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
  -15.00 -5.0% 285.00 92,675 08:00:14
Bid Price Offer Price High Price Low Price Open Price
280.00 290.00 295.00 285.00 285.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 21.75 4.97 11.12 25.6 115
Last Trade Time Trade Type Trade Size Trade Price Currency
16:08:30 O 1,653 288.80 GBX

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Date Time Title Posts
15/1/202115:14D4t4 Solutions Plc - "Its All About the Data"2,009

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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 300p.
D4t4 Solutions Plc has a 4 week average price of 235p and a 12 week average price of 174.50p.
The 1 year high share price is 300p 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 103,927 shares. The market capitalisation of D4t4 Solutions Plc is £114,678,308.55.
boadicea: Creating a false price on a thinly traded closing auction is a well known, commonly practised and economic technique of gaming the market. It doesn't generally happen on active FTSE100 stocks but can occur on 'the lower cap'250' shares, e.g. habitually in co's such as VEC. An auction "Price Monitoring Extension" is applied if the auction settlement price is outside certain limits but the formula allows quite a wide limit in the lesser stocks. As far as one's own charting/assessments are concerned, I find it preferable to use the 'mid-price' option available on advfn.
deanowls: One UT. Let’s see whether it holds today. This could be a good year for D4t4 with so many companies having a great year inline and there strategy being brought forward it should result in more opportunities.
norbert colon: Jan last year.......
valhamos: maurice - I agree; we discussed this a few weeks ago; D4T4 could give more info to help assess growth in this transition phase. 6gr - D4T4 have explained 'extensions' so I don't think your uncertainty is warranted. From the recent trading update 21 October talking about H2 prospects "Significant pipeline of new business in negotiation with existing clients wishing either to increase the footprint of the Celebrus CDP software or to extend the use of the Celebrus hybrid Customer Data Management (CDM) platform solution"
trident5: Good news (unless you're wary of the bounce) - but describing them as new contracts wins seems a little misleading. Also - judging by the share price over the last couple of days - leaky?
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.
halfpenny: D4T4. FURTHER REVIEW MEANS RISK PROFILE HIGH....The last closing price for D4t4 Solutions was 194p. D4t4 Solutions Plc has a 4 week average price of 174.50p and a 12 week average price of 174.50p. Looks like it will pullback... Risky so be aware...
richjp: I am not a shareholder at present, but I started following the company recently because the chairman Peter Simmonds, in August also became the chairman of GHT where I have a significant holding. In fact I spotted another poster from GHT here recently. I think there are similarities in the two companies profiles. The revenues are roughly similar, both are transitioning to an SaaS model and both have share prices that are currently somewhat unloved. One concern I do have, which was mentioned on another board, is that about 50% of the revenue comes from one customer. If you go to page 84 of the last year end results, you will see that customer 1 as it is referred to, does indeed account for £11,357M. Does anyone know who the customer is and therefore how stable they are likely to be?
adamb1978: I sold out at 219p earlier this year however have kept D4t4 on the radar. The H1 revenue figure is pretty disappointing, even allowing for covid causing contracts taking longer to close as they say. The market forecasts of £21.7m revenue seems hugely aggressive now, though I think they could get a bit closer to the 6.8p EPS market forecasts. Obviously the positive in the announcement is the ocntinued move to recurring revenue, which would generally warrant a higher multiple than the previous model. That said, they're now trading on around 4x F21 sales and something in the 30x-35x range PE multiple, depending on your view on earnings and where the price settles today. Those sort of multiples are easily justifiable IF the company manages to grow, however it really difficult to ascertain what the underlying growth (is there any?) in the top-line at the moment given that (i) the switch of business model, which natrually dampens revenue in the short/medium term and (ii) management providing zero other information to be able to deduce where there is any proper growth (e.g. info on customer numbers, ARRs, CLV etc). The problem I have with investing is that that opaque-ness could lead to large downside in teh share price if growth isn't there, which means I'll continue to sit on the sidelines. All the best for those keeping the faith!! Adam
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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