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Share Name Share Symbol Market Type Share ISIN Share Description
First Derivatives Plc 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
  -15.00 -0.51% 2,915.00 2,910.00 2,930.00 2,940.00 2,840.00 2,935.00 7,881 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 237.8 18.3 55.9 52.1 805

First Derivatives Share Discussion Threads

Showing 5151 to 5174 of 5175 messages
Chat Pages: 207  206  205  204  203  202  201  200  199  198  197  196  Older
DateSubjectAuthorDiscuss
03/12/2020
11:21
Interesting comment Simon..... say more..
moorsie2
03/12/2020
07:11
Would not be surprised if there is a big announcement in the new year. Carta, the silicon valley startup, supposedly close to finishing a major deal. Already acquired market grid.
simonadvfn2
27/11/2020
15:08
Good publicity https://www.irishtimes.com/business/technology/kilkenny-woman-named-new-york-s-top-tech-evangelist-1.4397447?mode=amp
badger36
16/11/2020
16:22
Well this is some disappointing end to the year. Not even speculation after the placing can put a floor on this When the sector was flying this was and continues to be a laggard
badger36
12/11/2020
11:29
That will certainly help. Conlon still has 4mill shares but can't sell for 6 months. So gives some immediate green light comfort but 6months + uncertainty there might be another tranche waiting to be unloaded. Overall its a positive disposal i'd say
moreearl
12/11/2020
07:02
Secondary placing got done at 2,700p. Reckon that's what suppressed price. Does that mean overhang cleared?
typo56
11/11/2020
17:08
Now we know why!
typo56
10/11/2020
06:22
Oh Gadger, you are such a hoot! :-)
glavey
09/11/2020
16:15
Wow this sure is disappointing on such a big day on the markets. Looks like they can't even develop an interest in the investment community even the possibility of a buyout is discounted in a sector that is ripe for such FDP management really are second rate
badger36
04/11/2020
10:37
Aye Badger but as I stated at the time 'no comment' is the best course for these type of raids, let the figures stand for themselves. If they did respond then they would open themselves up to every counter issue and management just end up spending time in arguments and justifying all sorts of spurious accusations.
swiss paul
04/11/2020
09:50
Thought one aspect of management and BOD duties is to maximise shareholder value. They sure have failed since the TW hit piece to set the record straight if TW was talking BS
badger36
01/11/2020
21:03
Small write up in the IC this week - has it as a hold.
swiss paul
29/10/2020
19:33
Asagi - your discounting the bear raid and the rise from that.
swiss paul
29/10/2020
10:29
Sorry if I'm boring you all but it appears that new forecasts, issued in the aftermath of these results, are now hitting the data aggregation services. We now have Year to Mar 2021 EPS: 59.1p Year to Mar 2022 EPS: 76.7p so that's a decline in EPS forecast for the current year, followed by a similar percentage increase as was long forecast (albeit to a lower target). If the 2021 forecast is delivered that would give delivered (normalised) EPS for three years of: 2019: 59.3p 2020: 60.1p 2021: 59.1p for this (and no dividend) we are being asked to pay 51 times 2021 earnings and 39.4 times the 2022 forecast. What of that 2022 EPS forecast of 76.7p? This time last year it was 107p per share. Yet the shares are up around 35% in the last 12 months. Asagi (short FDP)
asagi
28/10/2020
06:05
It was always that FDP runs up and then falls at results. The divi is insignificant and it's sensible not to declare one at this time.
glavey
27/10/2020
15:42
Hope they do not restore div. for marginal tax payers CGT is less
badger36
27/10/2020
14:47
Big dump in US too. Down 8.6%. Incredible the low volume and against twilio having hit over 300 from 30 two years ago
badger36
27/10/2020
13:49
Growth at First Derivatives was stalling before the pandemic. The year to March 2020 saw 10% revenue growth, 13% net profit growth and just 1.3% normalised EPS growth. Respectable, but not what we require from such a highly rated company. I'd suggest taking a look at Craneware (CRW) as a comparison. Hard to conclude anything other than First Derivatives being expensive at today's price. Asagi (short FDP) -- edit: thanks for discussing fairly, I'm not trying to panic people into selling for my own benefit, just with a different view on the stock
asagi
27/10/2020
13:14
Asagi - you highlight an interesting point - which is how are they defining 'medium term'. I do agree with you - that P/E ratio could look heady depending on how we view this medium term. For me, its more about replicating the investment banking penetration into other sectors which would make MY medium term look very exciting (assuming FDP aren't bought out). I could easily see one of the big consultancies thinking about the cross-sell and customer acquisition advantages of buying FDP outright and drooling...
moreearl
27/10/2020
12:51
Asagi, good try - but this little pandemic that's been affecting the world was to quote that master of understatements (Donald Rumsfeld) generally an 'known unknown'. No one fully understood how it would all pan out. So the 'guidance' given out 12 or 6 months ago can be taken in context of the overall world Am happy to forgo my divi as in this current climate I think it might be an unwise thing to do, but hey lets look beyond the cloud to the silver lining, debt down by approx half - what not to like about that! b/w Swiss PS in case it slipped you by - they put some Red X in the tanks Release of version 4.0 of Kx to further advance our performance lead, representing a major upgrade with performance gains of 5x over the prior version
swiss paul
27/10/2020
12:23
Asagi Dividend will be revisited at year end. I expect it to be reinstated. So the divi is imo only postponed. Debt being paid down substantially gives more wriggle room.
mach100
27/10/2020
12:15
very fair points being made here. Let's look at last year's interim results statement: confidence in the achievement of full year results in line with consensus forecasts this morning: outcome for the full year remains uncertain, with a wider range of possible outcomes than is typical my reading: 'we might end up making a lot less than you all currently think' anticipate our high level of repeat and recurring revenue will underpin our performance for the full year my reading: 'it won't be a complete disaster but we likely won't see growth either, or we'd be suggesting so' excited by the growth opportunities in the medium term my reading: 'it could be awhile yet before we are able to report growth' While today's statement isn't a profit warning it is a clear steer that there is little probability of earnings growth in the short term. How does that square with current forecasts? Today we have been told that EPS for the first 6 months of the year is down 10%. For the full year, EPS is forecast to rise 2%. Does today's statement on current trading give you confidence that the shortfall can be made up? The following year, a 30% increase in EPS is forecast but there is absolutely nothing in today's statement that I could find to help me understand where this increase might come from. This time last year, consensus EPS forecast for 2021 was 97p per share. Today it is 61p per share. In that time, the 2022 forecast has declined from 107p to 80p. These are substantial falls. The rating is way over the top here. Still no dividend. Asagi (short FDP)
asagi
27/10/2020
10:51
The current trading and outlook looks reasonable to me. What companies can predict with accuracy their forward looking results in the middle of a global pandemic and economic shock? In truth i'd be more worried if they narrowed it down to one surefire scenario. We've rebudgeted our topline 6 times where I work for 2020/2021 and the comment on the lengthening sales cycles is repeated globally as investment purchase decisions will naturally be postponed (certainly until clarity on a vaccine hits likely 2021). The hires and upgrades to KX indicate a confident push gearing upto growth. With reduced debt medium term possibilities look optimistic and i'm still unaware of anyone's platform/solution/software even touching KX yet. They've basically wrapped up investment banking and are concentrating on different sectors to push penetration. My biggest fear is actually they'll get bought way before potential unfolds
moreearl
27/10/2020
10:40
I think you'd be a lot better off if FDP did have a record of over delivery.
aa29
Chat Pages: 207  206  205  204  203  202  201  200  199  198  197  196  Older
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