Fd Technologies Public Share Discussion Threads

[moorsie2] 17/5/2018 09:30

Shore Capital have issues a buy note today...

I have not seen a note from them before on FDP

[moorsie2] 17/5/2018 09:29

two news stories on Kx website today but only one released as an RNS

I am really looking forward to a comprehensive update on Tuesday of the development of Kx and the success in various vertical markets

[moorsie2] 17/5/2018 09:26

London, UK (17 May 2018) Kx, a division of First Derivatives plc, today announces that cybersecurity specialist Red Sift has selected its Kx technology to power its cyber attack prevention offering. This partnership agreement gives Red Sift powerful new tools for building innovative products on top of its cloud-based developer platform.

Red Sift provides a cloud-based platform that plugs into various data sources, including email, social media, IoT and analytics platform data, to detect cybersecurity risks and provide actionable insights. The company uses AI technologies to securely collate, compute and visualize data from thousands of individual signals to help organizations optimize their cybersecurity.

Red Sift has selected Kx ahead of traditional database solutions and open source alternatives because of its proven reliability, compact footprint and powerful data analytics — which makes it ideal for fast-moving cybersecurity challenges. Kx’s proven scalability and stability will enhance Red Sift’s cybersecurity platform, which is designed for building products to make the cyber world a safer place.

According to Orbis Research, the global cybersecurity market is expected to reach $18.5 billion by 2026. Utilizing Kx technology, Red Sift is addressing this market with an optimized defense platform as part of its mission to democratize access to cybersecurity tools.

Rahul Powar, Chief Executive Officer of Red Sift, commented: “At Red Sift, we believe the answer to stopping the rise of cyber attacks is through computers, not consultants. The power of Kx allows us to unlock the vast amounts of cyber attack data in real time and turn it into active protection.”

Brian Conlon, Chief Executive Officer of Kx, commented: “Red Sift is an innovative and forward-thinking cybersecurity company and we are delighted to be working with the Red Sift team. This pioneering agreement further demonstrates the flexibility of our horizontal technology which is being used across many industries such as manufacturing, capital markets, automotive and telecommunications – which of course are all touched by the demands of cybersecurity.”;

[moorsie2] 17/5/2018 06:48

Flyby Knight.... good fortune telling when you said the following
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Dont agree. We think some Kx related news will surface that will need to be shared before then. But that is educated guess

Agree on the 55 by August
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I hope your share price prediction is as accurate :)


Good product development update - seems to be a very significant issue in this sector and a big step forward

[moorsie2] 16/5/2018 12:20

The selling has dried up... This is now about to move north

[moorsie2] 10/5/2018 16:25

Still an overhang on the shares. Once it clears ut will pop up very quickly above 45

[moorsie2] 08/5/2018 15:52

ok interesting - thanks for the heads up

[flybyknight] 08/5/2018 15:11

Dont agree. We think some Kx related news will surface that will need to be shared before then. But that is educated guess

Agree on the 55 by August

[moorsie2] 08/5/2018 12:07

No rns between now and full year results two weeks to today ( 22nd)

But results and update will be good and these notoriously difficult to get shares will be on a strong rise.

55-60 by end of year. Great return or 7 months..

[flybyknight] 08/5/2018 08:04

I would be expecting an RNS in advance of 3 weeks.
Topped up again.

[moorsie2] 04/5/2018 14:38

Good spot - The Cobalt website lists them as Investors...

[sspurt] 04/5/2018 09:53

FT has a story today about SGX taking a stake in Cobalt, a UK start up. "SGX, the Singapore exchange, has taken an undisclosed minority stake in Cobalt, a UK start-up trying to put the plumbing of the vast foreign exchange market on blockchain technology.

London-based Cobalt aims to modernise settlement of the global currency market, where $5tn a day of cash and derivatives deals change hands."

FDP are quoted as an investor in Cobalt and also supplies data to them. A good example of the strategic investment that FDP has made in a number of unquoteds in fintech that may just yield big returns one day. Hope so anyway.

[moorsie2] 01/5/2018 10:08

3 weeks to results from today - now lets see that rally starting...

[moorsie2] 27/4/2018 07:20

I am very surprised by the subdued reaction to the trading update...

[moorsie2] 25/4/2018 07:47

The MM must be a Liverpool fan and not at his desk yet! :)

[mach100] 25/4/2018 07:45

Very pleasing update again and the market hasn't quite cottoned on it seems. No reason as business is progressing nicely that we can't get back to highs of £43 (from memory!) again. Still happy to accumulate very month here.

[moorsie2] 25/4/2018 07:22

Remember this is a profitable company despite continuous heavy investment in people and technology to fuel future growths so the underlying profitable position is always diluted in this stage.

If it was seen as a pure tech company it could have double this valuation with losses!!

I am really impressed how consistently over 15 years this management always marginally beats expectations while remaining prudent and investing in future growth.

Cheap at under 40

[moorsie2] 25/4/2018 06:05

Good trading update.#

A very well managed company - constantly just ahead of market expectations...

25 April 2018



First Derivatives plc

("FD" or the "Group")



Trading update and Notice of Results



FD (AIM:FDP.L, ESM:FDP.I) announces that it has continued to trade strongly in the second half of the financial year ended 28 February 2018. As a result, the Board now expects to report a financial performance slightly ahead of the current consensus forecasts of £180.2m of revenue and £32.9m of adjusted EBITDA.



The Group has also completed its analysis of the impact of the US Tax Cuts and Jobs Act, which has resulted in a reduction in the US Federal corporate income tax rate from 35 per cent to 21 per cent. The US tax reform is expected to benefit the Group through an ongoing reduction in the Group's effective tax rate of 4-6%, in our preliminary view.



Full year results will be reported on 22 May. A briefing for analysts will be held at 9.30am on the day at the offices of FTI Consulting, 200 Aldersgate, London EC1A 4HD.

[opodio] 24/4/2018 10:52

FX working against it will warn imho

[moorsie2] 24/4/2018 10:42

Overhand still being cleared through...

[moorsie2] 16/4/2018 12:44

Another 30k of shares offloaded at 38stg. This is what has been weighing down the share price

I expect this overhang to clear and then back to 43 quite sharpish

[dexy2] 16/4/2018 09:12

I have to agree Moorsie. I topped up on Friday; didn't catch the complete bottom of the trough, but close enough to be content.

[moorsie2] 16/4/2018 08:36

Trading update and notice of results was on the 4th Monday of April last year.

If they follow the same pattern we should have a trading update on Monday 23rd April - this day week...

I would expect this to signal a strong year ahead of consensus results

[moorsie2] 13/4/2018 14:18

I must be psychic :)

[moorsie2] 13/4/2018 07:25

Steady build back up to results day now I guess