D4t4 Solutions Share Discussion Threads

[hatchback] 29/6/2021 19:46

I've held this for a number of years. It's steady, reliable, consistent! Check the numbers year on year. There are numerous other potential revenue streams: globally and new offerings. (Most noted after this Y/E results). There should be more growth... Just don't know when.

[trident5] 29/6/2021 15:45

It's priced in and some, NC

[norbert colon] 29/6/2021 15:24

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

[prokartace] 29/6/2021 14:03

Sold at an average of 3.40 and wont touch until below £3. Price moved well ahead of reality

[essential] 29/6/2021 12:49

Bought a half position at this level and will wait to complete position pending price action. Back at 50dma so may find support

[dougmachin] 29/6/2021 12:44

Yep, could well be buying those shares back now that I sold before.

Question is will this drift lower for a bit, or have a bounce...??

[dougmachin] 29/6/2021 10:21

I sold half a little while ago at about this price.

Enjoyed watching the rest rise to 400p and considered selling out yesterday...

But, whatever, this will go back up on more positive news and contracts won.

Will certainly be back up at 400+p, just a question of when!

[redartbmud] 29/6/2021 10:09

weatherman

25 May launch of Celebrus version 9.4
15 June launch of Celebrus Fraud Data Platform
29 June preliminary results.

Maybe they just might pick up additional business, following the two launches that were only announced weeks after the year end. Gross margins up c 1.7%.
Loaded up with additional staff, who should help contribute to continuing growth.

£14m cash in the bank helps.

Bought a few more and expecting that the next Rns will reflect accelerating growth.

Not a recommendation.

red

[dr biotech] 29/6/2021 09:54

On the verge of big growth. In theory. Lost a third of my gain here, but will hold on.

[weatherman] 29/6/2021 09:45

I sold at £3, and missed the rise to £4 - I thought about buying back, but I can't see how such a high rating is sustainable on low growth. Maybe I'm missing something.

[trident5] 29/6/2021 08:40

Well I'm thoroughly underwhelmed.

[dr biotech] 29/6/2021 08:06

In-line sometimes is less than what was expected - or hoped for.

[ali47fish] 29/6/2021 08:04

i thought the updte was decent-down 8pc this morning

[boadicea] 28/6/2021 09:59

There seems to be enthusiastic expectations of results tomorrow which should not disappoint based on the firm prediction in the April update. However ther may well be some typical 'sell on news' reaction. Much will depend on any supplemental post-period-end comments included.
Compared to some other well-supported shares in the same sector (notably DOTD), D4T4 does not look particularly expensive and with a successful launch of the Celebrus product, should be well capable of justifying its rating.
On this basis, the share price could have some way to go over the coming year.

[dougmachin] 26/6/2021 00:35

Yep, turning out to be quality this one.

[vprt] 25/6/2021 19:41

Happy with recent developments, I finally read the 15 June RNS properly today. My favourite part is in the quote from Teradata:

"Together, we're helping a joint client to detect and prevent tens of millions of dollars in online fraud per year."

That's what I call pilot evidence of a strong customer value proposition!

With that kind of value creation, from one single customer, how do you price this new and unique offering? And is there hope other customers would be interested? How many? This is absolutely impossible to estimate a few years out - the range of scenarios that could play out is very broad - which means the upside here is also quite impossible to have a realistic grasp of today.

So what to do? I'm not in with the cool young kids, but I guess this is where those diamond hands would come in handy. Durable ones, not just strong in the short term. They should last forever, I guess?

[its the oxman] 25/6/2021 12:42

Break of 400p any day now.

[apad] 23/6/2021 20:22

High profile presentation on CNBC saying that companies must move to fraud prevention rather than fraud remediation.
apad

[valhamos] 21/6/2021 16:30

Celebrus blog post on preventing Remote Account Takeover Fraud

[apad] 16/6/2021 13:55

I should warn that I am a conviction, high risk, investor.
BOO
FEVR
BVXP
TSTL
are 70% of my portfolio.

FWIW
apad

[apad] 16/6/2021 13:52

Understood Valhamos. I think we are in accord.
apad

[its the oxman] 16/6/2021 13:47

Looking good. Company making real progress. Results 29th, and hopefully a test of 400p

[valhamos] 16/6/2021 12:24

Hi Apad

I think D4T4 see a whole new vertical in fraud prevention/detection and that explains the Fraud Data Platform being pitched alongside Customer Data Platform and Customer Data Management. However there are clear links between FDP and CDP as FDP clearly relies on the Identity Graph recently released in CDP I would imagine that there would be a pathway for CDP customers who wanted extra fraud detection to get FDP modules.

[dougmachin] 16/6/2021 11:30

APAD - appreciate all your views and reading on this one.

I feel with the contract wins, this is a good bet.