Share Name Share Symbol Market Type Share ISIN Share Description
First Derivatives LSE:FDP London Ordinary Share GB0031477770 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +20.00p +0.47% 4,290.00p 4,270.00p 4,290.00p 4,400.00p 4,270.00p 4,400.00p 1,067 09:51:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 151.7 12.5 36.7 116.9 1,099.47

First Derivatives Share Discussion Threads

Showing 4451 to 4474 of 4475 messages
Chat Pages: 179  178  177  176  175  174  173  172  171  170  169  168  Older
DateSubjectAuthorDiscuss
22/1/2018
12:04
Share price has now consolidated above 40. Expect to see some more movement to a 45 or so before settling for a few months
moorsie2
17/1/2018
21:09
Very good point
moorsie2
17/1/2018
16:27
100% agree.Some of these proof of concepts have to show progress. They need to focus on a small number of verticals and deliver.This is all reminiscent of Logica back in the day, Keating is likely in deja vu mode. That all ended with a gbp 1.7bn takeout.
algo1
17/1/2018
16:07
There has been a lot of shares traded in the last 3 months above 35 per share. This marks as you say a new wave of investor. It underpins the price but the key issue affecting future valuation will be the commercial penetration of the new vertical markets. The clock is ticking in that this needs to be achieved in the calendar year 18 and 19
moorsie2
17/1/2018
15:19
FD is moving into the wider public realm now, opening up the second wave of investors. Here's a piece in the FT last weekend that perhaps charts the course. I was surprised that it didn't mention FD - it should have as it ticks all the boxes. FD is up there with WANDisco and Blue Prism. That's part of our opportunity - FD are off the radar, to all but those who have done their homework.https://www.ft.com/content/39bc9b86-f464-11e7-88f7-5465a6ce1a00If markets hold, chances are that there will be some approach.
algo1
17/1/2018
14:00
MoorsieYour summary yesterday is what I'm also hoping for. Only question is the share price multiple. For me, the new vertical solutions amount to proofs of concept - if they go well, it's clear that KX has a massive potential footprint. The bigger boys have the resources to bring forward development and existing sales channels. They can also retain or spin off the consulting arm.Questor article:http://www.telegraph.co.uk/investing/shares/questorbuy-big-fast-data-firm-one-uks-truetechnology-leaders/amp/
algo1
17/1/2018
13:22
Can you post the entire wording?
moorsie2
17/1/2018
12:19
Rated a buy in the Questor column in the Telegraph today based on fund manager rec from Harry Nimmo, Aberdeen Standard life. FDP is acknowledged as expensive on current forecasts but view relies on company to make more breakthroughs into new markets alongside the technology sector remaining strong. Nimmo has held since 285p in 2010 and says strategy is to find fantastic companies such as this and hold them for a long time.
aa29
16/1/2018
12:10
I guess we will only find out in May with the full year results and updates on all Kx vertical markets. Standing back from this share it is evident that Kx as a stand alone company did not have the scale or resources to exploit its product fully. That was the beauty of the FDP acquisition as they had much more consultants on the ground and the capability to do more with the technology. But FDP is only small fry compared to the very big players in database software and implementation - so the value that FDP can exploit from this (as evaluated by Citi) is most probably less and significantly less than a market big player can do. that's why I foresee a takeout at a number of times today's valuation.. The longer that is put off the better it is for us private investors to maximise fully. Worst thing that can happen is for it to be bought out too early
moorsie2
16/1/2018
11:49
The report is dated 12 Jan 2018 and is the one referred to in RNS. I have not read it but my guess is that they are making a best case scenario for a 60/65 quid share price but at this stage initiate cover with 50GBP. Seems Citi is being a bit conservative?
algo1
16/1/2018
11:20
Hi Algo1 - is that a 2nd report by Citi? That is , is the report referred to out next week or does it refer to the broker coverage started last week?? On the broker coverage it had a price target of 5050
moorsie2
16/1/2018
11:06
Citi report subject to public embargo until next week but it's title sums thing up: "FDP.L Big Data Play Offers Potential +55% Bull Case Upside".Authors are Kyle Twomey, Michael Goldman and Charles Mortimer.+55% = >£60 SP
algo1
16/1/2018
10:44
hxxps://www.americanbankingnews.com/2018/01/14/first-derivatives-fdp-receives-new-coverage-from-analysts-at-citigroup.html
becalm
16/1/2018
10:01
Berenberg today says HOLD from buy with TP 4200p
sogoesit
15/1/2018
13:39
Can anyone get their hands on the Citigroup broker buy recommendation??
moorsie2
15/1/2018
12:57
Thanks Moorsie. Yes noted. It was the investment in growth and its impact that I was alluding to. But it's a relatively early story so I expect some time until it stabilises and we see economies of scale kick-in.
sogoesit
15/1/2018
12:19
p.s. also the beefing up of the board with an expert in global software sales is a very positive sign
moorsie2
15/1/2018
12:18
Welcome onboard Sogoesit. It is important to separate the underlying profitability and the ongoing acceleration of investment in future growth. When results come out for full year to the end of Feb in May or so this is the key thing to watch for
moorsie2
15/1/2018
12:00
Looks interesting growth story. Hopefully profits will keep up with revenue growth. Just seeded my first position... hopefully more to come!
sogoesit
12/1/2018
16:05
Just saw that myself Mach100 That is excellent news that such a large analyst firm is now covering it and places its first value over 50 quid a share! My personal expectation of 60 by end of 2018 is not so unrealistic then....
moorsie2
12/1/2018
13:36
Citigroup today initiates coverage of First Derivatives PLC (LON:FDP) with a buy investment rating and price target of 5050p. I'll buy that for a dollar! looks like the chances of success here are 5050
mach100
04/1/2018
09:59
Last big trades were 91k shares at 41.75 on 28th/29tth Dec Today - 29k shares at 42.30 The big buyer is still active
moorsie2
02/1/2018
12:13
the fact that such a company is profitable never mind paying a dividend is remarkable. The amount of investment needed to scale up and capitalise on such technological advantage is huge. This share has transformed from a consulting business to a software and world leading technology company in the last three years. This is only being recognised and rewarded now. Analysts and the market are only catching up on this change
moorsie2
02/1/2018
12:08
Yes quite perky again today. The capital growth to date is phenomenal and although not complaining it is only serving to make the dividend yield miniscule.
mach100
Chat Pages: 179  178  177  176  175  174  173  172  171  170  169  168  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:40 V: D:20180123 10:12:56