Sdl Share Discussion Threads

[lbo] 10/12/2006 17:13

GTA and Octopustravel select SDL technology for global expansion
Gullivers Travel Associates (GTA) and Octopustravel have awarded SDL International a $400,000 strategic contract to provide technology solutions and enable the delivery of their travel products in 11 languages.

"We are a global business delivering a wide variety of travel products to our clients around the world, every day of every week", says Kurt Ekert, senior vice-president and general manager of GTA Americas and Octopustravel Worldwide. "Operating on a global basis requires agility and consistency of brand. With SDL's global information management solution we have significantly cut the time and cost it used to take us to publish our product information in multiple languages, together with the knowledge that our messaging is now consistent across our channels."

GTA and Octopustravel selected SDL International's Translation Management System (TMS) having conducted a detailed competitive benchmark.

According to an official release, SDL TMS was chosen due to its capabilities in automating the complex processes involved in creating, maintaining and re-using multilingual content. The solution seamlessly integrates with the in-house content management system, allowing automated handling of all localisation processes when content updates are made – ensuring content is stored once, translated once and used many times.

[spekul8] 23/11/2006 16:21

Crikey! Some big trades today.

[colin hart] 20/11/2006 17:30

quiet here,mentioned on ones to watch page.

[phillis] 10/11/2006 15:02

Strong $ won't help on translation

[spekul8] 04/11/2006 12:03

Large rise in volume yesterday!

[jangaman] 26/10/2006 12:36

So that's a projected P/E of 21, dropping to 17 for 2yr forecast...
Is that really excessive for a growth stock that posted Record revenue and profits that were ahead of market expectations and that have built a 90% market share in a growing market?

It's not the lowest risk stock but its quite a good one to be holding when the technology sector finally gets a bit of wind behind its sail.

[spaceparallax] 26/10/2006 09:33

Hi Angler,

I was referring to the projected PER, which is relatively high for my liking. The way the market's been for a while, I feel that there are other more competitive PERs with similar risk. That said, I do like the SDL product.

[angler] 25/10/2006 21:07

spaceparallax:

Presumably you are refering to the historic per of 46.20. The projected per to end of '06 is 21.05 and this is without any brokers update following H1 results. I think a rerating is on the cards and a price target of 270p before year end is not out of the question (IMO).

[spaceparallax] 24/10/2006 12:33

Presumably prompted by imminent news - I love this share, don't like its PER.

[wjccghcc] 24/10/2006 11:42

Not quite. Needs to break 230p but getting close.

[spekul8] 24/10/2006 11:08

Looks like its managed it this time!?! Breakout.

[spaceparallax] 12/10/2006 12:01

We certainly seem to have been in a general rising trend for the last few weeks - one restraining factor will be the ability of the current PER to compete amongst many other available bargains.

[spekul8] 12/10/2006 11:19

Heres to hoping we break the 220 level soon and reach 'higher ground'.

[spaceparallax] 11/9/2006 12:35

Difficult to see the share price direction recently - I have good medium to long term confidence in this one, but the PER may be deterring some.

[phillis] 05/9/2006 16:49

Technology business growing but still losing money if we believe their allocation of overheads. This is where the bulk of the development costs are going I suppose

[churchtower] 05/9/2006 15:35

123 ... Some examples to back up your statement would be helpful. Regards CH.

[12345th] 05/9/2006 15:07

PS - Stand by for Monseignor Lancaster's next big share sale!

[lbo] 05/9/2006 08:58

Here it is



SDL

Our view: Buy

Share price: 208.5p (+3.25p)

SDL put out another set of forecast-busting results yesterday. First-half pre-tax profits rose 17 per cent to £3.6m, while sales soared 34 per cent to £45m. By the end of the year, City analysts expect profits to have hit £9.4m and sales £92m.
Why is SDL doing so well? Simply, the translation software and back-up services it provides are fast becoming a must-have for multinational companies. SDL's offering allows any international company to quickly and at very low cost translate a given text into whatever language it wants. Its clients include the likes of GlaxoSmithKline, Canon and Honda.

Given the growth SDL is enjoying at present, and the limited competition it faces, a valuation of 20 times forward earnings is not excessive

[churchtower] 05/9/2006 07:27

This morning's Independent Investment Column recommends SDL as a BUY. CH.

[wjccghcc] 04/9/2006 13:42

Adjusted EPS of 5.65p puts them well on the way to the full year forecast of 11.4p (room for upgrades I expect). Would have been alot higher if it were'nt for the large foreign tax bill - hopefully that's related to the Trados acquisition and won't be so high going forward. And we still have the release of the new platforms combining the SDL/Trados products to come.

Happy to hold/add on weakness.

[weatherman] 04/9/2006 11:17

Positive results today.

[angler] 30/8/2006 19:53

jakleeds:
You could well be right, weakness of the dollar may be cited. However, the the pre H1 Trading Statement on 17 July would have taken this into account. We can expect "profits before taxation and amortisation of intangible assets of not less than £5.0 million, up 43% from 2005 (£3.5 million). Revenues are expected to be in the region of £45 million, up 32% from 2005 (£34 million)."
No advice intended, but you may care to rethink your very short term strategy.

[jakleeds] 30/8/2006 19:39

I'm sure they will refer to the weakness of the US dollar continuing to be a drag on profits, as they have done before.

Have decided to wait for the results next monday before buying back in

[wjccghcc] 30/8/2006 18:11

Been buying these ahead of the results. Looks like they timed their acquisition of trados superbly with a structural shift now occurring in the enterprise translation market. Likely upgrades after the interims puts them on a PE for 07 of sub 14. Of course, I'm assuming ML won't dump more stock - hopefully the last lot was enough for him to buy a nice house!