Fd Technologies Public Share Discussion Threads

[craffert] 10/6/2019 22:46

Salesforce paying $15.7bn for tableau ...the target has sales of $1.2bn. With Google snapping up Looker for $2.6bn and the rivalry hotting up with MSFT, Oracle and SAP, I expect FDP will be snapped up after they have the Kx deal wrapped up and continue to execute in the non Financial IoT verticals. The £900mn market cap looks like peanuts compared with the big US tech transactions.

[dexy2] 07/6/2019 14:14

Not quite Angus, they borrow the shares and effectively pay a small rent for them from institutions and sell them when the price is high. When the price drops, they repurchase from the market and return to the institutions, pocketing the different between the sale and buyback price, less the rent and commissions. But simply...yes, shorters win.

[angusframpton] 07/6/2019 11:28

Please forgive my ignorance of the subject, but my simplistic understanding is that shorters make money by scaremongering the share price down, then buying more shares when they are low, waiting for recovery once scare fear wears off before profiting. So in this case, all is going to plan, and the shorters win?

[johnroger] 07/6/2019 10:39

Back over 3400, shorters very quiet!

[algo1] 22/5/2019 11:31

Hello Moorsie, welcome back to the BB.Further progress on the financials and pipeline and - yes - I'm sure the suitors have not gone away... only a matter of time.

[moorsie2] 21/5/2019 15:26

Fog created by the press attack has cleared. Numbers have been delivered and the pipeline on new vertical markets is in rude health.

I was also very interested to read about partnering with CGI. I have always thought this behemoth was a natural acquirer of FDP...

[johnroger] 21/5/2019 14:26

Slight beat on consensus earnings. Results look good and prospects on "big data" even better.

[skatersav] 21/5/2019 07:59

Dividends to the NCi now described as “discretionary.”? Disclosure improving though.

[sspurt] 20/5/2019 16:16

Figs tomorrow. Sad news re Brian Conlon, poor chap. Hope he gets through it ok.

[skatersav] 18/4/2019 13:12

Eh? @Swiss Paul: So you think the actual results are going to be materially above what they have just guided? You really think that's likely? I'm going to bet they are no better than the numbers released today and that the accounts provide some juicy conundrums for us bears to pick over. All eyes on the cash flows. :)

[aa29] 18/4/2019 12:54

Yes, for the story they tell, profits growth as usual will be underwhelming.

[swiss paul] 18/4/2019 12:52

Aye Sav but FDP have always underpromsed and over delivered. Keep your powder dry and focus on PTSG!! Dont forget that move is on 'what the market expects'
b/w

[skatersav] 18/4/2019 12:37

Revenue growth in the H2 was only about 12%. Hard to justify valuation on that growth profile. Little margin expansion as well.

[mach100] 18/4/2019 12:26

I think the inline statement contained therein is a trigger signal for some to capitalise on the strong recent rise. It's probably an over-reaction but of course we might see other holders spooked out if it dips sub 3000p leading to further pain in the short-term.

[badger36] 18/4/2019 12:14

Some fall today. Re-state of guidance not enough for small holders who are bailing for whatever reason but not on the TW rubbish which now turn out to be the work of shorts. Sue him I say

[skatersav] 10/4/2019 17:58

Consensus forecasts are formulated by the bagholders who want the corporate finance work. They are meaningless, especially in the context of this company for which EPs has held no relation to cash generation. I look forward to seeing what shenanigans the company presents in its next accounts.

35x consensus “earnings̶1; for a services company with a string of governance issues. I remain short. Good luck.

[johnroger] 10/4/2019 13:43

Sharescope has a consensus of 80.75p eps for the year just ended compared with 54.01p last year.Not long to wait as you say!

[mog] 10/4/2019 07:07

They haven't said anything, results are generally towards end of May so not long to wait anyway.

Isn't it lovely and quiet here? I'm tempted to say "There she blows, Looks like TW was incorrect after all" :) after a near 50% share price rise in 6 weeks, but I'd rather have confirmation from the company in news flow over the next months and years.

[johnroger] 09/4/2019 17:15

Last year there was a trading update on April 25th, any indication of one this year?

[johnroger] 29/3/2019 17:32

Two 30,000 buys pushed the price up this afternoon. Now up 30% in the past month!

[skatersav] 09/3/2019 12:59

Demanding the release of the accounts of Kx is not naive. Quite the opposite. That subsidiary has been paying out millions in dividends to its minority shareholders. The IP it holds is core to the company’s investment case. And the accounting approach FD have employed results in no minority interest line on the P&L, despite the sub clearly being profitable! It’s shocking that they have not released these accounts, but of course in the context of our wonderful AIM...

[ds8095] 08/3/2019 15:12

Yes. A bit too much emotion in that. Sorry.

[glavey] 08/3/2019 11:09

"I hope you lose all of your money." Gosh ds8095, what provokes you to be so terribly beastly?

Postscript: 11.15hrs
Ah, I see you have moderated that post now, and rightly so!