Fd Technologies Public Share Discussion Threads

[asagi] 25/4/2021 11:34

I expect that deals like the F1 deals may be 'quid pro quo' where no (or very few) quids actually change hands i.e. you give us your software, we will put your logos on our racing vehicles'.

If anyone can quote numbers to the otherwise on the net financial benefit to FDP shareholders do post as such.

Asagi (short FDP)

[simonadvfn2] 24/4/2021 08:34

What is the kx technology? Is it a fast SQL database used by banks? Now it is used by another F1 team? The technology must be very good if it is chosen by such elite companies

[badger36] 15/4/2021 14:02

Square hiring and recruiting for past year also Not a hope in hell will FDP manage anything like the lofty 300 developers Plenty of demand for such skills rather than work for a company whose stock price is down nearly 30% at a time of unprecedented demand for similar services Blame the poor management and generous option and now the overhang of Mrs Conlons large stake

[swiss paul] 14/4/2021 20:35

Badger - be honest who was hiring during the Covid - please feel free to point out any firms that were increasing their workforce

[badger36] 13/4/2021 10:36

Must say it's now a boring outfit with negligible growth organically May as well cut the R&D, cancel the crazy plan to hire 300(not a word since) and hope some entity would absorb it as they have failed dismally when the competition has seen multiple % growth in market capNext up is the offloading of Mrs Conlon's balance

[asagi] 13/4/2021 08:23

close, Moorsie2, trading statement is out this morning and it's in-line:



Asagi (short FDP)

[moorsie2] 08/4/2021 08:06

Looks like it will be Thur 15th

[moorsie2] 07/4/2021 11:11

Kx has just signed up the Williams Formula 1 team

Trading update likely to-be tomorrow

[badger36] 18/3/2021 13:36

That presupposes they have a strategy. What about the chest out announcements of 300 hires and all the bragging Still keeps an expensive listing in US when it never trades.It's clear they have failed to either grow organically and with the stock tanking no opportunity by acquisition is possible

[swiss paul] 17/3/2021 13:37

Or is there a strategy to run it down and take it private, ach Julia we'll take them off your hands for a good price! I hope not

[badger36] 16/3/2021 11:24

Who would have thought after such a bull run Mrs Conlon will be getting less for her shares than previously That's what you call poor management, over promise and under delivery

[asagi] 16/3/2021 09:00

from my reading of this RNS:



Mrs Conlon can start selling again from May 10th, which is likely just a few days before results?

Asagi (short FDP)

[badger36] 15/3/2021 20:44

Thank you PaulAs you say it's not good when so many snouts are in the trough Mrs Conlon will dump her remaining lot as she has no attachment to the company following the death of Brian(RIP)Let's just hope we do not hear of financial gymnastics or such wizardry as the sector was hot and not even the possibility of a take out premium surfaced Someone is offloading slowly and methodically and not a whisper from within or insider buy to show support FDP promised great things with the flagged 300 hires but it never materialised. Aiming at stars and hit a tree it seems

[swiss paul] 15/3/2021 19:44

ok - just did a quick trawl through RNS's and might need some help on this. I can't remember the last time any of the board stuck there hand in their pocket and bought shares. Yes lots of options awarded but no purchases. I think the last one was Donna Troy but looking on the website I see the following:
Directors:
Graham Ferguson 0.36%
Keith MacDonald 0.17%
Seamus Keating 0.09%
Virginia Gambale 0.05%
Donna Troy 0.00%
Other
Juliana Conlon 14.67%
Columbia Threadneedle 8.41%
Kabouter Management 7.77%
Standard Life Aberdeen 7.61%
T Rowe Price Associates 6.77%
Octopus Investments Ltd 6.16%
Baillie Gifford & Co 5.22%
OppenheimerFunds 4.35%

Is this a reason for a concern or as Badger is pointing out is this now becoming a lifestyle co. See below


"Always bear in mind the maxim for BOD's. It is to ensure that company makes them and their families financially secure. If the company succeeds as well, that is a bonus. I can already hear some posters saying 'how can that be achieved without the company succeeding? First, pension pot payments will be maximised from our coffers. Free shares and options, which can be transferred to family, and then sold, and of course, salary and bonuses. I'm sure most investors on here have been invested in companies which have seen BOD members do very well, and the company not so. But, hope springs eternal, and since most of us are 'greedy', we lack the common sense to sell, and we wait for 20, 30 50, 100 bagger."

regards Swiss
(becoming a fellow forest dweller of the Badger ilk)

[badger36] 12/3/2021 16:07

Going well now towards the teens. All time high of late in the sector so what's the excuse? Challenging market or challenging to poor management. Pandemic premium for competition is a liability to FDP when you are clueless to adopt and pivot

[swiss paul] 09/3/2021 20:50

Badger - keep on - and thanks for doing so, its good having some bears on the board as a reality check

[asagi] 09/3/2021 15:10

weirdly, the 2022 forecast in my data (Stockopedia) has now ticked back up to 73p.

Asagi (short FDP)

[badger36] 09/3/2021 09:05

Usual answer from someone on the inside or connected. Too long in the tooth to not see behind such a comment

[badger36] 08/3/2021 20:09

How much is spent keeping this vanity listing in the US200 shares in two lots of 100 shows how pathetic the cost control is Financial reporting and compliance far outweighs the wisdom of pretending this is a growth/disruptive outfit. How do reward creative staff in this industry? Option grants mainly and as they worthless watch your key staff being headhunted

[badger36] 08/3/2021 16:31

Well they can't blame the pandemic as the Covid has been a boon for IT and communications No sub par managers, nepotism and an option grab sums up FDPAs it withers on the vine the next batch of BC's shares will finally drop it back to the teens and like deer in headlights they will flail around and blame shorts, TW and any other nefarious actors but their own inability to execute

[asagi] 08/3/2021 14:50

I'm guessing and I don't know, that a research broker covering the company has lowered their estimate for the year ending Mar 2022 materially.

According to my data, six brokers covering the company now average out at 70.4p per share of EPS, versus 73p a month ago. If I were a shareholder, I'd probably put a call in to IR and ask how those broker forecasts have changed this last month.

Asagi (short FDP)