Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
D4t4 Solutions Plc LSE:D4T4 London Ordinary Share GB0001351955 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  23.00 6.67% 368.00 366.00 370.00 368.00 345.00 345.00 92,376 15:29:49
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 21.7 5.0 11.1 33.1 148

D4t4 Solutions Share Discussion Threads

Showing 1876 to 1900 of 2125 messages
Chat Pages: 85  84  83  82  81  80  79  78  77  76  75  74  Older
DateSubjectAuthorDiscuss
05/11/2020
09:29
finnCap today reiterate their 310p target for D4T4. f
fillipe
05/11/2020
08:44
So we don't have to wait as I thought we might to be almost sure they are going to deliver. They never let us down.
amt
05/11/2020
08:43
Hi Val Fair point on both. Adam
adamb1978
05/11/2020
08:36
Adam - I don't think these contract wins add to previous revenue expectations as they would have been factored in to the outlook comment in the recent trading update. As regards 'extensions' to existing contracts, these are where existing clients extend the use of the software in their business, so in the recent trading update it talked of a: "Significant pipeline of new business in negotiation with existing clients wishing either to increase the footprint of the Celebrus CDP software or to extend the use of the Celebrus hybrid Customer Data Management (CDM) platform solution"
valhamos
05/11/2020
08:35
I'm not upset at all - I invested in them in April in the market disruption and got out in the 220ps. Made a nice turn and then felt the risk/reward balance was different at that higher price
adamb1978
05/11/2020
08:29
Thanks AdamB. Your final line explains your negativity - you've sold, so you're upset...
revoman
05/11/2020
08:22
Nice headline announcement - will need to update my figures and think about how it changes the case. My main concern from their announcement is that they talk about "adding" c£5.5 million to revenue during the current financial year however 3 of the 4 contracts are "extensions". So I dont think its as simple as taking your expectations of revenue before and adding 5.5m. It might be that those 3 are moving from the traditional software licensing model to the new model, or alternatively that the reason that they say that these are 'adding' £5.5m is that because they assumed they were going to terminate and therefore they've been re-signed and hence able to framed as 'extensions' Good that they talk about confidence for H2 - would have been nice had that been framed in the context of market expectations so that it was clearer. I'm always sceptical about D4T4's market communication given that it used to be so opaque. I then previously bought in (holding my nose) before selling 2-3 months ago.
adamb1978
05/11/2020
08:13
I've noticed this about D4t4. When they announce contract wins they annouce them in blocks.
dave2608
05/11/2020
08:08
"We are delighted with these contract successes; adding c£5.5 million to revenue during the current financial year they provide further confirmation of the strength of the business." Not to be sneezed at.
dave2608
05/11/2020
07:47
Nice rns this morning which, if it explains yesterday's bounce, implies that the company is leaky. However, a return to recent highs is possibly on the cards. I hope you capitalised on your recent insight, Filipe.
boadicea
04/11/2020
13:54
A good bounce this morning but it was from a lower low and we don't want too many of those. This share ticks most of the boxes for me, the exception being cash conversion which can arise from capitalised expenditure or aggresive revenue recognition which I need to check for. Figures, due on 23rd, will give fresh evidence to analyse.
boadicea
28/10/2020
16:35
D4t4 - starting to look a bit on cheap side, my feelings ....at 177p to buy, today. f
fillipe
27/10/2020
12:37
richjp...they have done a capital markets day presentation last week. It is available on their web site now. If you want a better understanding of the business it is worth watching. Investors Champion has also done a summary on it
gerihatrick
27/10/2020
10:31
Well talk about irony. I mentioned yesterday that I found out about D4t4 because of my holding in GHT. I then queried their the fact that roughly 50% of revenue comes via one client or channel. Lo and behold GHT issued a very positive trading update this morning and revealed that almost 50% of their contracted revenue for 2021 will come via one channel. Maybe it's a sign.
richjp
26/10/2020
17:44
gdjs, thank you for your reply. Assuming you are correct it is more reassuring, however I still think it is bit of a concern as partnerships can go wrong. If that were to happen then hopefully with the SaaS model there will still be recurring revenues as long as their service is reasonably sticky. It might be a question to ask when they next do an investor presentation.
richjp
26/10/2020
13:07
It's not a single customer, it's one of their partners, SAS I think in this case. There are a multitude of separate end customers hiding behind this one partner. There are also significant partnerships with Pega and Teradata.
gdjs100
26/10/2020
12:48
I am not a shareholder at present, but I started following the company recently because the chairman Peter Simmonds, in August also became the chairman of GHT where I have a significant holding. In fact I spotted another poster from GHT here recently. I think there are similarities in the two companies profiles. The revenues are roughly similar, both are transitioning to an SaaS model and both have share prices that are currently somewhat unloved. One concern I do have, which was mentioned on another board, is that about 50% of the revenue comes from one customer. If you go to page 84 of the last year end results, you will see that customer 1 as it is referred to, does indeed account for £11,357M. Does anyone know who the customer is and therefore how stable they are likely to be?
richjp
26/10/2020
09:06
26 oct 20-finncap note /cap markets-tp 310 very impreesed Celebrating CelebrusThe group’s capital markets day presentation is now available online hereand we strongly recommend that investors take a look. It shows that D4t4Solutions enables its users to provide world-class customer experience through personalisation across a wide range of channels, in real time and while being ethically compliant in safeguarding privacy. Sold through major channel partners, the Celebrussoftware has a blue chip customer base stretching from banking and financial services to retail, travel and healthcare. Five key takeaways for us were: the confidence, experience and professionalism of the executive team; the excellence of Celebrus(CDP and CDM); D4t4’s close ties with enterprise-class channel partners; the increasingly global nature of its operations; and the quality of a client base being transitioned to a secure annual recurring business model.
ali47fish
25/10/2020
22:15
i have no idea why they diid'nt include them but they said in the course of the presentation if people leave their names, they will recieve individual replies!
ali47fish
25/10/2020
20:21
So what happened to the Q&A part. That's often a fairly insightful component of knowing the company.
owenski
25/10/2020
18:19
has anyone seen the presentation for the capita lmarket day-thouht it was impeccable style and content wise any opinions welcome! hxxp://www.d4t4solutions.com/company-information/investor-relations/capital-markets-day-2020/
ali47fish
22/10/2020
08:54
Boozey. I think you must be looking at a different company. D4t4 was 70p 5 years ago at an average price, now its 2 quid. It was 10p in 2002. If that's sideways movement then your expectation is much higher than mine. You could say that about the ft index over the last 20 years but not D4T4
amt
21/10/2020
21:57
Have been in this stock with a small holding in the bottom drawer since the ISL dinosaur era. It once went past £12 in the dotcom boom I recall, but otherwise has gone more or less sideways for the past 20 years. So not a stock to hold for capital growth, nor indeed for a good dividend yield. It has been managed like a lifestyle business rather than one that is progressive and driving shareholder value. But we are where we are. D4T4 was founded by Lythall and Kear in the early 1980s. They came from a car distribution background at Lex Service (taken over by the RAC in the late 1990s from memory). But they are 72 and 65 respectively, and lack real drive. So given their age and the fact that D4T4 has some fantastic capability (with new enhancements), I wonder if they are considering an exit strategy. Given history this is probably a better reason to hold for realising shareholder value than growth prospects which in themselves, and as debated on this excellent thread today, are unlikely to set the world alight especially given the track record.
boozey
21/10/2020
18:52
Snippets from the fincap note - "Of the £16.6m required in H2 to hit FY expectations and match FY 2020, we calculate c.£8m is already secured leaving less than £9m needed from new business and a substantial tranche of this is in negotiation, with contracts to be signed in Q3... Sales of £16.6m in H2 2021 would see a H1/H2 split of 23/77, very similar to the 24/76 delivered in meeting FY 2018 forecasts". Will be looking out for new contract RNS' over the next few months to meet what looks like a tall order. I hold, like the company and the area they operate in, particularly with winning business in new sectors (large addressable market). However, I think in the short term there is likely be an opportunity to buy cheaper.
rp19
21/10/2020
16:21
According to Investor's Champion yhe growth potential of D4T4 seems considerable as it expands around the world adding new technology and service partners. Their updated research highlights the appeal.
energeticbacker
Chat Pages: 85  84  83  82  81  80  79  78  77  76  75  74  Older
ADVFN Advertorial
Your Recent History
LSE
D4T4
D4t4 Solut..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210617 02:39:58