D4t4 Solutions Share Discussion Threads

[dougmachin] 26/3/2021 08:24

Announcing a buy back when the shares are already above 285p, I'm not entirely sure they're going to be able to buy back anything.
DM

[boadicea] 26/3/2021 08:06

The Company has instructed finnCap that the maximum price at which any Ordinary Share may be bought back at [sic] must be the lower of either (i) 285 pence or (ii) as stipulated by the pricing restrictions set out within its Authority.

So finnCap will potentially be in the market whenever the share price falls below 285p throughout the imminent close period which normally lasts until around last week of June.

[norbert colon] 26/3/2021 07:12

Another new Celebrus client via Teradata:https://www.teradata.co.uk/Customers/Texas-Health-Resources

[its the oxman] 18/3/2021 12:57

Maybe nearing last opportunity to buy sub 300p. Looking forward to next months update.

[its the oxman] 18/3/2021 10:32

Looking good for 300p plus again

[norbert colon] 17/3/2021 16:30

I suggest it's worth looking back at the string of multi-year contract announcements around this time over the last 2 years some of which will be up for annual renewal this month. Hopefully they will get secured during this financial year rather than next although for long term shareholders it's almost immaterial.

[zeus19] 17/3/2021 15:56

There were large contract wins back in December and a lot of their reoccurring contracts were H2 weighted which will transpire in the next update

[trident5] 17/3/2021 09:04

Z19 - why do you say that - there haven't been any contract win announcements.

[zeus19] 17/3/2021 08:22

Trading update in 3 weeks. Should be a brilliant update

[dr biotech] 08/3/2021 09:06

Looks like it more to do with options than a significant return of capital. I see it as neutral.

[dougmachin] 08/3/2021 08:51

Any views on the buyback? Surely this is some mildly positive news...

[weatherman] 02/3/2021 18:17

Its part of the normal variability of this stock - agree looking a bit expensive when full year outcome uncertain - hope it will be good.

[suetballs] 02/3/2021 17:43

Not a good day.
Suet

[boll] 02/3/2021 17:37

It’s expensive relative to its eps and P/E ratio and overall profits trends. Some other tech cos are also expensive it’s not just D4T4 in my opinion

[zeus19] 02/3/2021 17:01

106m market cap? Expensive how?

[boll] 02/3/2021 17:00

The other issue is that the company effectively purchases any of the directors stakes when the directors options are taken up passing them into Treasury. Whilst this prevents fluctuations and swings in the share price the practise guarantees effectively the price of the shares to the director selling and in fact the last few take ups have followed this practise. To my mind there is a potential conflict of interest here and whilst the directors will have to stump up the option price they are relatively favourably treated and retain less of a stake in the business

[boll] 02/3/2021 16:48

Fortunately I sold yesterday.I wasn’t too happy with the CFO resignation and also the companies slow growth from the previous year ends annual recurring revenue as the presentation on the interim accounts compared this years interim with last years interim which flattered the growth. The shares looked expensive and there is considerable second half weighting of revenue for the company to hit its year end target. I will however keep an eye on the performance of the company and the share price to see whether there is a buying opportunity. The shares do however look expensive at current prices

[6gr] 02/3/2021 16:47

The price move is crazy in relation to volume traded, this is pure illiquidity IMHO.

I offloaded some this morning at around 295/300p just because I’m rebalancing into stocks I have more conviction on, but after I traded the price tanked. There’s clearly no-one standing behind this price unlike other stocks with similar market cap where it’s possible to trade 10x the size without moving the price.

My big issue is not whether Celebrus is a great technology (it is) it’s just that it’s impossible to assess their financials given how they are converting revenues to yearly from perpetual and their press releases about ‘wins’ are so unclear. Right now I have no idea if FY20 sales will be or down +/- 10% or more from ‘19.

That said given the 10% price fall today I’m now a ‘hold’.

[dougmachin] 02/3/2021 15:22

trident5
Ok, but he kept 36,115 though, doubling his holding. Still holding 100K pounds extra.
Not sure if they had to buy back those shares though? Couldn't he have just sold them? That's still a commitment from the company to do that.
DM

[trident5] 02/3/2021 15:04

Wasn't the buy back to enable the COO to exercise options which he then sold (being in the know)?

[dougmachin] 02/3/2021 14:59

Remember... share buyback on 25th Jan @ 285p * 155,052.

And CANACCORD GENUITY GROUP INC added 1.25% of total shares on 7th Jan at pretty much this level.

It's either going South on the 31st, or top up now and enjoy the 31st so much more!

With a share buyback from those who know the company best and an institution confident to add 1.25% more (I imagine they asked some pertinent questions before doing so)...

This has gotta be a good top up point IMO. See you on the 31st. Cheers.

DM

[srichardson8] 02/3/2021 14:32

"We wish Charlie all the very best in his future endeavours and are grateful for his significant contribution to D4T4's operations.

"The Group continues to perform well and I look forward to updating shareholders on the Group's progress following the forthcoming year end."

That was on Feb 9th. Yes, today's announcement is a bit unnerving and the aftermath of CFOs resigning prior to earnings releases often not a pretty one. But the statement is either true or not. If true, the share will surely recover. If false, the CEO would surely have to fall on his sword.

[dougmachin] 02/3/2021 14:05

It's truly tempting...

[its the oxman] 02/3/2021 14:04

Nice opportunity to add