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
  -30.00p -0.68% 4,360.00p 4,310.00p 4,320.00p 4,380.00p 4,230.00p 4,380.00p 45,496 16:35:08
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 186.0 12.1 40.4 107.9 1,128.89

First Derivatives Share Discussion Threads

Showing 4576 to 4600 of 4600 messages
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DateSubjectAuthorDiscuss
10/8/2018
15:57
The fact results and sales awards from older acquisition dont make news worries me. [ hxxps://www.finextra.com/news/fullstory.aspx?newsitemid=20652 ] No validation of the numbers behind this purchase have ever been given. I feel same applies to others. The profit and revenue per head annoy me. I understand other takeovers skew this figure but still its not transparent. [ hxxps://www.mrpfd.com/company/ ] A clear distinction between software and consultancy income is not made in my mind. Kx as a software company had a very small footprint but large revenues before take over. It worry me that company size seems to be fueled by graduate entry. ( I follow twitter and other social media ) Why the need for the contined groth? The product suite should be complete? This company has fueld fantastic returns for me. Its till does, but not looking at the numbers becaus ethey are good is a bad idea. Why does the software need a loss leader? Happy to be challanged Paul.
flybyknight
10/8/2018
14:55
Fly, how do you know the contract are not being done as a SAAS model. Also these contract have only just been awarded so how do you know they wont contribute. Finally have you never heard of lost leaders - used successfully by ADT and others in the past. Get them in - get them hooked - then utilise the service to deliver profits. Each to their own and its good to have you challenging via a specsavers challenge! B/w Swiss
swiss paul
10/8/2018
09:27
How do you determine that all the news of contract wins are not translating into revenues? What information do you have access to? The last full year results showed double digit sales growth once again for the 15th plus year... I do not disagree with your concern but back it up with real facts or follow up your concerns and sell your position
moorsie2
10/8/2018
01:31
It's dangerous to think that anything other than profit matters in the long term. Short term, yes, other factors are important but only as a means to an end. We are getting beyond that now. For some reason all the wins in the news are not translating to profit or even revenue? Is the companies profit not really driven by the kx software? Do they have the people to take advantage of the opportunities? How do we differentiate between different revenue streams within the company? Lots of other questions to be asked and hopfully answered.
flybyknight
09/8/2018
22:05
flybynight I'm not sure in this sector that the bottom line counts the same as in other sectors If you look around at how tech companies are valued, I think you'll find that market leaders command a premium that often beggers belief using conventional valuation mechanisms I have also held for years, and added - the company does not seem to put a foot wrong- and the chart is very bullish that said, you climb a wall of worry with highly valued stocks like FDP - but mt portfolio has gained very considerably form the likes of FDP in the last 2 years, and I , for on, see no sign of that changing at the moment I guess growth/tech cos will fall out of favour at some point, but I will wait for evidence of that in the share price action before I act- trying to second guess the "top" is a losing game, in my experience
malcontent
09/8/2018
21:23
You are entitled to your views and I respect that. As a holder from £2 back in 2006 I am a very happy holder and have added more in each of the last three years. I am very happy with how this company is managed
moorsie2
09/8/2018
13:55
Moorsie2 at this atage you are doing more damage than good in relation to peoples perception of this instrument. What shop sells the rose tinted glasses you adorn? Im still a holder but the time must be close for some delivery. All these + news stores are not translating into revenue and profit. These are the only metrics that matter att his stage.
flybyknight
07/8/2018
09:49
This Kx technology really is world class. Here is a new press release today. I specifically like the comment of extensive testing and comparison with other technologies by the client. Kx is the technology of choice for the new disruptive technology companies... this is a great share to hold. ------------------------------------------------------------------ Kx to power Gyana AI’s next generation analytics platform 7 Aug 2018 | AI, Artificial Intelligence, behavioural analytics, IoT, telecommunications Share on: London, UK (7 August 2018): Kx, a division of First Derivatives plc, announces that its technology has been chosen by Gyana AI to power its behavioural analytics platform. Gyana’s technology enables its clients, who range from retailers and consulting firms to government agencies, to obtain deeper insights from the analysis of location data. The platform unlocks actionable insights on customer patterns, expansion opportunities and future potential from terabytes of geo-located datasets using big data and artificial intelligence technologies. The increase in IoT and connected devices has resulted in an explosion of data and a digital record of customer actions and locations. Gyana’s in-house machine learning algorithms combine location data sets and identify key correlations, providing its clients with quantified insights into customer journey and competitor intelligence. Kx technology is built on kdb+, the world’s fastest time series database, and is optimized to provide real-time, actionable insights. The speed and scalability of Kx technology allows Gyana to provide unparalleled customer analytics. Joyeeta Das, Chief Executive Officer of Gyana, commented: “Our agreement with Kx follows an extensive testing period of several traditional database solutions, cloud providers and open source alternatives. We require technology that can process billions of IoT and telecommunications data points per day efficiently; both streaming and batch processing and the option of cloud or deployed. All of these things make Kx the ideal technology to help us to deliver to our clients”. Brian Conlon, Chief Executive Officer of Kx, commented: “With the exponential growth of data due to IoT and sensors, the demand for data-driven insights continues to expand. Kx technology is built to provide data-driven insights in real time, making it the perfect database to power Gyana’s innovative platform.” About Kx and FD Kx is a division of FD, a global technology provider with 20 years of experience working with some of the world’s largest finance, technology, retail, pharma, manufacturing and energy institutions. Kx technology, incorporating the kdb+ time-series database, is a leader in high-performance, in-memory computing, streaming analytics and operational intelligence. Kx delivers the best possible performance and flexibility for high-volume, data-intensive analytics and applications across multiple industries. The Group operates from 14 offices across Europe, North America and Asia Pacific, including its headquarters in Newry, and employs more than 2,300 people worldwide. For more information about Kx please visit www.kx.com. For general enquiries, write to info@kx.com. For press inquiries, write to pr@firstderivatives.com About Gyana Gyana is a self-service analytics platform that provides retailers, investors and consultants with information about human behaviour, allowing them to more accurately assess consumer demand for their locations. Gyana has won various industry awards and expanded into 11 countries. The software uses a set of proprietary AI and machine learning algorithms that analyse data from over 65 providers including WiFi, GPS, apps, transactions and telecoms. Gyana AI was founded in 2015 by serial entrepreneur Joyeeta Das and AI scientist David Kell who wanted to turn the huge amount of data around us into a service and eventually create a technology that could turn it into impactful insights for business. For more information about Gyana, visit gyana.co.uk. For press enquiries, email Stepan at stepan.lavrouk@gyana.co.uk
moorsie2
03/8/2018
17:33
It is a great growth company to hold . But it has the added bonus of take out potential at a premium as well. I just feel that a lot of stars are aligned to see some corporate action herein the coming months. If they want to stay independent then they need to do a big scale acquisition or else it is at risk of a take out offer
moorsie2
03/8/2018
16:58
Fair enough, but once a bidder comes forward others will join - FIS, etc.My guess is >£70, hopefully more.Time will tell.
algo1
03/8/2018
16:43
No specific knowledge. I have predicted offers before and got it wrong. But the tidy up of Kx makes it a cleaner buy. Also the recent strategic deal with CGI gives them a good look inside without triggering any process. They are stated openly as acquisitive with 1.5bn dollar cash available and more can be drawn down if needed ( slides on their website). FDP will only continue to become more expensive. But a 60-65 pound per share offer would test the resolve of the board.
moorsie2
03/8/2018
16:27
MoorsieWhat makes you think this now? You've a great track record in anticipating events. Why this post now? What info do you have or is this an educated guess?I hope you're correct though, would close everything out nicely.
algo1
03/8/2018
16:06
I would expect an offer to be made before the end of this calendar year for the company. Lots of potential interested parties. But it would need to be at a sufficient premium to get board approval and lock in of senior key people to ensure no leakage of talent and intellectual capital. CGI are an interesting potential suitor to watch. Stated desire to build and buy their growth plans
moorsie2
31/7/2018
20:41
Good find Moorsie - well impressed
swiss paul
31/7/2018
09:49
Following win has not been released as a market update. But it is very significant as you can read below... Kx selected by BroadBridge Networks to power its cybersecurity platform 31 Jul 2018 | Broadbridge Networks, cybersecurity, Kx Technology, network telemetry, Streaming Analytics Share on: London, UK (31 July 2018) Kx, a division of First Derivatives, announces today that its Kx technology has been selected by BroadBridge Networks to power its cybersecurity platform. The partnership provides access to the Kx technology stack, enabling BroadBridge Networks to provide streaming analytics on network telemetry at previously unachievable scale and cost. BroadBridge Networks, based in Silicon Valley, provides a security platform which analyzes network telemetry, leveraging artificial intelligence and machine learning to provide human-centric data visualizations and security policy automation, allowing enterprises to fully secure their networks at scale, with a price point that doesn’t push feasibility beyond reach. BroadBridge Networks’ solution uses an intent-based networking approach that enables organizations to secure their entire network and have full visibility of communication between all of their assets. Kx technology is optimized to analyze time-series data in real time, and is built upon kdb+, the world’s fastest time series database. This enables BroadBridge Networks Marathon and Centry products to store and analyze network telemetry (i.e., flows, packets, and logs) at network speed, allowing security and IT personnel to have full visibility, analyze all traffic and leverage security policy automation, in a single affordable and scalable platform. The combination of Kx’s technology and BroadBridge Networks’ cybersecurity expertise provides a unique advantage by significantly increasing the speed and performance of data analysis and the ability to provide real time actionable recommendations and automation. Kelvin R Franklin, CEO, BroadBridge Networks: “At BroadBridge, we saw the significant need for a more mature, easily accessible, and streamlined analytics platform in the cybersecurity market, which is precisely why we have chosen to partner with Kx. Because Kx technology is scalable, simple and fast, it is the perfect fit for our forward-thinking solution.” Brian Conlon, CEO, Kx: “We are delighted that BroadBridge Networks has chosen Kx to power its disruptive network security platform. This agreement further demonstrates how Kx technology continues to be a key enabler of disruption across many industries.”
moorsie2
25/7/2018
17:35
big 28,000 share sell held the price down all day. The question will be is there more such big sells depressing the share price as a share hangover or if that is cleared now...
moorsie2
24/7/2018
19:19
I think some of those short might have closed today - strong bounce off the 200day MA
malcontent
24/7/2018
11:25
htTps://www.piworld.co.uk/2018/07/23/newgate-redleaf-ai-conf-kx-machine-learning-the-growth-of-predictive-analytics/?ct=t(RSS_EMAIL_CAMPAIGN) Worth a look as presented by the Kx Head of Products and has a few useful snippets re FDP
sspurt
23/7/2018
16:04
so there could be some under the radar A private share notification must be made when the net short position in shares reaches 0.2% of the issued share capital of the company concerned, and again at each 0.1% increment after that
swiss paul
23/7/2018
14:04
Swiss paul - 1.8% of the shares are being held as short positions.
moorsie2
23/7/2018
14:03
To be behind year to date after almost 7 months is not something the share has done in many years... would be expecting the floor to be somewhere close to here
moorsie2
23/7/2018
13:28
next move will be interesting the share price is testing the 200 day MA now- FDP hasn't traded beneath the 220 dayMA since 2014, if I'm not mistaken
malcontent
23/7/2018
13:27
1.8% of what your aware fella
swiss paul
23/7/2018
10:25
shorts are only at 1.8% at the moment of issued stock. This is going through a usual pattern of dropping between announcements and results. Nothing of concern in terms of inherent valuation.
moorsie2
21/7/2018
20:09
Shorts seem to be gaining momntum at the moment
swiss paul
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