Dimension Data Share Discussion Threads

[mr demolition] 28/5/2006 18:51

The boys may be back??????

[mr demolition] 28/5/2006 16:19

watch this next week fly.

[mr demolition] 28/5/2006 11:05

Expect a massive move next week???????

[finess] 22/5/2006 14:24

Still holding up and more ;-)

[finess] 20/5/2006 13:44

Held up very well IMHO, still buying pressure and support.

[sc000008] 18/5/2006 11:00

golly gumdrops!!! short term trading on this could be fruitful but my troops are employed elsewhere..I dont think the downward pressure on stocks in general is finished in ddt we need wash out high capitulation volume!

[charmer1_23] 15/5/2006 14:30

Markets not looking good today and DDT has not escaped the bloodbath IMHO. ;--)

[spec2] 11/5/2006 14:44

Gentlemen,

Said it before, but have to re-iterate, that "European" business" should be sold pronto, and DDT should get back to basics, the rest of the regions are doing good. FINESS I also bought back in, as this boy, as Santori said, can jump up for no apparent reason.
I have jockeyed in and out for years now and made money , but I wonder if the mysterious "Mr 49p" is still around ?

[finess] 11/5/2006 09:37

Bought most of them back this morning, Cisco,s down beat sales didnt shake them maybe there's hope, ;-}

[utsushi] 10/5/2006 14:25

spec2, results in the price but if you think DDT can surprise on the upside next time, this pull back is a buy opportunity...shares seem to bounce back every time they are sold down.

[spec2] 10/5/2006 10:50

Santori,

Is it the usual story with DDT.L reasonable results but market doesn't seem to like it ? What's your take on this ?

[finess] 10/5/2006 08:58

Sold on the Cisco news from USA, only a hunch, mm would only take 25k lots, will be back in I am sure.

[utsushi] 09/5/2006 13:38

Looking good ahead of the results..

[sc000008] 04/5/2006 13:01

break 50 ma or test 200 ma simply that is, might be the sign, but I go back to the enlargement of capital! I hate free rides!

[sc000008] 04/5/2006 11:08

hmmm ive been tempted again ! Finess I have been range trading this share for 2 years, I almost got wiped out with ddt warrants in the dot com bubble so I am always wary of large moves. yep 49p is the key I would not like this level to break prefer not 50p to break but 15% enlargement of capital is just not funny. again im tempted but i will wait for a sign what that is I do not know..

[utsushi] 02/5/2006 07:08

spec2, one thing i have learnt is that shares can trade at levels much higher than they are worth for extended periods in bull markets, momentum can push DDT higher much higher and 60p+ is possible given it's high beta.

[finess] 27/4/2006 22:12

45p would be time to add IMHO if the chance came, however I think we will not see it. I hope , maybe, ;-)

[adeyberry] 27/4/2006 17:05

Yes, have to say I've sold my last holding at a small loss after ML's downgrade!

No doubt I'll probably regret it, but I wanna see where this settles first!

Although I have to say 45p seems rather harsh.....

[spec2] 27/4/2006 16:22

sc000008

Looks like your prediction is spot on, I hate to say it cause I am usually wrong, but is 49p on the card's ? Recently I have had the usual problem with DDT, When I buy. down it goes, when I sell up it goes, the investors dillema ! Santori, you still around, what's your take on our old friend DDT.L after that Merryl downgrade ? do you think 49p will hold ?

[tole] 21/4/2006 10:05

Merryll Lynch - 21/04/2006

Dimension Data
Moving to Sell on Valuation
Downgrading to Sell with a fair value of 45p
We are downgrading Dimension Data from Neutral to Sell with a fair value of 45p

Believe stock now looks overvalued.
The stock is trading at P/E of 42x 2006E and 28.4x 2007E, compared to the
European sector average of 18x. To justify the current valuation 55.6p, investors would need to assume that Dimension Data could produce operating margins above 5% over the mid cycle, compared to 2.8% estimates in 2006, which we believe is unrealistic.

[sc000008] 19/4/2006 12:48

finess in todays market with price having moved so much if I were the advisor I would be a seller with that % growth in the bag thus downward pressure.

[finess] 19/4/2006 11:43

Dont you think taking shares rather than redemption is a positive, I think it is, maybe ;-)
Big investors tend to keep management on the ball IMHO

[sc000008] 19/4/2006 11:31

Who can tell me when the bonds were issued? I have worked it out and each share
is aprox 30p per share or 53.157 us cents wow ... nice return ...would it not have been more prudent to pay the bond of 100 million?????????????????????????? as at todays share price
they are getting 96 cents plus they have received a great interest rate.. only downward pressure from here with 12% enlarged capital..hmmmm this smells a bit neither long nor short

[adeyberry] 13/4/2006 14:52

Indeed, we were due a retrace and as long as 55p holds, I think, in due course, the bull run will continue!