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
  -20.00 -0.68% 2,900.00 2,890.00 2,910.00 2,920.00 2,800.00 2,920.00 31,618 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 217.4 16.7 50.9 57.0 787

First Derivatives Share Discussion Threads

Showing 4901 to 4922 of 5050 messages
Chat Pages: 202  201  200  199  198  197  196  195  194  193  192  191  Older
DateSubjectAuthorDiscuss
09/3/2019
12:59
Demanding the release of the accounts of Kx is not naive. Quite the opposite. That subsidiary has been paying out millions in dividends to its minority shareholders. The IP it holds is core to the company’s investment case. And the accounting approach FD have employed results in no minority interest line on the P&L, despite the sub clearly being profitable! It’s shocking that they have not released these accounts, but of course in the context of our wonderful AIM...
skatersav
08/3/2019
15:12
Yes. A bit too much emotion in that. Sorry.
ds8095
08/3/2019
11:09
"I hope you lose all of your money." Gosh ds8095, what provokes you to be so terribly beastly? Postscript: 11.15hrs Ah, I see you have moderated that post now, and rightly so!
glavey
06/3/2019
20:23
I have just watched the capital markets presentation via the Company website. Very impressive. Having met the management of this Company a few years ago I was surprised that they found themselves subjected to a bear raid. First Derivatives has highly regarded management and was one of the stocks I always wanted to own... but it was always too highly rated. Thanks to the bear raids I have bought in at £21.40-£22.10. Their product is vastly superior to their competitors. Their client base is about as blue chip as it gets. Sales in new verticals have been hindered to begin with by extended procurement cycles, particularly in the utilities space and because many of the first projects in these new verticals were proof of concept which are now leading to full scale implementations. Normally I would be the first to agree with posters being cynical about cash conversion ratios and accounting for associate companies...but I think in these particular circumstances the shorters are missing the point. Still, they have made their money and now I will have the chance to make mine. Once a technology like Kx is utilised cross platform in different market verticals I see little point in trying to account for it separately. Asking for 10 years accounts for a business which has been fully integrated as a core technology platform seems naive. I doubt it would allow FDP to optimise tax planning and allocation of R&D budgets will have substantially distorted any comparisons in any event. GLAH
bootycall
06/3/2019
17:53
Is there a petition against the rampant corporate misbehaviour on AIM?
ds8095
06/3/2019
10:46
If companies performed in line with their forward looking statements and delivered the shorts would not exist. They smelt puffery and were proven correct. FDP had plenty of opportunities to address the allegations by TW and failed. Silence equates to guilt
badger36
05/3/2019
23:08
If any seasoned investor feels that shorting is unethical then please sign and share this petition : https://petition.parliament.uk/petitions/242399
dgduncan
20/2/2019
15:00
There she blows Looks like TW was correct after all. CMD was nothing but a bluff exercise
badger36
18/2/2019
16:25
Looks like another big slide after the vaunted CM day. No clarity leaves a smell which is now becoming rancid.
badger36
15/2/2019
18:30
Harry Nimmo has a blind spot. He was a big holder of Globo and, more recently, a major shareholder of Accesso. Good luck leaning on his “weight”.
skatersav
13/2/2019
21:00
Standard life vote of confidence? Resulting situation on the date on which threshold was crossed or reached 10.00 0.00 10.00 26,162,258 Position of previous notification (if applicable) 9.48
swiss paul
12/2/2019
21:54
Closing the sale on kx is key. It essentially locks in the financial sector given have embedded the technology is in most banks/hedge funds electronic trading. What you might see is First derivatives becoming a subsidiary of a much larger corporation which little to no exposure to the financial industry..It is very clever to partner and migrate solutions to the cloud as this immediately will dissolve all attempts by other promising technologies thinking they can reduce the cost with minimal impact on performance. Capturing a trillion row database on a few hundred servers crunch data for millions of queries and computing complex view in sub ms will not be something an investment bank will want to gamble on by changing tac. It's here to stay, and the prospects are large. Don't get washed up on hear say from the local circus
simonadvfn2
10/2/2019
19:50
“could kx be copied“? yes! everything in the world can be copied. even Hallstadtt was copied. but then, half the kdb+ (kx as they call it now) is in clear and anybody can download and look at it. and good luck as you're going down that rabbit hole as it is not for the faint of hart. that page is just "marketspeak" but not wrong at all.
0xff
08/2/2019
13:14
Because they don’t want to expose the revenue split between body count and software. The slides on “could kx be copied“ do not inspire confidence either.
ezram
08/2/2019
09:29
They said it would be a “meaningless exercise” to release the financial accounts of the Kx sub! How can that be meaningless?! It was the entire focus of the CMD and is clearly profitable, paying out £3m a year to the minorities. How can it be meaningless to disclose the economics of that subsidiary? This company’s governance is truly insane.
skatersav
07/2/2019
21:29
Let us see how we can all read the same document and take different conclusions I wonder did TW get his questions asked
ezram
07/2/2019
17:51
First Derivatives Investor Day Presentation: 102 pages, happy reading. Https://www.firstderivatives.com/wp-content/uploads/2019/02/CMD_Presentation.pdf
eagle eye
07/2/2019
17:04
Any info from the capital markets day
simonadvfn2
06/2/2019
17:32
The fact that they will lend money is a good sign. The rates are not on particularly good terms. It is bad news that such an overdraft is being asked for imho. What else is planned to be obtained? I have seen zero vetting on the value of previous purchases.
ezram
06/2/2019
11:34
Fair point. Confirmation bias and all that. I don't have any faith in banks as it happens but they usually have access to financial information denied to investors, at least at a more granular level anyway. FDP need to pay for the o/s balance due on Kx in June. Not sure the CMD will answer specific questions re numbers. They usually are pitched around strategy etc
sspurt
06/2/2019
09:10
Seems good news but you have too much faith in banks. Bankers are more driven by business/sales targets and the fees involved. Ask too many awkward questions and another bank will get the business. As for putting their own money on the line, surely it's someone else's money?
aa29
06/2/2019
08:55
Yes this is a big vote of confidence from organisations who would have looked in great detail at their finances and prospects, and have put their own money on the line.
mog
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