Fd Technologies Public Share Discussion Threads

[moorsie2] 25/10/2012 08:01

Woody,

Brady are on my watchlist. They seem to be highly priced at the moment so the only justification for further improvement is significant underlying growth that will be delivered. Not sure if that will be the cae??

Keeping my hands in my pocket on it for a while till i learn more.

M

[woodcutter] 24/10/2012 19:36

M2

Have you looked at BRY you might find it interesting

Woody

[moorsie2] 23/10/2012 09:48

Reports on positive trends in "Big Data" market
Press reports today (Financial Times) is reporting that Gartner's latest estimates on the "Big Data" market for 2012 will drive $28bn of worldwide IT spend this year and $34bn next year, +21% yoy. Gartner notes that $4.3bn of software sales will be driven directly by the demands of "Big Data" functionality in 2012.

Within its Delta product suite, First Derivatives' Delta Data Factory product is positioned to take advantage of this market growth opportunity. The Software division (Delta Product suite) currently accounts for 30% of group revenues and these positive market dynamics augurs well for our forecasts.

[moorsie2] 23/10/2012 09:21

This has moved on very little demand as usual - I am expecting targets to be revised after results by the main brokers to around £8.

[woodcutter] 22/10/2012 13:22

looks to be near a breakout. The last twelve months flat-lining is going to be broken soon and when it goes i think we'll see a very significant upward movement.

WC

[moorsie2] 22/10/2012 10:43

I am sure they are paying top dollar but hopefully on performance related. The appointment points towards having a phenomenal product to sell - I am very confident that great progress is being made and we will see some of that in the results

[sir rational] 22/10/2012 10:39

Buggy looks to be a heavyweight. Paid top dollar no doubt but should bring in the fee income.

[moorsie2] 22/10/2012 10:34

Not a lot of stock around and there is demand ahead of half year results on 6th Nov

[moorsie2] 18/10/2012 15:41

Great appointment - starting to build up to 1/2 year results

[moorsie2] 12/10/2012 08:21

Results out on Tue 6th Nov. A few weeks later than usual - I wonder is there any significant reason for that?...

[woodcutter] 10/10/2012 11:14

Span

I got out at open too, and waited 'till later to decide where to put the proceeds. I bought more ztf instead but held some funds back for this one too, will try again today maybe.

got in a 510 today only 800 shares, no more cash i'm afraid. Couldn't get an online quote even for such a small quantity, had to do a fill or kill, so obviously not much stock around.

Fully invested now, awaiting a transfer from another pot before i can do more.

WC

[saucepan] 09/10/2012 15:18

Woody: Yes, I was lucky to get out of DOTD on market open, before the price fell. I put funds here. Sorry you did not get in at the price you wanted. I paid 505p.

[moorsie2] 09/10/2012 12:40

MMs are trying to fill orders before the results come out so they need your stock.

Due to the limited free float this share tends to move considerably when it does move.

520 is cheap compared to where it will be by Christmas!

[woodcutter] 09/10/2012 12:36

quoted 520p for 1400 on line so held off for now.

quoted 488p to sell 1000.

I know it's illiquid but someones taking the!!! What kind of spread is that.

[moorsie2] 09/10/2012 12:28

This company will release half year results by mid October. Due to the underlying business improvements and the static share price over the last 18 months this will have to move northwards significantly over the coming days or weeks or months.

I expect to see £6.50 topped.

[woodcutter] 09/10/2012 12:21

Saucepan

Yep very undervalued i think, looking to add but am doing a little more research today, will use funds from dotd sale this morning, assuming i add. I see you sold too, not very confident about dotd prospects lots of competition and although it seems a solid business will wait till next interims to see developments.

Woody

[moorsie2] 09/10/2012 08:29

The long awaited breakout time is starting

[saucepan] 08/10/2012 17:26

Woodcutter and Johnroger, seems we concur.

A copy of my post on the ZULU thread, in case of interest:


Just to flag some movement on FDP, which is clearly a ZULU. After a very good run, the shareprice has had an incredibly long period of consolidation within the tiniest of price ranges.

Something has to give, and with today's uptick it now looks as if it could be to the upside. Once momentum gets underway, I suspect it could be significant to make up for lost time. FDP can move quickly when it wants to (I hold).

Shorter term view:


Longer term view:


Edit: Interims last year were on 18 October. This year's should therefore be due very soon and a catalyst for additional movement - hopefully in the direction I want it to be :-)

At the 28 June AGM: David Anderson, Chairman, reported the Company has made a strong start to the current year and that First Derivatives continues to trade in line with current market expectations.

[johnroger] 08/10/2012 17:21

Last years results were 18th October.

[woodcutter] 08/10/2012 16:42

hopefully this little move up will be a sign of things developing a little. Against a backdrop of consistent yearly earnings and growth in sales coupled with a decent divi it looks much undervalued imo.

Only have a small stake but watching carefully for further breakout above 500p.

Woody

[moorsie2] 03/9/2012 10:23

We have effectively traded in the same small range since August 2011!

Meanwhile the company has progressed and made improvements I am sure. I can see a step change in price coming soon....

[pastybap] 31/8/2012 22:49

So there are actually other FDP shareholders out there?! Good to see!Must be the most boring company in the world to own shares in though- the price never budges! Boring often = profitable though!!!

[moorsie2] 31/8/2012 09:37

Last day of the first half of their trading year.

I hope we get a trading update today or next week.

[moorsie2] 07/6/2012 08:50

I am surprised by how little the share price has moved with the results and the broker upgrades.

Nor does there seem to be any large institutional interest as very few shares are being traded.

Considering 25% year on year track record of growth and heavy investment in R&D I would have expected canny investors to take a position here and wait 18 months.

Are the shares still too illiquid?

[johnroger] 06/6/2012 20:55

UK-Analyst

Nomura Code retained its "buy" stance on First Derivatives (FDP) with an increased target price of 830p, from 760p. The financial software developer has invested over 11 million pounds in development over the last four years and the broker believes that the market has not fairly recognised this. Nomura added that the group's growing greater focus on generating recurring revenues should help draw investor attention. The broker forecasts pre-tax profits of 10 million pounds for the year ending February 2013, rising to 11.7 million pounds in 2014. The shares stayed flat at 487.5p.