Rosslyn Data Technologies Share Discussion Threads

[paleje] 07/7/2020 15:57

It endorses ED's recent note where they rated fair value at 9.5p but could be worth 16-20p if they carry on at this rate or words to that effect. I think the RNS makes it quite clear that management anticipate more of the same. Maybe they think people pay more attention to RNS's than presentations?

Caught my attention anyway, bought in today, iffy period for the economy ahead but these look fairly sure footed.

[jombaston] 07/7/2020 10:36

IF RDT want to spread the word they should arrange a presentation via ED or suchlike.

I agree with you OldErnie, that should have been a RNSReach.

[oldernie] 07/7/2020 10:09

I can currently buy 250,000 shares @ 5.33 so still an overhang. I'm long here and if subject to takeover would have to notify my holding....

[oldernie] 07/7/2020 10:01

I'm surprised today's RNS was not sent out as a RNSReach rather than full-blown. Perhaps there is more to it than meets the eye?

[daicaprice] 07/7/2020 09:08

Not a share price driving RNS but great for investors to be reassured that everything is going as according to plan and that clients are seeing the benefit of a great product.
Well done Rosslyn

DC

[brummy_git] 07/7/2020 08:56

New commentary here wrt today's RNS

hxxps://www.linkedin.com/posts/paul-hill-a5994116_rdt-covid19-rdt-activity-6686148367283761152-ltoX

[izztre] 07/7/2020 08:37

Completed agree. Surprised there are not more early buys this am

[daicaprice] 07/7/2020 08:32

Great update that Rosslyn were ahead of the game and that clients have benefited from their swift action, I’m sure word will spread like wildfire of the savings that can be achieved.

DC

[daicaprice] 06/7/2020 11:01

A few taking advantage of the dip this morning, nice to see.

DC

[bwm2] 03/7/2020 17:12

DC
Been accumulating for a while and think great value

[daicaprice] 03/7/2020 16:12

Well done mate, wish a couple of my others would get the news I’m expecting so that I can hit my target before it leaves the platform.

DC

[bwm2] 03/7/2020 16:09

DC I was happy with that as missed my opening trade in mpac this morning as started golf early

[daicaprice] 03/7/2020 15:11

That’s an excellent price for 242k, well done sir/madam.

DC

[daicaprice] 02/7/2020 16:44

They took a load in and ticked us up, news on the way I’d say.

DC

[daicaprice] 02/7/2020 09:18

Good sign that they are willing to take 200k on board and pay full bid, I’m expecting some sort of update after the placing.

DC

[daicaprice] 01/7/2020 17:09

Another nibble into the overhang today and the ask moved up slightly, could be nearing the end.

DC

[paleales] 28/6/2020 12:09

there should be no reason why the valuation could not justify at least a 3x-5x EV/sales multiple: equivalent to £54m-£90m, or 16p-26p/share.

[daicaprice] 26/6/2020 14:27

We are still nibbling away at this placing overhang, I’d like to be helping more but am awaiting news in my 2 biggest holdings before I comfortably can.
My target here is 500k shares but I’m stuck around the 150k mark at the moment.
Have a good weekend all, or as good as it can be as yet.

DC

[daicaprice] 25/6/2020 14:36

Don’t see many afternoon buys for some reason but a nice 150k just gone through.

DC

[daicaprice] 25/6/2020 10:52

Just tweeted the article, nice to see a few nibbles on the RNS.

DC

[cheshire man] 25/6/2020 10:15

Clickale link

[masurenguy] 25/6/2020 09:43

https://research.equitydevelopment.co.uk/research/turbo-charging-growth-prospects-0

[chrisdgb] 25/6/2020 08:50

Good to see the positive incremental progress.....

[edmonda] 25/6/2020 08:05

After the well-supported placing, encouraging to see 3 blue chip client renewals today that add £0.9m to annualised recurring revenues.

Enhances visibility of future growth: updated research out from Equity Development retains fair value of 9.5p / share (last close 5.3p).

See updated note here: