Globaldata Share Discussion Threads

[sweet cherry pie] 02/1/2005 16:10

Can NOT see anything on DATA in todays Sunday Times....which article/page are we talking about here then ?

Could you please "cut an' paste" it on to this thread ?

[easytimes] 02/1/2005 14:27

Anybody here with RTD (Retail decicisions) as well? Unfortunately, missed the boat on RTD but caught DATA just in time. Tamay, saw the Times article today as well, the growth in this business is going to be extremely positive for companies such as DATA, RTD, NCH (Ncipher) and many others.

[tamaybroke] 02/1/2005 12:28

Scroll down article "£8 purchase puts paid to cash"

[britishbear] 02/1/2005 11:31

There are many many articles talking about the massive growth in online sales this christmas. Given the general feel is that more transactions went through than expected I fully expect DATA to issue a positive trading statement - there was one early Jan last year that saw a large share price jump.

Also many articles on chip and pin. DATA are one of the few stockmarket plays in this area.

--------------------------

Online stores get black Christmas
Published: December 30, 2004, 11:14 AM PST
By Robert Lemos
Staff Writer, CNET News.com

TrackBack Print E-mail TalkBack
Sales of goods on the Internet during the holiday season jumped to $8.8 billion, a 24 percent increase over last year, according to Internet service provider VeriSign.

The data, culled from VeriSign's online payment services, which the company said handles 35 percent of North American e-commerce, showed a similar increase to earlier surveys that found online sales up 23 percent in November alone. VeriSign's data measured the total volume of sales between Thanksgiving and December 27.

"Through the online data we collected, we have seen clear changes in consumer behavior such as accelerated weekday shopping activity, more confidence in buying digital goods from e-commerce sites, an increase in gift-certificate purchases as well as the direct impact of shipping lead times on sales," said Trevor Healy, vice president of payment services for VeriSign.

The data gave Internet stores more to cheer about than their offline brick-and-mortar competitors. Analyst estimates for real-world retailers predicted a 2 percent to 5 percent increase in sales over last year, according to reports. In fact, the demand for shopping online may have caused some stores to become inaccessible during some periods.

Electronics seemed to be the most lucrative category, averaging $291 per purchase. Housewares garnered the second highest average ticket price, at $148. The average sale amount overall was $145 per transaction

[nunc] 23/12/2004 10:29

Bear: I think the market is still (rightly in my view) heavily discounting chip and pin news in the price. After all, with such a struggle to win deals, the early wins may not be very profitable, and there will be significant set-up and marketing costs, which may have to be capitalised.

No, I think this growth relates to the 4 per cent per month compound growth the company has been experiencing in CNP revenues for some time, with what must be a massive jump in revenues in the current quarter if all the reporting (and it is pretty widespread)about this being "the first true on-line Christmas" is born out.

Mid January will be very interesting as all the post Christmas updates come out.

[britishbear] 22/12/2004 09:11

Another 1/2% - looking good at the moment - needs to be backed up with a deal at some point unless there is insider buying ahead of christmas/new year newspaper and magazine tips for DATA.

Not complaining and holding firm. This is still a very young company with massive potential and teh possibility of a dividend sooner that we may expect.

[everton448] 21/12/2004 20:05

A lot of people are hoping for big progress in January as Chip and Pin deals ar announced - check back for the Shares interview with the CEO for some clues as to why many of us are very positive about this company. And remember Numis have a target of 116p without chip and pin - based on estimates which the CEO says will be "slightly beaten"

[mik786] 21/12/2004 18:16

hello....new kid on the block...

is it to late to jump on board....for a purchase on wed. 22.12.2004

any advice wud be appreciated..

[nunc] 21/12/2004 12:03

Glad to see there are some of you still out there. Slow and steady is doing us fine. And that's in a time of no activity (announcements etc.)we have the pre-close trading statement to look forward to... Be interesting to see how revenue has gone.

[britishbear] 21/12/2004 09:30

Another 1/2% will do for a days work.

Needs another burst to take us to the £1.16 broker target.

[noshy] 20/12/2004 20:31

gently Bentley

[britishbear] 20/12/2004 16:28

slowly, slowly, catchy monkey - 1% a day will do for a while.

[nunc] 20/12/2004 16:19

zzzzzzzzzzzzzzzzz..........

[baheid101] 15/12/2004 12:25

lets not forget also that Terry Cave said the following in Shares magazine last month

(1) He expects to make chip & pin announcements in Q1 2005, of which THERE WILL PROBABLY BE THREE

(2) He expects to beat Investec's expectations 'slightly' in the current year.


in the same article the Investec analyst said that earning's forecasts would be upgraded 'subsantially' following the chip and pin announcements in Q105

So a lot of the uncertainty/risk was removed, yet the market much to my astonishment didn't seem to pick up on it. Any chip & pin action is a bonus, the fixed cost base coupled with 4% monthly growth from its existing clients makes this a low risk holding in the only legitimate long term growth sector of our at capacity economy.

Baheid

[nunc] 15/12/2004 12:04

I wouldn't expect an RNS yet. Last year the company released an end-year trading update on 15 January, and I would expect them to do something similar this year, bearing in mind the well-reported rapid growth of e-commerce this year, and the equally well-reported swing in Christmas trading this year to internet shopping.

The company reported earlier this year that its growth rate has increased from 3% compound per month to 4% compound per month. On the basis of the hike in broader e-commerce growth rates I would expect that to have increased further.

There has already been a huge re-rating at Retail Decisions on the back of speculation about internet growth, and that re-rating seems now to be getting under way at Datacash.

I think this share has been unduly affected by a silly concentration on whether or not it breaks into chip & pin, whereas the real action is in its existing market. What chip and pin will do is shift fraud onto internet trading, and further increase the market for Datacash, with its leading position in this area. Remember, the company only broke into profit a year ago.

[britishbear] 15/12/2004 09:28

This is an impressive performance - surely an RNS is just around the corner - surely......

[stockport] 15/12/2004 08:55

A strong blue opening to the morning. Happy Days.

Stockport

[zimbi] 14/12/2004 19:37

RTD, DATA shine on

[tamaybroke] 14/12/2004 17:05

finished well today,bodes well for tommorrow.

[easytimes] 14/12/2004 16:48

These rumours of some decent sized deals might actually be true then?

[krutt] 14/12/2004 16:44

Star of the day in my portfolio today and more to come.
Krutt

[melville28] 14/12/2004 12:38

this big move will tempt some stale holders to jump out and take 100p - classic muppet investing. These same bozos will be piling back in at 120p when the chat is that they are heading for 200p!! That's what never ceases to amaze me!!