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% 345.00 1,995 08:00:00
Bid Price Offer Price High Price Low Price Open Price
340.00 350.00 345.00 345.00 345.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 21.75 4.97 11.12 31.0 139
Last Trade Time Trade Type Trade Size Trade Price Currency
09:14:58 O 1,276 350.00 GBX

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Date Time Title Posts
15/6/202117:37D4t4 Solutions Plc - "Its All About the Data"2,127

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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 345p.
D4t4 Solutions Plc has a 4 week average price of 332.50p and a 12 week average price of 286p.
The 1 year high share price is 360p while the 1 year low share price is currently 174.50p.
There are currently 40,226,058 shares in issue and the average daily traded volume is 40,053 shares. The market capitalisation of D4t4 Solutions Plc is £138,779,900.10.
valhamos: Impressed with the much anticipated launch of the fraud product (and as a separate Fraud Data Platform rather than as a module within CDP) with integrations including Quantexa, SAS and GB Group from the start and comprehensive ecosystem support. Like with the launch of Celebrus CDP 9.4, D4T4 are being assertive with the claims they are making - "The Celebrus FDP is also the world’s only first party behavioral biometrics platform for fraud. It helps you to catch the fraudster before the fraud." It will be interesting to see how this develops.
valhamos: Apad - I was delighted when D4T4 recruited Bill Bruno and even more so when he was announced to succeed Peter Kear as CEO. His appointment fits well with the growth opportunities in the US, and he has lots of ideas/vision as evidenced by his podcasts (not that I understand all of it!).
apad: "But Bill Bruno goes to town on Adobe's ridiculously false claims (from 9 mins in) hTtps://" I had listened to Bruno's podcasts about d4t4 before, Valhamos, and noted how fluent he was. AnalyticsNeat is gobsmackingly good (except for the intros 😊). Bruno will be one of the most technically competent CEOs ever. Ta apad
valhamos: Enhanced integration with Pega hTtps://
boadicea: 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.
boll: 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: 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: 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’.
amt: Boadicea. The share price fell considerably after H1 numbers be cause the market didn't believe it could make up the shortfall despite assurances. Now they have confirmed H2 is going to be very strong the market does now believe so the share price is recovering. Either way its a great company which is growing very strongly in a big market so it looks cheap to me.
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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