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DTL, DATA#3 LIMITED
arty
post Posted: May 2 2014, 02:46 PM
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In Reply To: wren's post @ May 1 2014, 01:21 PM

Looks like the rose-coloured glasses did lead to some buying after all.
Not that I could find a fundamental reason for it in yesterday's Trading Update. But Markets are rarely rational.

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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
wren
post Posted: May 1 2014, 01:21 PM
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In Reply To: melua's post @ May 1 2014, 12:38 PM

Good call melua.

 
melua
post Posted: May 1 2014, 12:38 PM
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In Reply To: melua's post @ Apr 17 2014, 05:09 PM

Trading update as I suspected. Not going to hit guidance it seems.
Someone who posts on that other forum should alert DTL followers to come over here for non-rose coloured opinions. It might save them some money.

 
melua
post Posted: Apr 17 2014, 05:09 PM
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In Reply To: alonso's post @ Apr 17 2014, 03:23 PM

This will be another ordinary half in my opinion and so I can see the dividend getting slashed again. Going to get worse before it gets better IMO.

 
alonso
post Posted: Apr 17 2014, 03:23 PM
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In Reply To: melua's post @ Apr 17 2014, 03:15 PM

Glad I bailed out when I did.



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

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melua
post Posted: Apr 17 2014, 03:15 PM
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In Reply To: melua's post @ Apr 12 2014, 06:52 AM

Sellers still in control and why wouldn't they be. Currently 58c with much more room to drop further.

 

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melua
post Posted: Apr 12 2014, 06:52 AM
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In Reply To: melua's post @ Mar 17 2014, 04:46 PM

Competition is intensifying and leakage is continuing to companies like Dimension Data. I don't believe the current half will bring any joy and therefore the full year forecast will not be met IMO.
The share price will continue to make new lows in my opinion and I expect the dividend will be cut again. I can see DTL halving in price yet again from here.


Said 'Thanks' for this post: nipper  
 
melua
post Posted: Mar 17 2014, 04:46 PM
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In Reply To: mrbear's post @ Mar 17 2014, 04:43 PM

DTL posted a $2.5M profit on revenues of $399M. That's a disgrace. A pathetic margin and if the current half is another bad one they will have to slash the dividend yet again which will lead to a share price plunge. Be very careful holding this stock.

 
mrbear
post Posted: Mar 17 2014, 04:43 PM
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In Reply To: melua's post @ Mar 17 2014, 04:38 PM

Yes I know I should have said divs but they are still not high enough to justify the price,cheers mrbear

 
melua
post Posted: Mar 17 2014, 04:38 PM
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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.

 
 


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