Talking of Sherlock, Sharelockholmes has adjusted eps for March 2020 and 2021 as 14.2p and 14.7p (compared with 13.89p for March 2019) with profit before tax as £6.4m and £7.0m - if the potential is realised these are undemanding forecasts with room for upgrades as the year progresses.

[geraldus] 30/6/2019 11:10

Thanks Sherlock.

[trident5] 30/6/2019 10:56

They'll be available sometime in 2021.

[geraldus] 30/6/2019 09:18

Any earnings numbers available now for March 20/21.Thanks.

[dave2608] 28/6/2019 07:42

Cheers Nit. I'd somehow missed that RNS.

[nitbhav06] 28/6/2019 07:13

Dave it looks as though Canaccord would have needed around 800k shares to increase holding to 15.8%. That explains the selling pressure. There can't be much shares in circulation now.

[nitbhav06] 28/6/2019 06:27

Lol, just as I predicted a holdings rns out. Canaccord now own 15.7% of D4t4. Interesting. I wonder if they have foresight of an acquisition or good news somewhere down the line.

[nitbhav06] 27/6/2019 20:14

Funnily enough, I was thinking the same thing. I wonder if a few iis are interested in acquiring some of this little gem. I wouldn't be suprised to see a holdings rns over the next few weeks.

[nimbo1] 27/6/2019 09:49

Looks like one of the better opportunities out there over the next 2 years or so. But its still a micro cap and by the looks of things will continue to provide opportunity to accumulate. Can't really understand the motivation to sell myself but then there are plenty of market participants and everyone has their own reason.

[dave2608] 27/6/2019 08:17

With the latest earnings per share figure of 14.78 this now trades on a p/e of 17. Obviously strip out the cash in the bank and it falls further. Way way too low for a pioneering company in a market hot spot.

[dave2608] 27/6/2019 06:46

Nitbhav there maybe some merit to Its the OXMAN's post of 1327. There was a lot of big sells during results day (Tuesday). Don't have all the data to hand but here's three examples from late afternoon.
16:35:58 - 260.00 - 65,000 - Sell- 169.00k
14:59:34 - 260.00 - 65,375 - Sell - 169.98k
14:58:58 - 260.00 - 50,000 - Sell - 130.00k

Here's some examples of Wednesday's sells
13:55:30 - 257.00 - 70,000 - Sell - 179.90k
13:57:54 - 257.00 - 80,000 - Sell - 205.60k
13:58:09 - 257.00 - 30,000 - Sell - 77.10k
13:58:17 - 257.00 - 30,000 - Sell - 77.10k
15:14:41 - 257.00 - 150,000 - Sell - 385.50k
15:15:35 - 257.00 - 53,871 - Sell - 138.45k
15:15:40 - 257.00 - 200,000 - Sell - 514.00k
16:23:39 - 257.00 - 20,000 - Sell - 51.40k
16:23:43 - 257.00 - 20,000 - Sell - 51.40k

Whilst not all, a lot of these look like they could well be institutional sells which would account for the share price drag.

[nitbhav06] 26/6/2019 16:53

Still can't believe how this hasn't increased by over 15% on the back of results yday. I'm seeing this as a buying opportunity before the next tick up.

[nimbo1] 26/6/2019 15:24

some decent volume going through now - nearly 2% of the company at 257...

[mfhmfh] 25/6/2019 20:01

This from FinnCap today:

'A stronger than expected H2 means FY Mar 2019 earnings beat forecasts already
upgraded with the post-YE trading update in April. We expect robust demand for
data solutions to continue and we reiterate FY 2020 growth expectations.'#

'Overall, this is another year of excellent performance and we raise our TP to 310p in line with the sector.'

[valhamos] 25/6/2019 19:36

Delighted with the results; the company has a clear sense as to where it wants to go and there is a lot of information about this in the strategic report section of the annual report. I particularly like the emphasis in the Growth Plan (pages 24,25) on Asia Pacific in terms of investment/acquisitions to support growth in this region.

[mfhmfh] 25/6/2019 14:07

'FinnCap target 310p'

Happy with that as a starter

[its the oxman] 25/6/2019 13:46

Who knows for sure, but it feels like an institution is using the results strength to topslice. Won't last forever though.

[nitbhav06] 25/6/2019 12:14

On page 11 of the annual accounts it demonstrates the impact of market evolution and growth. Can someone please confirm the size of addressable market? Is it $1bn or $200bn for celebrus. I was confused by the chart. Cheers.

[trident5] 25/6/2019 11:31

Their buy-backs are largely matched by those issued as options for the management.

[revoman] 25/6/2019 11:26

FinnCap target 310p.