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
  10.00 0.94% 1,075.00 1,050.00 1,100.00 1,075.00 1,065.00 1,065.00 11,991 08:16:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 157.6 -7.7 -11.0 - 1,099

Globaldata Share Discussion Threads

Showing 1051 to 1073 of 1975 messages
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DateSubjectAuthorDiscuss
18/4/2005
13:41
Baheid101, data certainly have a few high volume travel companies and the like - just their kind of client as these larger clients tend to build systems around the authorisation process meaning that they are less likely to transfer to another PSP. I would be surprised if they had easyjet as a client as i have met Ray Webster from Easyjet and, unless data offered him a cracking deal, he would rather easyjet set up their own authorisation process than have it done by a PSP. Most other companies are happy to outsource what is not essentially part of their core business. Regards
stuart37
16/4/2005
12:55
IC rated them a buy in their results round up section but didn't tell us anything we don't know already. As for news I think chip and pin is only a matter of time until announcements. DYOR
everton448
16/4/2005
11:43
Any extracts from IC and/or Fleet Street much appreciated. The shares are tightly held and the free float is small.. their house broker is nearly always looking for stock. I was expecting some big developmant on April 5th (results day) but guess whatever it is will happen fairly soon. It's shaping-up for an excellent year. The US IBM story is crazy...they had net income up at 84 cents against 79 cents BUT the analysts were looking for 90 cents, because they had a great 4Q last year!!! The Dow will bounce big next week as markets way over-sold IMO.
cyberian
16/4/2005
10:51
Buy recommendation in Fleet Street Letter this weekend.
chipperfrd
15/4/2005
13:22
Yeah, thanks for the comment Stuart37 Do you have much information on the what their portfolio of non-gambling clients is like? They have talked before about 'travel and ticketing' and I heard rumours that Easyjet is one of their clients Thanks BH
baheid101
15/4/2005
11:49
Stuart37,appreciate your informative comments,thanks.
tamaybroke
15/4/2005
09:53
Can anyone post the text of the IC ? Unable to get to a copy as not in UK.
ftsefetish
15/4/2005
08:03
DATA are a BUY in todays INVESTORS CHRONICLE.
bitterlemontart
14/4/2005
16:11
Staurt - thanks for that - a really interesting (and informed) post. I hope you will drop by from time to time with your future thoughts. Everton
everton448
14/4/2005
12:47
Data are well placed in their own niche market place which is basically large gambling sites. They decided a long time ago to go for big transaction volume players - which naturally led them to the betting industry - as opposed to client volume at the SME end of the market. They have invested a lot to ensure that their hardware is stable and resilient to the ever increasing DDOS attacks which PSP's are currently seeing from our russian mafia friends. Data are effectively 18 months to two years ahead of the competition in terms of both profitability and diversifying their product base (i.e offering chip and pin and hooking up with some major channel partners etc However, the cons are this: the betting industry is currently flavour of the month and everyone and his dog wants a slice of the action (see earthport trying to muscle in by spinning off their subsiduary (forgoten the name!) and because data have large transaction clients but relatively few of them if they were to lose a large client it would have a disproportionate effect on their bottom line and would effectively be an instant profits warning. Don't get me wrong - i think data is a great company and i currently hold them in my sipp - E-commerce transactions are still in their infancy and this market has a long way to go - average monthly compound growth in the PSP market is currently about 5% for CNP transactions so even if chip and Pin did not work out for data it would not be the end of the world. Real beauty is that once systems are set up and capital investment has been made then revenue from new clients goes straight to p/l - bar ongoing development costs. Not really much need to employ more staff as most things can be automated. Excuse the length of this - quiet day!! Regards
stuart37
14/4/2005
12:24
Have to say I wasn't aware of that - where do you think DATA stand against the competetion?
everton448
14/4/2005
10:16
Everton448, I assume you will be aware that this type of article is paid for by Datacash. Bloor Research are well respected but - like most allegedly "independent" research groups - take the money from the client and then write the article in favour of the client. I work within the PSP industry and have a close knowledge of all the players - Datacash, Worldpay, Protx, Secure Trading, SecPay and Netbanx etc and this guy has not done much research and hasn't really scratched the surface of the PSP marketplace. Just a thought........
stuart37
13/4/2005
10:03
Good find Everton, thanks!
chipperfrd
13/4/2005
09:52
This excellent article should make holders feel positove about the future. I hold so DYOR http://www.it-analysis.com/article.php?articleid=12663&SESSID=d9ab62f6a372844ce5ddf52734d465c5
everton448
12/4/2005
18:36
Bit of life coming into the shares today....matbe some news soon...share price looks stable (probably wrong thing to mention!!). The market area DATA operate in should be extremely active this year...
cyberian
08/4/2005
07:35
http://www.thisismoney.com/news/columnists/article.html?in_article_id=399530&in_page_id=19 Nice to see a bit of positive press.
everton448
06/4/2005
22:24
Top sliced a few today - keeping a core holding but the PE is rather demanding relative to NLR who I feel will provide serious competition in the gambling area (that is a large % of revenues). All my deposits to my online bookie are now done via NLR instead of credit cards so that is my business gone. Will keep core holding and wait for C&P and possible takeover news.
britishbear
06/4/2005
14:36
From Growth Company Investor (BUY) We've consistently supported DataCash, the payments service provider that rapidly improving under savvy CEO Terry Cave, who joined the business last July. Preliminary figures to December were exceptional, with adjusted profits rocketing 102% north to £1.52m, and cash more than doubling to £3.2m, thanks to the inherent cash generation of the business, allowing Cave to announce a first ever dividend of 0.5p. Turnover burgeoned 30% higher to £4.6m, which reflected continuing growth in the core 'card-holder not present' transaction volumes, which were up more than 50% year-on-year to 41m. Tellingly, DataCash processed about 8,000 transactions a day when it first joined the market back in 2000. Today 140,000 a day is the norm, rising to 250,000-plus on certain days such as major sporting events like the Grand National (clients in the important gaming sector include Ladbrokes). Over in the 'card-holder present' (chip & PIN) market, DataCash's relationship with IBM and its partners 'is showing good promise', although no contracts have yet been signed. Nevertheless, there's enough going on in the core business to excite investors. For 2005, Investec Securities' Guy Hewett upgraded his profit forecasts from £2.3m to £2.4m, giving earnings of 5.1p and a forward rating of 23. We first backed the company at 71p in Company Watch, and still see plenty of potential here. Add.
baheid101
06/4/2005
08:10
A mention in stockmarket reporter.. ---------------------------------------- Outsourced cash processing group Datacash posted a solid set of full-year numbers - but its share still fell 8.5p to 119.5p as investors worried about its valuation. In the 12-month period to December 31st, turnover rose 30% year on year to 4.64 million pounds, with adjusted pre-tax profits before goodwill rose 102% from the 2003 level, to 1.52 million pounds. This was equivalent to an underlying earnings per share of 3.40p, which left the shares trading on an historic price/earnings multiple of 34.2, even after today's falls. The company said that it had seen a good start to 2005, with further increases in transaction activity and a healthy pipeline of target customers. The group also proposed a maiden dividend payment of 0.5p a share.
britishbear
05/4/2005
13:50
will be payable to shareholders on the register at close of business on 20 May 2005 !
bitterlemontart
05/4/2005
13:25
A further RNS about dividend in case you did not notice. Nothing new but here you go. Anyone going to the AGM ? FTSE Dividend timetable DataCash is pleased to announce the final dividend it has declared for the year ending 31 December 2004 of 0.5 pence per share will be payable to shareholders on the register at close of business on 20 May 2005. The final dividend, which is subject to approval at DataCash's AGM to be held on 24 May 2005, will be paid on the 20 June 2005.
ftsefetish
05/4/2005
10:12
good - looks like it has found the bottom. new level will probably be around 120p until the fireworks start
melville28
05/4/2005
08:54
Durlacher have reiterated their buy stance, and upgraded modestly their profit forecasts (£2.4m for 05 from £2.3m, and £3.35m from £3.2m). EPS forecasts are 5.1p and 5.6p. Note that EPS growth is stunted by cessation of tax relief in 2006. In terms of valuation, we are now (@ 117.5p) trading on 23x 2005 and 21x 2006. Given the growth rates and the potential uplifts from cardholder present and the numerous partnerships they are building this remains a buy IMHO. I also own NLR, which obviously is shooting the lights out, but I would suggest that this is considerably less risky Cheers BH
baheid101
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