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Share Name Share Symbol Market Type Share ISIN Share Description
Rosslyn Data Technologies Plc LSE:RDT London Ordinary Share GB00BKX5CP01 ORD GBP0.005
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 3.90 3.80 4.00 3.95 3.90 3.90 333,630 12:41:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 7.4 -2.5 0.6 6.5 13

Rosslyn Data Technologies Share Discussion Threads

Showing 1226 to 1250 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
12/1/2021
13:31
Weren't Microsoft rumoured to be circling at one time?
woolybanana
12/1/2021
10:41
Nice results, agree with the Equity Development comment that it may well be acquired.......
chrisdgb
12/1/2021
10:21
Agreed hasting. This was always a 2-3 year investment for me, but these interims were always going to be key for me to see whether management and getting some momentum into the business which would drive revenues over that 2-3 year period. It seems that they are so, like you, might add further on weakness
adamb1978
12/1/2021
09:57
All looks good to me.The question always for me is if I looked at the results this morning with fresh eyes and not already an investor would I be attracted to buy shares? In this instance for me a resounding yes and would expect other investors to think the same.
riddlerone
12/1/2021
09:29
Not surprised Adam, as with many punters the focus is too brief and concentrated on short term attention! Taken the opportunity to add a few more and my horizon on this remains 2022 and beyond. Plenty of cash and excellent prospects to execute and no doubt a decent acquisition or two along the way.
hastings
12/1/2021
08:58
Bit surprised at the share price reaction first thing, though I guess when your average daily volume is c.£20k in value, individual's decisions can move the price. Important thing is that the business seems to be performing well
adamb1978
12/1/2021
08:34
Agreed - reads well.
kemche
12/1/2021
08:14
Very nice results this morning and per my comment a day or so ago, the commentary for me is more important. - pipeline is largest ever - second half begun well - "significant opportunity to achieve higher growth rates next year and beyond." Lots in there to like. From a valuation perspective, I tend to look at where companies might get to in 2-3 years time. I think there's very comfortably the potential for these to double in a couple years (£10m - £12m revenue and even if only re-rating to 3x-4x) but also the potential for the share price to increase 4x-5x. A happy holder
adamb1978
12/1/2021
07:59
Cheers edmonda- Mas, I'm speaking with them very late afternoon as they are pretty well tied up with back to back calls throughout the day, so probably post the write up tomorrow morning.
hastings
12/1/2021
07:51
Cheers edmonda - I liked the comment: "a host of bookings for the group’s leading 100% cloud-powered Customs software (re Brexit)" and their forward projection: "At 6.5p, we think the shares not only appear undervalued vs peers (re 2.2x CY EV/sales vs >6x) - but also trade at a wide discount to our 10p/share valuation." Martin - looking forward to your feedback from management later today.
masurenguy
12/1/2021
07:46
No orders cancelled @RosslynBI in H1 ’21 and H2 has ‘begun well’. Interims: Revs + 14.6%, low churn and net £6.1m cash. Qualified sales pipeline up healthy 18% in H1. Shares look under-rated vs peers and Equity Development's 10p /share valuation, read their new research note here: https://www.equitydevelopment.co.uk/research/tag/rosslyn-data-technologies
edmonda
12/1/2021
07:46
Agreed Mas and it looks like some larger and more lucrative contracts ready to come through.
hastings
12/1/2021
07:30
Positive developments and looking good for 2021. Circa 32% of the current market cap is cash - current EV is circa 4.5p per share. Results for the year ended 31 October 2020 Highlights -- Significant investment into growing our sales and marketing teams, including the appointment of a Chief Customer Officer and a doubling of headcount. -- This investment is already delivering returns and our pipeline has grown to its largest ever size. -- Investment into product development, including User Interface and User Experience (UI/UX) improvements to the Rosslyn platform, such as self-service tools and smart dashboard creation and further developments in progress covering Artificial Intelligence and Robotic Process Automation -- Group revenues of £3.6m (H1 2020: £3.1m) and gross profit margin of 82.2% (H1 2020 81.2%) -- Administrative expenses increased to £3.14m (H1 2020: £2.69m) as a result of investment into sales and marketing -- Operating EBITDA loss was £144,000 (H1 2020: £155,000 loss) -- Annual Recurring Revenue ("ARR") of £6.2m (H1 FY2020: £6.0m) -- Successfully raised £6.8m net of expenses in May; cash balance of £7.23m as at 31 October 2020. -- Post period end launch of CustomsCloud(TM) , a cloud-based self-service solution designed to enable importers to manage the additional customs procedures resulting from the UK's departure from the EU.
masurenguy
11/1/2021
11:42
Cheers hastings
riddlerone
11/1/2021
08:53
That would be great, thanks hastings. DC
daicaprice
11/1/2021
08:53
Thanks Hastings - look forward to hearing your thoughts.
kemche
11/1/2021
08:51
Thanks for flagging the date tmrw hastings - somehow I didnt have it in my calendar. Expectations from people? I'm as focussed/interested on the narrative as the numbers - looking for the wording around outlook and business momentum
adamb1978
11/1/2021
08:28
Interim results out tomorrow and hopefully catching up with management at the end of the day. I'll add a write up on the back of that.
hastings
08/1/2021
08:10
Hoping to see some more contract news to push us through the 7p barrier.........
chrisdgb
07/1/2021
13:58
Taken 46k ahead of the news, expecting some nice reading and I don’t see it dipping beforehand. DC
daicaprice
04/1/2021
14:15
Likewise. Presumably the interims will be in the next couple weeks - was 14th Jan last year. Should be somewhere around break-even at an EBITDA level. Outlook statement and overall tone though will I think determine any short-term moves. Would be nice to break out of the c.5.2 - 6.7p range
adamb1978
04/1/2021
14:04
Belated Happy New Year all.So any clues gents on a date for the interims? Seems like they have tied them up with contract news for the past few years which coupled with any news on CustomsCloud would I hope make for a nice update.
riddlerone
28/12/2020
09:26
Cheers Martin - that works for me too. I don't know why the previous links posted by B-g didn't ! The two key points that he mentioned were: "there are >200k UK enterprises that will need to start filling out this (post Brexit) paperwork for the first time from 1st Jan'21. Meaning that if things go to plan, this revenue stream could well become material to #RDT, & relatively soon. Wrt valuation, the stock at 6.4p trades on a modest 2.05x FY21 EV/sales multiple vs peers at >5x."
masurenguy
28/12/2020
08:36
Thanks Hastings - I thought I was going mad
brummy_git
28/12/2020
07:56
This one seems to work ok for me Mas.Https://www.linkedin.com/posts/paul-hill-a5994116_rdt-saas-activity-6748883602584461312-uQdK
hastings
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
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