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 Shares Traded Last Trade
  0.00 0.0% 219.00 13,918 16:21:26
Bid Price Offer Price High Price Low Price Open Price
215.00 223.00 219.00 217.50 218.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 21.75 4.97 11.12 19.7 88
Last Trade Time Trade Type Trade Size Trade Price Currency
17:04:27 O 2,000 219.00 GBX

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20/10/202009:09D4t4 Solutions Plc - "Its All About the Data"1,858

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D4t4 Solutions Daily Update: D4t4 Solutions Plc is listed in the Software & Computer Services sector of the London Stock Exchange with ticker D4T4. The last closing price for D4t4 Solutions was 219p.
D4t4 Solutions Plc has a 4 week average price of 180p and a 12 week average price of 180p.
The 1 year high share price is 242.50p while the 1 year low share price is currently 121.50p.
There are currently 40,238,003 shares in issue and the average daily traded volume is 61,610 shares. The market capitalisation of D4t4 Solutions Plc is £88,121,226.57.
dave2608: “Data silos destroy great customer experiences,” said Jeff Lawson. Doesn't Bill Bruno talk in similar vein? hTTps:// and the company they acquired. Under the section "Empower every team with good data", cannot D4t4 do all of that? hTTps://
deanowls: Nice upturn here. I see a company called twilio have bought a start up company of data for 3bn dollars. Any read across on valuations for D4t4?
rp19: I am not familiar with American counterparts but if D4T4's valuation remains around existing levels could it be susceptible to a US bid? Any more informed views on the likelihood of this possible scenario?
shieldbug: I get the feeling that if this was a US company the switch to SAAS would be roundly rewarded. There is only an opportunity cost if you do not believe the price will rise. In other words you have to be resigned to a negative response to the change from perpetual licence to SAAS in order to think there is an opportunity cost in holding. I mean there is a global pandemic raging across the planet that apparently is accelerating the transition to a digital economy - but so what, it doesn't count at d4t4? Anyway I added some a couple of days ago. I'm holding.
shieldbug: Does anyone know why D4T4 is so unloved? Shouldn't this be riding high on the digitisation narrative? We keep hearing about banks cutting staff - because of the move to online banking. So what's up? "Celebrus, from D4t4 Solutions, is the best-in-class, instant data capture solution." hxxps://,-a-D4t4-Solutions-product Is the technology perceived to be easy to copy or lacking durability? Are future cashflows doubted? Is there something wrong or is this just cheap?
boadicea: The share price is behaving as if someone is trying to shift a quantity of this stock in the background, i.e. a predominance of buys is failing to move or even support the actual price, although the wide quote spread is mainly holding steady so far. Perhaps we shall see a substantial sell that is being worked appear soon. With slow trading as here, this can take some time.
dave2608: How much news flow do you want? AGM statement 6th August D4t4 Solutions Plc (AIM: D4T4, "the Group", "D4t4"), the AIM-listed data solutions provider, provides the following update ahead of its Annual General Meeting at 9.30am today. The Group continues to trade in line with the Board's expectations, with STRONG LEVELS of both existing and new client activity. STRONG LEVELS!!! NEW CLIENT ACTIVITY!!!
vprt: Shanklin, the NPV depends on exactly how they decide to price it in the new model vs. the old (which I am not privy to), but typically I believe the answer is yes, it is often higher NPV for the software company if you keep lapses moderate/low. So less up front but more per year, and potential upsells can also add to the annual fee. Plenty of companies have gone this route. A UK peer on the same path is Sopheon (SPE). You're exactly right that when partners and customers move to recurring, you must follow or risk losing out. It sounds like D4T4 are not (always) forcing absolutely everybody to the new model, but rather "leading with" a term recurring model. (BTW there are nuances around monthly SAAS vs. annual which the Finncap note touches on). D4T4 are adding new customers and talking positively about the pipeline, so I think there is every reason to be optimistic that the customer base will be growing nicely. I am impressed that they are serving some very sophisticated end customers, and I like the "real time" and "tagless" parts of the proposition - as I see it, they enable customers to optimise digital services including ecommerce in real time, which should be valuable. (The data D4T4 help gather is fed and used immediately for analytics and potentially fancy AI / automated decisions and actions.)
alotto: I don't think that the buy back will support the share price at all. The shares will be held in treasury and given to employees etc. They won't be cancelled therefore no added value to existing shareholders. Just a loss of cash to satisfy D4t4's obligations. Undoubtedly the management sees value at this current price and that's the positive I see. I rather see the management buying shares from their own pocket.
checkers2: Commentary from the Ennismore monthly Newsletter if anyone is interested: D4t4 Solutions plc – UK software company (1.0% NAV) D4t4 Solutions is a GBP 77m market capitalised, niche software company that helps customers generate value from their internal data by providing software solutions for data collection, data management and data platforms and analytics. We think the business has many aspects to like, including industry-leading technology, significant growth opportunity, healthy double digit operating margins and high return on capital of more than 30% post-tax. We are convinced that Celebrus, D4t4’s key software product, is superior to competitors in terms of real-time functionalities and data access, and we were impressed by a demo during our visit to the company’s headquarters last year. D4t4 operates in one of the fastest growing niches of the software market, and structural growth drivers will continue to support growth for many years to come. With only one local broker covering the shares, we think this exciting story is clearly overlooked by investors. In the year to March 2019, D4t4 generated 36% of its GBP 25m sales from own products (including Celebrus), 29% from third party products, 22% from support and maintenance and the rest from delivery services, with recurring revenues currently representing around a third of the total. These revenues are almost entirely generated via partners. We believe it is sensible for a small company like D4t4 to use partners as its sales channel, and management has invested a great deal of time and effort to develop these strategic partnerships with leading data and analytics companies such as SAS, Teradata and Microsoft. 60% of revenues generated via one partner (SAS) represents a potential risk, we think this risk is significantly mitigated by the nature of the relationship, which has been mutually beneficial for 13 years now. The relationships are true partnerships with D4t4 involved throughout the sales process of their products. Celebrus, which D4t4 acquired in 2015, is a data capture software that allows customers to collect data from user interactions, which can then be used for personalisation, advanced analytics and actual real-time decision making as opposed to batch real-time which can involve delays of many hours. D4t4 differentiates Celebrus from similar software by reference to this speed and also its ability to capture data from many sources. These features allow D4t4’s customers to obtain higher quality data which in turn has the potential to generate more value, and the software is now used by world leading financial institutions and airlines, including HSBC, Citibank and Qantas. In the last fiscal year the vast majority of revenues were generated outside of the UK, with the USA accounting for 69% of the total, highlighting how D4t4’s product is well recognised in the world’s most sophisticated software markets. The high quality of the Celebrus technology and the fact that it may be deeply integrated into the customers’ other software platforms result in a very low customer churn, virtually zero in the last twelve months. We are convinced D4t4 will enjoy growth opportunities, both from the acquisition of new customers and its existing customer base by selling upgrades and upselling their products. Customers usually implement D4t4 solutions on one specific geography or business line and may then decide to roll them out into other areas or activities. Market intelligence provider IDC estimates that nearly 30% of data generated will be consumed in real time by 2025 versus less than 5% today, providing significant structural growth opportunities for Celebrus. Finally, thanks to its recent version upgrade, additional opportunities will arise for Celebrus in the field of risk and fraud. In the last fiscal year D4t4 reported a healthy 22% adjusted operating margin and achieved high return on invested capital thanks also to the low net working capital requirements of the business. Over the past three years, D4t4 grew adjusted operating profits at an annualised rate of more than 20%. For the year ending March 2021 we expect revenue growth of around 8%, an increase in operating margins to around 25% and free cash generation of around GBP 6m, but these estimates could prove conservative, especially if the investments in the USA, which have held back margins recently, start bearing fruit. The company has a very strong balance sheet, with a GBP 11m net cash position at the end of September, which may be used for bolt-on acquisitions, and management is aligned with the CEO owning more than 4% of the share capital. We believe that the recent share price decline following the announcement that the transition to Software As A Service could be happening faster than expected creates an opportunity for long-term investors, as although this would reduce short term profits , it would increase the visibility of earnings and, on a net present value basis, could be a positive impact. We believe a highly profitable, high return niche growing business like D4t4 deserves a multiple of 17x enterprise value to operating profits after tax to March 2021, which points to an upside versus current share price of around 45% over the next 16 months.
D4t4 Solutions share price data is direct from the London Stock Exchange
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