Globaldata Share Discussion Threads

[hectorp] 04/12/2004 14:35

Only the Mail? disappointing !

[sweet cherry pie] 04/12/2004 13:49

GEOFF FOSTER - DAILY MAIL - 04/12/04

[jasper65] 04/12/2004 13:35

Tipped in Daily Mail today.

[libertine] 03/12/2004 15:35

Numis has a buy rating and 32p price target for Albidon, a hold stance on Burtonwood, a buy rating and 116p price target for Datacash, an increased price target and rating upgrade for De La Rue, a sell rating and 40p price target for Game Group

[cyberian] 30/11/2004 15:03

Main guidance is from Broker and various broker up-dates.....there is some delay on the chip and pin take-up but that is a retail sector problem. They are hedging their bets and stalling just to see how things settle/fit. Some major names I understand have had some serious teething problems. Again my impression is that recent developments are quite satisfactory with DATA. The big confidence booster I sense will be a company trading up-date/guidance in early January, along with some pretty exciting revenue news. Have to retain confidence in the board and the new CEO who I believe is well respected in the retail industry etc.

[britishbear] 30/11/2004 09:23

Cyber - You sound like someone who has an inside track on data whether it is via a friend of personnal.

Some potentially interesting hints.....what is the input that is least expected for example?

[cyberian] 30/11/2004 00:16

See someone provided some stock at 89p (100,000 shares)and the price held...this could be a sign that the house brokers want an orderly market in the shares. Institutions and Directors have some 75% of stock so can see that a rise over £1 is possible on up-market trading news early in January. RTD are doing very well and would not be surprised to see some migration over to DATA soon. Believe new CEO is growing the company and broadening its software benefits to existing and new areas of client application. Probably get some input when least expected...patience is needed in the meantime.

[stockport] 26/11/2004 09:59

Stock very tight on line only 5000 available, you have to pay a premium for an order of any size greater than that.

Stockport

[britishbear] 25/11/2004 17:33

Waiting for the next growth figures.

It is interesting to compare DATA with Neteller and EPO - both are in the same general area. Neteller seem to be doing well with online gambling sites who are also DATA's main customers.

If Neteller takes off and more and more people open Neteller accounts I assume this would take business away from DATA.

DATA of course have all the standard online payment areas sown up and the chip and pin side of things but trends must be watched.

Holding DATA, RTD and NLR.

[nunc] 25/11/2004 16:46

Is anyone awake?

[the knowing] 25/11/2004 00:33

RTD chart breakout also Techmark inclusion.

[cyberian] 22/11/2004 10:05

Great results from Cardpoint today, hence firmer tone to DATA...so the general sector has scope to move a lot higher IMO.

[easytimes] 19/11/2004 21:57

After a bit of browsing cannot see any Chip & Pin link with Datacash and Sainsbury's, of course this would be a massive contract if true. Setting up systems of this nature are notorious for having their problems whoever has the contract. I thought Datacash's main business was with online retailers not shopping centre type retail business, maybe I'm wrong.

[zapa] 18/11/2004 16:45

Thank you Mr Baheid.We can all sleep soundly.

[baheid101] 18/11/2004 16:41

Not sure if it was posted earlier but todays Shares magazine had an article on Datacash and an interview with CEO Terry Cave

Key points were:

Chip & Pin announcements are likely to be in first quarter of 05, and there are likely to be THREE OF THEM. Admitted that they got a little ahead of themselves in terms of their guidance on the timing.

Company is likely to 'beat forecasts slightly' and that they will pay a dividend this year

Cave also alluded to being on the lookout for acquisitions.

Also interviewed was the Investec analyst who said that Datacash should trade on higher multiples based on cardholder not present alone, and that chip and pin announcements will lead to "very sizeable upgrades"

Pretty happy with that!

Baheid

[baheid101] 18/11/2004 16:12

park1n

Here is a simple question, so I expect a simple answer.

You alluded to your son being involved in the roll out of chip & pin at Sainsburys, and that the process has been very problematic etc. You then said he said he would not buy shares in Datacash. You are clearly inferring that Datacash are involved with Sainsburys chip & pin roll out. Can you please confirm this?

thanks

[britishbear] 18/11/2004 15:39

I am surprised any son of Park1n could get anything but a shelf stacking job in a supermarket.

Tin of beans please Park1n, keep the change from 10p for your next investment.

[cyberian] 18/11/2004 15:26

Some of the big retailers are having problems and have heard that the likes of Waitrose and others are talking/looking at some interim support from DATA. You are right that the big names are initially trying to effect technology in-house and these entities have not been DATA's target. However, this may change and really feel that a lot of retailers are waking-up to the fact that they are exposed, vulnerable, and more important accountable to the changes being introduced Jan. 2005. I truly believe that next year will be a great one for the likes of DATA....their systems are accredited and announcements are not necessarily always in their hands, for competitive/confidential reasons etc. Anyhow still expect to see some news fairly soon...need to be a bit patient.

[zapa] 18/11/2004 15:06

BB there is NO problem,dont you get it?

[britishbear] 18/11/2004 14:46

Parkin, which part of the question "is he trying to fit the DATACASH solution" don't you understand?

There are many alternaive chip and pin solutions - the question I asked was is he fitting one bought from DATACASH.

I can almost certain that he is NOT as supermarkets are doing it all in house and is NOT the target buyer of DATA's solution. That is probably why there are having problems.

My advice is to tell your boy to contact DATA who will come in and solve all his problems for him.

[park1n] 18/11/2004 14:26

Why should Sainburys tell you about their problems,they ve enough trouble
"in store" as it is. Once again, I only passed on info that happens to be
the truth. I suggest you phone Mr King, I am sure he d be pleased to waste
his time talking to the likes of you. Im moving on now,got look at my AEN,
DDT,OMG,FTO, to see how much lolly I ve made today.