Fd Technologies Public Share Discussion Threads

[mach100] 31/5/2017 12:32

Each new level I ecpect it to slow down Moorsie. I bought in again at 2550p after stonking results and that seems cheap now. Any pauses seem to be temporary. £30 has been smashed and no sign of a retrace so I expect £33 is the next hurdle. I am content to run this winner as I could have sold at £20, £22, £25 £27.50, all of which would be costly in hindsight. It seems to be there is still buying interest and any lost ground is quickly recovered.

[moorsie2] 30/5/2017 20:51

Very quiet on here lads...

No views from anyone!??

[moorsie2] 26/5/2017 10:14

20,000 at 30.50 is most certainly a buy and not a sell.

Big buys still coming in here which shows that a significant buyer is in the market and has not got all the shares they want yet or hit their peak paying price.

[moorsie2] 24/5/2017 14:37

This always has takeover value - The Kx platform, written software, access to vertical markets and consultant deployment would make this a very attractive proposition to one or two global companies. That is why it cannot be valued purely on p/e but rather on how it could be used and deployed along with another organisation.

It would conceivably be a 1bn-1.5bn valuation which would give someone entering at this level a 33%-100% improvement.

[glavey] 24/5/2017 13:34

3002.00 - 3018.00 (GBX) at 14:22:43
on Market (LSE)

[moorsie2] 24/5/2017 13:31

Personally I would like to see it consolidate around this level for the next few months until next results half year in October. As a long term holder I like to see steady progression in share price underpinned by strong trading, new market wins and exiting developments

[moorsie2] 23/5/2017 13:23

Nice 15% margin for the MMs - walk down the price for the big sale and then bounce it quickly knowing someone is hungry for stock

But at least the logic of the good update is now factored into a more logical valuation. I do not see that happening again so bye bye 28 per share. It's a new floor

[johnroger] 23/5/2017 11:59

Two 75000 buys at 2950
Your 3000 target is in sight!

[mach100] 23/5/2017 09:47

lOL Bravo sunshine you win the prize for the most tenuous link ever on a share board. I suppose you have been copy and pasting that rubbish on every thread. That RGB had two CFO's in six months and the last one left rather hastily and in an unexplained fashion. It lost £40 million in value after its last update and despite loads of bottom fishers is barely treading water now. I suggest you don;t waste money on it and climb aboard here!
Moorsie you defintely desrve some wine :)

[moorsie2] 23/5/2017 08:27

Cheers guys - maybe one day you can buy me a good bottle of wine :) haha

[mach100] 23/5/2017 08:10

No reason why not Moorsie. That big sell of £3m was really weighing on the shares. Now that has been quickly absorbed there is nothing holding us back. This was a fast enough growing company as it was. The fact that the tech can be applied to other industries blows the threat of market saturation out of the water. When I bought here at £13.0 and £11.50 I had a plan to sell out at £16. Thanks to Moorsie and the more I got to know about the share I have not sold one but even added on the last results. There is still more to come here.

[moorsie2] 22/5/2017 10:55

This is what I expected - lets see can we get to 30 and stick...

[johnroger] 20/5/2017 18:47

THE BIG FELLA
Interesting comment, can you tell us more?

[the big fella] 19/5/2017 15:35

I met with these guys today. I think you are on to a winner.

[mach100] 19/5/2017 14:58

Well there is the £27.50 I was expecting after the results. That £13 million trade which I must assume is a sell sure has been absorbed. I really can't see this stopping until £30. Sellers have dried up. A share split would probably be in order!

[moorsie2] 19/5/2017 11:40

500,000 shares just traded at 25,571.50. This was the cause of the walk down and now I expect a strong bounce back. £13M of shares

[moorsie2] 19/5/2017 09:08

This share does tend to move on big jumps...

[mach100] 19/5/2017 09:05

FDP seems to getting its mojo back after initially being held down on its results. We are knocking on the door of £26. Sure it is on a high valuation but worth is for a growing company. How it will be able to diversify its tech elsewhere is certainly not in the price and there are probably huge untapped markets for it. I was hoping for a lift from the results but am very pleased that we have quickly returned to a point above where we were at on results morning. Having beat its own forecasts this year it wouldnt surprise me to see it outperform the revised expectations in 2018. Therefore I am happy to hold and indeed invest more on weakness.

[johnroger] 16/5/2017 10:15

Very positive results, Chairman highlighting Kx possibilities

Demand for the ultra-high analytics processing that Kx delivers continues to grow and this is reflected in a strong pipeline of opportunities across the business. It is clear that the leading performance that Kx delivers in capital markets readily transfers to other end markets, as evidenced by our growth in digital marketing. We are engaged in numerous discussions across industries and believe our products and services are well placed competitively. Consequently we anticipate another year of strong growth."

[mach100] 16/5/2017 08:03

Every single trade today except for the curious 1 trade has been a buy. No sell on the news. Plus drawn in 30 new investor by today's powerful statement. When this moves it moves in bounds. I think we will have £27 ask in the course of the morning.

[moorsie2] 16/5/2017 07:12

This stock has provided continuous year on year growth in turnover and profits for 20 years while still ploughing a lot of cash into funding future growth years. That is hugely impressive.

This looks like another similar year. Add to that they have industry leading software and the Kx platform is clearly world class then there is real fundamental value even at 40pe. For example compare it to ASOS or Justeat who are on much higher multiples in a margin tight and reducing sectors with no killer technology than can be applied to other vertical markets...

[opodio] 16/5/2017 06:46

PE of 40 already and not too operationally geared as most profit fronm staffing
margin not expanding
what is organic growth rate

[moorsie2] 16/5/2017 06:44

Opodio - what were your expectations and why???