Share Name Share Symbol Market Type Share ISIN Share Description
Dillistone Group Plc LSE:DSG London Ordinary Share GB00B13QQB40 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 19.00 17.00 21.00 19.00 19.00 19.00 8,178 07:48:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 8.7 -0.5 -1.3 - 4

Dillistone Share Discussion Threads

Showing 201 to 225 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
27/4/2018
08:08
Finals out: https://investegate.co.uk/dillistone-group-plc/rns/final-results/201804270700083177M/ Some interesting detail on Gated Talent conversion of Exec: “We are seeing significant variances in invitation conversion rates between clients. Some firms are seeing in excess of 8% of invitations leading to Profiles; others are seeing a fraction of 1% converting. What is apparent from the Profiles that have been created so far, however, is that our executive talent pool will be both senior and diverse. Currently, the three most common Job Titles for our Executives are "CEO", "Managing Director" and "General Manager". We have onboarded profiles from executives in 75 countries. A heatmap with further information on profile data is available at www.gatedtalent.com/metrics/.” I expect that the Execs converting will largely be those between jobs and have more time on their hands. The heat map is just geographical. Clearly gaining traction and the potential is there but not yet proven as transformational
zoolook
27/4/2018
08:02
"The current trading performance of the Group is positive with orders for both Dillistone Systems and Voyager Software ahead of the same period in 2017 - with the former more than 25% up on the same period in 2017 and the latter having one of the best quarters for new business orders in its history."
wigwammer
23/4/2018
21:12
This is the week when results arrive and this starts moving down to 60pence.
gonzela
20/3/2018
12:58
Further down it goes. Won't be surprised to see this taken down to 60p.
gonzela
19/3/2018
09:31
All the best to you too :)
wigwammer
18/3/2018
22:14
Let's see how quickly that paper profit evaporates.
gonzela
16/3/2018
16:17
Wigwammer, it seems market has been agreeing with me since yesterday.
gonzela
16/3/2018
09:21
Gonzela - the adjustment for the lost contract was old news - in the market - the incremental news is that beyond this they are ahead of expectations. The shares trade roughly in line with their historic levels, despite the momentum behind Gated Talent. The negatives you cite - need for cash etc - total scaremongering on your part. They generate cash internally, a large part of the product development is done, they have momentum. I purchased these a few months back and am very happy to continue holding ie you won't be getting my shares anytime soon :)
wigwammer
16/3/2018
09:06
Correct, buyers and sellers interpret information differently. I reckon this is overvalued - the drop could be as fast as the rise we have seen in the past month. Let's see how much they are paying for the growth. In the meantime, this could keep on dropping.
gonzela
16/3/2018
08:33
That's why we have buyers and sellers, we interpret information differently. You can't value growth stocks on value fundamentals. We've only had 2 updates on the take up of GatedTalent, we may get another before the results on 23 April, we'll definitely get an update with them. The Results will not reflect any revenue from GatedTalent as it was only launched in October. We already know the Op Profit so we are paying for the expected growth... "Dillistone Systems and Voyager Software are expected deliver an operating profit for the full year [>200k]; although, as previously anticipated, GatedTalent was in development and did not deliver revenue in 201"
hatfullofsky
16/3/2018
06:57
The share price has almost doubled already to show the progress but that market cap has gone ahead of itself. You said ride the wave; we could be at the top of the wave and a correction. I reckon people won't like the financial numbers next month.
gonzela
16/3/2018
06:51
Depends how much you are paying to achieve that growth and I think we will see the financial numbers next month. I reckon besides the money they raised internally,they will be requiring m!ore funds. They will claim the product is doing great and need more money to delivdr the growth and improve share liquidity. But, somehow, the raise will be at a significant discount.
gonzela
16/3/2018
00:25
You're paying for the growth, just like Zoo. Growth exceeding expectations will always draw interest from PI's, ride the wave and pick an exit. 100 clients in 5 months / 40 in Feb alone / Subscription revenue for the product is now expected to be ahead of initial expectations. we expect our clients - executive recruiters - to send "significantly more than" two million compliance messages through the platform A number of our clients have begun sending these messages and a number of executives have created profiles as a result of this. We expect these numbers to increase significantly as the May deadline for GDPR compliance approaches." I expect similar growth rates into March / April / May until the compliance deadline of May 25th GatedTalent takes the risk out of the whole process and puts the control in the hands of the executive.
hatfullofsky
15/3/2018
22:14
See for yourself: the figures are prior to acquisition related items and any adjustment related to the previously announced contract termination. Wonder how much these amount to. If GatedTalent were that great, why are they not providing financial figures for it? Even they don't expect profitability from it until two years down the line. The share price went ahead of itself too eartly.
gonzela
15/3/2018
16:58
Or this one?"The Company has previously stated that GatedTalent is the fastest growing new product in its history. We are now pleased to report that demand has accelerated in February, with close to two new contracts being signed each working day in this month. Subscription revenue for the product is now expected to be ahead of initial expectations."
wigwammer
15/3/2018
16:56
??? Did you miss this one?"This improvement means that operating profits for 2017 will be considerably better than current market expectations of GBP200,000 of operating profit, prior to acquisition related items and any adjustment related to the previously announced contract termination"
wigwammer
15/3/2018
12:47
This looks overvalued after going through RNS: As announced in June, the Group has been informed that a contract with a major client is likely to expire later this year or early next. This contract, which is with a client using a legacy product acquired as a result of an acquisition made several years ago, is worth in the region of £600,000 per annum in contribution terms to the Group. An amendment to the contract has been agreed which will give the client the rights to terminate at 3 months' notice during the contract term to 30 November 2018 (which can be extended by agreement). At this stage, the timing of the exit is unclear and so no impairment has been recognised in these interim statements nor has a detailed review been carried out of the remaining useful economic life. A full and comprehensive review will be carried out at the yearend when the position should be clearer. Any required adjustment will have no impact on cash. Moreover, there is this line as well: GatedTalent is not expected to realise significant revenue before 2018 nor to be profitable before 2020.
gonzela
14/3/2018
12:10
Drop the bid to hopefully scare some investors. £5.1k buy went through at 106p (above ask price) on NEX just before lunch.
gonzela
13/3/2018
10:21
Well, the market makers aren't really allowing buys!!!
gonzela
13/3/2018
09:25
Very quiet here, could be a good sign to buy more before the crowds arrive
hatfullofsky
27/2/2018
15:40
Late to the party but in at 86p. Same extracts caught my eye Wigwammer: "We are now pleased to report that demand has accelerated in February, with close to two new contracts being signed each working day in this month." Good traction and adoption, small MCAP will allow this to re-rate on growth expectations, just need that to fall through to the bottom line.
hatfullofsky
27/2/2018
07:21
"The Company has previously stated that GatedTalent is the fastest growing new product in its history. We are now pleased to report that demand has accelerated in February, with close to two new contracts being signed each working day in this month. Subscription revenue for the product is now expected to be ahead of initial expectations.".... I agree, this is very under the radar. Despite the potential for gated talent to revolutionise the business from software to data, the valuation remains at a discount to historic levels. I don't think that will be the case much longer :)
wigwammer
08/2/2018
10:21
So under the radar here Build if you can imo
babbler
08/2/2018
09:06
Update from CEO on improved trading and impressive early take up of GatedTalent - https://www.brrmedia.co.uk/broadcasts/5a7abd9b34b3dd077e4f11a1/dillistone-trading-update-gated-talent-update
tentrader
10/12/2017
16:08
As per tweets, my brokers were only able to obtain 10k DSG at 60p pre-market on Thursday morning. Recognise how illiquid DSG is but when +44% after a couple of hours I decided to simply to take profits...& out at 75p. WH Ireland released the undernoted update which retains forecasts for 2017 & 2018. Snippets, “...We view this as a notable and very significant first step ahead of firms engaging with the platform (likely to be in volume from the New Year) to send invitations to executives on their respective databases. Dillistone were projecting that clients would send in excess of 1,000,000 invitations to executives by March 2018 however, ‘based on the volume, nature and expected usage of the firms that have signed, or are expected to sign’, Dillistone is increasingly confident that ‘it will achieve, and very significantly beat, this target’. The next critical measure is the conversion rate of invitations to profiles, it likely to be late Q1, early Q2 2018 before momentum can be assessed.” “...estimates remain unchanged, revenue of £9.9m, adjusted PBT of £0.2m and EPS of 0.9p, DPS 0.0p, with FY 2018E expected to deliver a broadly flat y-o-y performance (due to the investment in and launch of GatedTalent) before growth is expected to resume in 2019E.” —- DSG have already indicated that investment in GatedTalent is estimated to be in the region of £2.4m next year & issued convertible loan notes in Sept 2017 to bolster the b/s in light of the planned expenditure. I’ll simply keep a watching brief at the moment. DSG announced during recent interims that a large £600k contract with a major client was due to expire fairly imminently which may impact this or next years results when they recognise the impairment. Thursday’s RNS and WHI comment confirm that we may also require to wait a further 6 months before assessment on take-up & therefore the likely profitability of GatedTalent. As bared bones mentioned in recent posts, I also wouldn’t be surprised if the company decided that it’s prudent to conduct a raise to accelerate development & shore up the b/s. Just my tuppenceworth. Kind regards, GHF
glasshalfull
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
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