Globaldata Share Discussion Threads

[wad collector] 01/8/2023 12:12

Well volunteered...
IC article at w/e looking at AI and concluding DATA were potentially well positioned to benefit depending on how they respond.

[davea] 31/7/2023 07:11

I guess someone will have to manually adjust the historic charts so that they make sense, and don't give a bad first impression.

[davea] 28/7/2023 16:50

Agree with sentiment, but figures were down 86% but just over 7.1 times more shares :)

[wad collector] 26/7/2023 23:05

The bad news is that share price dropped by 99% today , the good news that we have 99x more shares...

[wad collector] 25/4/2023 19:14

TU just boosted the share price a bit;

Group revenue, supported by healthy renewal rates, continues to grow strongly and in line with market consensus. The significant operating leverage in our platform is coming through as expected and currently EBITDA is slightly ahead of market expectations.

[wad collector] 27/2/2023 16:06

It's results were what were predicted in the Jan update. But the share price has dropped about £2 since then.

[boadicea] 27/2/2023 13:47

Comparing DATA with CNIC which also reported today, their relative values seem to be seriously out of kilter. On this basis, DATA can hardly be reckoned as undervalued.

[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 14:26

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 13:33

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 11:52

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 18:43

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 18:15

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 10:58

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?