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
  -6.50 -4.48% 138.50 19,759 15:58:06
Bid Price Offer Price High Price Low Price Open Price
137.00 140.00 145.00 136.50 145.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 25.24 6.34 14.78 9.4 56
Last Trade Time Trade Type Trade Size Trade Price Currency
16:15:33 O 5,000 138.00 GBX

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24/3/202022:43D4t4 Solutions Plc - "Its All About the Data"1,703

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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 145p.
D4t4 Solutions Plc has a 4 week average price of 121.50p and a 12 week average price of 121.50p.
The 1 year high share price is 281.50p while the 1 year low share price is currently 121.50p.
There are currently 40,270,423 shares in issue and the average daily traded volume is 77,026 shares. The market capitalisation of D4t4 Solutions Plc is £55,774,535.86.
vprt: They have plenty of cash and the share price is - especially if upcoming results can get anywhere near forecasts - extremely low - I am writing this looking at 130/140p bid/ask... Definitely a good idea to buy back.
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.
dave2608: How far into the future does this chart talk to you napoleon 14th? Does it communicate with you the price next July? Is it communicating with you any new contracts signed during the coming months of H2? Of course the PEG wont shift as the bottom line of the equation is based on FinnCap' estimates. The year end 2021 doesn't start for another 4 and a half months but Finncap's figures are to be taken as gospel. Someone mischievously quoted consensus broker forecasts yesterday when as far as I know there's only one broker and that's Finncap. The share price may drop further but that's nothing to do with long term prospects or charts talking and everything to do with people selling looking at the short term. That's what lots of people do you know, they look at headline figures and don't scratch beneath the surface. It can throw up great buying opportunities. D4t4 have stated that "prospects for H2 are strongly underpinned by a high level of contract renewals from new licences signed during the second half of last year and strong visibility on new contracts due to initiate during H2. This, combined with a significant pipeline of new business in negotiation with existing clients wishing either to increase the footprint of our software or to extend the use of our Hybrid Cloud Data Platform solution.". Many people aren't focused on the H2 part, they're not looking at the bigger picture. They are looking at a narrower picture, H1 figures.
davr0s: Yeah typical reaction. Consensus broker forecasts show foreword decelerating earnings per share. Price and volume never lie. Do what you want
norbert colon: All I can say with respect to short term price action heading into the interims on Monday is that investors need to zoom their lenses out and look back at operational progress since early 2015 when Speedtrap Holdings (Celebrus) was acquired. Share price 55p.Earnings here are contract driven and lumpy. If contracts don't fall in one HY they wrap into the next HY. finnCap raises TP to 310p on the AGM update and I can see nothing but further ongoing progress with the valuation following suit.
trident5: Stripping out the IFRS adjustment sales have halved - the share price action has been accurate than the bulls on here.
dave2608: To add to the last post, once the coffee has been smelt then the share price will take off but not enough people I'm afraid have smelt it yet, hence the price languishes. All we seem to get is talk about lumpy revenues and second half weightings and not the bigger picture.
dave2608: CFO leaving?? Jees are you serious about this being a red flag? People take career breaks / change jobs don't you know and CFOs aren't exactly indispensable. In fact they're pretty much two a penny. She still has a holding of 275,000 shares. Why would she hold so many if her leaving according to you is a red flag? Also why would she flog 58,139 options last August @ £1.74 each if she thought the share price was up with events? Patents? - It won't be an issue. If it was it would have been mentioned in communications already. If you were so concerned then why didn't you give them a ring? I've phoned them in the past and they've fielded my questions. Instead you come on here highlighting that patents have not been mentioned in results. Are you subtlety suggesting something underhand? 3 directors selling? This has already been covered. Two directors were cashing in options. Another director is in his 70s, but don't let the facts get in he way of a bit of mischief making. I notice how you haven't mentioned the directors who haven't cashed in their options. If the alarm bells were ringing wouldn't all the directors be getting in on the act?
napoleon 14th: Under-promise and over-deliver - that's the formula for a highly rated share price. Just check out FUTR if you need proof! My hope is that D4T4 will carry on doing just that, & that the current year will turn out better than projections.D4T4 aren't resting on their laurels and are ahead of the game IMO, so for me it's still a LTBH.
dave2608: Very significant. I think there's two points here, one of which I'd never given any consideration to before. The first point which to me has been the investment case for D4t4 has been that of a data analytics specialist. What sets D4t4 apart from the other data analytics specialists is their data capture platform Celebrus. The use of data analytics gives those firms that use it right a comparative advantage to other firms in terms of customer retention, increased sales etc which leads to increased revenues, profits etc. If you look at it logically, good data analytics becomes a must have rather than a nice to have if you want to succeed long term in the market. Once firms realise this and most currently haven't, the uptake on such services will increase dramatically. The second point which I was totally unaware of before reading that RNS is of the importance of data capture to AI. I'd seen D4t4 as a pure data analytics play. Now we all are aware that AI although still in its infancy is potentially going to be a game changer. From that article I find that at the heart of AI or it could be phrased as the fuel that drives it, is good data capture. There are people in the field who have opinionated, that Celebrus is the best data capture platform in the world. I realise that progress here has been lumpy (resulting in share price swings) and probably for the immediate future will remain lumpy but there's constant progress here is there not, albeit lumpy? All this IMHO of course.
D4t4 Solutions share price data is direct from the London Stock Exchange
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