D4T4 Solutions AGM – 22nd Aug 2019 - Sunbury HQ
17 attendees incl. 1-2 staff and finnCap rep (excl. Board members).
Mcap £95m – SP 237p
Cash adjusted PE of 14 compared to PE of 22 for wider peer group.
Q. Can you give investors any further update on the recent patent issue with User Replay. https://www.ipo.gov.uk/p-ipsum/Case/PublicationNumber/GB2357680
A. CEO confirmed it as “non-issue” and relates to an old patent. D4T4 challenged User Replay re: patent infringement. No commercial significance.
Q. What main headwinds does the business face?
This morning I attended the Annual General Meeting of D4T4 Solutions Plc (D4T4) at their offices in Sunbury-on-Thames. This is an AIM-listed niche software solutions business which has been listed since 1997, originally on the main market under the name IS Solutions. I did hold the shares years ago but recently bought back a few as the acquisition of Celebrus gives it some real IP as opposed to it being primarily a service business as it used to be. The two ...