Fd Technologies Public Share Discussion Threads

[moorsie2] 15/3/2017 10:20

it is not going to hold at this level for much longer 2750-2800 realistic today

[algo1] 14/3/2017 13:00

I know very little about satellite imagery etc but I do know that aerospace is a belter of an industry for KX to get exposure to... This is fantastic news - again.

Roll on retail, energy and defence wins - then the Tech titans will come knocking looking to add KX to their portfolio.

I'm really looking forward to reading about the company outlook when the annual report is published later in the year.

Hope they're hiring more sales staff.

[moorsie2] 14/3/2017 11:26

Yes exactly my point. Fortune 500 is the biggest US listed companies. Airbus is European listed

[daijavu] 14/3/2017 11:19

It must be a different company because Fortune 500 hundred companies are all USA companies.

[moorsie2] 14/3/2017 10:37

Legg96 - it really is a very good point.

I wonder should the firm look for a US listing instead of London.....

[legg96] 14/3/2017 10:22

Surprised the share price movement has been so small. This really is significant news.
If this share was on NASDAQ the P/E would be 200+.

[moorsie2] 14/3/2017 10:00

This is a different customer to the one announced last week isn't it?

The announcement last week referred to a Fortune 500 customer...

To have two such developments with Kx is very very significant

[sspurt] 14/3/2017 09:52

Looks like Kx is really gathering momentum and glad to see they can say who the new customer is on this occasion. Looking increasingly credible.

[moorsie2] 14/3/2017 07:30

Get ready for lift off!!!

[eagle eye] 14/3/2017 07:27

RNSNON this morning:

First Derivatives plc

Collaboration Agreement with Airbus Defence and Space

FD (AIM: FDP.L, ESM: FDP.I) announces that it has signed an agreement with Airbus Defence and Space to develop an innovative approach for large scale processing of geospatial data using its Kx analytics platform. A wide number of additional applications have been identified and the objective is to commercially exploit these by combining Kx technology and data from Airbus Defence and Space assets.

Under the agreement, Airbus will contribute historic and future satellite imagery which Kx technology will process, interpret and manage. Technical, commercial, sales and marketing resources will be provided by both parties to assist in the commercialisation of the opportunities.

Data manipulation and information provision, stemming from increased volumes of Earth Observation data, provides significant commercial potential, with Kx and Airbus Defence and Space well-placed to lead this emerging market. Kx technology will be deployed in the time-critical processing and analysis of these increasing data volumes to make it easier, cheaper and faster for customers to access information. According to Transparency Market Research, the commercial satellite imaging market is expected to grow from $2.5 billion in 2014 to $6.5 billion in 2023.

It is anticipated that Kx and Airbus Defence and Space will collaborate with large corporates, research bodies and start-ups to help exploit this ground breaking technology in markets such as energy, rail/civil engineering, natural resources, maritime surveillance, agriculture, finance and facilities management.

Dr Anthony Denniss, Head of Solutions & Imagery Portfolio at Airbus Defence and Space, commented: "There are many valuable applications of satellite imagery across a range of industries, many of which are time sensitive and require powerful analytic processing. By combining our data and Kx technology we expect to be able to provide new and existing customers with unique and valuable insights."

Brian Conlon, Chief Executive Officer of FD, commented: "Yet again Kx has proven its market-leading capabilities in regard to its ability to process very large datasets efficiently. We are excited about partnering with Airbus Defence and Space and the potential for innovative, scientific breakthroughs in multiple markets that can potentially arise from this initiative."

[moorsie2] 08/3/2017 15:34

This was the prediction just two weeks ago.. you could see that someone was accumulating a position and that a new breakout was likely

Amazing how quickly in these 2 weeks we moved to above 26 per share


Moorsie2
24 Feb '17 - 11:16 - 4259 of 4266 0 0 Edit

Another breakout north is looking very likely.

Usual 10 weeks between end of financial year and results announced should see this share over 26.00

[moorsie2] 08/3/2017 14:46

26.42 buy just registered!

[moorsie2] 08/3/2017 14:03

The interesting thing in the coming 8 weeks is not about how good the results are for the year to Feb 2017 but rather the forward projections for 18 and 19.

The company is moving into a whole new level of business opportunity

[aishah] 08/3/2017 12:42

Price now up 50% since the unusual dip in July last year.

[moorsie2] 08/3/2017 11:36

Good demand here now at 2481

Can see it moving to 26 now

[moorsie2] 03/3/2017 08:32

another game changer in valuation!

I like the term used "Flagship contract win"! This is very very significant

[johnroger] 02/3/2017 18:38

Moorsie2

Your interim target of 2350 now left behind by this impressive announcement.

Future prospects ----
"The use of Kx for fault detection is one application of the use of sensor data to aid efficiency within manufacturing, also known as the Industrial Internet of Things (IIoT). According to ABI Research, the addressable market for analytics and other value-added services for the IIoT is expected to reach $80-120 billion by 2018."

[algo1] 02/3/2017 17:15

So my concern about penetrating new markets gets addressed in the most emphatic way... This is wonderful news! We can speculate if it's a GE or Boeing or Rolls Royce but who ever it is they will have done some thorough tyre kicking before making this commitment - and were they go others will follow. Hats off to the FD team behind this contract win.

Where does this leave the sp? Who knows - but it's heading north.

In the right hands KX can transform markets...

Great day.

[moorsie2] 24/2/2017 11:16

Another breakout north is looking very likely.

Usual 10 weeks between end of financial year and results announced should see this share over 26.00

[moorsie2] 23/2/2017 15:39

Totally agree - they are the likely acquirers

Especially while the dollar is strong v sterling

But they would only do a friendly takeover

[algo1] 23/2/2017 09:58

Who knows? It's not something they do too often but when they do it's often to preceed some particularly strong results. I think we are in for a strong year - the tone of the interims, currency tailwinds, prior year contracts coming on stream and recent broker upgrade suggest - to me - something towards the higher analyst estimates... I wouldn't be surprised if they even come close to FY18 levels. My only real concern is the extent to which penetration in new verticals has been achieved - tough to do and can rack up costs - perhaps best achieved via a business partner alliance?? There is plenty more in FS they can still go after using their existing relationships. That said, come the day that FD becomes a takeover target success in multiple verticals can only help to juice up the offer price. I think your £40 guesstimate is likely at the lower end of the range given the potential inherent in KX. What could an acquiring company do with that product if it had an extensive sales distribution network in place and a solid client base they could pitch it to?? Better too if they had a consulting arm... something like FIS springs to mind, what with Sungard and Capco already in the stable?? Time will tell!

[moorsie2] 22/2/2017 17:16

Financial Year end on Tuesday 28th

Will we get a trading update in March pre results in May? What do you all think???

[moorsie2] 16/2/2017 16:38

60,000 sells moped up easily at 2305 - confirmation for me that someone is trying to accumulate stock here

[moorsie2] 15/2/2017 08:26

I do not see any bid under 40 being accepted by mgt. They know the true value potential of Kx and the applications on this

[johnroger] 14/2/2017 17:42

No difficulty in selling a few this am and the small spread supports your view. I am getting a little concerned that an out of the blue bid might appear as I am not holding these in an ISA, so come April it will have to be the start of a bed and ISA move.