Sdl Share Discussion Threads

[volsung] 29/11/2012 11:57

This does be a bouncy share. Probably a good short from here

[rivaldo] 29/11/2012 11:15

Good to see you here markt (following me around again eh?!), but (if I may), please keep the length and number of your posts/verbiage down - brief, succinct posts with the use of paragraphs are alkways more readable if possible.

Don't know anything about Orchid so can't help I'm afraid.

[markt] 29/11/2012 10:41

deleted (off thread).

[markt] 29/11/2012 10:38

Hi Riv

Phew....almost missed the bus !!

(I need to learn to sometimes think once and act straight away !, (should have bt. yesterday, but luckily the bus was late leaving this morning and allowed me to get on at a good price, phew !) but that can be dangerous with stocks....)

(not that 4% makes much difference, but nice mentally to be on the right side of that 4% !)

----

I think the buying is because people think that they wont get the chance to buy again at this price.....hence a rush....imo...

and the large dir. buy

(also, geared players, ......)

and some of the reasons you put in your posts !
---

personally, I'm quite pleased to have got on.

[rivaldo] 29/11/2012 10:24

I suspect some shorts are having to close their positions rather quickly, leading to a bit of a squeeze upwards perhaps?

Unless the bid speculation is attracting support.

[rivaldo] 29/11/2012 08:06

Nice start today. I see Investec still have a 580p valuation and a Buy rating here:



"Investec Reaffirms buy Rating on SDL (SDL)

November 26th, 2012 - 0 comments - Filed Under - by Stacy Sanders

SDL (LON: SDL)'s stock had its "buy" rating restated by equities researchers at Investec in a report issued on Monday. They currently have a $9.30 (580 GBX) target price on the stock."

[she-ra] 28/11/2012 17:22

rivaldo - Yeah its the Mail they are obsessed with takeovers that never happen. Stelios was suppposed to be buying Flybe and turning it into a vehicle for his new Europan airline Fastjet.Only thing is Fastjet didnt go European but operates 4 flights in Africa.

But im sure The Mail will report todays rise with 'SDL rose today on bid rumours' rather than 'SDL rose today on the bid rumours we reported on the other day.

[rivaldo] 28/11/2012 14:46

Yes, he would appear to be quite canny :o)) Although he missed the top by quite a long way.

From the Mail the other day:

"Potential white knights include Adobe, Oracle and even Google, according to those with their ears to the ground."

[essentialinvestor] 28/11/2012 14:06

The CEO's buy has to be viewed in the context of his previous sale, just imv.

[wjccghcc] 28/11/2012 14:04

Not really sure who would buy them. 56% of the business is language services and the tech side is quite a disparate collection.

PE would buy at the right price but the cashflow isn't really good enough to support a large enough premium IMHO.

[rivaldo] 28/11/2012 13:44

Good to see a second director buying shares - this time £22k's worth:



F&C have been selling, but their notification was as at the 26th, so yesterday's and today's volumes may have taken a good chunk from them if they've continued.

[rivaldo] 28/11/2012 09:46

Took a risk yesterday buying some in my ISA immediately after the CEO's huge buy (£750,000 is no mean commitment), but it's paying off at present.

IMO there will be takeover talk swirling around here now. Bids could come in at any point, so the CEO's share buying is independent of any approach which may come in from this point.

Looks like the new CEO has kitchen-sinked everything, and the rating now looks pretty reasonable for a high-tech company which is a global leader in its niche.

[she-ra] 27/11/2012 16:01

I would agree with you re:the large share purchase. Ive always thought small purchases are a sign of worst to come.I once was attracted to Morse Holdings because the then CEO bought a massive amount of shares, I think it maybe more than Lancaster has spent I might be wrong.So I thought this is no propping up excercise and found comfort in the purchase.I was wrong to be so comfortable.The shares went from over £1 down to 6p.

That might be a freak incident and this purchase is no propping up excercise.However the Mail did say that Lancaster was talking up the prospect of being vulnerable to a bid the day before he purchased the shares.So is it propping up?

Good luck to you with SDL anyhow.

[stuffee] 27/11/2012 15:30

She-ra, I agree profit warnings do often come in threes, but think it unlikely here. Mark Lancaster, the former Chairman and one of the original founders, recently returned as CEO and must be sufficiently familiar with business to ensure all provisions made and hopefully the proverbial kitchen sink applied to the clean out. Encouraging to read his statement yesterday re return to growth next year and indeed announcement today of his share purchase.

I am also aware of the usually favourable result when a founder returns to a business in slight difficulty.

Incidentally I feel his share purchase rules out any possibility of imminent bid contrary to suggestion by that sage at the Mail. Any bidder would inevitably approach Board to initiate discussions and commence due diligence. Lancaster would be off for six months if he was aware of discussions and then dealt in shares.

[she-ra] 27/11/2012 00:37

Daily Mail report on SDL may help.They seem to believe there is a takeover possibilities from those with their 'ear to the ground'.

I think those with their eye to the ground just want to stop this falling which it should do because who knows what other skeletons are going to come out of the cupboard.I think those 3 American companies mooted if interested will bide their time especially with the problems HP has had with Autonomy.

[she-ra] 26/11/2012 14:48

I can only see worse to come. Warnings do come in 3's afterall.

[wjccghcc] 26/11/2012 08:19

Looks more like Lancaster kitchen sinking now he's replaced the CEO.

[tr65] 26/11/2012 08:18

Spot on, attrader:)

[honiton] 26/11/2012 07:59

£3 open anyone?

[attrader] 05/11/2012 07:23

i think something is brewing inside the company and people in the know are selling, ceo leaves now immediately.

[rik shaw] 02/11/2012 12:51

Looks to be ready for a bounce- sold off excessively after the last IMS imho.

[praipus] 29/10/2012 21:52

Dont hold here ...yet but noticed activist investors Newton Investment Management increasing their holding to 6.24%


For those interested i'm tracking the rest of Newtons holdings on the WAM thread.

[mechanical trader] 17/10/2012 20:58

Got in tues morning.

That claim for peanuts
led to mad selling.

[wjccghcc] 15/10/2012 19:52

Likewise at 548.

[melody9999] 15/10/2012 16:50

Exactly what I did at 550.