Sdl Share Discussion Threads

[nickcduk] 07/11/2007 21:27

I had a chat with the company. The culprit behind the heavy losses today was most likely results from Lionbridge yesterday. They came in below expectations and their shares have fallen very sharply. SDL fell in sympathy. Not sure the read through is fair because SDL is a much higher quality business than Lionbridge. Dollar weakness will also not help SDL but the Lionbridge results have done the damage here.

[spaceparallax] 07/11/2007 16:46

Flippin' 'eck, what's occurring?

[nickcduk] 07/11/2007 15:22

I think its about time the company came out and issued a statement regarding todays falls. That added to persistent weakness surely warrants some comment from the company. If they are going to issue a profits warning then get it out into the open. If they are not then its unfair on those who are panicking out thinking something nasty is up.

[wjccghcc] 07/11/2007 15:22

Had a few at 249p. I think this is the $ effect combined with SDL's normal volatility. Time will tell.

[john hampton] 07/11/2007 15:21

Just bought at a fraction under 250p, looks attractive to me

[das9] 07/11/2007 14:57

Well John: here we are at 250. We're waiting!

[john hampton] 07/11/2007 14:25

John Hampton - 20 Sep'07 - 14:51 - 991 of 1012 edit


I sold my last chunk of these at around 400p some time ago. I have watched the decline & with the CEO selling and the UK facing difficult times I'm not buying back into these unless they fall back to around 250/275p. I'm adding to blue chips generally like VOD, GSK, BP etc

Might have a look at these again, I always sell stock when a CEO sells!

[spaceparallax] 06/11/2007 12:14

A welcome vote of confidence from AXA.

[spaceparallax] 05/11/2007 16:47

Weath,

Thanks for that positive article - right now we need it. I'm concerned about the share price dip, having hoped that it might sustain the 300p level.

[weatherman] 05/11/2007 15:57

I found this item on SDL from the Wall St Jrnl.

[phillis] 02/11/2007 16:38

Basically it is a different business where the leverage is customers.

This cross-trading always looks attractive on paper, difficult to achieve in reality

[wjccghcc] 02/11/2007 16:29

Phillis, could you expand your thoughts on Tridion?

[weatherman] 02/11/2007 12:32

There is fear about the sliding dollar. But SDL has managed to successfully hedge against the falling Dollar in the past.

[spaceparallax] 02/11/2007 12:06

Interesting to see the intraday dipping below the previously solid 300p level. Hopefully, we'll manage to close up or else, we could be due to slide further.

The sad thing is that SDL's performance remains strong, but we appear to be suffering from the general market jitters.

[phillis] 01/11/2007 11:18

Seems like we meet in all the over/undervalued places!
Was a seller at £4.20/30 but am a buyer up to £3.50
Tridion will move the bias away from the dollar but I wonder how that business will perform over time.

Had a good long chat with the FD yesterday and am prepared to sit with this until a better view emerges in the December/early Jan update

[das9] 31/10/2007 14:45

Not a pretty sight on no news. Anybody out there any ideas what's going on? There was an effective placing at about 366 from memory just a few months ago.

[nickcduk] 31/10/2007 14:44

It is baffling that SDL is as weak as it is. You would imagine that it would experiencing very strong trading conditions in line with the rest of the software sector. Yet it is languishing way off its highs despite the Nasdaq being as strong as it is. Its almost screaming for a much higher rated US player looking to expand in the sector to make an all share offer at a massive premium to the current share price.

[wjccghcc] 20/10/2007 12:24

They're certainly very strong partners and the software side would be highly attractive. It depends on what they'd want to do with the services side.

[phillis] 11/10/2007 19:00

In the current bouyant markets SDL now seriously undervalued

[rik shaw] 09/10/2007 21:54

Agreed angler.

5.6p interims last year led to 14.5p for year, so 10.04p interim this year should lead to ......for full year, but forecast only 15.3p. The only problem is that interims were based on 65m shares whereas now look to be 75m, but even so forecasts look more than a little conservative.

[angler] 09/10/2007 20:26

A 1 year forecast of eps growth of 70.1% followed by a 2 & 3 year forecast of 10.8% and 14.3%. H'mmm, someone's having a laugh. Onwards and upwards I'd say.

[spaceparallax] 09/10/2007 12:02

Hopefully, today's activity signals a bounce from the low 300s support level.

[spaceparallax] 04/10/2007 12:56

Fly,

No idea. I'm getting a little concerned seeing this creep towards 300p, slightly above which there is a little support - were to fall through that, we could dip to the 270s. I just don't understand why this is happening when we've seen a consistent stream of growth and a promising outlook.