D4t4 Solutions Share Discussion Threads

[valhamos] 30/6/2020 08:49

14.7 eps for this year might be a bit optimistic at this stage but based on the outlook statement I cannot see it being less than the 11.19p achieved in the year to March 2020.

[eagle eye] 30/6/2020 08:48

Best to read the new note closely before accepting the 310p price target.
Forecast revenue and EPS to March 21 is now £21.7m and 6.6p respectively.
Corresponding figures for the following year is £24m and 8p.
Well done to management for the transition from annual license to SaaS model.
At 235p, the PER for the current year is x 35.6 which leaves it well up with events IMHO.

[rivaldo] 30/6/2020 08:47

AdamB1978, Finncap's new forecasts per their note today are:

year to March'21 : 6.6p EPS
year to March'22 : 8p EPS

Much too rich for me at present, but a quality company.

[wednesday6] 30/6/2020 08:43

Liked this bit too

'we have recently commenced work on a number of new partner initiatives which should provide significant returns over the coming one to two years"

[shieldbug] 30/6/2020 08:40

Net Assets up 17.8% at £29.26m (market cap today - £93.6m)
Gross profit margin up 4% to 60.7%
Own IP products down £1.5m compared to 3rd party products down £3m, delivery services and Support & Maintenance both up £0.5m - reflecting shift in product focus and licensing.

My only question about these results is the £1.266m inventories.

[adamb1978] 30/6/2020 08:39

Thanks tightfist

[vprt] 30/6/2020 08:27

Sign up directly on the Finncap website for full access to a fresh analyst note. 310p target retained. Forecasts now also include FY22, not just FY21. Important to understand the recurring revenue shift. Half the FY21 revenues already in the bag.

[tightfist] 30/6/2020 08:23

Hi Adam,.Stockopedia indicates it's just followed by one broker and (as of last night) they forecast £28.5m revenue and eps 14.7p for YE 31.03.21. However, IIRC the broker did not anticipate well the results a couple of years ago......Hope that helps, tightfist

[adamb1978] 30/6/2020 08:10

Does anyone have access to forecasts for Mar-21? I cant see any on the sources which I have access to
Thanks

[adamb1978] 30/6/2020 08:08

The lower revenue was well sign-posted and is a result of moving to a SaaS model rtaher than traditional software licensing. Its clearly beneficial in the medium term

[gswredland] 30/6/2020 07:52

interesting
i prefer recurring revenue

[mauricemonkey] 30/6/2020 07:18

Wonder how the market will take those results - will they forgive the fall in rev and profit for the increasing move to recurring revenues?

[dave2608] 29/6/2020 16:59

I'd prefer it if the dividend didn't go ahead. I'd rather it be re-invested back into the company.

[floatupstream] 29/6/2020 16:55

Celebrus has a 4.7 / 5 rating on Gartner Peer Insights.

A year ago I said this would still be around £2.60 in a year's time. Sure it will hit new all-time highs at some point, but I'm not expecting that to happen for a while yet. Tomorrow is about SaaS recurring revenue, balance sheet health and whether the dividend goes ahead.

[ali47fish] 29/6/2020 13:39

norbert i would ve thought you would perhaps add before the update tomorrow- other commmentators are also positive

[norbert colon] 28/6/2020 14:47

....the fact that data analytics and data management are still relatively new (certainly wrt to businesses effectively and commercially leveraging the data) bodes well for the future as other businesses outside of banking mature and realise the benefits of utilising real time date to feed decisioning and next best action etc.

[norbert colon] 28/6/2020 14:39

This is also worth a listen with D4T4 specifically mentioned 12 mins from the end. https://www.fintechmagazine.com/fintech/listen-now-fintech-podcast-aidan-millarKey takeaways for me being:DNB calling @D4t4Solutions a key and 'instrumental' partner, the fact that CV19 has *accelerated* DNB's digital transformation, the need for real time data, GDPR/regulatory drivers and his view that the effective use of data by biz's is still very new.

[norbert colon] 28/6/2020 14:36

Lloyd's are another banking client of D4T4

[ali47fish] 28/6/2020 13:58

norbert the link does not refer to our company but to lloyds? can you explain please!

[norbert colon] 23/6/2020 08:04

Another D4T4 client via Teradata:https://www.teradata.co.uk/Customers/Lloyds-Banking-Group

[dave2608] 10/6/2020 14:28

Covid Impact on Customer Data Platform Market

And it's good news. It's likely to witness substantial growth!

[dave2608] 08/6/2020 14:47

A glowing write up. Those who follow D4t4 will know most of this.

"Celebrus captures information about our behaviour as we click around websites and mobile apps". As we know a large part of the economy has been shut down recently. That doesn't mean people stop clicking on websites or mobile apps. D4t4's market place remained open. In fact you can make the argument that more clicking will be done on websites during lock downs. IMO the baby got chucked out with the bath water with this share during the recent plunge.

[gerihatrick] 06/6/2020 08:57

the heading says it all "considerable growth potential in a booming market". They do a complete update of the company which is all public knowledge if you have been following closely. Having said that it is a very good summary.

[arshadte] 05/6/2020 21:00

Sorry I'm not a registered user, what does it say ?

[norbert colon] 05/6/2020 20:08

https://www.investorschampion.com/channel/blog/this-data-specialist-has-considerable-growth-potential-in-a-booming-market