Fd Technologies Public Share Discussion Threads

[swiss paul] 06/5/2020 19:54

hxxps://www.firstderivatives.com/how-we-are-responding-to-the-pandemic/?utm_source=Website&utm_medium=Homepage%20banner&utm_campaign=Covid-19%20CEO%20Message

job jobbed

[advfnsta] 03/5/2020 05:59

Any news on how FD are handling the covid situation? Future prospects dull?

[swiss paul] 14/4/2020 18:38

Asagi
in the words of Linda lovelace - 1 swallow does not make a summer. I would not put the shirt on daily movements - the trend if your friend.

Keep safe - and thanks for your honsety - have a rec

[asagi] 13/4/2020 20:27

Hi swiss paul,

Taking that to mean the price that I would close at tomorrow if you offered it me?

1,500p.

I'd stay short at 1,501p and obviously close at 1,499p or lower.

As for where I would throw in the towel and give it up as a bad job, I dunno, 2,700p? Thursday's close does not bode well for next week's action, to my mind.

GLA.

Asagi (short FDP)

[swiss paul] 10/4/2020 18:20

Asagi - whats your close out price?

[asagi] 09/4/2020 07:45

trading statement from the company this morning:



expects to report a financial performance in line with company-compiled consensus forecasts of £241m of revenue and £46m of adjusted EBITDA. Net debt at the period end was £50m, which was better than the consensus forecast of £56m.

all going well at the business:

we have seen no financial impact from the effects of COVID-19. All our services delivery is now being conducted remotely, with no impact on revenue. In our managed services and consulting business the services that we provided prior to COVID-19 are now being delivered remotely with utilisation rates in March 2020 remaining in line with the prior month.

but

in the near-term there will be a lengthening of software sales cycles

and

suspending non-essential business travel and short-term deferral of the summer graduate intake and the Board will not recommend a final dividend in respect of the year to 29 February 2020

it seems a little surprising that the dividend is not happening this year given claims that all is hunky dory?

Asagi (short FDP)

[asagi] 03/4/2020 15:19

are we going to get the same pattern again of a very weak close?

Asagi (short FDP)

[asagi] 03/4/2020 10:25

Lucien Miers writes about First Derivatives on shareprophets today. I infer that he things that the shares are FOUR times the price that they should be.

Last year, we had a trading statement on April 18th. I'm inclined to think that they are leaving it very late. The market is affording this one a lot of benefit of the doubt.

Asagi (short FDP)

[wiseacre] 02/4/2020 14:10

Riding for a fall I would say.

[asagi] 31/3/2020 12:42

one of the few companies still yet to make some kind of Covid-19 announcement.

Indeed, to my knowledge, we have had no word on trading since November 5th.

Asagi (short FDP)

[wiseacre] 27/3/2020 14:53

I see this stock is trading on an earnings multiple of 44 times. That can't be right. Something rotten in the state of Denmark? Was it Rosencrantz or Guildenstern who said that? I can't remember.

[glavey] 01/3/2020 02:16

I give in. Why don't you tell us?

[ezram] 29/2/2020 20:20

It a very simple point.

FDP state it software revenue is 60% of total.
A second report states it is 30% of total.

Who has made a mistake?

[mog] 24/2/2020 12:16

Glavey, my thought entirely

[ezram] 21/2/2020 12:31

The revenues are restated by a huge amount.
A change of from30 to 60% is huge and either points to ineptness or worse by the management or a mistake by the person sending the note How can this be explained.

It is items like this that make investment risky. And 5hey keep cropp8ng up.

30% of FDP revenues isn’t a small amount of money.

[johnroger] 19/2/2020 18:28

Delayed response to the oil field service contract? Any idea which oil major?

[johnroger] 17/2/2020 20:25

FD (AIM: FDP.L, ESM: FDP.I) announces that it has been selected by a leading global oilfield services company for the use of Kx technology to provide operational intelligence for their customers' oil and gas field assets. This contract, awarded after a thorough technology evaluation by the client, extends the range of Kx use cases within the energy market and showcases the ability of Kx to deliver actionable insights at the edge.

The flexibility and open nature of the Kx platform will enable new processes and data-intensive analytics to be added as required both in the field and centrally.

Using Kx technology to deliver big data levels of analytic capability to the edge, where compute resources are limited, will enable the client to increase efficiency. This represents a new use case for Kx, which the client expects to generate a high return on investment and should be of interest across the broader energy and industrial IoT markets.

Seamus Keating, Chief Executive Officer, FD commented: "Making decisions at the time and place where action is required can deliver major operational efficiencies. We believe Kx is the only technology capable of delivering this solution, enabling decision-making in real-time on vast volumes of data. As organisations increasingly look to drive action, not just reports from the data they generate, Kx stands out for its high performance and ability to operate at the edge."

[johnroger] 05/2/2020 13:55

Kx, a division of First Derivatives plc (LSE:FDP), has entered into a strategic partnership with Keysight Technologies, a leading technology company that helps enterprise, service providers, and governments accelerate innovation to connect and secure the world. Chosen for its high-performance streaming capabilities and enhanced analytics, Kx will provide Keysight Technologies with deeper insights and operational intelligence into its manufacturing data, across a range of industries, including aerospace, automotive and energy.

Kx will be deployed within Keysight’s PathWave Manufacturing Analytics Industry 4.0-ready big data platform, which accelerates ROI in smart factory digital transformation by providing real time actionable insights to improve operational efficiency. The Analytics-As-A-Service platform acquires, transforms, ingests and analyzes test equipment data. The partnership with Kx combines Keysight’s test and measurement domain expertise with data science, using high performance data mining and machine learning models that works for electronics manufacturing.

This platform will help customers across a host of areas including; improving OEE and reducing unplanned downtime; reducing wastage such as retest and rework and solving root cause chronic manufacturing test issues for permanent resolution. Keysight Technologies and Kx are excited that the partnership will ensure products get to market faster; will accelerate data analysis with modern visualization tools designed for the Test and Measurement world; improve manufacturing operational KPIs (yield, throughput, quality and asset utilization) with advanced algorithms; and grant the ability to monitor operations and detect anomaly in real-time.

Kx helps because it allows to gather huge streams of data, in real-time, to analyze that data very quickly, and to make decisions when seconds count, electronics manufacturers will be able to accelerate time-to-market and cut down on waste.

[sspurt] 30/1/2020 12:37

Good PH note out today on FDP. Comprehensive and more detailed than most. They restate software revenues at 30% of total, not 60% as categorised by FDP, and give a £31 valuation. Generally a positive note and points to improving FCF over the last 3 years.

[swiss paul] 15/1/2020 16:27

Just hope our new chair ponies up and adds - and I dont mean through options.

So c'mon Donna put your money where your paycheck (one of many) has come from.

[mog] 15/1/2020 08:33

Somewhat disappointed they haven't appointed an external candidate as CEO as that would have put to bed the shorters' stories of dodgy accounting. However Seamus Keating does have extensive experience so should do a good job.

[mog] 07/1/2020 19:16

Presumably TW the self-styled "failed fund manager" has had another go at FD?