D4t4 Solutions Share Discussion Threads

[alotto] 04/12/2019 08:34

Anyone has insight about the downtrend following the H1 19? The drop on the announcement day wasn't that significant but the downtrend started even before and continues in these days.

[mfhmfh] 28/11/2019 13:27

2 director buys in last 2 day...more to come?

[dave2608] 28/11/2019 13:25

A couple of interesting developments:

1. Peter Simmonds buys 35,000 shares.

2. Another key hire to go with Bill Bruno.

The Board of D4t4 (AIM: d4t4) is pleased to announce the appointment of Dr. Monika Biddulph as an independent non-executive director with effect from 1 December 2019.

Monika (age 53) holds a PhD in Physics from the scientific and research university, ETH Zurich and over her successful 20-year career has developed a broad set of commercial and technical skills within the international technology sector. Until August 2018, Monika was a member of the leadership team at ARM Holdings where she held a variety of general manager and IP licensing roles within the organisation.

Currently Monika, an Independent Business Consultant is also a non-executive director at the technology company Ilika plc (AIM: IKA), a pioneer in solid state battery technology. She was previously a NED for 1 year at Linaro Limited, an open source software organisation.

CEO Peter Kear, D4t4 said:

"We are delighted that Monika has agreed to join the Board; her wise counsel and depth of knowledge and experience from a practical commercial and technical aspect of a technology-led business, from a small company to a large scale multinational corporate will be invaluable to us during this next stage of our development and growth."

[napoleon 14th] 28/11/2019 10:36

Interesting analysis, Daz.
____________

Decent director buy, not mind blowing.
I was in D4T4 for two years which turned out quits, as in "dead money".
On watch list - see what happens.

[geraldus] 27/11/2019 09:41

Yes,feeling of deja vu.

[trident5] 27/11/2019 09:02

Director buying.

[revoman] 27/11/2019 09:01

And here's the first purchase.

[trident5] 27/11/2019 08:59

Wrong board Nobilis.

[nobilis] 27/11/2019 08:34

IQE

Apple expects to sell over 100M 5G iPhones in 2020
By William Gallagher
Monday, November 25, 2019, 05:06 am PT (08:06 am ET)

An unconfirmed report in Digitimes claims that Apple is advising its suppliers that it will be producing in excess of 100 million of the next iPhone, a rise of around a fifth over 2019's estimates.

[alotto] 27/11/2019 08:28

Bamboo potwntial turn 28.11 and 4.12 on the upside I hope. I'm not sure chart patterns are reliable when share price changes in response to events like announcements etc

[bamboo2] 26/11/2019 23:48

Head and shoulders pattern is confirmed with a tp iro the breakaway gap [13/8/2018] support zone 149-156

Historical support 190 & 173

Potential turn [mid chart] 28/11/2019 & 4/12/2019, last market chart 4/12/2019

[geraldus] 26/11/2019 22:25

When this happened in November 2017 and they went into a loss the directors bought decent amounts accompanied by a share buy back.Later in December they announced some large contracts and finished the year in line.

[daz] 26/11/2019 22:08

Thanks for the replies Norbert

I've now looked at figure 2 and what I would say is that from my own experience in this field, I think figure 2 is over-simplifying the options available.

Teradata as a database is very expensive and for the analytic type applications I'm involved with, vast amounts of structured data are not necessary, instead you define a few aggregation tables and use something like Kafka to stream the data and this is a much lower cost option. The data science team, where I work, having looked at alternatives are now somewhat anti Teradata.
I have no experience of working with SAS but it also comes across as a heavyweight and probably expensive tool.
I have no doubt that organisations that have Teradata or SAS already installed will leverage them as much as possible to gain scale efficiencies and I know some banks have been using Teradata for decades and will carry on doing so.

I think the issue that D4T4's partners (the likes of SAS and Teradata) will have is persuading non-users to invest in such a heavyweight and expensive infrastructure, where the returns at least in the short term don't warrant it.
It's far more likely they would invest in a lower cost and perhaps more tactical solution, such as above to justify the business case and I think this is why D4T4 are not seeing such a rapid take-up of their product.

Apologies for the long post but this issue is at the core of the medium/long term investment case.

I should add that I have been holding D4T4 for a few years and intend to hold despite the pullback as they look reasonably good value at current levels

[deanowls] 26/11/2019 16:51

I believe this is an opportunity and have added to my holding, management have displayed delivery on what they have forecast in the past. They also make note of announcing as the contracts complete similar to the issues a few years ago.

[trident5] 26/11/2019 16:39

Thanks Norbert - I always thought of Levels 1 to 4 as being asset liquidity/transparency classifications.

[norbert colon] 26/11/2019 16:32

https://datafloq.com/read/five-levels-big-data-maturity-organisation/259

[norbert colon] 26/11/2019 16:27

Those such as banks where fraud and compliance are key drivers on top of the usual CX (customer experience) drivers. D4T4 own a suite of patents including one that addresses real time collection. Hugely valuable.

[trident5] 26/11/2019 16:14

What is Level 4 maturity?

[valhamos] 26/11/2019 16:11

Important to remember that reported and forecast growth is being in effect understated because of the switch to the subscription pricing model

[norbert colon] 26/11/2019 16:07

......Only 33% of large enterprises are at Level 4 maturity or above - this is forecast to grow to 78% for such enterprises (D4 target clients) in 5 years.

[norbert colon] 26/11/2019 16:04

Refer to Fig 2 on p.4 of finnCap note which clarifies Celebrus target market are those working in Level 4 and 5 where real time is fundamental.As "actual" real-time (not a few seconds or minutes later) picks up momentum in the market as a "must have" this will only fall into D4T4s favour given they have the global patent/IP.That's the reason.

[daz] 26/11/2019 15:43

Nap, I think you have to take into account the cash on the balance sheet when looking at the P/E. While the historic p/e is around 14.50 with the shares at 192, this falls to 11.37 subtracting the £11m in cash, which is not expensive for the track record albeit very lumpy.

We will have to see how estimates for next year are revised at full years figures, I do think at the moment they must be close to guesswork, given the volatility of contract signings, so I tend just to look at this year, which as you've pointed out is slightly down

I do share concerns as to why with such a leading product isn't selling quicker than it is, given that data science is such a growth sector but they must be driven by projects initiated by the customer over which they have no control