Fd Technologies Public Share Discussion Threads

[moorsie2] 05/11/2014 11:45

Share prices are based on future projections of profits.

This company has a track record of significant year on year double digit growth in turnover and EBITDA.

The latest mkt cap is based on the new shares issues for Kx aquisition but your future profit projections do not take this into consideration.

Hope that helps

[pamelajane] 05/11/2014 11:26

Can you guys help me please? The company is forecast to make around £10m next year (£12m year after), but the market cap is over £280m. Why is the company so highly valued? What am I missing? It has debt also. Thanks x

[moorsie2] 05/11/2014 09:08

Analyst's briefing to take place at 9.30am this morning.

Trading patterns late morning and early afternoon will be interesting to note

[moorsie2] 05/11/2014 08:33

Holders would be brave to do profit taking here. Can easily see this being re rated over the next 12 months with a price target more like £25.

[mach100] 05/11/2014 08:22

I agree with you both. Software sales slowing is disappointing even if double digit growth will be achieved.. I hate the phrase but it really does apply here " Blue Sky thinking" in a positive way. This is a multi billion dollar arena and FDP want to grow their share. Nice to see debt paid down to 9 million from 15m and Kx is going to be a huge profit driver. Plenty to like. I would have like to have seen 10% on the divi rather than 3.3% but overall this one has legs. I expect some profit taking but really it will only be a short-term hit before we push on.

[blackbox1] 05/11/2014 07:38

Very solid results, cant complain at all. Good to see EPS growth.

Not too fussed over H1 s/w revenues, H2 always is the stronger half in that game - so long as the weighted pipe is there... that's what counts.

The potential in the market is huge, and they are doing well.

[moorsie2] 05/11/2014 07:22

Strong set of results from first reading.

Currency headwinds seem to have negatively diluted the improvements. Also on a negative side software sales are down by 11% period on period. However it does go on to say that by year end it will have grown by double digits so it seems more of a case of timing in the year rather than anything else.

The real powerful information is the greater clarity around Kx acquisition and the business prospects and logic for the deal. Kx have recently signed deals with oil and gas, pharma and utilities companies and this appears to be a great opportunity for the group to have new profitable growth outside of traditional areas.

The numbers around IOT and GE's comments on this market are amazing. Moreso is the fact that Kx seems to have a market leading technology in one sector of this new market.

Welcome hearing other people's takeaways from the interims...

[gucci] 04/11/2014 15:06

l2 firming
3v1

[moorsie2] 04/11/2014 12:51

i wonder is a little bit of news leaking out to the MMs ahead of tomorrow...

[moorsie2] 03/11/2014 10:22

Will be a very interesting week for shareholders..

[gucci] 30/10/2014 15:52

a little breather

[rochdae] 29/10/2014 22:06

It's the eternal question Moorsie2, wish I knew more about the product, but you can only do so much in terms of research. Bit of juice here still though. The recent news is just feeding into a fantastic year on year growth company, so often the rise is down to that rather than the news going forward imo....

Roch

[moorsie2] 29/10/2014 14:00

Its 16 euro a share on the Irish Exchange which would be a £12.80 or so on currency arbitrage.

Maintain my view that this will sit around £13 a share on results news build up and then depending on content on the day who knows whether it will falls or rise.

Niormal rules are buy on speculation , sell on news so not holding out too much hope for a further push on , on the 5th Nov

[moorsie2] 28/10/2014 11:38

Transformational is the key term here.

It was reported heavily in the Irish weekend business papers and with yesterday being a Bank Hol there this could be a bit of a delayed action.

I fully expect to see this above £13 by the interim results day on 5th Nov. Would also expect to see some clearer outline of the future transformational nature of the Kx deal in that PR.

This should then allow the share price to test all time highs by calendar year end.

[gucci] 28/10/2014 10:57

what a winner!!!

[lauders] 23/10/2014 11:45

Shouldn't have delayed buying the other day when I mentioned it rochdae! Apologies about thinking you were in CNKS. Thought I read a post from you there once. SHould have bought these instead!

[moorsie2] 23/10/2014 10:48

we should be back to around £13 by the results in 2 weeks then depending on content who knows from there..

[protean] 23/10/2014 10:41

Repeat of the 2013 trend? Was certainly relentless then.

Recent "transformational" RNS certainly getting buyers interested again.

[blackbox1] 22/10/2014 16:16

Hope to see a solid H1 with H2 on/slightly ahead of expectations but a bullish view of next 18/24 months.

With Kbd cores in the bag and a mature Delta feed handler / analytics engine / GUI infrastructure in place, the only thing preventing FD accelerating into new markets is domain knowledge and industry-specific analytics code. The former can be hired / bought and the latter will be developed over time by bright engineers and the first few pilot clients. I really think this has great potential. We will see an uptick in R&D / opEx as they work to build & position some new industry vertical offerings but in time this boat is going to come in.

[moorsie2] 22/10/2014 11:40

I am really looking forward to the results day now. With a new IR/PR person on the team and the Kx deal done I would be expecting some great clarity as to future milestones with timeframes and some great press coverage.

This surpassing the previous highs of 1585 is now clearly back in sight