D4t4 Solutions Share Discussion Threads

[johndoe23] 09/1/2021 17:15

Care to disclose who else they have tipped?!

[weatherman] 09/1/2021 17:13

Good job I bought back in then.

[norbert colon] 09/1/2021 16:50

D4T4 tipped by SCSW as one of their tips for 2021

[norbert colon] 05/1/2021 18:16

https://www.investegate.co.uk/d4t4-solutions-plc--d4t4-/rns/contract-wins/202001140700046613Z/14th Jan last year.......

[ali47fish] 05/1/2021 17:47

i went to the rnss announcements for whole year and no updates between now and next april? does anyoneknowany better- in my experience the company is never forthcoming with dates!

[zeus19] 05/1/2021 15:04

Small clawback. Overall trend is still bullish

[eca04bpm1] 05/1/2021 14:57

I've sold up, in the hope to get in lower again.

[weatherman] 05/1/2021 12:16

I'm thinking this might fall back to 250p before the next rise. all imo.

[norbert colon] 03/1/2021 18:25

Last January we had some contract news so there is potential....

[deanowls] 03/1/2021 17:56

Be nice for a couple more contracts to give it a little push.

[its the oxman] 02/1/2021 22:15

Should steam through 300p this coming week. Strong prospect for 2021.

[norbert colon] 22/12/2020 17:28

Now back above GBP100m mcap which bodes well for the New Year if it drums up some further institutional interest.

[vprt] 22/12/2020 16:08

Hmmm, perhaps a "Beddard bounce"?

[revoman] 22/12/2020 13:24

Do I detect a little breakout-ery?

[vprt] 18/12/2020 14:11

Richard Beddard selects D4T4 as his favourite for 2021 in MoneyWeek:
hxxps://moneyweek.com/investments/stockmarkets/602485/moneyweek-writers-top-investments-for-2021

[cockerhoop] 04/12/2020 10:47

Derek,

Hope you're well? Completely unaware of your previous life in fiction :-)

[energeticbacker] 04/12/2020 10:44

Investor's Champion comments that while it has taken a long time coming, D4T4 appears to have an extremely exciting future in a rapidly growing sector.

Although investor focus should remain on the top line growth and recurring revenue, there is already a lot to like about a business generating plenty of cash and an operating margin and return on equity of 20%+.

[gerihatrick] 03/12/2020 08:24

the latest contract extensions seem to me to be part of their "land and expand" strategy. Having said that if there is some confusion it should be made clear. I know, I used to write annual reports!

[valhamos] 03/12/2020 07:14

maurice - I agree; we discussed this a few weeks ago; D4T4 could give more info to help assess growth in this transition phase.

6gr - D4T4 have explained 'extensions' so I don't think your uncertainty is warranted. From the recent trading update 21 October talking about H2 prospects

"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"

[trident5] 02/12/2020 22:46

6gr - bang on. And it really shouldn't need saying.

[mauricemonkey] 02/12/2020 21:43

So, IIRC, they said some customers don't want / know how to engage with an annually recurring contract model.

The problem is they'll often say "we've got a £5m contract" but don't give any details how that annualises. They really need to state clearly what the annual revenue rate is, how much of that is ARR and how much is "one off wins" with X amount of forward visibility.

At the moment we've got pretty much no way of working out what the underlying growth is.

Happy to be schooled if I have this wrong.

[6gr] 02/12/2020 16:21

There is still little clarity in how they describe revenues in the LSE releases and it may only become clearer when the Annual Report is produced, but to my mind there are three types of revenue to report:

1. Genuinely new customers

2. New services being sold to existing customers, which increase revenue from that customer

3. Contract renewal from an existing customer for an existing service.

The problem is that they mix these up and the use of the word 'extension' could be equally interpreted as being with option 2 or 3.

For a true SAAS company, option C is never reported as a news event, since it is automatic and is simply part of the existing ARR.

The challenge for D4T4 is to accurately report what progress they are making in both the conversion to SAAS and actual growth in a way that can better understood by the market.

[trident5] 02/12/2020 12:48

The headline said they were "new wins" - I had assumed that the switch to the SaaS model meant that all existing contracts were being switched to the new model.
I'm not knocking it, but there isn't much evidence that they are generating business with new customers

[valhamos] 02/12/2020 11:24

trident - they are described as an 'expansion' or 'extension' to an existing contract. In other words there is an new additional contractual element for the existing customer involving greater use of the software in the organisation. There is nothing untoward in the way it is announced and has been commonplace with D4T4 over the years.

[chezt] 02/12/2020 10:54

I take his statement as very positive, he also states it meets board expectations not market expectations.