Fd Technologies Public Share Discussion Threads

[badger36] 07/11/2018 10:32

Going to be a long slog to recover. Damaged by smear and possible fraudulent intent without repercussions

[moorsie2] 06/11/2018 09:23

Each to their own Rhambo - good luck with your investments.

Very happy to see Liberum and Shore Capital quickly out with renewed BUY notes this morning

[brahmsnliszt] 06/11/2018 08:22

ive taken 3/4's off this morning. seen 25 pct from the Oct sell off so happy with that. Not being greedy and will retain a small amount in case.

[rhambo] 06/11/2018 08:18

Moorsie, simple maths, r&d costs increased by just 600k. Pull the other one.

[moorsie2] 06/11/2018 07:56

Rhambo - it is very simple business accounting

Investment in additional R&D ! Its all in the report if you took the time to read it through

Also confirmation that 1,700 of the 2,400 workforce are data scientists and research engineers. So not all consultant sales people

[sspurt] 06/11/2018 07:52

SUCK. IT. UP.

[rhambo] 06/11/2018 07:45

Doubling of net debt and reduction in net cash vs 20% hike in revenues doesn't stack up, simple as.

[moorsie2] 06/11/2018 07:41

Most detailed half or full year results I have read from FDP - seems to be intentionally addressing the areas that the shorters claimed were opaque

[algo1] 06/11/2018 07:19

Once again - nice results and a upgrade to year end estimates.

[sspurt] 05/11/2018 14:47

In some ways I hope they don't bother to respond to the views of a couple of short sellers, there seems little point in legitimising them.
Unless this is a CAKE situation the cash flow analysis over the last 8 years is very positive and there are few if any balance sheet red flags to worry about. I am looking forward to tomorrow.

[moorsie2] 05/11/2018 11:03

half year results tomorrow - focus will be on how they address the concerned that came to the fore in early October..

[moorsie2] 30/10/2018 07:29

Another energy sector win announced by Kx this morning....

[moorsie2] 29/10/2018 08:48

For me CGI Group remain the natural suitor here..

And while tech companies are a long way off Year highs there may be more opportunistic offers being made in this industry in the coming months

[moorsie2] 29/10/2018 07:30

Sorry I do not follow... Trump / Pittsburgh?? Brexit / Budget???

[flybyknight] 29/10/2018 00:40

Moorsie, I learn the word irony this weekend

[badger36] 28/10/2018 21:42

Google will buy fdr

[moorsie2] 28/10/2018 20:40

I see that IBM are paying 33.4bn for Red Hat Inc. That is over 11 times revenue of expected next results For a company with no propriatory software!

What does that say 're FDPs value!?

[skatersav] 26/10/2018 20:20

I’ve only just discovered this forum. That’s why I haven’t been here before. I’ll pribably leave you all alone soon. Be careful with this stock though. Read the share price stuff carefully and make your own mind up.

[moorsie2] 26/10/2018 15:35

Haha very good

[skatersav] 26/10/2018 14:34

I have mutiple personalities, but they share the same login to Advfn. :)

[moorsie2] 26/10/2018 12:26

You seem extremely well informed on AIM and shorting for someone who only created a profile in Sept 2017 and who has only posted on 2 companies....

If one was cynical one would suspect you to have multiple profiles...

[ds8095] 26/10/2018 11:41

I don't mean to be pointed, but here's the thing... and by the way, I'm being careful with my language here... It's primarily a services company with a forward multiple of 36x earnings (based solely on AIM market IB research!). The accounts present evidence of aggressive accounting and a history of unusual related party transactions. Its track record of cash generation is poorer than I would expect, it has a surprising relationship with its auditor of 20 years, and its balance sheet looks a little stretched to me. And we are most likely in the middle of a bear market - capital markets are probably closed to new equity issues for a while. This is an AIM listed technology company with 4 months of receivables - Do some digging through the annuls of history and you will find that combination of factors to be a leading indicator of poor shareholder returns. So, yeah, given all that, I'm short. I've also done a lot of digging into its end market, and my personal view is that the opportunity set for the kdb+ language is much more smaller than perhaps some investors think.
PS. A friendly tip for you: when your AIM listed investment goes through the billion dollar market cap level, wrap your head in a cold towel and rerun your analysis. It's about that level that short sellers start to take interest and they tend to be diligent in the extreme when it comes to their analysis.