Rosslyn Data Technologies Share Discussion Threads

[cottoner] 02/9/2016 18:04

I'm optimistic for a number of reasons.

Positive TU in May.

The RNS well worth a reread but here are some extracts

"Revenue for the year to 30 April 2016 is expected to be between £3.9m and £4.0m, an increase of over 40% on the previous financial year."

"it is the Directors' expectation that, with a lower than expected cost base and continued strong growth, the Company will achieve cashflow breakeven during the calendar year."


"Elsewhere, Rosslyn has recently made significant inroads into deepening its relationships with Microsoft where it is now actively engaged with Microsoft's sales teams in Europe and the US on a number of joint opportunities. The Board believes that the speed at which this relationship has unfolded is promising and the number and size of the opportunities that the Company is working through is encouraging. The Company expects to close the first of these over the near term which will provide the necessary case study from which to accelerate this work."

"Overall the Board remains extremely positive about the future and expects this next year to be one of strong progress."

Also:

Announced in June :

"At the same time and in recognition that the Group's USA client base is essential to the growth of Rosslyn, Charlie Clark, current CEO, has requested that he focus on the significant development opportunities that the Global Partners and USA clients present."

Announced in July:


A new contract - This contract win brings the number of FTSE 100 companies using Rosslyn's RAPid cloud analytics platform to 10

and

NED Bernard Paul Quinn bought 200K shares @ 9.5p

===========================================================

Expect results to released shortly (Sept 17th last year) and we'll find out if the actual results and forward looking statements are as positive as the TU statement in May.

[uncle john] 02/9/2016 17:25

At end of April 2014 shares were worth 34p each. Now ninepence ha'penny!
Are Directors a bunch of typical Aim snake oil salesmen?
Is there a chance of real value sometime?

They are doing a presentation soon in City, perhaps they need money? money by dilution?

[gspanner] 14/7/2016 12:31

A pretty reasonable purchase of shares...

[woolybanana] 04/7/2016 12:18

When it does, it will go suddenly and substantially.

[gspanner] 24/6/2016 09:11

And Rosslyn doesn't budge... This isn't a trading share I suppose

[cottoner] 03/6/2016 09:54

In case anyone happens to look in. :-)



London, United Kingdom — June 2nd, 2016 — Rosslyn Analytics today announced it has been named a finalist in the 2016 Microsoft Data Platform Partner of the Year Award. The company was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.

"We are delighted to be the recipient for this award”, said Hugh Cox, Co-Founder and Chief Data Officer. "This award recognizes the significant achievement we have made in developing a data analytics platform that utilizes the best technologies in the market whilst also delivering against our client requirements."

Awards were presented in several categories, with winners chosen from a set of more than 2,500 entrants from 119 countries worldwide. Rosslyn Analytics was recognized for providing outstanding solutions and services in Data Analytics Platform.

“We are honored to recognize Rosslyn Analytics as this year’s finalist of the 2016 Microsoft data platform partner of the year award,” said Gavriella Schuster, general manager, Worldwide Partner Group, Microsoft Corp. “Rosslyn Analytics is a prime example of the excellent talent we see in our Microsoft partner community to deliver innovative and transformative solutions to our mutual customers.”

The Microsoft Partner of the Year Awards recognize Microsoft partners that have developed and delivered exceptional Microsoft-based solutions during the past year.

[gspanner] 06/5/2016 13:47

They certainly are.

[cottoner] 06/5/2016 12:50

fillipe - thanks for Beaufort article.

Yes - 9.618s are buys.

[proactivest] 06/5/2016 12:49

Video interview with Roger Bullen



Rosslyn Data Technologies PLC (LON:RDT) chief finance and operating officer Roger Bullen anticipates that the data and cloud technology specialist will “get to cash flow even by the end of this calendar year”.
This comes after Rossyln announced a 40% growth year-on-year, and Bullen believes that the company’s ability to not only add new clients, but to retain existing ones, has been key to Rossyln’s strong economic outlook.
Bullen also reveals that the company has a new HR analytics app coming out at the end of May which he says “is going to be disruptive to the analytics environment”.

[fillipe] 06/5/2016 12:34

Icidentally - looking at Level 2, I see there is only a mere 20k in the total bid/ask number of shares showing. The best ask showing is 10p and the highest 12p, so not a lot showing should they come good. Presumable today's 9.618p's are all buys.

f

[gspanner] 06/5/2016 12:20

Thank you Cottoner

[cottoner] 06/5/2016 09:44

and another :-)

Rossyln Data’s Bullen says firm to get to cash flow break even by year’s end

09:10 06 May 2016

Chief finance and operating officer Roger Bullen anticipates that the data and cloud technology specialist will “get to cash flow even by the end of this calendar year”.

This comes after Rossyln announced a 40% growth year-on-year, and Bullen believes that the company’s ability to not only add new clients, but to retain existing ones, has been key to Rossyln’s strong economic outlook.

Bullen also reveals that the company has a new HR analytics app coming out at the end of May which he says “is going to be disruptive to the analytics environment”.

[cottoner] 05/5/2016 20:06

gspanner - adding another comment. :-)

CASH-FLOW BREAKEVEN

By my reckoning the date of expected Cash-flow break even has been potentially brought forward.

In Half-Year results to Sept 15 announced on Jan 14 2016 :

'Progress on track to achieve goal of cash flow break-even during next financial year, in line with forecasts at the time of the IPO.'

This implies a cash-flow break even at some time before the end of 2016/2017
tax year , i.e at some point up to April 2017.


In today's TU , it was stated:

'This careful approach has seen the cash burn rate of the Company continue to reduce and it is the Directors' expectation that, with a lower than expected cost base and continued strong growth, the Company will achieve cashflow breakeven during the calendar year.'

i.e before the end of 2016.

So in the few months since Jan 2016 , sufficient progress has been made to suggest that the breakeven date will be sometime in the next 8 months (Dec 16) rather than at some time up to Apr 17.

A subtle change but a sign that things are going in the right direction IMO.

[gspanner] 05/5/2016 19:04

Well interesting... A reasonable update, making progress but not growth surging ahead, focused management on BE, some unsigned contracts taking the gloss off the numbers... Hints of very important tie ups.. And no board comments barr mine.

Happy to stay invested.

[loverat] 30/4/2016 07:16

Woodcutter

Sorry for the delay in responding. After careful consideration I've decided to lift the sanction.

Post away .... but behave!

[woodcutter] 27/4/2016 09:46

loverat old chap for some reason you have me on filter and i can't post on the RTN thread. I'm at a loss as to why I'm filtered perhaps i've upset you in a former life?

If you could release me i'd very much appreciate it.

thx woody

[cottoner] 19/4/2016 13:39

Matin Waller

He worked for several years at Thomson Magazines on Construction News and got his first job in the City at the Exchange Telegraph (Extel) wire service. Waller then joined The Times as a junior business reporter in April 1988 and has worked in a number or roles in the business department, including about a decade writing the city diary. He took over the Tempus investment column in June 2010.

[loverat] 19/4/2016 13:26

Thanks cottoner. Martin Waller is a blast from the past and I recall one of his articles sirred up an almighty row on these boards - I think over Langbar.

[cottoner] 19/4/2016 13:17

Article attributed to Martin Waller aka 'Tempus' who writes a daily Times section on stocks as well as ad-hoc articles.

The story so far has neither been confirmed or denied by RDT or any of the other companies mentioned ( to my knowledge).

[loverat] 19/4/2016 12:26

That article seems quite specific rather than the often vague rubbish you get.

Does anyone think it is credible?

[cottoner] 19/4/2016 08:20

Full Times article.

Microsoft takes aim at Rosslyn Data Technologies

A small AIM-quoted handler of so-called “big data” for multinational clients looks like being the latest British technology company to slip into American hands.

Microsoft appears to be the most likely buyer of Rosslyn Data Technologies after several clients are understood to have expressed an interest. At a recent clients’ conference, a delegate from Microsoft is believed to have indicated an interest in buying the company and advancing it to its next phase of development, with sales of potentially as much as £50 million a year.

Other clients who are thought to be interested are Genpact, a global business processing company, and PwC, the accountancy giant. Rosslyn helps them and other clients, including Diageo, Xerox and Boots, via the internet to turn reams of data into a useable form. Its latest figures, covering the half-year to the end of October, show revenues up 46 per cent to £1.8 million and losses before tax decreasing by 22 per cent to £1.3 million.d an interest.

Rosslyn joined the Alternative Investment Market in April 2014, but was caught up in the negative reaction to other technology floats, such as Just Eat and AO.com. The shares were floated at 33p, but on Friday night were worth only 9½p, valuing Rosslyn at little more than £7 million.

Rosslyn was founded by Charles Clark, who served in the army during the first Gulf War, and Hugh Cox in 2005. Analysts have suggested that the market has failed to appreciate the progress made by management in taking the company forward. One in January described the present valuation as “aberrant̶1;.

[daicaprice] 18/4/2016 20:11

Just seen it thanks, interesting.

DC