Registered Members Login:
   
Forgotten Your Details? Click Here To Recover +
Welcome To The ShareCafe Community - Talk Shares And Take Stock With Smart Investors - New Here? Click To Register >

10 Pages (Click to Jump) V  < 1 2 3 4 5 > »    
 
  
Reply to this topic

DTL, DATA#3 LIMITED
melua
post Posted: Mar 17 2014, 04:38 PM
  Quote Post


Posts: 5,739
Thanks: 1211


In Reply To: mrbear's post @ Mar 17 2014, 12:23 PM

Think you better have another look at TNE's profits.

TNE posted Net Profit AFTER tax of 20% of revenue. An amazing statistic and they have recored a profit for 22 consecutive years.

 
mrbear
post Posted: Mar 17 2014, 12:23 PM
  Quote Post


Posts: 787
Thanks: 152


In Reply To: melua's post @ Mar 17 2014, 11:30 AM

Always hard to work out ,dtl is losing profit yet it beats tne which has only 2% profit and very high in the share price,can never work it out sometimes though I do not own either at this time,cheers mrbear

 
melua
post Posted: Mar 17 2014, 11:30 AM
  Quote Post


Posts: 5,739
Thanks: 1211


In Reply To: melua's post @ Mar 11 2014, 04:39 PM

My opinion is that this 2nd half will be poor (despite the Board being "hopeful" of a better six months than that of the previous six months).
Wouldn't be surprised at all to see this at 30c by June.

 
melua
post Posted: Mar 11 2014, 04:39 PM
  Quote Post


Posts: 5,739
Thanks: 1211


In Reply To: alonso's post @ Feb 21 2014, 09:21 AM

I hear on the grapevine, DTL are leaking business to Dimension Data (UK listed) in Qld. I can see another ordinary half despite what management's "hopes" are for Jan 1 to June 30.
Where will the share price be if the 2nd dividend is also slashed? On a P/E basis right now DTL is very expensive in my opinion with potential for large falls from the mid 70s if the 2nd half is weaker than management have forecast.


Said 'Thanks' for this post: alonso  
 
alonso
post Posted: Feb 21 2014, 09:21 AM
  Quote Post


Posts: 2,638
Thanks: 121


In Reply To: melua's post @ Feb 20 2014, 07:41 PM

It seems to me it's hard to take a trick with IT just now, except as trades. I did OK out of a trade with UXC recenbtly but was looking to DTL as a hold. Bad move.



--------------------
"The optimist proclaims that we live in the best of all possible worlds. The pessimist fears this is true"

"What is prudence in the conduct of every private family can scarce be folly in that of a great kingdom." Adam Smith
 
melua
post Posted: Feb 20 2014, 07:41 PM
  Quote Post


Posts: 5,739
Thanks: 1211


In Reply To: melua's post @ Dec 29 2013, 09:52 PM

As I posted, the dividend can get slashed at the stroke of a pen and in my opinion it will get slashed again in six months.

The company is not the same company it was three years ago. It's worse.

$400M revenue for $2.5M net profit! Wow! That is a marginal business at best.

 


melua
post Posted: Dec 29 2013, 09:52 PM
  Quote Post


Posts: 5,739
Thanks: 1211


In Reply To: Ian's post @ Dec 29 2013, 03:13 PM

I wouldn't throw in the towel either and its not all doom and gloom but be careful. There's potentially significant downside from here and the dividend can get slashed at the stroke of a board room pen.

 
Ian
post Posted: Dec 29 2013, 03:13 PM
  Quote Post


Posts: 163
Thanks: 70


In Reply To: melua's post @ Dec 29 2013, 11:11 AM

Melua,

No doubt times are hard for most IT companies at the moment but for DTL it is not all doom and gloom. No one holds contracts forever and though no one likes losing contracts that is part of commercial world. However DTL was re-appointed to the Qld Govt supply board for another 5 years and did win that multi year, multi million contract with Ipswich Council, plus a huge contract (DTL's biggest ever) with Fiona Hospital and quite recently the new contract with Brisbane airport, so a balance between losses and wins still gives room for optimism for continued dividend strength and that is my main focus.
I am not saying I think your judgement will prove to be wrong but I do feel its a little early to throw in the towel just yet. Time of course will tell and more weakness in the short term cannot be discounted. But your warning is noted and as a result it is on the 'watch' list.
thanks for your views.
cheers Ian

 
melua
post Posted: Dec 29 2013, 11:11 AM
  Quote Post


Posts: 5,739
Thanks: 1211


In Reply To: melua's post @ Dec 27 2013, 01:03 PM

DTL lost their contract with the Brisbane City Council to Dell re: desktop solutions. The State Govt is not committing to anything. I will be amazed if DTL get remotely close to their forecast for the 2nd half. Huge downside risk in DTL in my opinion.

 
melua
post Posted: Dec 27 2013, 01:03 PM
  Quote Post


Posts: 5,739
Thanks: 1211


In Reply To: Ian's post @ Dec 27 2013, 11:16 AM

Ian,
I was initially in very early many years prior to you. It was around 2001. I sold most around $15 prior to the share split. I think it was a better run company when John was living and breathing the company. Then he took the role of ARL Chairman.

 
 


10 Pages (Click to Jump) V  < 1 2 3 4 5 > » 

Back To Top Of Page
Reply to this topic


You agree through the use of ShareCafe, that you understand and accept the TERMS OF USE.


TERMS OF USE  -  CONTACT ADMIN  -  ADVERTISING