D4t4 Solutions Share Discussion Threads

[amt] 25/11/2020 07:17

As expected but even more confident regarding visibility.
Pe of less than 20 seems fairly cheap given the opportunities and cash pile.
All very encouraging.

[suetballs] 24/11/2020 18:02

6 months results tomorrow - fingers crossed.
Suet

[norbert colon] 18/11/2020 15:09

https://www.youtube.com/watch?v=ceR902GrEnw11min 50 secs onwards.

[ali47fish] 18/11/2020 09:27

d4t4 cannac increases from 16 to 17pc

[deanowls] 08/11/2020 09:58

Nothing that they didn’t announce at 9am. I can’t be bothered to look for the difference if any. It’s the results in the same day and a business as usual RNS.

To be fair to management if they say they will catch up H2 history says that they do. I’d expect they will be going hammer and tongs to sort it by month end.

[halfpenny] 08/11/2020 08:33

Dave, the risk now includes the fact that they put out a delayed RNS at the end of Friday when market close!!! 6/11/2020 6:40pm. Are they Hiding something???

[rp19] 06/11/2020 20:36

Pleased with the new contracts announced this week. That's a big chunk of the additional revenue required to meet current year expectations. I believe a further £3-3.5m revenue required in H2 (Q3 identified as key period) to hit expectations. Eyes down looking for more pre-Xmas contract announcements then.

[halfpenny] 05/11/2020 18:07

Dave, i agree it is Risky so will stay on sideline for a correction as you mentioned. Still Risky...

[boadicea] 05/11/2020 15:11

Thanks Norbert - that more or less says what I expected. "...anticipated...underpins...expectations" to quote a few words at random.

All good then - we are on course, but not a profits upgrade at this stage.
However, not a far thing from confirmation for halfpenny.

[deanowls] 05/11/2020 14:45

I prefer to see what is happening in the world with data, the requirement, proliferation of people moving online and the A list of customers they have.

Marry that with patience and I think we will be rewarded.

[halfpenny] 05/11/2020 14:43

D4T4 correction down looks likely, risky unless confirmation given!!! Risky

[norbert colon] 05/11/2020 12:37

Worth reading the latest note from finnCap for more clarity on this last update. Research available via:hTTps://researchlibrary.finncap.com/User/Login

[amt] 05/11/2020 11:23

Boadicea. The share price fell considerably after H1 numbers be cause the market didn't believe it could make up the shortfall despite assurances. Now they have confirmed H2 is going to be very strong the market does now believe so the share price is recovering. Either way its a great company which is growing very strongly in a big market so it looks cheap to me.

[weatherman] 05/11/2020 11:10

Presumably these contracts are some of those flagged as being delayed from H1 in the H1 update - this raises confidence that the current FY expectations will be inline.

[trident5] 05/11/2020 11:07

Boadicea - I agree, I think they're dressing up BAU and a single contract win.

The RNS could certainly have been clearer - not a plus for the management here.

[suetballs] 05/11/2020 11:03

Well whatever - I'll take the share price rise.
Suet

[boadicea] 05/11/2020 11:01

I have read the rns several times and I am not entirely convinced that it is a material change of forecast in spite of the clear statement that it is "adding to revenue" for the year. I would have been happier to see "forecast revenue". The confirmation of extensions, whether of duration or scope, is welcome but may well have been expected and therefore already factored into forecasts. Perhaps there would have been a shortfall without them!
If I seem unduly suspicious, remember this is AIM.

[trident5] 05/11/2020 10:04

Isn't this just affirming that the contracts with existing customers that weren't signed up in 1H have now been signed and they've won one new contract? ie BAU.

[halfpenny] 05/11/2020 09:30

D4T4. FURTHER REVIEW MEANS RISK PROFILE HIGH....The last closing price for D4t4 Solutions was 194p.
D4t4 Solutions Plc has a 4 week average price of 174.50p and a 12 week average price of 174.50p. Looks like it will pullback... Risky so be aware...

[fillipe] 05/11/2020 09:29

finnCap today reiterate their 310p target for D4T4.

f

[amt] 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.

[adamb1978] 05/11/2020 08:43

Hi Val

Fair point on both.

Adam

[valhamos] 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"

[adamb1978] 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