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Revenue down from about 13 to 8m from H1 18 to H1 19. Any insights on this?
Lots of D4T4 activity going on in the US. This is a relatively new market for D4T4 and its pleasing seeing the company penetrate the US. There aren't too many rival products.
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How has this not risen at least 10% since results?! Cannacord have upped stake, good sign
Excellent results!!
Very positive numbers. Will see in the coming weeks what the others think about them.
Good luck all
What does GLA mean?
My buy after 4 is shown as a sell!! Seems to be common place this is happening... GLA for Monday.
LONDON (Alliance News) - Data solutions provider D4T4 Solutions PLC on Tuesday said it has won and extended a number of significant global contracts.
The company said it signed a multi-year data management contract with an unnamed global US head-quartered financial institution for its private cloud data analytics platform solution.
Furthermore, in data collection, D4T4 inked a multi-year contract extension for its Celebrus mobile data collection software with a "major" European bank, as well as a multi-year capacity expansion contract with a "major" global airline.
It also secured new multi-year contracts for Celebrus with two Scandinavian financial services customers.
"We are delighted with this wave of contract successes which, coming at the close of the financial period, provide valuable underpinning to our future earnings and are testimony to the momentum we have built in the business," Chief Executive Officer Pete Kear said.
Some huge buys this morning. SP is heading towards 200+ for the first time.
D4t4 Solutions Plc
(the "Company", "Group" or "D4t4")
New Contract Wins
· Recent global successes in key vertical sectors
· Core business areas of Data Management and Data Collection benefitting from strong sales pipeline
D4t4 Solutions Plc (AIM: D4T4), the AIM-listed data solutions provider, is pleased to report a number of new contract wins in key vertical sectors for its Data Management and Data Collection business areas during the first months of the current year, as set out below.
Data Management:
· A major data migration contract with a global US headquartered financial institution as part of our Private Cloud Data Analytics solution.
· A new contract delivering analytical implementation services for one of our global partners
Data Collection:
· A new multi-year contract for our Celebrus data collection software with a global US headquartered financial institution.
· An extension of a global contract in the financial services sector with the addition of two new geographies using our Celebrus data collection software.
· A capacity extension contract for our Celebrus data collection software with a major online retailer in Taiwan.
In addition, the Company announced in its final results statement released on 26 June 2018 that the debtor balance owing was £19.5 million as at 31 March 2018, due to the business weighting occurring late in the second half. The Company confirms that it has received payment of the £19.5 million and therefore now has a strong cash balance.
The Company is pleased to provide this update to the market and looks forward to providing further updates on new contract wins as the year progresses.
Peter Kear, D4t4's CEO commented: "As communicated at the time of our final results in June 2018, we entered this financial year in robust shape after achieving record bookings in the second half of the year. In the year to date, and in line with management's expectations, we have been successful in converting a number of significant opportunities from our strong pipeline. This puts us on track to return to more normalised levels of business weighting for the first half of this financial year, against the comparable period last year."
https://www.investegate.co.uk/d4t4-solutions-plc--d4t4-/rns/new-contract-wins/201808140700066735X/
The following is an extract from Motley Fool. D4t4 Solutions plc is a cheap growth stock I�d buy after it gains 25% Data solutions provider D4t4 (LSE: D4T4) recorded a stock price rise of over 25% on Tuesday after it released details of a trading update. The company has won a number of new contracts which are expected to have a positive impact on its financial performance in the second half of the year. This seems to have galvanised investor sentiment and helped to push the company�s valuation higher. Despite this, there still seems to be further upside potential on offer. As such, now could be the perfect time to buy it for the long run. Impressive outlook D4t4�s performance in the latter part of the financial year to 31 March has been better than expected. It has won a handful of contracts which have boosted its performance, including its two largest ever contracts for the Private Cloud Analytics solution. This means that it has delivered a record level of bookings for the year after what was a relatively subdued first half. As a result, revenue and adjusted profit before tax for the 2018 financial year are due to be ahead of the previous year. In the current year, D4t4 expects to benefit from the recent contract wins. It�s due to report a 13% rise in its bottom line which puts it on a price-to-earnings growth (PEG) ratio of just 0.7. This suggests that it could offer further upside potential � especially if it�s able to continue recent momentum with regards to contract wins. And while its share price may have risen significantly in a short space of time, now could be the right time to buy it. A dividend yield of 2.1% from a payout which is covered 4.2 times by profit indicates that its total returns could be resiliently high. As such, its risk/reward ratio is enticing at the present time.
It may be affected by the downturn of their clients. For example, I know M&S announced the closure of a lot of their stores and that M&S are one of the the biggest clients. I'm just speculating though.
No action on this one anywhere, what am I missing on the negatives it seems to be undervalued v prospects and recent news.
Have been watching and waiting here and bought in on the last update. Imho the RNS today simply means the BoD thinks the shares are underpriced at present, which I take to mean they believe that the sp will rise with a further update or full-year numbers. Happy to be here GLA GS
1H numbers were horrible. Management believes it can fully recoup the shortfall in 2H. It is encouraging to see the non exec Chairman and former CEO putting �150K of their own money where their RNS is, but there are no guarantees. Borrowing from Sir Alex F, at the very least holders are looking at some 'squeaky bum time' in Q4
It's a pity not all BBs are as constructive as this one. Well done guys for your useful posts - nice jump today ahead of results. Keep the analysis coming!
Orangetree. Thanks for you thoughts. I am a long term holder of D4t4 so that might mean I am a glass half full rather than half empty type, but I think there is some more nuance on some of the points you made. Regarding the major customer, I think there is an issue with accounting boxes here, arguably a better term might be 'major relationship'. The 50% most likely relates one of their major reseller relationships, basically D4T4 is utilising the business intelligence & analytics solutions of a major international corporation to provide tailored customer analytics solutions to a broad range of end clients. There is still risk in the relationship of course, but the end customer base is much more broadly spread than the 50% figure might imply.. Conversely, the fall in UK revenues and the pressure on recurring revenues does demonstrate a historic problem with customer concentration. For a number of years D4t4 (or IS Solutions as it used to be) had a very substantial Asian customer. That customer has been through a torid time and in line with other suppliers D4t4 has seen a precipitous decline in sales. I don't know the figures but would guestimate a peak to trough revenue loss of the order of £3mn, a big chunk of which will have fallen away in the last 2 years. The half full interpretation would be that management has done a pretty impressive job growing profitability against that backdrop (although as a major $ earner currencies have been very helpful too). Nonetheless,. I think there is a lot of underlying growth momentum in the D4T4 business which has been partially obscured by the large customers problems and some lengthening of sale cycles. It that is right we should see a major pick up in sales growth this year. Time will tell.
D4T4 Solutions look promising on the surface but dig deep and you expose some weaknesses by crunching ratios and spotting trends. Today, results were a mixed bag, which is why the shares are getting sold off heavily (down 11%). These are the concerns: - 1. Earnings are being slightly distorted by changes in receivables and payables. 2. Recurring revenue isn’t growing meaning projects are “one-off” gigs. 3. Cash Balance volatility. 4. UK operations seeing a major decline? 5. Slow growth from a small software firm. But, my major concern is they rely on ONE major customer that accounts for 50% of group sales for the last two years. If that contract disappears, D4T4 shares will tank. On the flip-side, we can say a few positive things: - 1. Business is growing in the last decade; 2. The Celebrus acquisition is yielding positive integration (sales of £5m, up from £2m in two years); 3. Licensing division is growing lightning fast (50% and 25% growth in the past two years); 4. Low debt levels; 5. Despite, slight earnings manipulation, they are much higher than two to three years ago. This is evident from net cash earnings. For more charts and analysis, click http://bit.ly/2sdQoJ9
today... Think this one has got a bright future
ticking away nicely behind the scenes. Just requires patience am sure this will come good, used recent lows to top up
A really good analysis from Trader TIm here on D4T4, I believe he holds. I think he has written a few posts on D4T4 - seems very bullish. http://buff.ly/2os1AOC
excellent update on trading for the year. All positive I hold ? buy more.