Fd Technologies Public Share Discussion Threads

[badger36] 12/11/2018 08:28

Well tabloid or otherwise the share price suggests the company has major issues and the usual excuse is shorts. If you had more buyers than sellers, well...

[algo1] 10/11/2018 12:13

In an attempt to move on from the recent tabloid journalism that regrettably has arrived on this previously peaceful BB, I attach a link of interest to anyone that may actually have bothered to read the recent half year report and is inclined to learn what KX is actually now capable of. As the author, Jonny Press of Aquaq notes - it's very exciting!https://www.aquaq.co.uk/datablog/kdb-anymap-unstructured/For those interested in the governance framework that FD follows, a read through this may bring some clarity.https://www.frc.org.uk/directors/corporate-governance-and-stewardship/uk-corporate-governance-code

[mog] 09/11/2018 19:05

Thanks Simon, good to hear about the meeting

[simonadvfn2] 09/11/2018 18:53

I think it has something to do with the fact TT have increased their short position forcing an illiquid stock downwards. They have to buy back that stock so don't worry. As for the meeting, there was a sense of satisfaction among all the analysts ..

[mog] 09/11/2018 17:18

Anyone privy to what the analysts thought of the analysts' meeting at 12.30 on the day of results? It seems that the price rose from 33 to 35 in the morning of the 6th before the meeting but since the meeting have slid 20% from the middle of the 6th to now, 35 down to 28.

[badger36] 09/11/2018 12:26

Something is rotten in FDP. Don't tell me that there is not bad news lurking. Were the books cooked?Meltdown in progress

[badger36] 08/11/2018 08:46

Contrast the price action of twlo and you can only conclude the market is crazy. Twilo lost one major contract and it went from 44 to low 20s. Yesterday is rose 25 dollars to 93

[moorsie2] 07/11/2018 11:01

For long term holders it is frustrating but nothing more. Being at a valuation it was at in April 18 and Nov 17 is not the worst scenario considering how some stocks have been hammered..

This may actually prove to be a blessing in disguise as it allows the company to prove its true value to the market and rise again in coming months.

I still consider the Citigroup and Liberum Capital and Investec assessments of true value circa mid 50s to be the most realistic valuation at this moment

[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