Sdl Share Discussion Threads

[wjccghcc] 08/8/2007 10:36

True but SDL have already said H1 PBT is +67% and ahead of expectations despite the weak $.

[phillis] 08/8/2007 10:22

Weak dollar major impact on SMITHS results

[iandippie] 08/8/2007 10:02

flippin ell. up 'n down like a tarts nickers.

[wjccghcc] 30/7/2007 15:06

Perhaps the markets taking notice that their trading statement basically said H1 PBT would beat expectations by 20+ %

[lancasterbomber] 30/7/2007 13:54

Anyone know why the 7% rise this morning?

[joshalexander] 28/7/2007 08:45

This is a fantastic company, although if this is the beginning of a new Bear Market, then all technology stocks will be de-rated - unfortunately.

[flyfisher] 26/7/2007 15:22

yes i,ve added a few more also, time will tell if we are right.

[wjccghcc] 26/7/2007 12:36

Had a few at 377p. SETSMM sure leads to some volatility.

[iandippie] 26/7/2007 11:45

Strange. Looked like it was going to have £4 as a base. Mind you, the market is very unpredictable at the moment.

[cr4zyness] 25/7/2007 11:55

Tridion Parent SDL Expect Profits for Half Year to be Ahead of Market ExpectationsAmsterdam - 23 July 2007 SDL plc, the leading provider of Global Information Management (GIM) solutions and parent of Tridion, the leading global provider of Web Content Management (WCM) solutions announced on Monday July 16 the interim results for half year ending 30th June 2007. SDL expects half year profits to be ahead of market expectations. SDL is expecting to be able to report profits before taxation and amortization of intangible assets of not less than £8.5 million, up 67% from 2006 (£5.1 million). Revenues are expected to be in the region of £54 million, up 20% from 2006 (£45 million).
Commenting on the factors that are driving out this performance, Mark Lancaster, Chairman and Chief Executive Officer of SDL comments: "Our Global Information Management solutions are gaining adoption as clearly witnessed by the strong performance of the whole SDL Group. The performance of our recent acquisition Tridion also over-achieved on our expectations. It is clear to us that global corporations are increasingly recognizing the importance of localization as a key business differentiator. As a result I am delighted with our half-year performance." SDL expects to announce half year results for 2007 on 3rd September 2007.
Tridion highlights in the first half of 2007 include strong performance, becoming part of the SDL Group, opening a second US office in San Francisco, the release of the new solution Archive Manager, the very successful international event Tridion World, industry confirmation by Gartner and improvement of its total business solutions offering and stronger links with existing clients. The recent Forrester Wave report 2007, citing Tridion again as leader in the WCM field, confirms the firms' strong product offering and successful business strategy.
In addition Tridion reports several new client contracts, including Advantage West Midlands, Ministerio de Agricultura Pesca y Alimentation (Spanish Ministry of Agriculture and Fishery), Fedict (the Belgian Federal Government Service for ICT), Malmberg and WSPA (World Society for Protection of Animals).
Contact information for Tridion Ltd

[iandippie] 25/7/2007 11:45

12345th. Why bother hang around here if you are not an investor? Haven't you got some floors to sweep somewhere? :-)

[phillis] 24/7/2007 16:10

...except that Tridion has nothing to do with translation...

[12345th] 23/7/2007 10:27

Always inspiring to read a press release dressed up as a newspaper article by a lazy journalist.

[12345th] 23/7/2007 00:33

calm down dear. don't get carried away with labels like "software" and "content management". It's a translation company which is ok but not that fascinating.

[woracle] 22/7/2007 21:30

12345, sorry dear, I forgot that shares stop rising if they double in 6 months.. How silly of me to not realise that ! . I'll sell first thing until you tell us its safe again... your comprehensive advice and research is much appreciated. xxx

[wjccghcc] 22/7/2007 18:49

6 months ago, they were rated as a translation business, not a tech business which is what they're increasingly becoming. Also, the significant profit growth only started kicking in from H2 last year so you could argue that the rerating is well justified with H1 profits up 70%. Even if H2 is flat on H1, then the current year PE is 22 which is considerably less than the other global UK software leaders (AU, AVV, FDSA etc.). With their move into content management and being increasingly close to microsoft, I wouldn't bet on them being independent for too much longer.


Maidenhead, UK – 17 July 2007

SDL, the leading provider of Global Information Management (GIM) solutions, today announced that Microsoft and SDL are collaborating to enable the delivery of the Windows Vista Language Interface Pack into a number of emerging markets languages.

For their Local Language Program (LLP), Microsoft has chosen SDL Trados technology to facilitate the delivery of Windows Vista into additional languages across emerging territories. SDL Trados technology is being used as the de-facto standard across Universities, agencies and freelance translators who are working on this project.

"It is critical that we are assured of the highest possible quality in delivering Windows Vista Language Interface Pack into the global marketplace", says Yaron Hezroni, LLP Program Manager with Microsoft. "By using SDL Trados and by promoting SDL TRADOS Certification with our LLP vendors, we believe that this will help us to deliver our product to market in the shortest possible time and at the highest possible quality".

"The translation supply chain is critical in helping corporations of any size to deliver product into global markets effectively" says Mark Lancaster, Chairman and CEO of SDL. "We are delighted that Microsoft has mandated the use of SDL Trados and the Certification program in helping them deliver such a critical product into a broader range of languages."

SDL also offers the industry's leading certification program for translators using SDL TRADOS technology.

[12345th] 21/7/2007 21:15

SP has doubled in 6 months, that's more than enough for now.

[woracle] 21/7/2007 13:16

If it was simply OK dear, I wouldnt invest. Being the dominant player in its field and in a business critical function to globalisation, being widely accepted by worlds top companies and growth accelerating..thats its parallel to Autonomy. Why do I want to compare it to AU. anyway.. share pricewise its not exactly been overshadowed by it ! Quite surprised in hindsight how much SDL actually has grown in last 5 years. I would even say there is no other software/technology service company this size with such a blue chip client list..

[12345th] 21/7/2007 09:31

calm down dear! sdl is ok, maybe even quite good, but "the next Autonomy" ... er, no, sorry.

[jangaman] 20/7/2007 23:16

as long as the high dollar doesn't do you....

[iandippie] 18/7/2007 10:27

Was out at 450, but back in today. Annoyed I missed the rise early this week, but 8.5mill is 30% ahead of forecasts(!!) so plenty more to come.

[woracle] 16/7/2007 22:51

SDL have always been beaten their brokers estimates quite comfortably...and so with H1. Anyone seen any upgrades yet ? I was predicting 17.5p adjusted before today. I think on this run rate, increase in margins, Tridion exceeding expectations already, I reckon they can do 20 to 21p adjusted quite realistically now.

[woracle] 16/7/2007 08:09

Wow, 67% up ! Now thats what I call exceeding expectations. Should be upgrades coming and catalyst for next leg up. Big increase in operating margins too I notice, and the new acquistion exceeding expectations in first month is good news