Share Name Share Symbol Market Type Share ISIN Share Description
Globaldata Plc LSE:DATA London Ordinary Share GB00B87ZTG26 ORD 1/14P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  5.00 0.47% 1,065.00 1,030.00 1,100.00 1,065.00 1,060.00 1,060.00 6,060 12:01:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 178.2 10.2 6.0 177.8 1,089

Globaldata Share Discussion Threads

Showing 751 to 775 of 1975 messages
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DateSubjectAuthorDiscuss
06/10/2004
22:22
Baheid - interesting observation regarding revenue per transaction. What we know is that this is broken down - simplicity speaking as 10p per transaction (general) 20p per transaction is you include RTD's fraud protection. So, average falls from 13p to 11p. The reason, all IMHO is that this is due to a large increase in online bookmaker transations - effectively clients transferring cash and the like. Hence, whilst retail growth has continued, bookmakers have grown quicker. As the latter do not require the RTD solution (I guess) this explains the fall in per transaction revenue. This company will continue to grow and as far as I am aware there is no pressure on the 10p per transaction from competition. ALL extra business goes on the bottom line and they have masses of spare capacity built it. Finally, sometimes a large tree shake like we have seen recently can result in on overshoot in an upward direction as more investors become aware of the stock and buy the story (plus press interest etc.). All looking good and happy to hold but sad to miss out on a top up (although spare cash all went into TEO which is flying)
britishbear
06/10/2004
18:55
Yes Baheid - thanks very much - v helpful and interesting
everton448
06/10/2004
17:29
baheid thank you for succinct understandable summary nosh
noshy
06/10/2004
17:24
£2 maybe - but it will take longer than 1st quarter 2005 igoe104 IMHO The joy of Datacash is that the cost base is essentially fixed and it has only just become profitable, so the bottom line is heavily geared into sales growth. I guess the problem for me is that this has moved from being a value proposition, i.e. a year ago when the market had yet to catch on to Datacash's potential, and that they had left the problems which had burned so many investors badly during the previous few years, to a growth stock. I will only buy into this if the revenue growth implied by the rating is below what I invisage the company achieving. Last interims - while transaction growth actually accelerated (from 3% to 4% compound monthly growth) average revenue per transaction fell from 13p to 11p. So we ended up with 'only' 22% revenue growth which seemed to underwhelm some of the market. The fall in average revenue per transaction points to a smaller proportion of clients taking on the value added services - is this a trend which is likely to continue or can we expect an improvement? unlike the revenue growth of some of Datacash's big clients this is not easily observable. The recent news on the partnership with TriRidium on a chargeback solution which integrates with Datacash's payment processing product is encouraging. I would very much appreciate anybody's comment on this Cardholder Present - there is nothing to suggest the Datacash proposition will not be attractive, but I have been slightly disappointed that at least one deal has not been announced given that they started their marketing push a while back. Does anybody have any information on what cut of the £25 monthly fee per terminal Datacash are in line to receive? Obviously one would expect the shares to jump on any significant news in this regard, but equally on the current rating we could see a slump if it transpires, however unlikely it seems, that Datacash and its partners have only very limited success. What gives me enormous confidence however, even after all that, is that in my opinion the transaction growth from the company's existing CNP will be more than enough on its own to justify the current rating, so if we see a dip back to the 85p mark I will certainly jump in. Cheers for any comment, and apologies if i am rehashing what has been said a million times before. Baheid
baheid101
06/10/2004
16:20
Have a look at IDN.
zapa
06/10/2004
16:18
company i would except to be not far of the £2 at the end of the 1st quater 2005, so a few pennies, are not what you call missing the boat at this stage
igoe104
06/10/2004
14:23
Baheid101 - I wouldn't waste time raging, I'd buy in. But I would say that, wouldn't I.
smarm
06/10/2004
14:04
i've been watching this one for an eternity waiting to get in and missed my chance yesterday. Totally raging - this company is an absolute beauty Good luck
baheid101
06/10/2004
13:26
Good article on page 5 of the FT today talking about HUGE (5-fold) increases in online gambling. ALL DATA's customers :-)))
britishbear
06/10/2004
13:03
Bit of a big shake if you ask me.....but happy to go along with your theory and blissfully happy with the timing of my buy!
smarm
06/10/2004
12:37
boing........... ....bit gutted not to pick up more, as money elsewhere but happy to hold and watch it fly around don't see anything fundamentally wrong with co
theoriginalface
06/10/2004
12:33
This is my third time in this share,sold high,bought low. This share is a real bobby dazler,this time I think it ll climb above my last sells 101 & 102.
park1n
06/10/2004
12:06
all too obvious shake for big boys to get cheap stock ahead of deals...as ever, those who keep the faith and use the shake to pick up more on the cheap do well while those who panic get stuffed!! I love it when a plan comes together!!! Now deals to take this back to highs of 120p and then on wards and upwards...you know its coming!!
melville28
06/10/2004
11:35
Work from home,your right no more dithering back to the slog.
zapa
06/10/2004
11:34
zapa - you a student or retired or an unemployment statistic? You should get some work done ;-)
britishbear
06/10/2004
11:32
Know the feeling,sat and stared at 88p. Once your hair and eyes go.......
zapa
06/10/2004
11:30
Gutted I missed the rise. Just liquidated BLZ so ready to buy and should have got in at 87p. Too late? Need to check for a double dip first.
britishbear
06/10/2004
11:15
None taken!
everton448
06/10/2004
11:12
No offence everton.
zapa
06/10/2004
10:47
I was wondering where my Wife was and why her passport was missing... The more mundane explanation for me knowing the Chairman's movements is that I emailed the company to ask about chip and pin and they told me that he was out of the country. Doing well today - worth adding at these levels.
everton448
06/10/2004
09:26
Unless he's out the country with evertons wife. :=)
zapa
06/10/2004
09:23
Everton - how do you know this? I assume you have either (1) tried to ring him to ask why the share price has fallen so fast and so much (2) he is your neighbour and his wife told you when you saw his car was not in the drive. Its the CFO that is the man to speak to I expect.
britishbear
06/10/2004
08:49
Well, the decline is halted which seems like a buy signal to me Oh,and the Chairman is out of the country this week so imminent bad news seems unlikely.
everton448
06/10/2004
08:13
L2 anyone please?
everton448
05/10/2004
20:57
Well, I said it was a question of patience. The next question is... where will bottom be? Bottoms are not an exact science...
katylied
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