Primary Recommendation

D4T4 Solutions - Owner of unique website analytics software

December 2016

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

In some ways D4T4 Solutions reminds me of First Derivatives (which has been a superb performer for SCSW) as both firms had historically been software services businesses that moved into supplying software into the Big Data space with a consequent electrifying effect on profitability and margins. D4T4 is barely a tenth of First Derivative’s (FDP; 2108p) size with a market capitalisation of under £50m and will appeal to the investor who likes red-blooded speculative potential.In its case, the key software D4T4 owns is called Celebrus. Basically, its software enables e-retailers and financial websites to capture and retain every single website click, search, basket add or purchase to evaluate how users navigate across thei ...

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Market Comment - December '16

Wincanton - A beneficiary of the Click and Collect market

D4t4 (November 2022)

D4t4 - ARR climbs 32% to £14m (August 2022)

D4T4 Solutions (January 2022)

D4T4 Solutions (November 2021)

D4T4 Solutions (September 2021)

D4T4 (July 2021)

D4T4 - Tailor made for current environment (February 2021)

D4T4 (February 2020)

D4T4 (November 2019)

D4T4 - Sales ahead of expectation after record Q4 (May 2019)

D4T4 (November 2018)

D4T4 - Shares spike after H1 contract wins (September 2018)

D4T4 (August 2018)

D4T4 (May 2018)

D4T4 Solutions - Promises exceptional H2 after surprisingly weak H1 (January 2018)

D4T4 Solutions (August 2017)

D4T4 Solutions -Substantial US opportunity awaits (May 2017)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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