Updates

First Derivatives

February 2018

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

FDP has bought Telconomics09, a Spanish provider of telco analytics software, for €0.9m upfront with a further €1.6m based on future performance. Its main asset is INTEF, a platform to perform critical activities such as network development strategy, network planning and network optimisation. FDP has already expanded its Kx business into the telecoms vertical and marketing technology (Prelytix acquisition) as it expands the software outside its core FinTech vertical.Citi has initiated with a chunky 41 page note, forecasting eps of 71.3p this year and 85.1p next. Despite the hefty prospective PE of 59.5, the broker sets a £50.50 target. Gain to date: 1530%. Hold. ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Superdry - Free cash generation about to balloon six-fold

Treatt - 95% gain since our main write up in November â€˜16

First Derivatives (December 2017)

First Derivatives (December 2016)

First Derivatives - Shares go over £20; gain 702% (June 2016)

First Derivatives - Shares go to a new high (May 2016)

First Derivatives - Becoming a Big Data specialist (December 2015)

First Derivatives (November 2015)

First Derivatives - Software run rate of £37m-£39m (July 2015)

First Derivatives (May 2015)

First Derivatives (March 2015)

First Derivatives (December 2014)

First Derivatives - Acquires Kdb+ database (November 2014)

First Derivatives (June 2014)

First Derivatives - Collaboration agreement with Pivotal (May 2014)

First Derivatives - Big Data firm goes into orbit (December 2013)

First Derivatives (July 2013)

First Derivatives - Beneficiary of Big Data phenomenon in financial markets (February 2013)

First Derivatives (December 2012)

First Derivatives (October 2012)

First Derivatives - Software side sales up 40% (November 2011)

First Derivatives - Foreign exchange trades surge through Delta eFX platform (June 2011)

First Derivatives (November 2010)

First Derivatives (September 2010)

First Derivatives - Eps forecast at 38.3p, 45.4p, 57.3p (June 2010)

First Derivatives - Launches FX retail product into Japan (May 2010)

First Derivatives - Cognotec could provide huge boost (March 2010)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X