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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
  -20.00 -1.24% 1,590.00 1,560.00 1,620.00 1,605.00 1,590.00 1,605.00 10,787 11:53:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 178.4 28.6 19.4 82.0 1,626

Globaldata Share Discussion Threads

Showing 1651 to 1672 of 1975 messages
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DateSubjectAuthorDiscuss
06/8/2010
08:27
Just starting looking at DATA and dipped a toe in the water. Looks to have been cheap for a while on a fundamentals basis. Excluding cash PE of 10 on forecast earnings for a growth company and paying a small but useful divi. Could well be a takeover target is share price does not reflect fair value which I see as 15 times earings Target thus 350p What am I missing?
brownie69
25/5/2010
17:11
Former Datacash FD Keith Butcher (until end 2006) has gone to Neovia. Is that good for Neovia ? Do they compete with Datacash ?
tell it as it is
01/5/2010
11:29
Sold remainder @ 229 (Bought @ 210) Put it into BP. @ 578 EEK !!!!!!!!!!!
georgio44
29/4/2010
00:31
Reduced at 238 and again at 235, so will see how the share price goes on Thurs am. Will sell remaining if it continues to slide but may buy back in on the level out. Might try new IPO KIBO
georgio44
23/4/2010
21:39
Too much overlap imv and infact Data went down when news broke . Data's recent rise was before any news of the VISA bid came. So rise in last month not related imv. Just following tech markets which had a great month. VISA have got what they wanted in Cybersource so no need to buy Datacash. VISA didn't pay that much because it was worth it based on the revenues/earnings.. they bought it because they are so scared and fast losing e-commerce transactions to the upstarts like Paypal. Also, ex-CEO of VISA is on the Cybersources board. This kind of networking always helps get a good price. Mind you, Mastercard need to get into that ecommerce space sharpish too... personally I think Datacash much too small and non global reach to be attractive as the vehicle for the big boys. Plenty of bigger global players to buy. Worldpay will be sold by RBS to private equity probably any minute now for $5Bn+. Datacash is a relative minnow and size clearly matters now especially with the big fish now seriously entering the space. Good news is consolidation, bad news is big bad competition. If Data don't get involved in the former... next few years could be trouble...
woracle
23/4/2010
17:57
I would suggest the reason its up is because VISA are buying Cybersource for $2 billion on around a 29x multiple http://www.cybersource.co.uk/news_events/releases/21stapril10.html DataCash would be a good fit with Cybersource and so could be a potential target.
investory
22/4/2010
08:44
Have you topped up yet Chase, cause there's nothing appearing on my screen?
kenbachelor
21/4/2010
20:54
Topping up tomorrow.
chase
17/4/2010
11:43
Bought in today @ 210 (looking for 250+). DATA being tipped, so took a look and liked what i saw. Decent Chart, Cash, Profit and went up on Friday when pretty much everything went down (in my Portfolio anyway !).
georgio44
29/3/2010
20:03
any others interested in this?
chase
23/3/2010
13:28
Here is the article - a bit light on explaining the downside (high overheads, currency hedging or lack of it and small revenues) http://business.timesonline.co.uk/tol/business/markets/article7071940.ece DataCash AIM-listed DataCash is a British company but it was events in South Africa that dominated yesterday's full-year results from the payment processing specialist. On one side, DataCash draws more than half its sales from gaming and bookmaking (clients include Betfair, Ladbrokes, Paddy Power and William Hill), so it is an obvious beneficiary from an increase in football betting surrounding this year's World Cup - especially given subdued summer trading in 2009. On the other, DataCash has extensive back-office operations in South Africa, where about £7 million of its costs are denominated in rand. With the rand about 15 per cent higher against sterling on the year, analysts at Canaccord Adams estimate that adverse currency moves could knock £1 million off this year's pre-tax profits, forecast at £19 million. So it is that, although DataCash reported better than expected numbers yesterday - adjusted pre-tax profits up 14 per cent to £16.6 million on sales ahead 32 per cent to £32.9 million - analysts left current-year forecasts on hold. But DataCash has much to commend it. A growing roster of blue-chip clients (non-gaming customers include Boots, Tesco and ticketing for the O2 stadium) and the inexorable advance of e-commerce mean it now processes 21 million transactions a month, against 235,000 at float ten years ago. DataCash should also benefit from disruption in it sector, where a swath of rivals (RBS WorldPay/Streamline, GlobalCollect and Belgium's Ogone) are up for sale. Prices for processing payments (now 5.9p a transaction) continue to fall, but rising volumes should more than offset the hit. At 187½p, or 13 times 2010 earnings, the shares are a buy
dasv
23/3/2010
13:01
It was recommended in The Times today - don't like the chart myself though Stock Market Today
mtness
22/3/2010
21:39
sp still seems a bit rich to me on the basis of revenue, earnings, costs. Don't like the sound of admin costs in SA Rands either with sterling devaluing at a rate of knots.
dasv
22/3/2010
19:46
and interims can be paid prior to shareholder approval, i think
cnx
22/3/2010
19:37
New higher tax regime that is on the way?
redleafboy
22/3/2010
19:08
Yes - I'd like to ask a question. Why pay a second interim dividend rather than a final one? Am I missing something?
kenbachelor
22/3/2010
17:55
Any comment on todays RNS?
redleafboy
17/3/2010
16:11
After weeks of rapid erosion and a second interim dividend, we've suddenly got a positive move with no apparent cause. Ideas anybody?
kenbachelor
01/3/2010
19:38
I'm sticking with the idea that only 120p-150p is reasonable value on the basis of EPS. Admin costs still too high. Should be a much higher margin stock than this.
dasv
25/2/2010
16:55
I always thought of getting back in.........maybe I will if that happens then.
johndee
25/2/2010
16:53
I see. Mind you - the performance and the development over the last few years has been decent. Can just see a slide as newer buyers lock in profit.
bonio10000
25/2/2010
16:50
yeah started at 60 pence feb 29th 2000........then share split 10 for 1.......but when it was 60 pence it was same value as 600 pence now. Was soon below 50 pence though.......within hours of coming back from suspension. Was suspended at 5 or 6 pence before xmas 1999......came back about 10 times more value........I held through the suspension.......missed to sell when offered 56 pence..........got about 25.6 pence in the end......equiv to 256 pence now.....was ok as I bought them at 1.25 pence......18 fold........best one I ever had.
johndee
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