Sdl Share Discussion Threads

[spaceparallax] 20/11/2007 10:46

The share price appears to be demonstrating good resilience around the 250p level - good news in these tough times.

[napoleon 14th] 14/11/2007 17:22

Got a few @263p earlier today.
Any continued mkt recovery should see them back to 300-350p

Times write-up said "oversold". I agree, long term...

[john hampton] 12/11/2007 14:58

I sold at 269p the other day but will buy back if the 250p support holds, just a question of waiting a bit, also markets generally a bit unsettled.

[nickcduk] 12/11/2007 13:57

Its not looking good for SDL at the moment. Nasdaq getting trashed isn't doing it any favours. We also now know it was Standard Life who have been dumping stock. They sold down about 500k shares last week. The bad news is they still have 6.7m shares left and could be looking to sell those as well. Price is getting trashed on those 2 factors and I can't see it improving any time soon whilst Standard are still selling.

[spaceparallax] 09/11/2007 13:31

Phillis,

Thanks. Short, to the point and most importantly it was positive.

[phillis] 09/11/2007 13:10

Space
Tiddler to watch

[john hampton] 09/11/2007 12:23

Holding up well considering the market generally in the red!

Hope to see 300p+ by next month.

[bluesbreaker] 09/11/2007 10:54

Bought back into these today @ 273, having sold in March when I thought they were overcooked at around 350. Think this is a great company. Have followed and been a shareholder for long time.

[nickcduk] 09/11/2007 10:49

If its not BT that have been selling then someone certainly has. Some heavy volume both yesterday and today suggests a large shareholder is dumping their stake. Nice to see that the large cross trades are going through around 270p today. Should provide some support around that level. Hopefully overhang is almost cleared now.

[spaceparallax] 09/11/2007 10:31

Phillis,

What was the tone of the article?

[phillis] 09/11/2007 07:28

Right on Woracle.
Just a shuffle and a nice mention in the Times this am

[woracle] 08/11/2007 20:30

Thats wasn't the reason... These notification are confusing but this is just a transfer, not any acquisition or disposal of shares...

2. Reason for notification (yes/no)

An acquisition or disposal of voting rights

An acquisition or disposal of financial instruments which may result in the acquisition
of shares already issued to which voting rights are attached

An event changing the breakdown of voting rights
Other (please specify): Transferred to External Fund Manager YES

[nickcduk] 08/11/2007 19:40

We now know who has been responsible for the overhang in SDL over the last few weeks. Todays announcement says they went under 3% on the 1st November. I would imagine they have been selling down the balance of their holding over the last few days. Still seemed to be a seller around towards the end so I would guess they still have a few more to shift.

Im looking forward to the trading statement which hopefully will have as bullish a tone as we have been used to of late. That will take us comfortably back over £3. Not sure whether we will have to wait until either December or January but its not too far away.

[phillis] 08/11/2007 18:13

Shorters beware. Our CEO has more firepower up his sleeve.
Would be nice to see the FD put his hand in his pocket and I would be more convinced that ego wasn't playing a part

[spaceparallax] 08/11/2007 16:37

Having past been a major critic of our CEO's untimely Sells, I feel duty bound to congratulate him upon a most timely Buy. It's been a bizarre few weeks - but I felt brave enough to follow his lead and top-up a little.

[phillis] 08/11/2007 16:19

Nothing much untoward then

[wjccghcc] 08/11/2007 16:12

Yup, my profits from buying back at 249p seem kind of insignificant to the 180k he just made in a few weeks ...

[nickcduk] 08/11/2007 16:05

Mr Lancaster has put his hand in his pocket. I think its fair to say that trading will not have fallen off a cliff like the share price is suggesting. Should aid the recovery some more. Gone into auction now but hoping for a move above 280p by the end of the day.

[the jock] 08/11/2007 15:57

Yes John as I said yesterday got in at 249p..for a good bite at the cherry

[bugs22] 08/11/2007 14:42

Some good posts on this board, nice to see.

[nickcduk] 08/11/2007 14:36

What we have today is large trades taking place off market. The seller from yesterday has had a chance to sell his holding to another institution without trashing the share price via the order book. I think a few institutions have probably spoken to the company and got re-assuring news and are therefore buying today.

Institutional shareholders don't really pay attention to daily market moves and only become aware of share price move at the end of the day. A few probably woke up today and noticed it had got trashed and went about putting in buy orders. Hopefully it will pick up some more this afternoon and head back towards 300p over the coming days.

[john hampton] 08/11/2007 14:21

Well done those that poked a toe in at 250p! I'm happy holding at these levels.

Good luck & Happy Trading!

[woracle] 08/11/2007 13:41

Nice to see some institutional buying today and the program AT trades now switched to buying.

[wjccghcc] 08/11/2007 00:05

It's unlikely to be a nasty surprise apart from the effect of increased $ weakness. SDL manage expectations quite well and H1 was a kicker. They've already made clear H2 services will be weaker than H1 because of the boost from Microsoft Vista launch in H1, but that GIM traction is increasing. A weak $ and US economic uncertainty will actually help their business in the US IMHO as corporates will need to improve their global time to market etc. to increase their overseas sales to compensate for domestic weakness.

Lionbridge plus weak $ is my view and so I'm happy to rebuild my stake below 250p

[woracle] 07/11/2007 21:58

I dont think its Lionbridge because its been bleeding for months now. $ weakness doesnt explain it 100% either. Loads of companies are exposed to the dollar but they havent suffered such constant falls. But I have noticed a lot of low volume stocks about this size have had AT sell programs for last few months. Not sure what that means.. hedge funds shorting mid and small caps is my guess...and everytime a support is broken, and there is a lack of buying, the ATs seem to kick in even more to test next suport level. Market jitters and there are just has no buyers..and the automated stuff can contol the share price. Either that or a nasty surprise...who knows !