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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
  0.00 0.0% 1,500.00 1,460.00 1,540.00 1,500.00 1,500.00 1,500.00 50,892 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 178.2 10.2 6.0 250.4 1,534

Globaldata Share Discussion Threads

Showing 801 to 824 of 1975 messages
Chat Pages: Latest  43  42  41  40  39  38  37  36  35  34  33  32  Older
DateSubjectAuthorDiscuss
10/11/2004
09:31
Chip & Pin got yet another fillip this morning on TV and although focussed on Cash-Point (ATM) fraud, a real wake-up call to retailers to get their act together. Software enhancements as provided by DATA and with the IBM connection are going to be significant as we go into 2005. IBM is only one link into the market, but once the ball starts rolling with some contracts then other applications for DATA are likely to be triggered. Potentially quite an exciting period ahead and hopefully ones patience will be rewarded.
cyberian
09/11/2004
15:04
There have been a number of clues that some further positive news is imminent...just sense that we are getting closer and closer. Have heard favourable sentiment from other names in the sector, however, if no updates forthcoming in next few days I will be quite disappointed. Having said that still hold the view that next year will really be where we see greater uptake in demand as retailers get to grips with requirement for secure and trusted software.
cyberian
09/11/2004
14:34
cyberian. What happened to your post 795? You made it sound like you 'knew' something or have you forgotten?
zapa
09/11/2004
14:21
Intrigued by that volume of trades yesterday which appeared to be 90% buys...would suggest some positive news is at last close on chip and pin contracts. Wish the company would combine a comment on how well existing business is growing to add further credence to their huge upside potential. Sense we could get above the £1 level as brokers have been quite positive in recent weeks with share price targets of £1.15p or more. Also the shares are fairly tightly held by Institutions and the Board...believe the figure may be close to 75% together.
cyberian
08/11/2004
13:54
back from hols and good to see this one heading back up again...looks like the smart money is betting on c&p newsflow arriving this month. Cant remember the facts but doesnt data get the entire value of the contract (ie many year's worth) up front and in cash from IBM? If so wont the EPS leap significantly through 2005 as more deals are announced? If so, wont this share be trading at 300p+ versus current 90p which is underpinned by the core business? ie isnt this a remortgage share??!! Once they sign a deal presumably the doubting institutions will also scramble to buy and who will be selling?? this could get squeezed to 130p+ before anyone will start to be tempted to lock in profits? sorry if i'm getting carried away but i tend to only find a share with this risk/reward potential once every couple of years and the last three have all been 5 baggers for me!
melville28
08/11/2004
13:53
back from hols and good to see this one heading back up again...looks like the smart money is betting on c&p newsflow arriving this month. Cant remember the facts but doesnt data get the entire value of the contract (ie many year's worth) up front and in cash from IBM? If so wont the EPS leap significantly through 2005 as more deals are announced? If so, wont this share be trading at 300p+ versus current 90p which is underpinned by the core business? ie isnt this a remortgage share??!! Once they sign a deal presumably the doubting institutions will also scramble to buy and who will be selling?? this could get squeezed to 130p+ before anyone will start to be tempted to lock in profits? sorry if i'm getting carried away but i tend to only find a share with this risk/reward potential once every couple of years and the last three have all been 5 baggers for me!
melville28
05/11/2004
15:30
Nunc...believe CNP related business is growing at a rapid pace, and that at least one significant Chip and Pin contract could be forthcoming within the next few days. DATA are more likely to win more contracts as retailers are starting to be more selective/discerning over choice of terminal and cost/value of software add-ons. Again from what I am hearing from some retailers and market sources is that DATA has got a pretty good product. Contracts are more likely to follow once an ititial "name" is signed-up with them...bit of leader perhaps to add confidence to other retailers. Guess we will see more and more action/news over coming months and as some analysts/brokers are indicating the existing core business provided by DATA is supporting a higher share price on its own. As you (Nunc)and they have indicated, Chip and Pin will be the added bonus, and possibly propell the share rating even higher. DYOR
cyberian
02/11/2004
15:17
MM's appear to want stock and moving price accordingly...matched level of buys to sells today so why else a 4.5p fall?? Seriously believe that we will trade higher than £1 over coming weeks...just need to get the US election sorted to remove current uncertainties...markets will firm shortly IMHO.
cyberian
01/11/2004
09:53
Good level of buying the a.m.....the 50,000 shown as a sell on ADVFN is almost certainly a buy as the trade was done at 8.33 whereas shown at 9.19 a.m. The MM's sometimes try to delay announcing a buy so as not too get the price action too far ahead...who knows the tactics/reason. It appears that the trend is on the up-side....news due soon on at least one major contract.
cyberian
29/10/2004
21:41
Follow on write up on Datacash by Growth Company Investor after their Strong BUY recommendation several months ago: "Cave convinces on DataCash Away from the turnaround game, I'm keen to push the attractions of AIM-listed payments service provider DataCash – a Company Watch recommendation at 71p – having visited new CEO Terry Cave, a man with bags of credentials in growing technology businesses. The shares currently trade at 80p, which is ahead of our recommendation price but down from the 12 month high (of 120p) largely because the company has yet to announce any 'Chip & PIN' deals. To re-cap, DataCash is part of a team helping mid-tier retailers implement Chip & PIN, the new credit and debit card fraud system being introduced in January. Retailers, reluctant to mess with their systems before Christmas, have been sitting on their hands somewhat. But Cave says the delay has, in fact, 'extended the window of opportunity' for DataCash. He is even more bullish about the group's core Card Holder Not Present business, where DataCash processes transactions for a growing number of new clients in retail, travel and ticketing. Cave, who only joined in July, is stepping up the group's focus and insists 'we've done a great job hiding our light under a bushel. We've merely scratched the surface'. Crucially, September was a record month for both volumes transacted (an amazing 3.5 million) and revenues for the company. In the half to June, DataCash's profits powered up 155 per cent to £670,000 on a 26 per cent revenue jump to £2.14 million. For the year, the City envisages profits of £1.5 million and earnings of 3.3p, rising to £2.6 million and 5.8p by December 2006. Cave is comfortable with forecasts, and I believe exciting Chip & PIN news flow will stoke up the shares, which look great value on 13.8 times 2006 earnings."
easytimes
28/10/2004
12:17
L2 anyone please?
everton448
28/10/2004
11:11
when there's smokes there's fire - share price bounce is telling us something re timing of newsflow!!!!
melville28
28/10/2004
10:01
Missed it again - 80p was an absolute steal - all the news filtering through is good - even RTD up 17% on profit upgrade and online betting firms selling for £170m.....
britishbear
28/10/2004
09:31
Sudden spark of interest....the company's brokers have been on the "bid" for a few days now so perhaps we are about to enjoy a string of announcement on Chip and Pin. Understand many contracts are being negotiated but things are likely to gather even greater momentum through the next 6 to 12 months. Shares should continue to build over the short and medium term. See Retail Decisions have made a good move today along with a very bullish statement for the future. As mentioned earlier DATA provides/enjoys some commercial input/relationship with latter. DYOR
cyberian
26/10/2004
14:08
Anyone got L2 please? thanks in advance
everton448
26/10/2004
12:28
i suspect that once the deals start arriving thick and fast through next year the shares will get much higher than that and will probably get horribly overbought at some stage!!!
melville28
26/10/2004
11:47
I would not be surprised if there was some news re chipand pin pretty shortly - but still think that spring summer 2005 is the time frame for ramping up the number and value of the deals. Definitely one I'm buying to hold - my 12 month target is £1.50 based on eps of 5.8 for 05 from the core business (Numis etsimate) plus 05 contribution from C & P.
everton448
26/10/2004
09:15
share price move suggests something could be close...with the shares clearly having found a level which is underpinned by teh core business which is going well, any news on c&p will send the shares up and the window between now and the new regulation is closing rapidly...all points to the shares being significantly higher shortly!!!
melville28
22/10/2004
13:20
Dont sell as understand that trading is very strong on current offerings and that at least one large chip and pin deal is extremely close with quite a few more in very advanced stages of negotiation. We have seen a good bounce in Retail Decisions in recent days and there are existing commercial ties with Data. Believe the whole sector is getting more optimistic and that the IBM link is strong. With the latters marketing connections added to Data, the news over coming weeks is likely to be strong. Once the first chip and pin is announced then the resulting press coverage etc. should trigger an improving news flow and alert other prime retailers.Agree with market analysts that a price target of 120p achievable and perhaps much more as other signings added.DYOR
cyberian
22/10/2004
09:05
As far as I am aware there is no underlying reason for the recent decline in the share price. Some retail punters will have tired of waiting for news about C & P deals (a couple of which are anticipated shortly). By and large though it seems that the industry (not just DATA) is finding that many mid-tier retailers are deferring decisions until spring 2005 - which means a much bigger window of opportunity thann the January - December 2004 time frame that had previously been regarded as when decisions would be amde. Numis comment in their report that current trading is strong with September being DATA's busiest ever month both for revenue and transactions. They rate the stock a buy purely on the back of the growth in the curent business - C & P deals would be the icing on the cake. I understand that compound growth of 4% is still occurring. In fact all lkooks set fair for longer term holdewrs. I've tucked mine away - let's revisit in 6 months. As always IMHO - do your own research.
everton448
20/10/2004
12:25
thanks for that stockport.
everton448
20/10/2004
08:52
Yep, just reading the FT now - it seems to suggest that the bill will be good for DATA as it will encourage offshore internet casinos to come "on shore" and hence, if they are UK based they are more likely to use DATA services. Morevover, the FT reports some figures on internet betting - they state it is expected to get bigger...... Still a storming buy then :-)
britishbear
20/10/2004
08:43
Hi BB check out this from todays FT http://news.ft.com/cms/s/30535488-2234-11d9-8c55-00000e2511c8.html One of the main reasons for the gambling bill is that under current legislation UK companies are only allowed to offer fixed odds betting such as sports betting, but online casino type games are not allowed. Consequently legitimate UK companies have had to set up offshore subsidiaries to offer this, robbing the UK economy of one of the fastest growing sectors of ecommerce. In terms of Datacash, this HAS TO BE A POSITIVE in that existing operators can extend their offer to casino games, which should lead to increased transactions, and there should be an influx of new businesses setting up shop in the UK, where Datacash is seen as the payment processor choice for the online gambling industry. BH
baheid101
20/10/2004
08:31
Hmmm, my feeling now is that the recent drop in price is solely down to the governments new gambling bill that seeks to restrict online gambling. We need to read the small print of this document to see how it might impact DATA. I suspect the fall has been overdone and with DATA revenues coming from elsewhere (chip and pin and retail) it should not impact to heavily. Anyone else got a take on this?
britishbear
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