Globaldata Share Discussion Threads

[cyberian] 03/2/2005 16:22

That recent 50,000 trade at 93.75p was a slightly delayed buy and the catalyst for the increase in price...that mention in the FT must also have helped.

[libertine] 03/2/2005 10:48

DataCash Group, the e-commerce technology company, rose 5p to 92½p after analysts in Investec highlighted the shares’ underperformance, despite a stream of positive news. Analysts said that the shares offered “outstanding potential”, having underperformed the market by 10 per cent over the past three months, despite an upbeat trading update last month. Management said then that prospects for 2005 were good.

[libertine] 02/2/2005 10:45

* Investec retains buy on BSkyB, Xstrata and Datacash Group and holds on Ferraris and Innovation Group.

[everton448] 01/2/2005 22:13

Anyone else spoken to the company? They are very helpful when it comes to sharehlder enquiries.

[everton448] 01/2/2005 22:13

BB You guessed - been in email contact on this very point!

[britishbear] 01/2/2005 20:33

DATA really do need a new and improved website. Current site looks and feels awful. You been in email contact to know this or are you on the site design team ;-)

[cyberian] 01/2/2005 16:10

MM's having a bit of fun...believe we will see more positive news soon...the Andromeda deal looked OK to me. Thanks for that post...

[everton448] 01/2/2005 13:59

Robbie 2004 - 3.33 pence 2005 - 5.11 forecast The figures are slightly skewed by the fact that they come from Investec (who have a January 11 buy rating) and there are no other forecasts to make an average (Numis had figures of 5.6 pence for this year but they were withdrawn after the January trading statement - Numis have an add rating with a target of 116 pence.) Estimates are based solely on the core business - the shares will fly in the event of a chip and pin deal being announced. And that's basically what you're betting on. If the management can make good on the promise of C & P then this will be a huge winner. And they said before Christmas that deals would be announced in the Q1 2005... Why not email Terry Cave at the company - he is extremely helpful and accessible. Good luck DYOR - I hold (lots) Brent

[robbie12] 01/2/2005 13:44

Had this on my monitor but not really looked into it: On FT.com - broker forecasts are for eps of 3.3p in 2004 (down from 3.82 in 2003 presumably as they will not benefit from large tax pay outs in future). Eps for 2005 is forecast to be 5.1p. Are these figures right. Assuming year end of cash of £3 million = approx 7p per share: 91-7 = 84p = PE of 25.5. Assuming 2005 year end cash = £5 million and some more limited share dilution then cash = 11p. (91-11 /5.1) Forward PE = 15.7. Has anyone got any other broker estimates or are these right.

[britishbear] 01/2/2005 13:20

Oversold - looking attractive again now. Given the exponential rise in NLR I would have thought DATA would have picked up some of the action - maybe NLR is now seen as a major competitive threat....

[igoe104] 01/2/2005 13:06

HOPEFULLY SOON. WE NEED A RNS TO GET THIS MOVING AGAIN.

[easytimes] 31/1/2005 23:41

It doesn't have the following like RTD does it? It is a shame this is so undervalued, any ideas when results will be announced as this may be a case of buy on fact.

[tamaybroke] 31/1/2005 22:55

brit,looks like we're on our own,appreciate the info,looks encouraging.

[britishbear] 31/1/2005 16:58

Not sure why we have seen the recent falls given the performance of NLR and online related companies generally. Getting very tempting again at anything sub-90p. This is a new piece of information. Looks good to me. ------------------------------------------------------------- http://sourcewire.com/releases/rel_display.php?relid=20479&hilite=

[britishbear] 16/1/2005 20:57

LOL - given up "needling" on the ECK board - no current position and no money in shorting from here although I suspect it will still test mid-7's again.

[zimbi] 16/1/2005 20:54

expect rtd to overtake data soon. still needling on the eck board bb? LOL

[britishbear] 16/1/2005 20:11

I did a little top slicing but retain a large holding - results will be good and divis on the way. Interesting piece - remember that DATA sell the RTD solution so what is good for them is good for us. Still holding both. ------------------ ------------------------------------------------------------------------------- Card sales peak at 91 per second Jan 13 2005 Christmas shopping reached a peak at 2.07pm on December 24, according to new figures. Card transactions peaked at 91 per second just after 2pm on Christmas Eve, according to the figures released by Retail Decisions (ReD), specialists in card fraud prevention and payment processing. Meanwhile ReD's European internet retail clients saw a rise in sales of 23% in the run up to Christmas. Transaction volumes of card present and card-not-present (CNP) sales steadily increased towards the end of the year with peaks on December 23 and 24 seeing daily rates of more than 850,000 transactions. Meanwhile, mobile phone top-ups on Christmas Day were up 43% on average daily levels in the last quarter of 2004, while attempted mobile top-up card fraud for the same period rose by 56%. Carl Clump, ReD chief executive of retail decisions, said: "As the use of internet and telephone shopping becomes more popular, so does the level of attempted fraud. "The rise in online sales means that consumers are gaining greater confidence in shopping online. "However, online retailers must work to eliminate card fraud as they will have to cover the cost of fraudulent transactions whilst simultaneously ensuring swift and accurate transactions for genuine customers."

[smarm] 16/1/2005 19:47

SamG99 - yep, me too but I'm not agreeing to be called a "spivvy punter"!

[samg99] 14/1/2005 20:23

Melville28 - in any case, any "spivvy punter" would have sold a long while ago and several points higher. I certainly did!!

[smarm] 14/1/2005 17:33

Melville28 - what a load of unmitigated tosh. Are you short or hoping to go long at a lower price? Yawn.

[melville28] 14/1/2005 17:00

Message to all the remaining spivvy punters still in datacash who have no clue about its potential - PLEASE follow the rest of the herd out the door and sell up on Monday. The sooner you are all out and not dribbling 5k chunks out the sooner the shares can steady and then build some momentum and recover towards fair value. There is no chip and pin coming for a while (otherwise they would have announced deals in the statement) so if you are holding on for that then come back to this one in a couple of months.

[baheid101] 11/1/2005 15:23

Terry Cave, CEO, gave an interview to Shares mag in November 04 He said that he expected to beat expectations 'slightly' He said that they would pay a dividend this year He said that he expected to announce the first Chip & Pin contracts in Q1 05, and that there were three in the pipeline In the same article the Investec broker said that any Chip & Pin announcements would lead to "very sizeable upgrages" The market seemed to ignore this information at the time. Which was astonishing given the info on the chip & pin contracts. BH

[britishbear] 11/1/2005 09:34

Trading statement as predicted - not spectacular if we are not to beat expectations but demonstrates that the future PE is justified. Cash of £3 leads me to suspect that we may see a dividend sooner rather than later. City seem to like it at least.