Globaldata Share Discussion Threads

[thebeast1] 27/2/2023 11:33

Very good results, don't see why share price is down based on this

[wad collector] 26/2/2023 09:50

Finals tomorrow.

[pottsypotts] 26/1/2023 10:48

Just been running my beady eye over these, looks like a big sell today bringing the price lower ( wonder if it's another director sale)

[wad collector] 10/1/2023 17:43

GlobalData Plc, the leading provider of industry intelligence, today provides the following update on trading following the end of its financial year to 31 December 2022.

Following its interim results on 01 August 2022, GlobalData continued to deliver a strong performance throughout the second half, ahead of the top end of analysts' expectations for FY2022(1) . As a result, the Group now expects to deliver Group revenue of c.GBP242m (2021: GBP189.3m), adjusted EBITDA of c.GBP86m (2021: GBP64.4m) and close on Net Debt (ex leases) of c.GBP252m (2021: GBP177.6m).

Given the strong momentum in booked revenues during Q4, bookings growth of 11%(2) in FY2022 and c.80% revenue visibility for FY2023 as of 1 January 2023, management now expects revenue to be ahead and adjusted EBITDA to be materially ahead of the current analyst consensus(3) for FY2023.


Market likes it, not surprisingly. Up 15% today to an 11 month high. Still not provoked anyone else to comment on this BB in over a year. I feel like a lone party guest when everyone else has been told the party has been moved!

[wad collector] 24/12/2022 10:16

IC reviewed DATA again in their end of year AIM review @1175p. Still a cautious HOLD. Which repeats the advice in Feb at 1301p and Aug at 1075p. Which I suppose is consistent. Sort of.

[wad collector] 05/8/2022 15:26

Ah , today's continuing rise may be related to an IC article yesterday. It points out the debt rise was because of the acquisitions. At the 1075p price they rated a hold as despite the debt and interest rates, the subscription rates are high as is the cash flow.
Mind you, they also rated it as a hold in Feb when it was 1301p.

[wad collector] 04/8/2022 14:33

The 6 month results may not have set the BB alight but they have reversed the sliding share price
Only worry I can see is the net debt rise from £47M to £190M.

[tradertrev] 29/11/2021 13:02

No, but if you contact the registrars who administrate the company's share register they will be able to tell you, and will probably offer to exchange your certificate for whatever is the current equivalent.

[neilrr] 29/11/2021 12:14

Does anyone know what 1929 shares in TMN Group from 2007 translates to in DATA shares after any splits/consolidations/takeovers etc etc?

[wad collector] 05/11/2021 08:34

A tech company that actually pays a dividend and share price has doubled in 3 yrs. And yet...only one BB post in a year.
Bizarre when some BBs get thousands of postings a month.

[tradertrev] 01/3/2021 19:11

Underwhelming results for this valuation

[energeticbacker] 23/10/2020 12:52

A growing amount of research suggests that the financial benefits of ESG investing are as strong as its societal benefits. Investor’s Champion considers how well ESG is playing out for smaller companies on AIM. BOO FDEV DATA HGM KWS

[tradertrev] 04/8/2020 19:43

hope you're right OFT, I sold out at 1400 having doubled my money and would like to get back in one day! I agree the valuation is daft.

[old father time] 04/8/2020 19:15

This share price is nonsense - the madness of AIM. A p/e ratio of 282 and a market value 10 times TURNOVER. And this for a company in a niche market with a relatively slow growth rate. Things can only go one way.

[ali47fish] 27/7/2020 11:58

where is everybody here - i am new and watching update today sound reasonable- any comments from long termers please!

[tonyr] 30/10/2019 10:24

IMO, Ted has, from Day 1, positioned the business for acquisition, with a very lean business model whose optics make it very appealing for an eventual large acquisitor.

I've held for a very long time and my exit strategy has been and remains to, one day, sell out to an acquirer, and in the meantime do nothing but "sit".

Perhaps we'll see an RNS soon regarding the large volumes that have been traded recently. Is this the end game that I've expected will one day arrive? Absolutely no idea, but suspect not - it could all go back to sleepy hollow again for another N years.

[acquisitor] 29/10/2019 09:01

This is a lovely multi bagger for me. There is a lot to be said about businesses that where the executive have a significant stake. After what happened at Datamonitor, could this recent rise in the share price be a precursor to a bid by Danson for the remaining 10% he doesn't own? Or a bid for the company?

[modform] 25/10/2019 09:51

Looks like i made a timely top up last week

[ny boy] 24/10/2019 19:14

Yes, quiet as we’re not telling many about the excellent growth in this stock. I have been adding, if Shield Therapeutics (STX) announce their huge US commercialization deal soon, I will add more here!

[modform] 20/10/2019 21:02

Very quite here, only one poster, I had been adding to my small position here over the last few weeks to get it over 3% of my PF, it's very illiquid as the BOD have a large holding. I feel the company is at the right place at the right time but need to wait for further update to consider increasing my holding.

[geheimnis2] 25/9/2019 21:53

Lrr


😜

[littleredrooster] 24/9/2019 01:19

the contract is expected to carry the first woman to the Moon in 2024



Lockheed Martin Gets $4.6 Billion Contract for NASA's Moon Missions

23/09/2019 10:56pm
Dow Jones News

By Kimberly Chin

Lockheed Martin Corp. (LMT) has finalized a roughly $4.6 billion contract with the National Aeronautics and Space Administration to deliver six Orion spacecraft for the space agency's undertaking to send astronauts to the Moon and back.

The aerospace and defense company said NASA will initially order three Orion spacecraft for its Artemis III to V space missions. By fiscal 2022, the agency plans to order an additional three spacecraft for its Artemis VI to VIII missions. Under the contract, NASA could order up to 12 spacecraft in total through Sept. 30, 2030, Lockheed said.

Lockheed also said its first spacecraft to be delivered under the contract is expected to carry the first woman to the Moon in 2024.

In July, the Bethesda, Md., company completed production of NASA's Orion spacecraft capsule for the Artemis I mission to the Moon. That mission will be uncrewed.

[littleredrooster] 18/9/2019 17:12

2 hours ago

Huawei suspended from global cyber-security forum, so what does this mean?

The US trade ban against Huawei has affected the company in a variety of ways, as its membership status with various interest groups has also come under fire.

Now, the Wall Street Journal (paywall) reports that the company’s membership to the Forum of Incident Response and Security Teams (First) has been suspended.

The forum, established in the 1990s, is described as an “informal first responder” to major hacks and cyber-security incidents. Members can share information regarding hacks and vulnerabilities in order to shore up cyber defenses. The outlet adds that the US Department of Homeland Security and UK’s National Cyber-Security Centre are two high-profile members.

Where does this leave Huawei?

Huawei won’t have access to information from this group as a result of its membership being suspended. In fact, the Wall Street Journal says this could slow down the manufacturer’s ability to issue patches. Huawei is also apparently losing out on an automated platform that shares the latest details regarding malware.

The forum’s legal team purportedly advised it to suspend Huawei’s membership, with the team saying some information shared on the forum could potentially fall foul of the U.S. trade ban.

The group’s spokesperson told the outlet that “after extensive consultation and review, we regret ending up in a position where we had to suspend Huawei’s membership.”

This isn’t the first time Huawei’s membership status in an interest group has been affected as a result of the ban. Huawei was also initially suspended from dealing with Bluetooth SIG, the Wi-Fi Alliance, and the SD Association before being let back in.