Globaldata Share Discussion Threads

[hosede] 03/9/2004 14:51

According to the "pundits" all the revenue is coming from card not present transactions, and even with the predicted strong growth, 2005 EPS of 5.6p put it on a forward PE of 20 ish, which is quite high in todays choppy markets. Potential extra earnings would derive from Card present contracts

[britishbear] 03/9/2004 13:02

With online bookies all reporting good results it is actually a surprise DATA has not reacted for strongly. May drift back to £1 but equally likely is a rise to £1.20.

Summer lull is almost over and other techs bouncing.

[hosede] 03/9/2004 12:14

But volume has dropped close to Zero: this will start to drift back down into the 90's if there is no news of card present contract wins soon.

[britishbear] 01/9/2004 13:06

Chart has resumed its nice upwards pattern. All these online bookies and casinos seem to be doing well at the moment. Should reflect well in the next results.

Remember DATA get 10p per transaction or something like that and are already the biggest UK operator.

Still think that there is a bid situation developing in the background.

[zapa] 01/9/2004 11:17

An important client of Datacash is doing well, namely PaddyPower.

[shirishg] 21/8/2004 22:43

Post removed by ADVFN

[igoe104] 21/8/2004 07:27

A BIG DIFFERENCE BETWEEN DATA AND RTD IS THE MARKET BELIEVES IN DATA.
YOU JUST HAVE TO LOOK AT THE TWO COMPANIES CHARTS. I CAN,T SEE NOTHING MORE THAN THIS SHARE PRICE GOING UP, AND UP OVER THE NEXT 12 MONTHS, WITH BOTTOM LINE GROWTH OF 4% A MONTH, ITS A BIG GROWTH STORY , PLUS A POSSABLE TAKEOVER STORY BUILT IN.

[park1n] 19/8/2004 17:09

Here we go again, 2nd helpings
,lovely jubbly. Join the party
Vote datacash, you wo nt go wrong.

[zimbi] 16/8/2004 21:40

I also have both but RTD is no longer a growth stock. This farce with the court case shows how little of their revenues come from Ebitguard when the expected so much.

Wrong again. Revenues from this source will double those of 2003. This farce shows how scared competitors are in the US.

But hey, I gain both ways.

[zimbi] 16/8/2004 21:32

Moreover, all growth in DATA goes on the bottom line. As almost rtd?

I also have both but RTD is no longer a growth stock. Nonsense. A 50% increase in transaction volumes in 2004 compared to the same period in 2003 for CNP.

[britishbear] 16/8/2004 21:25

Key is that DATA already have a larger adjusted EPS than RTD and will also be growing alot quicker.

Moreover, all growth in DATA goes on the bottom line.

I also have both but RTD is no longer a growth stock. This farce with the court case shows how little of their revenues come from Ebitguard when the expected so much.

You cannot buy a share on a petrol retailing cards in a relatively small country that is really NON-CORE to what the business is about.

It is therefore unloved for good reason. These companies are a lot more different than it might seem.

[zimbi] 16/8/2004 21:15

Zapa

Comparison of DATA and RTD

T/Over DC 2.14M RTD 30.0M
Profit DC £0.67m RTD £6m
Adj EPS DC 1.67p RTD 1.4p
Mkt Cap DC £34m RTD £38m
Sh price DC 106p RTD 14p
P/e DC 19.4 RTD 8.9

RTD Net Cash £4.2m NO DEBT

I'm in both.

Some are just darlings and some are just unloved.

[igoe104] 16/8/2004 19:37

it will be intresting to see what price, this one will be in 12 months, at a guess i would say £1.60 to £2 range, there not many shares with such a positive outlook as data out there, it all seems good news.

[britishbear] 16/8/2004 13:24

Nice and predictable rise.

Good post from the FAR3 source SD.

All standard stuff but good to have it spelled out.

If you look at the performace of DATA relative to other small techs its performace is even more impressive.

[standarddeviation] 16/8/2004 12:36

and up she goes....

[everton448] 16/8/2004 09:36

Given the promised chip and pin newsflow short term, the strength of the chart, and the resilience of the price in a faling market (plus of course 4% compound growth in transactions) this seesm, dare I say, a no-brainer?

I'm adding

IMHO - do your own research

[standarddeviation] 16/8/2004 09:13

Strong again this a.m.

[standarddeviation] 15/8/2004 19:03

From the FAR3 thread



sd, data

beautiful concave chart spanning over some 3.5 years, and would require another half year to finish.

the beauty of a concave chart is that it goes about its business smoothly, no big ups and downs.

as a statistician, you would also know that formili that describ curves are exponential. said simply the rate of rise accelerates as the stock climbs up. look at the chart and you see it peeling off its 160 wma, that is accelerated rate of groowth. it is so much the more impressive when you know that the 160 wma itself is a curve!

bu the stock is so well behaved as to have a clear line of support around the psychological round number of 100 to. and this is where it resides. it has rebound from it on retesting the level.

las tbut not least watch the general buildup of vol since the start of this year with a couple of impressive spikes added for good measure. scroll down to the 3m chart and you will see how urgently the indicators are rising.

this is an excellent stock rising convinsingly against the baground of a dropping market particularly knowing that it is a tmt stock that have suffered the most from this negative market. it also follows the classic tenents of classical charting making its behaviour more trackable. i am adding it to my main monitor.

[dave37] 14/8/2004 21:19

doesnt stop you AR, you are the worst offender.

dave

[peterz] 13/8/2004 22:38

Zapa, I may be missing the obvious but how does this affect Datacash?

[zapa] 13/8/2004 18:28

Glad I got out of this bunch. Retail Decisions plc

Share Price Movement

The Board of Retail Decisions ('ReD'), the fuel card operator and world leader
in card fraud prevention and payment processing, notes the recent movement in
its share price.

The Board is also aware of an action that has been filed in the US by
CyberSource Corporation, one of ReD's competitors. The action alleges a patent
infringement in relation to one of ReD's card fraud screening services,
ebitGuard, which operates in the 'Card Not Present' ('CNP') market.

In the first seven months of the current financial year (to July 2004) ebitGuard
accounted for approximately 3% of ReD's group turnover and considerably less of
its operating profit.

The Board of ReD is investigating CyberSource's claim, but at first glance it
knows of no patent infringement and therefore believes the claim to be without
foundation. If this proves to be the case upon further investigation, ReD will
defend its position vigorously.

[britishbear] 13/8/2004 10:00

Just just have to look at the chart and chuck a few lines on to the beauty of a perfectly formed upward chart.

It was always a blip up to £1.20 that couldn't be bothered to trade (poor decision in hind site as I would have 20% more shares now) but am confident it will get there again soon enough.