D4t4 Solutions Share Discussion Threads

[amt] 21/10/2019 17:51

It wasn't long ago it was in the 2.60s so no reason why it shouldn't get back there in quick order.

[hazl] 21/10/2019 17:48

..thanks Norbert.

[norbert colon] 21/10/2019 17:20

My latest thoughts:https://cube.investments/d4t4-solutions-trading-update-d4t4/

[mfhmfh] 21/10/2019 16:03

222p being paid today.

[dave2608] 21/10/2019 12:45

If you crack the US you'll make it big as a company and they're at the start of making inroads there. Interesting that they're making inroads into China too. The Chinese market is potentially almost a quarter of the world market and this industry is still in its infancy. Well that's my positive slant on looking at the horizon.

[shanklin] 21/10/2019 12:20

In retrospect, nice to have been able to add a few at 205p.

[mfhmfh] 21/10/2019 10:04

This about the USA:

'Continued investment in North America in both technical support and service delivery to support growing presence'.

[mfhmfh] 21/10/2019 09:39

Positive Outlook statement IMHO with prospects for H2 'strongly underpinned':


- Prospects for HY2 strongly underpinned by:

- high level of contract renewals from new licences signed during the second half of last year;

- strong visibility on new contracts due to initiate during HY2;

- significant pipeline of new business in negotiation with existing clients wishing either to increase the footprint of our software or to extend the use of our hybrid private cloud data platform solution.

[deanowls] 21/10/2019 09:32

They will have full visibility on implementations and have in the past delivered what they have discussed. On the contract wins seems very little from the USA tho?

[amt] 21/10/2019 09:20

Good visibility so not much risk of falling short

[shanklin] 21/10/2019 08:57

valhamos

Meeting expectations assumes some winning of new business with existing clients, which is already in negotiations BUT no revenue from new clients recruited between now and Y/E. So any such income would be a complete bonus.

[valhamos] 21/10/2019 08:52

Which all goes to show that trying to evaluate software companies by detailed analysis of half years comparisons is a mug's game.

The key question is - is the company winning enough contracts to grow the business and meet its objectives. As Shanklin as pointed out the update accentuates H2 performance based on contracts already won.

[ali47fish] 21/10/2019 08:49

finncap- sounds optimistic

D4T4 Solutions (D4T4): Corp
H1 meets expectation and a record H2 is forecast
The trading update reveals that the H1 performance was in line with management expectations and the Board is confident of meeting FY forecasts. As previously flagged, FY 2020 will be H2 weighted, with £8.8m sales booked in H1 and thus £17.7m due in H2. As we noted in August, this HoH split (33/67) is not as extreme as the H2 weighting that D4t4 delivered back in FY 2018 (24/76). The expectation of a record second half is underpinned by substantial annual contract renewals from licences signed in H2 LY; strong visibility on new contracts due to initiate in H2; and a significant pipeline of new business in negotiation with existing clients who continue to derive substantial benefits from D4t4’s data management solutions. We reiterate our FY forecasts and TP.

[cockerhoop] 21/10/2019 08:41

trident5,

You've added the IFRS15 adjustment rather subtracted it from H119 numbers.

[cockerhoop] 21/10/2019 08:38

Last 4 years show how volatile HY's can be

2016
H1 £8.5m
H2 £10.1m

2017
H1 £10.0m
H2 £ 7.7m

2018
H1 £ 4.8m
H2 £14.00m (restated)

2019
H1 £14.0m
H2 £11.3m

2020
H1 £8.8m

[trident5] 21/10/2019 08:34

Stripping out the IFRS adjustment sales have halved - the share price action has been accurate than the bulls on here.

[alotto] 21/10/2019 08:29

What are exactly the market expectations?

[shanklin] 21/10/2019 08:26

No mention in TS of any reliance on winning business with new customers to achieve market expectations. So any new customer wins resulting in H2 income would be a complete bonus.

[cockerhoop] 21/10/2019 08:23

zeus19,

You're getting the years confused H218 (end 03/18) was the massive H2 weighting. Last year end 03/19 was actually H1 loaded £14.0m v £11.3m in H2.

[mad foetus] 21/10/2019 08:16

It's a good company and has been on my watchlist for ages. Must do some more research, could be that this week provides ideal entry point

[alotto] 21/10/2019 08:16

Finncap reiterates its recommendation 'corposate.
The share price is even more depressed today

[zeus19] 21/10/2019 08:10

Second half weighting again just like last year where they absolutely smashed it second half

[cpap man] 21/10/2019 08:09

Chart has to be a concern no?

[alotto] 21/10/2019 08:08

Revenue of £8.84m vs. HY1 2018: £13.99m? Is that any good?