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RTD - Why? (RTD)     

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.

pachandl - 04 Mar 2005 14:17 - 2202 of 2406

Lost his voice I suspect.

Fred1new - 04 Mar 2005 17:35 - 2203 of 2406

Someone once told me, that they didn't think that I had the patience to go fishing. My secretary responded for me, saying it wasn't patience but controlled aggression. This is how I feel about holding on to RTD.

Only problem I was a B. useless fisher.
Like to see a little more volume.

pachandl - 04 Mar 2005 19:35 - 2204 of 2406

I notice that Inv Chr has RTD as "fairly priced". Recognised strong performance from Australian petrol card business - incl new contracts with Hewlett Packard and NSW police - making RTD more than double the size of its nearest competitor. Also cnp increase of 48% (albeit from a small base). However, a PE of 18 adequately reflects the group's steady growth prospects.

dell555 - 07 Mar 2005 09:45 - 2205 of 2406

without new contract, RTD would be traded under 30p.

Douggie - 07 Mar 2005 09:46 - 2206 of 2406

Mourning folks ;o\ realy never expected to be back here! ;-/

Fred1new - 07 Mar 2005 14:35 - 2207 of 2406

This I scalped from
"""
These are extracted from One of the few tips sheets worth the paper it is written on.

February 05

[Retail Decisions 35p RTD; Software & Computer Services)

The Company has signed a new high-profile LJS client, Federated Department Stores, owner of Macy's and Bloomingdales. It will use ebitGuard to help fight online fraud in its 3n-line stores.

The shares fell back from their three year high after RTD advised that the US Patent and Trademark Office had decided to re-examine the granting of a patent that is the subject of an infringement claim bought against RTD by Cybersource. This is in response to a re-examination request submitted by RTD after it discovered 'prior art' that pre-dates the Cybersource patent. The re-examination process is expected to take between 18 months and two years to complete. RTD has also requested a stay in the original court proceedings until the outcome is known.
RTD still believes its operations in no way infringe CyberNOurce's patents. We tipped the shares at prices as low as 2.5p during 2002. Protect massive profits with a stop at 29p.

March 05

Retail Decisions 31.75p (RTD; Software & Computer Services)
A steady sequential increase in sales in all parts of the business was the story for the trading year ended December 31. The exception, as planned, was the Card Present business. This was due primarily to the progressive launch of Chip and PIN and the continued reduction in sales from the UK legacy contract with APACS.

Card Not Present (CNP) sales grew I I% to f9.7m and gross margin rose by a quarter to 68% due to greater economies of scale. Overall CNP transaction volumes were up 48%.

New contracts were signed with major on-line retailers like Travelocity and Federated Stores, and with AT&T, Virgin Mobile and T-Mobile.

The Fuel Card Business in Australia went from strength to strength. Sales rose 10% to E14m and pre-exceptional operating profit was up 31% to f6.8m. The net average number of cards grew 6% to 206,000. Total card sales rose 17.4% to E270m, while costs fell 4%. A highlight was the signing of Coles Myer, Australia's largest retailer, which will see RTD's fuel cards used at all of Coles Myer's 580 petrol stations.

Group sales rose 5% to E31.7m. Profit before tax and goodwill amortisation was up 28% to E7m, which hiked eps by 22% to 1.71p. Net cash inflow from operations was L2.79m, leaving net funds of E3.9m.

Further sequential growth should be seen this year as RTD achieves further economies of scale. Hold.

"""""""


I was tempted to buy again RTD again but a little overweight in them at the moment, I think the chart is a little mean, but I would expect a bounce back.

Roro - 07 Mar 2005 14:40 - 2208 of 2406

Which tip sheet Fred1new?
did anyone see the comments about RTD's increased markets in Sunday Business?

Fred1new - 07 Mar 2005 15:28 - 2209 of 2406

Roro If you turn your E-mail facility on I may send you the info.

Fred1new - 07 Mar 2005 16:45 - 2210 of 2406

Fundy,

What is the significanceof the following:

Is it notifying because of recent buying and being above notifiable holding, or anotifying reduction in hold?




Retail Decisions PLC
07 March 2005


SCHEDULE 10

NOTIFICATION OF MAJOR INTERESTS IN SHARES

1. Name of company

RETAIL DECISIONS PLC

2. Name of shareholder having a major interest

THE GOLDMAN SACHS GROUP, INC. ('GS INC.')

3. Please state whether notification indicates that it is in respect of holding
of the shareholder named in 2 above or in respect of a non-beneficial interest
or in the case of an individual holder if it is a holding of that person's
spouse or children under the age of 18

(A) GOLDMAN, SACHS & CO, a wholly-owned direct subsidiary of GS INC., acting as
custodian for its customers; and
(B) GOLDMAN SACHS INTERNATIONAL, a wholly-owned indirect subsidiary of GS INC.

4. Name of the registered holder(s) and, if more than one holder, the number of
shares held by each of them

(A) GOLDMAN SACHS SECURITIES (NOMINEES), LIMITED 6,490
(B) GOLDMAN SACHS INTERNATIONAL A/C CREPTEMP 12,250,000

5. Number of shares / amount of stock acquired

NOT INFORMED

6. Percentage of issued class

NOT INFORMED

7. Number of shares / amount of stock disposed

NOT INFORMED

8. Percentage of issued class

NOT INFORMED

9. Class of security

ORDINARY 1P SHARES

10. Date of transaction

NOT INFORMED

11. Date company informed

20 JANUARY 2005

12. Total holding following this notification

12,256,490

13. Total percentage holding of issued class following this notification

4.22%

14. Any additional information

N/A

15. Name of contact and telephone number for queries

RICHARD AMOS
(01483) 728700

16. Name and signature of authorised company official responsible for making
this notification

RICHARD AMOS
FINANCE DIRECTOR

Date of notification

07 MARCH 2005

The FSA does not give any express or implied warranty as to the accuracy of this
document or material and does not accept any liability for error or omission.
The FSA is not liable for any damages (including, without limitation, damages
for loss of business or loss of profits) arising in contract, tort or otherwise
from the use of or inability to use this document, or any material contained in
it, or from any action or decision taken as a result of using this document or
any such material.

Fundamentalist - 07 Mar 2005 17:08 - 2211 of 2406

Fred

appears to me that GS have added another 1m shares, the RNS required because they breached the 4% level. also appears to be a few 1m trades gone through after this today, maybe another announcement soon?


I am currently out of these though watching closely, as mentioned previously i sold most on day of results and sold the rest last week. Still have a lot of faith in the long term potential of the company though felt the results were disappointing (compared to expectations) hence i sold - will look to buy back in, hopefully at 27/28p.

My disappointment with the results was that the growth in CNP was much smaller than I hoped for and the decline in CP greater, with the net effect being that the two all but cancelled each other out.

At the moment the chart looks messy (head and shoulders?) with the up trend looking like it has been broken for now. I feel that the drift will continue in the short term unless there are more contract announcements

good luck to all holders, will no doubt be back sooner rather than later though will continue to watch closely

Douggie - 07 Mar 2005 17:09 - 2212 of 2406

Last 1ml trade sell or buy ??

any prediction for tomorow

;o\

Fred1new - 07 Mar 2005 17:23 - 2213 of 2406

Interesting. I would guess it was trade as prior transaction at same size and price. But last quoted as buy ???

overgrowth - 07 Mar 2005 17:59 - 2214 of 2406

2 million shares bought at close of play according to advfn.

Looks like good news that the big boys are still buying large chunks, it also appears that the price was excessively walked down so that the large buys could be fulfilled at the right price.

If all this theory holds true, we should be in for a decent tick up tomorrow.

parveen1 - 07 Mar 2005 18:31 - 2215 of 2406

Game on Goldman Sachs

The sooner we get rid of these short termers the better for RTD



Fred1new - 07 Mar 2005 18:34 - 2216 of 2406

Fundy, You must be looking at the same chart. There appears 2 gaps one closed but!!. Also on the intra-day chart there were a couple of down gaps. But the size of buys would suggest the smaller holders are still taking their profits. I think your timing is better than mine. (Retrospection) I will just watch but ""guess"" end of week it will be higher or you will be able to buy a pot at 25-26p. Not to bad day all round though, but must improve my selling.

overgrowth - 07 Mar 2005 19:02 - 2217 of 2406

Interesting post from The Analyst on advfn:

"All....

i sent an email to RTD asking for confimation that the Federated contract was for CNP and when they expected to go live with it....

Got the following reply today...

"
Thank you for your email.

In answer to your queries, the contract is for CNP and it went live prior to Christmas.

Yours sincerely

Jane Martin
"

So, we should already be earning from it. No doubt we'll get an update at the AGM.

T_A"


Federated are huge in the US and even more so now given their recent acquisition. It appears that this is why Goldman Sachs are happy to continue ploughing in the cash - they can forecast accurately the phenomenal returns to come, they will also have a better handle than the rest of us on RTD's status in the US - i.e. that they are competing extremely well against Cybersource and scooping up contracts all over the place.

Douggie - 08 Mar 2005 09:00 - 2218 of 2406

morning all good buys going through this am but notic up yet MMs very reluctant to give anythindg on sp ? ;o\

Douggie - 08 Mar 2005 09:10 - 2219 of 2406

still nice bonus I spose for those smart confident enough to sell at/near top and buy back good luck to them ;o)

I still want sp back to high 30s at least.... now please ;-/

Fundamentalist - 08 Mar 2005 10:05 - 2220 of 2406

Douggie

based on the last set of results and current chart, on what basis do you expect a share price in the high 30's?

Douggie - 08 Mar 2005 10:34 - 2221 of 2406

HOPE....!!!!! ;-/ ?
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