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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
  -10.00 -0.35% 2,830.00 2,830.00 2,840.00 2,950.00 2,825.00 2,950.00 3,841 09:16:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 237.8 18.3 55.9 50.6 783

First Derivatives Share Discussion Threads

Showing 5076 to 5100 of 5200 messages
Chat Pages: 208  207  206  205  204  203  202  201  200  199  198  197  Older
DateSubjectAuthorDiscuss
16/6/2020
03:20
Badger, just save yourself the anguish.
glavey
15/6/2020
20:21
What's the excuse today. Sector flying and this floundering and showing zero sign of market interest. Again I highlight twlo not trading at 200 bucks. Yes it fell from 70 to 30 odd when they lost a big client but management refocused and it's now rock solid between 185 and 215Contrast the reaction of FDP. Silence. Announcing it was hiring 300 extra staff to cope with demand when the world and its. Othe knew it was a mad dash
badger36
02/6/2020
18:27
YW Mal. I always like to see a Mal content. The badger may well have a nose for troubled shares but this has recovered from the post results dip. Tech shares have to be more attractive in a Post Covid world and althogh the share price is admittedly choppy a fair wind in the marKets could see FDP rise up to £30 plus once again.
mach100
02/6/2020
14:58
"not everything is as black and white as the badger .." very good, very good
malcontent
22/5/2020
21:17
I think badger has earned his stripes. There has been sceptiscism around the stock for a while but it is still performing quite well in that it has dips but recovers too. I guess not everything is as black and white as the badger makes it sound.
mach100
22/5/2020
15:15
BTW twilio over 200 Was 23 two years ago
badger36
22/5/2020
13:20
I'm reluctant to say it that Badger is right to be sceptical. There wouldn't be any need to test old accounting issues, if T/O or profit was flying ahead. Alternatively doing a deal with Tata might have been more impressive it had been more focussed. Something like a contract! For example, on vehicle telemetry. KX already has brilliant references down this track, and while both KX and JLR may be late players into full AI, I'm more interested in earlier phases of Machine Intelligence - what BMW called Phases 1-4 to AI (Phase 5) - rather in the full ethical mysticism of choices within AI.
fp optimist
22/5/2020
13:05
Guess when it hits the teens the bulls will say another buying opportunity Dealing with Tata is one of desperation as we all know the Indians drive a hard bargain, seek sweeteners and if that fails get the Gov to hit you with unforeseen taxes or liabilities for rules implemented retrospectively. Ask Nokia if you think otherwise
badger36
22/5/2020
09:53
Good stuff. Usual conviction bias: everybody is wrong but my waiting for dust to turn to gold. Company has never addressed the accounting issues and the forward inclusion of revenue that may or may not materialise. It's been a roaring market but you guys suggest it's otherwise. Most stocks have roared ahead except for travel and airline
badger36
21/5/2020
03:50
Badger, just sell.
glavey
20/5/2020
19:44
Twilio at 191 and you experts say it's the market stupid. Well it's incompetence and naivety and cliques. Can't find an out of office chief. Stinks of nepotism
badger36
20/5/2020
19:20
And on the marketing front, I don't think this has been commented before, but in March Keating appointed a new Chief Marketing Officer reporting directly to him just two months after his appointment as CEO hxxps://www.firstderivatives.com/news/fd-appoints-kathy-schneider-as-global-cmo/
mog
20/5/2020
19:00
relax guys the share price drop just popped us back to test the 200 day MA on the chart It's a natural place to test and it's only a problem if we head lower and stay lower than the 220 d MA Remember it's the best indicator of a bull/bear trend since summer 2018 we sell off over £30 and we are a buy at £20 It's a trading range.
malcontent
20/5/2020
09:41
Just on Tata, actually it's an Indian public company, listed in 2004 in India on the National Stock Exchange (NSE: TCS) and the Bombay Stock Exchange (BSE: 532540) hxxps://www.tcs.com/investor-relations Turnover is 50% US, 30% Europe, only 20% rest of world, so I'm not sure there's much political influence hxxps://www.tcs.com/content/dam/tcs/investor-relations/financial-statements/2019-20/q4/Presentations/Q4%202019-20%20Fact%20Sheet.pdf But yes hopefully FD can really take advantage of their opportunities
mog
20/5/2020
09:19
Good points Glavey and Mog, I still find 15% decline in share-price hard to take when headline figures had already been released and then confirmed. FD trades off a high PE and being bought by Tata (private money, low tech specialist in highly political markets) does not on the face of it appeal to shareholders. More a back-stop than a confident statement of understanding the huge opportunities in leading edge technology and where and how FD and its new management team were going to take us.
fp optimist
20/5/2020
08:57
As much as anybody Glavey :) A further thought, perhaps FD could eventually be a takeover target for Tata in a few years, may be in the back of Keating's mind. Obviously FD is miniscule compared to Tata so would be a blip on their turnover ($22Bn) but consultancy would fit in easily and if they like the technology they might go for it, just like FD buying Kx, and would be loose change for them. Just a thought, but the main point for now is how much extra business FD will get through Tata. Last year was obviously very disruptive with Brian Conlon's passing, and now we have COVID-19, I'm happy to see how Keating does in the next year or so with Tata and the more focused strategy.
mog
19/5/2020
16:45
Clearly mixed views here (excluding bager's nonsense). We are in different times but those who've been here a while may remember that it was quite usual to see a run-up to and then some profit taking on the publication of half and full year results. Yes, the dividend is gone (as are bonuses) and graduate intake is under 'deferral' and they have drawn down cash. But would one wish or expect otherwise? I think the previous post a bit of an over reaction, but what do I know!
glavey
19/5/2020
12:03
Results have already been discounted by the market from pre-releases flagging headline figures. The reason for the collapse in the share is the Tata deal and appalling marketing. FDP looks as if it doesn't know where they are going with a smart bit of software and a body-shopping organisation. I'm still a shareholder, but I am mad at today's performance. Keating isn't up to it. A mere accountant, who was adequate as Chairman. FDP desperately needs a dynamic and convincing MD to lead; it needs proper marketing and delivery; and it needs it fast. The self-delusional rubbish from Mog doesn't convince anyone.
fp optimist
19/5/2020
11:49
Interesting reaction. Difficult to foresee earnings on the tata deal but could be very significant. Having met these guys several times I'm pretty relaxed about the 15% share dip today, expecting a reasonably quick bounce back once people have actually digested this news
moreearl
19/5/2020
10:39
Mixed results with diluted eps up 13% to 54.2p but adjusted eps down 7% to 77.4p. However it's excellent to have the deal with Tata, I'd been thinking that FD's resources would be spread too thin for all the markets and customers their Kx technology addresses and this will help hugely. It also adds greatly to the credibility of FD and Kx that Tata chose them. The word "focus" is used 14 times in the results, this could be where Seamus Keating's influence is coming in, the market for Kx is so huge that they may have in the past tried to sell to too many different markets, but in the future they will "focus on those markets where Kx provides the greatest competitive advantage". Together with the Tata deal it looks like Seamus Keating is doing the right things.
mog
19/5/2020
10:38
At a time of market recovery it's clear management is out of its depth. Now it's only a matter of time until the bells will toll. Competition and former employees will emerge with a better offering TW has been proven correct
badger36
19/5/2020
09:32
swiss paul: congratulations on your long, this one remains a source of pain for me. Didn't think that these were the results that are required for a company on this rating but I'll let you longs enjoy your day before I get my (cold) watering can out. Asagi (short FDP)
asagi
19/5/2020
09:20
I think there was a leaky ship but the FCA wont bother - price movement on the up before what could have been a bad show. I still hold - and have added Asagi - can you see this dropping by 50% plus its over your 'ouch' at £27!
swiss paul
18/5/2020
16:22
Looking really good - if it can bust through £31 this should motor. Given the positive vaccine news around the globe I wouldn't want to be short this (or anything at the moment)
moreearl
13/5/2020
22:52
last time I looked, consensus is for an EPS decline in 2021. the dividend has been cancelled and graduate intake is under 'deferral'. There is debt, slightly higher than ADJUSTED EBITDA. How is this on a P/E of more than 15? Asagi (short FDP)
asagi
Chat Pages: 208  207  206  205  204  203  202  201  200  199  198  197  Older
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