Fd Technologies Public Share Discussion Threads

[slacker22] 01/3/2015 19:27

FD (AIM:FDP.L, ESM:FDP.I), a leading provider of software and consulting services, today announces it has acquired the entire issued share capital of Prelytix Inc. ("Prelytix") for an initial consideration of US$7.5m (£4.9m) and a maximum total consideration of US$20m (£13.0m). The acquisition, which will be earnings enhancing in the Company's financial year to 29 February 2016, expands FD's presence in the fast-growing marketing technology sector.

[mach100] 13/2/2015 22:35

Ooops someone has just gone through my floor. it can't be anything other than a buying opportunity if it falls further.

[mach100] 13/2/2015 14:24

Agreed. Nice to see a placing at a premium. I had a target of around 1480p for exit but given yesterday's announcement I think 1600p is easily achievable. When this moves, it moves in bounds. I feel 1300p will be the new floor and we should kick on towards 1400 to 1500p in short order. Hopefully the divi will be at least 9.5p when it is paid in July.

[moorsie2] 13/2/2015 09:58

I am very confident here at the moment , more so than ever due to this Inst. Investor vote of confidence in opening up new revenue streams. Add to the the proven track record of this management to deliver then starting from today this is a great 3 year investment opportunity

[moorsie2] 12/2/2015 17:12

It actually makes sense now why the share price has been sitting in the £13 range for 3 to 4 months.

Results for year to end of Feb will be in line with expectations and hopefully some clarity on future earnings from the investments of this placing and we are looking at a company valued between £16 and £20 by year end

[swiss paul] 10/2/2015 18:39

Yep thru some more into the hat today, nice tight spread and think we may have a leg up soon

[moorsie2] 10/2/2015 16:52

That is usually a very good sign for price improvement

[gucci] 10/2/2015 14:36

3p spread!
smallest ive ever seen i think

[davidosh] 05/2/2015 23:52

Mark Slater and his funds are significant holders here.

He will be presenting at the Mello Bloomberg event next month along with other respected fund managers, tech investors and extremely successful companies.



Why not come along for a great evening ?

[mach100] 31/1/2015 15:21

Small beer really are these sales relative to its market cap. Still good to see the price hold up. When this moves, it moves in bounds. Were those trades on Friday at 1320 all sells? If so, it would be good to see some buyers move in to push up the share price The trading update in March should be good and if so I think it could add a 100p to the share price

[moorsie2] 29/1/2015 15:21

wow - that explains it! 145k shares or £1.9M pound of shares sold at £13.15 without a budge in the price south. This explains why the share has been trading sideways for a couple of months.

Someone is taking profits and if this is the extent of the offload then I am expecting a significant move on in share price now that the overhange is cleared.

[moorsie2] 28/1/2015 15:28

Chart is starting to look very boring.

We cannot be far away from a sharp move up or down. Looks like all the sales at 1315 have been exhausted. So if MM's want stock they need to move this onto a 1400+ sale price to see what they draw out

[mach100] 23/1/2015 10:14

Lots of small trades but holding above 1300p. No trading update until the end of March but I think we will have some buying in advance. Let's hope it can beat forecasts of 10.4 million and eps of 40.91p. Hopefully they will grow the dividend too.

[moorsie2] 14/1/2015 14:02

i agree - if it breaks out of this range on the positive then the next resistance point is the all time high of January last year...

[mach100] 14/1/2015 13:06

1325p being paid now SF. When this moves,it moves in bounds.1300p is resistance so if we can hold above it, we should move to 1480 in short order.

[scottishfield] 13/1/2015 16:12

nice rise here if it holds.

[moorsie2] 08/1/2015 16:06

Looks like Corporation Tax will be reduced from 21% to 12.5% in Northern Ireland from April 2017.

This 8.5% reduction in 2 years time will be hugely beneficial to FDP in retaining more earnings. None of this is factored into future profit models!

hxxp://www.rte.ie/news/2015/0108/671192-northern-ireland-corporation-tax/


good opportunity to invest for growth now..

[moorsie2] 07/1/2015 17:10

financial year end is 28th Feb.

I would hope that we would receive a trading update around that point.

Mach100 - over the year I expect a lot more than 1500! once the Kx value of new markets is fully communicated and priced in by analysts I expect this to be trading more around £20 per share.

When this moves (up or down) it moves quickly. The last few months has been consolidation around £12.50. Since then Kx has been announced as an acquisition so I expect the next move to be upwards when it comes..

[mach100] 07/1/2015 16:14

Yesgreat news today. I agree that the good news doesnt seem factored in to this price. The key is to push through 1300p. Over the year I expect we can get to 1500p if the good developments feed through to the bottom line. When is the next update?

[gucci] 07/1/2015 14:22

Entry into Digital Marketing Platform market
RNS
RNS Number : 4719B
First Derivatives PLC
07 January 2015






7 January 2015

First Derivatives plc

("First Derivatives" or the "Group")



First Derivatives enters fast-growing Digital Marketing Platform market



First Derivatives (AIM:FDP.L, ESM:FDP.I) a leading provider of software and consulting services to the capital markets industry, announces the evolution of its Delta software platform, powered by kdb+, into marketing analytics through the launch of Delta Marketing Cloud. This demonstrates Delta's ability to find applications beyond the Capital Markets sector and is the first new vertical market for the Group since it secured a majority stake in Kx Systems. The move is supported by the signing of a number of key pilot customers.



The explosion of digital and mobile marketing across all vertical markets is driving the need for technologies that can provide real-time analysis of large data volumes, which the Delta platform is ideally placed to meet. Industry analysts CEB estimate that marketing software spend will reach $32 billion by 2018 while, according to the Economist, the digital marketing sector is "going through something akin to the automation of the financial markets in the 1980s, with low latency the key to success." Delta Marketing Cloud assists by combining both speed and scale with a flexible scoring algorithm and alerting process to allow clients to target the right prospects at the right time.



The launch of Delta Marketing Cloud leverages the power of the Group's big data expertise to help sales and marketing professionals increase the return on their marketing and digital advertising investment, using the same core architecture currently used for analysis of billions of financial transactions per day. It combines real-time and reference data from numerous sources including website traffic, real-time advertising data, social media with proprietary CRM and other customer data. This produces a range of data analytics, such as predictive account-based scoring with real time geographic alert functionality to drive the responsiveness of sales channels.



Brian Conlon, CEO of First Derivatives, commented: "We are pleased with the level of interest being shown in Delta Marketing Cloud which has already resulted in us signing a number of key pilot customers. While its commercialisation is still at an early stage, we believe it has the potential to generate significant recurring revenues for the Group. The launch also demonstrates the flexibility of the Delta platform and its ability to take us into new markets where there are exceptionally large volumes of data that require real time analysis. Our technology and experience gives First Derivatives a strong position in this expanding market."





Enquiries:



First Derivatives plc


[phone]

Brian Conlon, Chief Executive Officer


www.firstderivatives.com

Graham Ferguson, Finance Director



Ian Mitchell, Head of Investor Relations







Charles Stanley Securities


[phone]

(Nominated Adviser & Broker)



Russell Cook



Carl Holmes







Goodbody Corporate Finance


[phone]

(ESM Adviser and Broker)



Linda Hickey



Finbarr Griffin







Goodbody Stockbrokers



(Broker)



Linda Hickey







Walbrook PR


[phone]

Bob Huxford


[e-mail]

Sam Allen


[e-mail]

[moorsie2] 07/1/2015 08:38

Proof this morning that Kx purchase is opening the company up to new vertical markets. I dont think any of this is priced in to the current share price ...

[moorsie2] 18/12/2014 09:01

I agree - more validation of the benefits of Kx and the use and saleability of Delta products.

I am expecting a good 2015 and happy to hold long term