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 -0.93% 1,065.00 1,050.00 1,080.00 1,075.00 1,065.00 1,075.00 25,510 13:23:34
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 157.6 -7.7 -11.0 - 1,089

Globaldata Share Discussion Threads

Showing 1626 to 1648 of 1975 messages
Chat Pages: Latest  67  66  65  64  63  62  61  60  59  58  57  56  Older
DateSubjectAuthorDiscuss
15/9/2009
12:55
The thing about issuing a replacement statement is that it is embarrasing. Given how embarrasing it is, it is advisable to do your best to get it right second time. DATA appear to have fallen down on that basis and not changed the June 2008 to 0.4p in the overview section! "Interim dividend increased by 25% to 0.5p (June 2008: 4.0p)" http://www.investegate.co.uk/Article.aspx?id=200909151242230834Z
scburbs
15/9/2009
12:04
The Admin expenses are rising faster than revenues.... not a good sign. That dividend has just been slashed 90% too. I thought it looked too high. RNS Number : 0834Z Datacash Group PLC 15 September 2009 DataCash Group Plc announces the following amendment to the Half Year Results Announcement released on the 15 September 2009 under RNS number 0420Z. In the Overview section on the first page of the announcement, the final bullet point should have read that the interim dividend increased by 25% to 0.5p (June 2009: 0.4p) and not 5.0p (June 2008: 4.0p) as previously reported. All other details remain unchanged.
davidosh
15/9/2009
09:56
not impressed - though I guess like all other companies they've been through a recession too. Administrative expenses are just guzzling their profits. So despite broker forecasts for 2010, 2011 looking rosier, at present they are over-valued. I might consider buying some at 124-156p (active targets on daily point and figure) I suppose. 2010 will see them making money on the world cup (the implication in the statement - less money in 2009 because of no summer football). 6 months | 6 months | | ended | ended | Year ended 30 June 2009 | 30 June 2008 | 31 Dec 2008 | Revenue | 18,009 | 12,228 | 28,037 | Administrative expenses | (10, 677) | (6,728) | (14,205) |
dasv
15/9/2009
09:29
Yikes ! Basic and diluted eps came out at just 1.6p so you can see why those digging deeper than the headlines may have been worried into selling. There is probably far better value elsewhere on pure fundamentals but at least the confidence for the future is shown by increasing the dividend.
davidosh
15/9/2009
07:27
It looks like a 1p increase in the divi and a 21p fall in the price of each share. Somehow I don't feel too good about that!
kenbachelor
15/9/2009
06:40
Indeed it will. For every £10,000 you hold the increase is worth £4! DATA continues to perform strongly, but given the company buys contracts I am not sure it is appropriate to just focus on the adjusted eps (excluding amortisation of contract acquisition costs). Whilst DATA seemed to have persuaded people to ignore it, basic eps is flat.
scburbs
15/9/2009
06:27
The 25% increase in divi will be very handy.
kenbachelor
09/6/2009
09:06
Did anyone see the recent brokers note from Investec? Extract below: 28 May 2009, United Kingdom DataCash Group Support Services Buy 261p Potential upside 25% Target price 325p New world order We believe Datacash is ideally placed to become one of the world's leading providers of online payment services. The group is well invested, has excellent quality KPIs, a broadening range of services and is building a global capability. With net cash, no pension issues and the enormous opportunity that the e-commerce market offers, we reiterate our Buy recommendation. Key points �� Structural growth. There is increasing evidence from a range of brands that consumers are using the internet for a widening range of products/services. �� Growing value-add. Datacash, with an increasing focus on new services such as fraud protection and currency conversion, is moving up the value chain. �� Net cash. The model is highly cash generative and we forecast net cash of £18m at December 2009, rising to £31m in 2010. �� Size of the opportunity? Consider the global nature of e-commerce, the potential number of users, the increasing range of products/services offered and the speed of development. Then translate that into the need for online payment services. We believe the opportunity is multiples of Datacash's valuation. There are some favourable multiple comparisons with its most obvious competitors internationally – Cybersource (US) and Wirecard (Germany). Price has fallen since this note.
investory
02/6/2009
20:43
Davidosh, I am still short here, although closed some at £2.10-£2.20. I have been short here for a long time and DATA has outperformed my expectations, particularly with the way it managed to replace the lost US gaming profits very quickly. Still looks very highly rated so holding the balance of my short position. However, danger is that DATA takes advantage of cheap prices for acquisitions to buy profits and then those profits get rerated to DATA's rating. Overall though it looks too expensive to me and my position is also a long hedge rather than a core short position, although it doesn't really move with the market. In this sort of industry people buy contracts so I suspect an element of DATA's amortisation charge should be included in the eps assessment which makes them look even more expensive than they do on adjusted eps alone.
scburbs
29/5/2009
08:34
Apologies for announcing here but I have just gone short as a hedge to my longs at £2.60. It looks to be turning down and the valuation is very stretched IMO. New CEO etc and going into a possible difficult period for any company downside looks big. Any comments ?
davidosh
06/3/2009
09:07
Sorry folks, but I sold 5,000 yesterday and when I tried to do the same this morning, my broker rang to tell me that if I keep doing this I will smash the market. I didn't know it was that fragile!
kenbachelor
23/2/2009
22:02
It is fair to say that DATA looks like a bit of a step up from the Freedom4 JV which was very much a start up with no revenue. Toucan was slightly bigger having been bought by Freedom4 for £26m, but still very much small fry compared to DATA. Risky move or is he the right man to step up to running a £230m market cap group? "The Wireless Joint Venture is an early stage business, with no material revenues to date. For the year ended 31 December 2007 the Company's share of the Wireless Joint Venture is currently expected to be a loss before tax of £1.8 million. As at 31 December 2007, the Company's share of the net assets of the Wireless Joint Venture was approximately £8.1 million." http://www.investegate.co.uk/Article.aspx?id=200803141404461564Q DataCash Appoints New CEO Joseph Blass The Board of DataCash Group plc is pleased to announce the appointment of Mr Joseph Blass, 39, as its new Chief Executive Officer from 2nd March 2009. Joseph has previously held a number of senior managerial positions, including starting-up and managing Toucan, a residential telecommunications company, which was subsequently sold to Pipex PLC, and most recently as CEO of FREEDOM4 Ltd, a joint venture between Intel Capital and FREEDOM4 Group PLC (previously Pipex PLC) that holds a nationwide WiMAX license and operates a WiMAX Network. Ashley Head, Chairman of DataCash, said: "We are delighted that Joseph is joining the Group and are confident that his experience and management skills will be of great benefit to the Group. We are a fast growing business with high ambitions and a myriad of opportunities. Joseph has demonstrated the ability to deliver ambitious growth targets and seize opportunities in his previous roles. We are confident that he will do the same for DataCash." http://www.investegate.co.uk/Article.aspx?id=200902181410325292N
scburbs
15/1/2009
18:56
The trading statement was very positive, and I was ready to invest this morning, then I read the ceo is resigning to take up a position with a private equity company. With this bit of news I feel this has held the price back on what should have been a very profitable day.
interceptor2
15/1/2009
12:30
Good trading statement. How important is the loss of the CEO?
scburbs
15/1/2009
08:46
Nice to hear some good news for a change!!
irvbox
28/11/2008
11:00
Online retail is already down in USA 4% vs last Nov. First time since records began in 2001. http://news.bbc.co.uk/1/hi/technology/7749989.stm UK/Europe to follow I reckon and this will de-rate to a PE of about 6 or 7 along with other small caps..
woracle
17/10/2008
12:29
Well that was short lived!
scburbs
17/10/2008
11:57
Thanks Hosede, I am pleased to say that the share price seems to have responded promptly to my complaints that it wasn't moving in line with the current bloodbath (although a rather longer wait from my initial short position during which time the world has become a very different place!). A few directors getting itchy feet to realise some more value before it disappears or institutional shareholder also with itchy feet?
scburbs
17/10/2008
09:48
You're well in the money now Schurbs - trouble to me was that until last few weeks the Chart was looking quite bullish - looking like it might hit new highss
hosede
10/10/2008
15:17
Well done for waiting Schurbs - I got bored and sold out at 305 - (short at 320)
hosede
10/10/2008
07:43
All my short positions are performing well with the sole exception of DATA which continues to show very impressive gravity defying abilities with only a small decline amongst a bloodbath. Never mind, I can wait.
scburbs
04/9/2008
08:11
Still walking on air it seems ! Solid 20% growth these days, sharply down from the 50% of old. But still priced at PE 30 this year. Wierd..
woracle
12/7/2008
23:05
Yes seems to be walking on air! - always a huge number of very small buys (30-50 shares) absorbing the sells - employees benefit trust maybe
hosede
Chat Pages: Latest  67  66  65  64  63  62  61  60  59  58  57  56  Older
Your Recent History
LSE
DATA
Globaldata
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191121 23:55:34