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% 1,150.00 1,140.00 1,160.00 1,150.00 1,150.00 1,150.00 874 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 157.6 -7.7 -11.0 - 1,176

Globaldata Share Discussion Threads

Showing 1226 to 1244 of 1975 messages
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DateSubjectAuthorDiscuss
09/5/2006
07:50
maybe .. but synergies are yet to be proven and how much we can only guess. You have have thought they would have won some business from card present merchants from cross selling but they didnt really. The jury is still out and I think there isnt that much room for disappointment. Not saying they cant grow at 30%+ for the foreseeable future, but I just prefer others thats all.. But you are right, at 160M+, they are starting to appear on the radar of some institutions and that alone may give it price momentum.
woracle
09/5/2006
07:43
you are missing the point. The earnings uplift that the combined businesses will generate arent being factored in - the multiple is way lower if you assume conservative synergies. This is a transformational deal and almost always this allows companies to deliver a strong performance over the following months as more investors and institutions buy in. This will inevitably pull back shortly as people take profits but then it will steady out and start to climb gradually and will certainly be through 200p before too long
kdwilson
09/5/2006
07:20
Talking of other payment processors, just seen the 1st Qtr results for Fireone FPA this morning. Same capitalisation as the enlarged DATA group but half the EPS. 1st Qtr revenues $25M, PPT $8.2M, EPS 16c. Extrapolate that,and you have a business a lot lot bigger than DATA and growing a lot faster..compared to Q1 2005, revenues uo 69% and PPT up 89% !! DATA is a twice as expensive and not sure how much synergies will be gained from enlarged group considering they didnt from the CP area, so have decided to switch to FPA as a payments play. Good luck here !
woracle
09/5/2006
07:16
Happy to pay a few quid in churned commission as i caught a 15p rise after!! The deal is very good because it puts Data on the radar for larger predators. My guess is that is the exit route for management and the new chap who owns 50%. Someone will bid 250p+ for this now. Comparable acquisitions in the US are being done at 30x+ in this space. Do not sell here as it needs to keep re-rating on the new numbers and probably wont be around in 6 months tme!
kdwilson
08/5/2006
19:52
Interesting..effectively a reverse takeover considering the man in charge is now Ashley Head. I think Data had to do something cause they were too small and were running out of ideas in a niche market which wasnt gonna get them very far very fast. Now they have joined up with a company about 60% bigger than itself and not that much overlap for the same price as itself..a good deal on the whole. However, the enlarged group is valued at a rich 156M today. Combined T/O is 15.6M, PBT 7.2M. Historic PE now 21. Not a bargain but not expensive..Worth watching again to see how the combined group performs but now very similar markets to a few other quoted payment processors.
woracle
08/5/2006
15:59
Well I would have thought that today's rise would have prompted a bit more enthusiasm than it has. I bought 10,000 of them at 168.79p when they were called Auxinet and this is the first time they have closed making me money - about £5!!!
kenbachelor
08/5/2006
12:34
kdwilson - your stockbroker must love you ;-)
samg99
08/5/2006
11:34
Haven't been in data for more than two years, but picked up some this am. Seen this sort of synergy/growth through acquisition before, and the market is normally receptive to these initiatives esp. in these bullish times.
rochdae
08/5/2006
11:08
changede my mind - back in. this deal is transformational and i dont this this will pull back but rather re-rate towards 200p!!
kdwilson
08/5/2006
09:59
that's it for me - now on a punchy valuation so im selling and will look to pick it up again on weakness over the next few weeks
kdwilson
18/4/2006
21:48
I finally sold last week after holding for 3 years. The underlying EPS was 5.65 and with forecasts at 6.04 and 7.40p for 2006 and 2007, thats 7% and 22% growth for next 2 years. For me, thats very disappointing and doesnt justify a current forward PE of 23. Theres plenty of other smaller companies out there on half the forward PE and a lot more projected growth. Todays announcement doesnt instill too much confidence either. If the fund managers are correct and theres gonna be a cyclic switch to large caps, this will get hit hard. Capitalised at 65M with 4M in cash. T/O was 6.1M going up to 7.5M for this year. Not a bargain anymore on any measure. I'm very disappointed they havent capitalised on the card present market with all the changes in chip and pin happening in the middle tier. I was holding for that primarily. Even partnered by IBM, and 4 systems integrators annouced a year ago, they've only announced 1 major sale with Andromeda in this area in the last year. Its a once in a lifetime change in payments for these mid and lower tier merchants and yet Datacash have failed to capitalise. Good luck to all holders and hope to get back in if theres new evidence that the Card not present sales are forthcoming and earnings are back growing at 30%+.
woracle
18/4/2006
15:53
Why are people selling based on todays news, i.e misinterpretation of comments at time of results in respect of future profits. With the world cup coming up and such a large proportion of transactions linked to the gaming entity added to the fact that Xmas next year will be another year of increased internet spending, there is only one way the profits are going next year and the time to sell may well be as we get closer to the results for end of year. I have a reasonable size holding in DATA and I am a long term holder from way back and have always seen these as a five year hold mimimum. I might be sitting on a handsome profit now, but in two years time it will be even better. This short term selling based on this news is in my opinion poor judgement.
woodcutter
13/4/2006
09:59
Any thoughts on how the eu competition comission shake up of card processing charges is going to effect datacash? http://news.bbc.co.uk/1/hi/business/4903422.stm
blender
11/4/2006
14:15
Datacash Group expects good revenue, profit growth in 2006 LONDON (AFX) - AIM-listed payments service provider DataCash Group PLC said full-year adjusted pretax profit was 2.53 mln stg compared with 1.52 mln stg a year earlier. Turnover grew by more than 30 pct to 6.12 mln stg from 4.64 mln stg in 2005, reflecting the continued growth of the core business of Card Holder Not Present transaction processing. DataCash said transaction growth remained strong, rising by 22 mln to 63 mln, with particular progress from retail customers, reflecting the increasing willingness of UK consumers to buy online and the increased penetration of broadband. The gaming market, which provides in excess of 50 pct of transactions, continued to see good growth, the group added. The company will pay a final dividend of 0.75 pence per share. Looking ahead, the company said it is confident of further significant growth in all target markets in 2006 and looks forward with confidence with expectations of good revenue and profits growth in 2006. newsdesk@afxnews.com
bitterlemontart
11/4/2006
13:34
Excellent results with this! http://greatinfohere.board.to
maldone
11/4/2006
13:33
.....which is the reason I sold out a few months ago. A lot of investment has gone into the chip and pin set up and it has just not taken off. Still a good company and I sold to early (£1.30ish). Will keep on eye on DATA
britishbear
11/4/2006
08:56
........but failing on the chip and pin side.
zapa
11/4/2006
07:38
The trick to understanding these is to strip out the charge for amortisation of goodwill in the P&L and similarly to strip out the intangibles in the balance sheet. On that basis the company is doing well, generating both profits and cash. Note the references to the gaming market. Ladbrokes is one of their biggest customers.
swiftnick
11/4/2006
06:45
Any comments?
bitterlemontart
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