Fd Technologies Public Share Discussion Threads

[badger36] 27/5/2021 07:55

Typical parasites. Never buy out of own pocket. They will be repricing again for sure They one beauty for shorts is once they vest it crystallised a CGT liability They will then sell them and that's more downward pressure

[sharpish] 27/5/2021 07:33

Page 118, 2020 annual report "During the year the company modified the exercise price of a tranche of share options previous issued from £25.37 to £22.35"Share price goes down, option exercise price goes down.

[badger36] 26/5/2021 18:26

You can rest assured Tata will not pay above the odds Drive a hard bargain but with their backs to the wall I guess "any port in a storm" will do Company is floundering looking for a white knight

[asagi] 26/5/2021 15:47

This was a bit whiffy to my mind. Released with the set of finals before last:


no value specified. No date that the agreement came into operation specified. Just put out at the same time as a disappointing set of results, in a likely attempt at hyping perceptions of the company as a growing global player. A real red flag moment.

Asagi (short FDP)

[badger36] 26/5/2021 14:11

Not far off the teens now Key staff have nothing to keep them now as the options are becoming less and less rewarding As it sinks into a spiralling negative debt ratio it's only a matter of time until we hear of staff layoffs The mirage of 300 highly skilled hires will be seen for what it was: a desperate attempt to hoodwink that major contract wins were in the pipeline What we got was noses in the option trough

[badger36] 26/5/2021 07:27

Yes indeed. To throw in the sectarian comments outs Simon as suchIf that's the excuse for a 50% collapse, cancelled dividend and failure to control costs well...

[swiss paul] 25/5/2021 19:54

me thinks Simon is local - and I mean very local to the base

[ezram] 25/5/2021 18:58

must be a loyalist thing.

What this mean

[badger36] 24/5/2021 21:16

Simon all you need do is look at the chart?

[simonadvfn2] 24/5/2021 20:43

You guys need to get a room and just private msg each other.No-one else is talking or cares about the wife of the founder.I also don't know of any intelligent investor who would reveal their insights to the miss pricing of a company. Isn't it wise to hold that information so you can make a more informed decision? Unless of course you want the price to go down for your own benefit. Would seem odd given you wouldn't have the ability to short the stock so I have to question your intentions. Ah I know.. must be a loyalist thing.

[badger36] 24/5/2021 19:54

2 shares traded in US at 32.03$That's some comment

[badger36] 24/5/2021 18:03

Meanwhile twlo at 324.35 get an upgrade today and seen as cheap by CRFAAn attractive entry point at 324 and this pos is 50% than a while ago Needs a complete clear out and sell the remaining asset as these fools have not a clue

[asagi] 24/5/2021 15:41

"Is First Derivatives still cheap?"

that could have been a much shorter article.

Asagi (short FDP)

PS here it is:

[badger36] 24/5/2021 12:57

Is First Derivatives still cheap?According to my price multiple model, where I compare the company's price-to-earnings ratio to the industry average, the stock currently looks expensive. I've used the price-to-earnings ratio in this instance because there's not enough visibility to forecast its cash flows. The stock's ratio of 68.2x is currently well-above the industry average of 61.94x, meaning that it is trading at a more expensive price relative to its peers. In addition to this, it seems like First Derivatives's share price is quite stable, which could mean two things: firstly, it may take the share price a while to fall back down to an attractive buying range, and secondly, there may be less chances to buy low in the future once it reaches that value. This is because the stock is less volatile than the wider market given its low beta.

[asagi] 24/5/2021 12:38

"Wait until Mrs Conlon clears out her balance and this could hit 12"

that's closer to the price that it should be badger36.

But I think that true value is lower still.

Asagi (short FDP)

[badger36] 24/5/2021 12:24

3 years ago to the day this was 46Creative accounting is your only way Wait until Mrs Conlon clears out her balance and this could hit 12

[glavey] 21/5/2021 04:39

Badger, in which case, why do you stick with it?

[swiss paul] 20/5/2021 17:57

Hmmm methinks Mr Badger has been passed over - care to cough?

[badger36] 20/5/2021 15:45

Down 30 percent year to date If kx is the bees knees why has the market discounted ANY possible takeover premium?Perhaps they are so clueless the golden dawn of kx potential has been eclipsed by a more modern version The 300 blather of software engineers is bluff and with key staff having lost the possibility of the option grants being worthwhile it's only a matter of time when they walk with the knowledge to competition Nepotism has destroyed FDP

[badger36] 20/5/2021 07:05

Many GlaveySadly this is the worst Even airlines have rebounded This is finished

[glavey] 20/5/2021 04:49

Have you any investments you are happy with Badger?

[badger36] 18/5/2021 17:43

US data corrected Total of 2 shares at $32.8757 shares at $33.35That folks is costing a fortune for a listing Will heads roll, will insiders buy on open market. Not a chance Cut the dividend to feed the insatiable greed of overpaid and inept MgtOnce the overhang hits the market it's back to the teens if we are even lucky I smell loss of contracts and with a declining market cap and no evidence competency at cost control it actually may just implode and a memory stick walk with what's left

[asagi] 18/5/2021 16:21

in January last year, 107p per share was expected in 2022 earnings.

According to badger36 above, today it is 51.25p.

That's one heck of a comedown for a stock that is off, what, just 15% in that period.

Asagi (short FDP)