Sdl Share Discussion Threads

[she-ra] 02/6/2016 15:24

Interesting that Salesforce have just paid $2.8 billion for Demandware that has revenues of $240 million and is yet to make a profit. Analysts say this is the missing piece in the puzzle for Salesforce but surely language localisation would be the final missing piece. One wonders if SDL will be attractive to Saleforce.

[thomasthetank1] 19/5/2016 17:48

Read Panmure Gordon & Co's note on SDL PLC (SDL), out this morning, by visiting hxxps://www.research-tree.com/company/GB0009376368

"A trade press release on SDL Machine Translation tells us that the demand for translation output continues to increases and that SDL translation business is not just a human Time & Materials business, but is ‘programmable’ using Machine Translation. Indeed, SDL has been developing MT technology for over 20 years, with the latest update, XMT, released in 2015. Being born in software gives greater scale, operational leverage and reminds that SDL has an effective foil to price deflation. While SDL’s share price has been..."

[she-ra] 18/4/2016 12:38

Well its interesting that Mark Lancaster (if it the same Mark Lancaster who was the previously removed CEO of SDL) has built up a stake in Nyota Minerals, a cash shell, that seems to be having a battle with some shareholders at the moment.

If it is him, I wonder if he has some unfinished business with his baby - SDL.

[she-ra] 12/4/2016 14:52

What's this all about?

[hedley2] 16/3/2016 07:37

Having registered on the web site to receive alerts of any news, I've seen nothing, anyone had better luck?

[she-ra] 16/3/2016 00:08

Disappointing they lost the Microsoft contract. Compared to Lionbridge on the NYSE this is starting to look expensive.

[value king] 15/3/2016 08:51

Took my profits today. It has been a nice run.

[she-ra] 07/11/2015 12:29

Nice little rise. Maybe its going to get tipped this weekend?

[hedley2] 02/10/2015 16:11

Seem to recall that he stepped down once before and was reinstated 2yrs later, certainly the market is voting this as good news, not so "unloved" any more!

[salpara111] 02/10/2015 14:40

A damning indictment of the CEO that the share price rises 10% on the announcement of his resignation.

[she-ra] 02/10/2015 11:36

Probably vulnerable to a bid now. Could be a takeover target.

[hedley2] 27/9/2015 18:29

Anybody any thoughts as to why this company appears so "unloved" at the moment?

[she-ra] 23/9/2015 10:16

On the 7th Sept just over 17 million shares changed hands. I'm pretty sure that we have gone over the time period when a change in ownership should have been reported.

Have Toscafund sold all their shares and not reported this?

And who bought?

[she-ra] 11/9/2015 16:02

Between 11-22% of SDL shares changed hands the other day. But no RNS and no one seems to have noticed.

[she-ra] 24/8/2015 14:17

Is SDL a potential target for Adobe, Salesforce and Oracle?

Their acquisitions over the last 3 years suggests these big 3 are scrambling for dominance in the marketing sphere.

They all seem to miss out on one important component - Language translation technology. As these three fight for dominance are Lionbridge and SDL the next big target?

Oracles recent acquisitions are:
BlueKai at 5.9 times their revenue
Responsys for 6.9 times their revenue
Datalogix at 9.6 times their revenue (and unprofitable)

[robow] 13/8/2015 13:17

topped up at 386. has it been tipped today?

[she-ra] 04/8/2015 11:20

Its disappointing.

[brummy_git] 04/8/2015 07:49

Yes, language translations seems to be ticking along nicely - so if technology can be turned round as well, then there should be good news for shareholders further down the line.

[weatherman] 04/8/2015 07:23

SDL seems on track with main business ahead of expectations, despite weakness in technology.

[robow] 17/7/2015 12:36

Results out on 4th Aug

[she-ra] 26/6/2015 13:36

I hope theyre not about to buy DotDigital because a lot of shares seems to have been changing hands in that company and it seems overvalued even now.