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Top investment tips for 2021, good write up today .....
Could be promising !
Trek.....yes, but quiet thinkers.....not chatters.....it would seem
Hello, as we go to break 270 resistance is there anybody here. Lol!
Trek
Had another order filled today. Impossible to buy direct, everything NT!
Looking like this will break up to 270 highs soon. P/e of 20 and 1.15% yield and rapid growth with increasing dividends. 12m cash zero debt! Absolute no chance of dilution for the foreseeable future unless they make a huge acquisition.
In terms of the science. To be able to analyse big data and have proven behavioural analytics that benefit bottom line sales just as more businesses are moving ops on line. This is a sweet spot investment!
Biggest risk imo is a low ball takeover to try and grab those recurring blue chip customers.
Add that and quite BB with hardly any posts. A nice find! Pleased with myself, wide smile emoji!
Trek
Yeah! Had a buy sat here from 9am only just been filled!
Such an exciting share targeting consumer behaviours on IOT with recurring revs and loads of cash + paying an increasing divi! What a gem!
Trek
Judging by the long time break in posts here, it would seem that most are well behind the curve on d4t4.
Check out today's RNS ... we are still only about 2/3rds of the way to the tp for this share, even with today's uptick.
They will publish its full year results for the year ended 31 March 2020 on Tuesday, 30 June 2020. I’m expecting some good numbers and positive outlook so let’s hope the sp reacts
And significantly undervalued: This company has fantastic revenue growth from large global business, its growing profits and cash.
Strong buy IMHO, and I don’t usually give out an opinion on buy/sell
If there is any company that will do well following the Apocalypse it's this one! Think there is a reason for the £500k share buy back! and there's a lot more on the Balance Sheet that can be deployed if need be! There's a right and a wrong value for everything, and unless Pete has caught Corona, then it's a screaming BUY.
Still 4 months before the FY results. The price will stagnate in this range unless some good news will be announced.
Guess you'll be eating your own words then
Give it a couple of weeks! If there isnt' any news I will eat my own words!!!!!!!!!
Do you actually have evidence?
News is coming tomorrow on more contract wins.
Still think the SP should be in the region of 275p
What's great is that they are diversifying their client base which means that when a big contract does end the impact will be not as big.
They are also becoming a truly global company and it just shows the quality of the product and the fact that its a market leader with nothing else quite like it out there.
Can't wait until the financial year results. That's when we will see the boosts in contract revenue. Not all of it could be recognised the previous half so it will be skewed to H2.
More wins.
where did you see that? Can't find an RNS or any info in company website
Great contract win for D4t4
Its too difficult to say that FY19 will be better than FY18. But I know for a fact that H219 will be better than H119. You can see all the revenue that is going to be realised that is currently accounted for as deferred income (which wont go through the P&L).
I havent heard of any contract losses/expirations but then why would they tell us that.
All I know is that:
a) The product is good - Celebrus is a market leader
b) Management is clearly competent
c) Company is going in the right direction with globalisation
A4007035 H219 stronger so that FY19 to be better than FY18? At least that is my guess since the dividend payout was increased by 10pc.
I'm not too concerned. Its about how revenue and profit are calculated in line with accounting standards. because so much of D4T4's business is contract revenue there is strict criteria in terms of how this can be recognised.
we need to look past this and focus on the contract wins and renewals. I have no reason not to believe management's claims that HY2 will be stronger.
Apart from the dividend increase by 10pc, which is the only significant positive today, H119 looks poorer than 2018. I hope the full year results will reflect the 'HY2 weighting this year as a result of the timing of contract wins'.
My latest thoughts here:
https://cube.investments/d4t4-solutions-trading-update-d4t4/
Feedback welcome.