Fd Technologies Public Share Discussion Threads

[badger36] 07/1/2020 09:06

Sadly yes.

[glavey] 07/1/2020 05:14

Still long badger?

[badger36] 06/1/2020 16:33

This POS can't even hold late 20s

[johnroger] 27/12/2019 11:27

Back over 3000 by the year end?

[swiss paul] 11/12/2019 08:22

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[sspurt] 11/12/2019 07:56

Kabouter still building - now up to 7%

[glavey] 03/12/2019 04:00

It was a question, Badger, simple as that.

(Observe the question mark please.)

[swiss paul] 02/12/2019 21:21

Ah Mr B tell me which co has responded to Mr W? Have you never heard of bounded rationality?

It is beneath the co to repsond to allegations, because if you respond to one - you then have to repsond to any and all spurious allegations. A dignified silence does wonders for the share price (notice the climb?). Yes i realise it dropped from a frothy height.

Now if your unhappy with what is going on you can always attend the AGM and question the board.

As an aside I find fat simon more convincing

Edited to add - erm the information re the awards and offices are on the FDP website. You dont do RNS's for these sort of things - it costs money dontchaknow!

[badger36] 02/12/2019 14:07

So Swiss Paul : "you don't reply to that kind of thing" being TWIf TW has caused more than a 50% collapse in market cap and the company remains silent, do you not think silence is maintained because they cannot satisfactorily address his allegations? The have a duty to shareholders to uphold the integrity of the enterprise and accounting standards. Silence speaks volumes

[badger36] 02/12/2019 13:55

Always the same answer for the cheerleaders "you sold out"Tweeting and self congratulation does not pass muster in the real world

[glavey] 02/12/2019 13:17

You sold out then Badger?

[aa29] 02/12/2019 10:51

Everyone has different views but surely Mr Market talked and reduced £46 down to £25??

[badger36] 29/11/2019 16:33

Interesting that they have been constantly tweeting of late about winning vanity awards, opening a Micky mouse office and not one word of a contract win. Stock falling again and if they think some clown tweeting is sufficient to address the allegations by TW they are more stupid than I thought

[badger36] 29/11/2019 13:49

All the tweets and stock falljngv

[mog] 14/11/2019 14:05

Kuvari Partners are reducing their short position according to this

[mog] 07/11/2019 07:23

Some thoughts on the competition. Obviously competition in a new market like time series databases (TSDB) is a double edged sword. On the one hand it has the potential for taking away business, on the other hand new entrants show that there is a strongly growing market.
Companies like InfluxData and Timescale have started up in the last 5 years. They are private so there's not much information but they have raised totals of $119m and $31m, InfluxData $60m just this year. Those companies and their investors see the huge potential of TSDB.
FD are investing in TSDB from their own resources and debt rather than issuing huge amounts of equity, which should be better for shareholders. They're also collaborating with third parties. FD's investment in Kx is probably ahead of the competition so on that simplistic basis should be able to compete very well, at least they are not being swamped by a competitor spending billions.
One thing the competitors bang on about is being open source. Well that's a way of widening the user base with students and hobbyists but not a great way of making money on its own. It looks like FD are responding but in a measured way.

They really should be able to attract a top class CEO to push Kx forward, although they may not want to relocate to Newry (attractive though it is) so may be based in the US or London, it's going to be very interesting to see who they appoint.

[mog] 05/11/2019 11:15

Yes pleasing results, revenue, profits and dividend all up 10-12%, and they confirm forecasts around 12%.
Bit of a glitch in licence revenue as one-off perpetual declined but recurring increased for overall up 3%, but the recurring bodes well for the future.
Cash balance up from £13m to £20m (all the extra borrowing was spent on Kx so didn't contribute to cash)
Widening the base of Kx users - made developer tools available to all enterprise customers, released a number of software tools as free and open source versions.
Looking forward to the shorters having to buy back their shares.
On tenterhooks for a new CEO to really get this going.

[sspurt] 05/11/2019 10:54

Well done FDP. As good as hoped and H2 should good news on a number of fronts. More than happy with progress and all the OEM software work should yield long term annuity type revenues over the long term

[craffert] 05/11/2019 09:11

Solid numbers across all fronts. And crystal clear accounting. If they can achieve this despite all the headwinds of 2019 they have a very bright future as the tech world discovers the power of Kx.

[swiss paul] 05/11/2019 08:51

Seems ok to me - am sure the bears will try another raid