Nitefly
- 15 Sep 2003 10:55
Why are we again at 10.5p bid?
It doesn't add up...
Good Results + Strong buying pre results + Christmas online buying soon = Price drop
Then again some companies that have debt for equity hanging in the balance, poor results and bankruptcy around the corner and they go up!
Why sell now at a loss?
Wont that be a kick in the teeth when we see 13.5p 14p again!
Best of luck all.
parveen1
- 21 Oct 2004 10:36
- 1585 of 2406
Am i correct in saying the 650,000 trade is a buy rather than a sell as shown,
when you look at the time it was executed and the the bid and offer
overgrowth
Looks like you predicted that really well
well done
Fundamentalist
- 21 Oct 2004 10:48
- 1586 of 2406
Parveen - yes looks like a buy to me as is the 500k that has just gone through.
Does someone know something us small investors dont ?
Douggie
- 21 Oct 2004 11:20
- 1587 of 2406
I do hope so...;o\ xfinger
moneyman
- 21 Oct 2004 11:36
- 1588 of 2406
Real possibility of a news leak here I think. Also discussion of inclusion into techmark 100 in Nov. If that happens will see alot of funds and trackers buying in.
Tokyo
- 21 Oct 2004 11:41
- 1589 of 2406
Wow, not in this at the moment(funds tied up else where I'm afraid), but very happy for you guys, RTD has made us all alot of money in the past, and hopefully shall make you guys alot more soon, also with on-line christmas shopping not too far off, RTD looks a good bet
GRAEME.ALEXANDER
- 21 Oct 2004 12:50
- 1590 of 2406
A few months ago ( I think) the management said that they were disappointed in the price and would consider taking the Co. Private. I wonder if that could have anything to do with today. I do not how they would go about doing this and what would be the reaction of the MM's and the share price if that was about to happen.Graeme.
moneyman
- 21 Oct 2004 13:33
- 1591 of 2406
GA I remember the AFX news. They were also talking about a Nasdaq listing.
apple
- 21 Oct 2004 14:34
- 1592 of 2406
I sold these a while back but I wish that I had got in again yesterday.
What a turnround!!!!!!
Fred1new
- 21 Oct 2004 17:28
- 1593 of 2406
The improvement in price is due to my return from a holiday in France. (I wish all holdings would do the same. Do you think it is time for Douggie to have another holiday.
moneyman
- 21 Oct 2004 18:10
- 1594 of 2406
Possible reasons for the rise;
1.Cybersource problem sorted.
2.Rumour of Nasdaq listing.
3.Inclusion into Techmark 100 in November.
4.Management buyout/takeover.
5.Retail figures up 7% Y on Y
6.High oil prices benefit RTDs fuel card business.
7.Any 1,2,3,4,5 or 6 of the above.
Not one to sit on the sidelines and watch.
parveen1
- 21 Oct 2004 18:57
- 1595 of 2406
Much stronger than expected retail sales figues for September helped credit card security specialist Retail Decisions.
How about this reason for the rise
moneyman
- 21 Oct 2004 19:17
- 1596 of 2406
parveen if that was the case then every month the retail figures come out could we expect a 20% rise ?
It would certainly suit me ;-)
moneyman
- 21 Oct 2004 20:59
- 1598 of 2406
WHY 20p+ and not 31p+ ?
Latest Broker Note 21 September 2004
http://www.saturn.uk.com/dsc_admin/RTD_morning_flash_210904.pdf
Retail Decisions (ReD) has announced that The Finish Line, a leading athletic speciality retailer, will use ReDs risk management service for its e-commerce transactions on its FinishLine.com web site. The contract is significant in that FinishLine.com was previously using the fraud screening tool from CyberSource, ReDs main competitor in the Card Not Present (CNP) segment. This follows a number of contract wins from CyberSource (e.g. Register.com and Walmart) and against CyberSource in head-to-head situations (e.g. Odimo). The comments from Kent Zimmerman, Finish Lines Director of E-commerce, that the previous solution was resulting in too many valid transactions being declined, reflect a key area of ReDs competitive differentiation. ReD has a very strong pedigree in fraud management (16 years) and is able to offer a more sophisticated solution: maximising customer revenues whilst providing sufficient protection against fraudulent transactions. As previously discussed (see Interims Note 13th September 2004), competitive differentiation has moved from simple online payment processing into three areas: availability of a licensed software solution, risk and fraud management capabilities and support for cross-border payments. ReD scores highly in risk and fraud capabilities. The contract win is also instructive in the ongoing patent infringement action brought by CyberSource. Whilst only a small proportion of such cases ever reach court and it relates to only 3% of total ReD revenues, the action will continue to hang over ReDs share price. The board is investigating the claim but is aware of no infringement and believes the claim is without foundation at this stage. If this proves to be the case on further investigation, Retail Decisions plans to defend its position vigorously. Forecasts, recommendation and price target of 31p remain unchanged.
moneyman
- 21 Oct 2004 21:22
- 1600 of 2406
Thats better ;-)
overgrowth
- 22 Oct 2004 08:13
- 1601 of 2406
From paulypilot on advfn:
"Have a look at the valuation of CyberSource, the company which is suing RTD for alleged patent infringement. It's barely profitable, yet is valued at $204m !!!
Also, check out UK-Listed Neteller, whose shares are going bananas at the moment. Valued at 302m (although much more profitable than RTD).
This whole area of online payment processing seems to be coming alive at the moment - CyberSource were up over 7% today, Neteller up 19% today.
Revisited the numbers for RTD today, and I reckon it looks dirt cheap for a highly profitable (circa 20% operating profit margin is unusually high for any business), growth story. Plus it has net cash of around 6m, and single-digit forward PER. These shares should be priced a good bit higher IMO, to reflect strong earnings, high margins, and growth.
I think we're onto a winner here guys".
Also, the Times is suggesting that RTD are going to make an upbeat announcement next week.
How sentiment changes !
moneyman
- 22 Oct 2004 08:16
- 1602 of 2406
THE TIMES
Other comment:
* Ashtead Group a smaller stock to watch - Talk of an upbeat statement from Retail Decisions - Talk that like-for-like sales at ScS Upholsters are ahead of expectations.
Douggie
- 22 Oct 2004 09:11
- 1603 of 2406
:o)))))))))........
pachandl
- 22 Oct 2004 09:42
- 1604 of 2406
I assumed that RTD's performance yesterday was simply as a result of e.bay's spectacular figures?