Sdl Share Discussion Threads

[hectorp] 18/1/2008 14:28

Not a single bad word , 'whats the catch doc', it should not have fallen like it has..

[bugs22] 18/1/2008 13:43

Play of the week in Shares mag yesterday. Nothing new mentioned I believe. Main points: Tridon the web content management business bought last year looks an inspired purchase with profits soaring. SDL infastructure and market leadership in software and internet processing makes it hard to for another company to challenge its global leadership. Makes the point that if someone like Apple, Autonomy, Yahoo or Microsoft wanted to expand in this sector then SDL would be the obvious step. More acquisitions are expected to enhance the package. Cash being generated at a strong rate with half year surplus of £4M over borrowings in 1st 6 months. PE of 13.5 for 2008 considered far to low for such a growth storey with good balance sheet and with global market leading position.

[hectorp] 18/1/2008 12:24

crikes, its up 14p, and broken the 1-hour chart downtrend - in a bearish market!
Fine trading update, and not even the current usual mention of ' expect markets going forward to be challenging'.
You chaps may see a really decent rally from this.

[bluesbreaker] 16/1/2008 15:01

Almost everything is going down the pan today. It's not just sdl.

[spaceparallax] 16/1/2008 14:47

Phillis, I can only assume that all of us here are biased because the Mkt certainly doesn't seem to have responded well to the TS.

[phillis] 15/1/2008 18:37

Good TS

Wonderful buy at these levels( but I am biased)

[weatherman] 15/1/2008 17:14

A few thoughts.

It would seem the US dollar weakness is leading to an increase in exports as a response to ecomomic slow down in US. Surely that will lead to more business for translation cos like SDL?

[spaceparallax] 14/1/2008 11:08

Good positive TS ahead of expectations - would anticipate a quick return to the 300p level.

[sellsell] 13/1/2008 19:48

trading statement should be this week, probably tomorrow.hopefully upbeat

[spaceparallax] 02/1/2008 14:48

That's no way to talk to Hectorp!

[phillis] 02/1/2008 14:02

C'mon honey

[hectorp] 02/1/2008 11:00

Missed an opening chance here .. large spread put me off..
will lurk.

[spaceparallax] 02/1/2008 10:50

Looking lively this morning - perhaps the TS is leaking out?

[spaceparallax] 20/12/2007 11:58

Phillis,

Was the TS promised for this week, or are you inferring that from previous years?

[phillis] 10/12/2007 10:37

Trading statement next week?

[shuisky] 07/12/2007 16:53

The weak dollar is already in the price, giving SDL upside potential with a stronger dollar from here.

[wjccghcc] 06/12/2007 13:05

flyfisher, they said the services side of the business will be a bit quieter in H2, mainly because of the boost to H1 by the Microsoft Vista launch. However the tech side should continue its growth momentum. The $ weakness will affect them.

Longer-term, I think a weak $ will actually benefit them as their US clients will be increasing exports significantly which will increase demands for SDL's globalisation services.

[charterhouse3] 06/12/2007 11:41

Three quite large trades this morning (totalling 100,000 shares) so perhaps the Lancasters have been busy again !!!

Certainly hasn't done the share price any harm.

CH3

[flyfisher] 29/11/2007 09:49

the trading statement was on 18th dec last year, does anyone know its markets well enough to have an opinion on current trading ?

[charterhouse3] 29/11/2007 08:55

A trading statement is due in a couple of weeks or so.

Whilst the heavy selling by Mark and Christina Lancaster in September proved excellent timing I think that the general market malaise of the last 2 months has resulted in the share price being hammered far too much.

At around the 250p level the shares were just too low.

Although it was nice to see Mr Lancaster spare a quarter of a million quid to buy back some shares I think that at current levels SDL is a screaming buy anyway.

I am expecting a general end of year rally for the markets and, if this is the case, then SDL ought to be north of 300p by the time the trading update is issued.

CH3

[woracle] 27/11/2007 17:40

Blimey, did one of those geeks re-programme the black box trades by mistake today ! LOL !

[markt] 27/11/2007 14:24

the directors seeing 385p as a screaming sell price.....takes 'some' of the shine off buying at this price....perhaps puts a mental upper limit on the price...or closer to 350p...if no mental upper limit would be better in my view

that Lancaster sold so many compared with number bought...selling vol. dominates....surprising to that he bothered to buy some of 'em back at price not so far below....

[markt] 27/11/2007 13:58

Hi Josh

"My comments were aimed at markt, who has not been in SDL for the last year, yet alone the last 3 or 5.

And secondly, when the CEO halves his holding - its time to take notice IMO.
Particularly when the $ continues to weaken.

Kindest Regards "


I agree with you !
I always take note of director selling.
And of charts.
If the price is falling off a peak after long uptrend.....then there is a lot to be said for stop losses at 10-20% and getting out...I did.

the situation in USA is very worrying from my viewpoint.
Europe is linked to it. Airbus is already talking of thousands of possible lay offs....must be bad for Rolls Royce plane engines I assume/guess etc etc

USA stock charts look bad to me...taking 20 year or 5 year view