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FAST - Fast Search & Transfer


Pirelli

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Norse-sjef Stig Rognstad lar seg ikke skremme av oppturen i Fast. Står på sine 1.000 prosent.

 

Fast-vinden som blåser på børsen skremmer ikke analytikere eller investorer, skriver Finansavisen. I går ble aksjen handlet til all time high på 16,30 kroner. Selskapet er nå verdsatt til over fire milliarder kroner.

- Det er bare et tidsspørsmål før flere institusjoner begynner å kjøpe seg opp, og da blir det garantert trangt i døra med kjøpere, sier Norse-sjef Stig Rognstad.

 

Rognstad tviholder ifølge avisen på sitt optimistiske syn på selskapet.

 

- Mange tror at veksttakten vil synke. Jeg tror imidlertid det motsatte. Vekstmulighetene og posisjonen er helt unik. Og skulle Fast levere 70-80 prosent vekst de neste årene kan kursen lett gå 1.000 prosent, fortsetter Norse- sjefen.

 

1.000 prosent. Lett

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Ordnet sammenslåingen.

 

FAST bryter nå endelig opp, kan det se ut til. Jeg tror jeg svært snart vil ta et lodd her, kanskje allerede idag. Åpner på 16 etter et rally fra 15 til 15,70 igår.

41316[/snapback]

Inne Vegard?

Tygger litt på denne selv.....

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Hva med Fast fisk, altså PAN? Tegnet for 100k, fikk 60k, bra det. Nå er det rekordpriser på laks, da kan det bli LAKSERALLY på mandag!

 

 

Denne derimot er en ekte villaks, tatt opp i Isielva i Bærum for noen timer siden..

 

Nick%20sone%2019.jpg

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Fast omsetning er på ca 650 millioner NOK i året med dagens dollar kurs. I q1 hadde de operating profit på ca 23 mill NOK... mens market cap'n er på hele 4,3 milliarder.

 

Jeg kan ikke forstå at dette er aksjen med de beste utsiktene? Kan vel ikke gå lenger enn 18-20kr på ett års sikt? Ett dårlig kvartal og den vil falle mye!

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Vet at mange følger Fast, jeg med.

 

Dette skriver First om Fast idag: fast.gif

 

 

Key Issues:

 

* FAST sees a strong start of Q2 and reiterates a very positive

outlook on the mid-quarter update

* The company expects revenues to grow by more than 50% for several

years combined with increasing margins

* OEM and channel sales will accelerate throughout the year as the

large OEM deals will kick in

 

Conclusion:

* The mid-quarter reconfirms our Buy case

* Our base case valuation is based on a 18% market share and 25% EBIT

margin in a stable phase.

* Current indications point at higher market growth and higher market

share for FAST. Assuming this trend to continue we argue that FAST should be

worth some NOK 25-26 per share.

* FAST is ahead of our scheme to meet our assumptions. Hence, we

consider the case to be significantly strengthened during the last quarter.

We increase our price target to NOK 23 (20.50)

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Spår aksje opp 52 prosent

Analytiker kliner til og spår Fast-aksjen opp 52 prosent etter gårsdagens nyheter.

 

 

 

 

 

I går holdt Fast Search & Transfer en oppdatering for analytikere og presse. I dag rykker Norse Securities ut og gjentar sin kjøpsanbefaling. Kursmålet er på 25 kroner, mens aksjen i går sluttet på 16,40 kroner.

 

Dersom kursmålet skal innfris må verdien på aksjen stige 52 prosent fra dagens nivå.

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Cola

 

Jeg så du stilte omtrent det samme spørsmålet på Tomra-tråden, men svarer her siden den tråden bare blir spammet.

 

Fast Search and Transfer regnes med å få en EPS på rundt 0,35 i 2005, noe som gir en P/E på 47. Men FAST antas også å få en EPS-vekst på over 50% de neste årene, som følge av sterk markedsvekst og FASTs sterke vekst innen bransjen.

 

La oss ta et lite regnestykke. Vi antar en EPS-vekst på 50% årlig i fire år fremover:

EPS 2005: 0,35            P/E 2005: 47
EPS 2006: 0,52            P/E 2006: 32
EPS 2007: 0,79            P/E 2007: 21
EPS 2008: 1,18            P/E 2008: 14
EPS 2009: 1,77            P/E 2009: 9

 

Ser du nå forskjellen?

 

Tomra ventes å vokse i Tyskland, men man venter ikke stor vekst utover dette. Derfor bør ikke P/E ligge på 20-tallet etter at Tyskland er priset inn, med mindre Tomra øker sine marginer eller vokser i andre land.

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Vurderer inngang i FAST igjen dersom den nærmer seg 16 blank. Men for å klare det, så må det nok hjelp til med røde tall fra USA. Ellers så kommer ned stadig nye oppgraderte kursmål fra "eksperthold", nå sist 25 kroner på kort sikt.

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  • 2 weeks later...

Jeg tror det er på tide å trekke frem FAST igjen som ikke har vært kommentert på flere uker. Etter anbefalinger fra mine børsvenner overveier jeg å vekte meg opp i Fast (som pt. minst i min portefølje). Vennene mine har nemlig klokketro på FAST på (lang) sikt. Jeg ser også at Norse Securities kommer med en anbefaling idag uten av dete skal bety så mye for mitt valg. se ... http://www.hegnar.no/Finansavisen/newsdet....=186464&cat=116

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Jeg tror det  er på tide å trekke frem FAST igjen som ikke har vært  kommentert på flere uker.  Etter anbefalinger fra mine børsvenner overveier jeg å vekte meg opp i  Fast (som pt. minst i min portefølje). Vennene  mine har nemlig klokketro på FAST  på (lang) sikt.  Jeg ser også at  Norse Securities kommer med en anbefaling idag uten av dete skal bety så mye for mitt valg.  se ... http://www.hegnar.no/Finansavisen/newsdet....=186464&cat=116

44676[/snapback]

Ikke hopp på noe slikt før ferien.

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Nå får jeg opplyst at Orion også har kommet men en anbefaling på FAST. Etter å snakket med ledelsen er antagelsen styrket om at det vil komme gode nyheter i dagens som kommer - og "mot normalt" også komme med meldinger om kontrakter før kvartalsresultatet legges frem .

 

Ovenstående er fritt gjengitt etter en kort telefonsamtale jeg nettopp har hatt med en heltidsansatt børskollega - med forbehold om mulige feiltolkninger.

 

Nå skal jeg også snart bestille Orion Analyse på nytt - for å bli den første som får kursdrivende nyheter.

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  • 2 weeks later...

Søkegigant guider opp - Fast i taket

 

Av Siri Skaalmo

 

Fast-konkurrenten Autonomy oppjusterer salgsveksten for andre kvartal, og varsler om betydelig oppgang i søkemarkedet. Det sender Fast-kursen til ny rekord.

 

Programvareselskapet Autonomy venter at omsetningsveksten på årsbasis i andre kvartal 2005 vil bli bedre enn ventet, skriver TDN Finans.

 

Salgsveksten, som var ventet til 10 til 20 prosent, vil nå havne i øvre del av dette intervallet. Autonomy hadde en omsetning på 15,3 millioner dollar i andre kvartal 2004.

 

"Alt i alt vil våre resultater indikere en betydelig styrking i våre markeder", sier konsernsjef Mike Lynch i en kommentar.

 

Analytikere mener Fast stjeler markedsandeler fra konkurrentene i søkemarkedet, etter en rekke lukrative kontrakter den siste tiden.

 

Fast-aksjen steg nesten tre prosent på Oslo Børs onsdag til ny kurstopp på 17,70 kroner. Det verdsetter det norske it-selskapet til 4,8 milliarder kroner.

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Fast-avtale med AOL-selskap

Søkeselskapet Fast inngår en avtale med et datterselskap av internettkjempen AOL.

Fast Search & Transfer inngår en kontrakt med MapQuest, Inc., som er et heleid datterselskap av America Online.

 

Avtalen gjelder bruk av Fasts søketeknologi på MapQuests tjenester innen plattformene internett, mobil, forretningsløsninger og publiserte produkter.

 

MapQuest.com er en av de ledende kart og katalogtjenesten på internett.

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  • 4 weeks later...

Fast slår analytikerne

Fast Search & Transfer legger frem tall som er bedre enn analytikernes forventninger.

 

I andre kvartal 2005 omsatte Fast Search & Transfer for 24,1 millioner dollar, mot 14,1 millioner dollar året før. Selskapet fikk et driftsresultat (EBITDA) på 6,0 millioner dollar, mot 3,8 millioner dollar for et år siden. Nettoresultatet endte på 3,1 millioner dollar, mot 1,4 millioner dollar i andre kvartal 2004.

 

Ifølge TDN Finans var det ventet at Fast skulle omsette for 23,3 millioner dollar, få et driftsresultat (EBITDA) på 5,7 millioner dollar og et nettoresultat på 2,9 millioner dollar.

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FAST - COMPANY ANNOUNCEMENT

03.08.2005 11:43

 

A total of 4.269.700 subscription rights have been

exercised under Fast Search & Transfer ASA`s employee

participation schemes. Following completion of the exercise

and share issue, the Company`s share capital will be

increased with NOK 34.157,60 from NOK 2.017.436,48 to NOK

2.051.594,08.

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FAST - ON BEHALF OF PRIMIARY INSIDERS

03.08.2005 11:45

 

The instant notice is issued by Fast Search & Transfer ASA

(`FAST`) on behalf of certain primary insiders in FAST.

 

Thomas Fussell has exercised a total of 750.000

subscription rights in FAST at an exercise price per share

of NOK 15,50. At the same time, Mr. Fussell is selling

750.000 shares at market price of NOK 18.385 per share.

After the transaction, Mr. Fussell owns a total of

7.300.000 shares and 1.300.000 subscription rights in

FAST.

 

Robert Keith has exercised a total of 750.000 subscription

rights in FAST at an exercise price per share of NOK 15,50.

At the same time, Mr. Keith is selling 750.000 shares at

market price of NOK 18.385 per share. After the

transaction, Mr. Keith owns a total of 8.000.000 shares and

1.300.000 subscription rights in FAST.

 

John Markus Lervik has exercised a total of 98.400

subscription rights in FAST at an exercise price per share

of NOK 15,50. At the same time, Mr. Lervik is selling

98.400 shares at market price of NOK 18.385 per share.

After the transaction, Mr. Lervik owns a total of 3.600.000

shares and 1.650.000 subscription rights in FAST.

 

Bjørn Olstad has exercised a total of 75.000 subscription

rights in FAST at an exercise price per share of NOK 14,00

and a total of 25.000 subscription rights at an exercise

price per share of NOK 15,50. At the same time, Mr. Olstad

is selling 100.000 shares at market price of NOK 18.385 per

share. After the transaction, Mr. Olstad owns no shares

and 1.680.000 subscription rights in FAST.

 

Ali Riaz has exercised a total of 45.000 subscription

rights in FAST at an exercise price per share of NOK 14,00

and a total of 22.500 subscription rights at an exercise

price per share of NOK 15,50. At the same time, Mr. Riaz

is selling 67.500 shares in FAST at market price of NOK

18.385 per share. After the transaction, Mr. Riaz owns no

shares and 2.560.950 subscription rights in FAST.

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FIRST OM FAST ETTER TALLENE:

 

- F I R S T L O O K -

 

Title: The best quarter ever

 

Company: FAST Search and Transfer

 

Recommendation: Buy

 

Share price: NOK 18.50

 

Target: NOK 23.00

 

 

Today FAST reported its best quarter ever. Revenues came in at 24.1 musd and operating profit was 4.4 musd, implying a 70% y/y revenue growth and a 18.2% operating margin. The figures were stronger than our forecasted revenues of 23 musd and operating profit of 4.1 musd. The company remains confident with respect to future outlook and expects to continue to grow revenues rapidly. The company also expect to maintain our slightly increase the operating margin in the coming quarters.

 

Conclusion: We consider the Q2 report as a solid set of figures. We will upgrade our estimates slightly. We keep our price target and Buy recommendation.

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FIRST OM FAST:

 

Key issues:

 

Q2 beats expectations

Revenues came in at 24.1 musd and operating profit was 4.4 musd, implying a 70% y/y revenue growth and an 18.2% operating margin. The figures were stronger than our forecasted revenues of 23 musd and operating profit of 4.1 musd.

 

Optimistic outlook, revenues will continue to grow rapidly

The company remains confident with respect to future outlook and expects to continue growing revenues rapidly. The company also expects to maintain, or slightly increase, the operating margin in the coming quarters.

 

We upgrade our EPS 05 by 7% and EPS 06 by 10%

We have increased our revenue growth assumptions from 30% to 40% in 2007 and 25% to 30% in 2008. We have reduced our OPEX forecast slightly in combination with higher revenues. We also increase our price target to NOK 25 (23).

 

Maintain our Buy recommendation

Given the rapidly increasing amount of digital information stored among the enterprises we believe enterprise search could become as common as internet search. We expect FAST to profit form this mega-trend and will continue to grow rapidly for several years. In our base case scenario we believe FAST is worth some NOK 25 per share. But NOK 30-60 is obtainable in a more optimistic scenario

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DNB er enig med First Securities vedrørende kursmål:

 

• Fast rapporterte sterke 2. kvartalstall i går. Inntektene kom inn over våre forventninger og landet på USD 24.1 mill mot forventet USD 23.6 mill. Alle segmenter bidro til veksten, og selskapet kunne rapportere en sterk driftsmargin på 18% mot ventede 17%. Driftsresultatet endte på USD 4.4 mill for 2. kvartal mot våre forventninger på USD 3.9 mill. DnB NOR Markets har en Kjøpsanbefaling på aksjen med et kursmål på NOK 25.

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  • 1 month later...

- F I R S T L O O K -

 

Title: Q3 mid-quarter update, a non-event

 

Company: FAST Search and Transfer

 

Recommendation: Buy

 

Share price: NOK 21.70

 

Target: NOK 25.00

 

FAST provided a mid-quarter update yesterday. Our main impression is that no significant news was announced that will impact our investment case, hence we consider it as a non-event. As usually, Q3 is expected to be back-end loaded due to the holiday effect and contracts will be announced towards the end of the quarter. We especially expect to see contract announcements within the immature video segment that can be the new growth area for FAST. The company feels comfortable with Q3 consensus revenues of 25.6 and full year revenues of 100 musd. We estimate Q3 revenues of 26.5 musd and 101 musd for the full year.

 

Conclusion:

 

We keep our estimates, price target and recommendation unchanged

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  • 3 weeks later...

To nye meldinger fra FAST i kveld! Her er den første:

 

FAST Selected by FirstGov.gov to Bring Enterprise Search Functionality to Content Management

 

770 words

27 September 2005

17:39

Business Wire

English

© 2005 Business Wire. All Rights Reserved.

 

OSLO, Norway - (BUSINESS WIRE) - Sept. 27, 2005 -

 

FAST Enterprise Search Platform Integrated with Enterprise Content Management Solution to Streamline Document Search and Retrieval; FAST Also Selected as One of Only Three Vendors for New Blanket Purchase Agreement

 

Fast Search & Transfer (FAST), the leading developer of enterprise search and real-time alerting technologies, today announced that the FAST Enterprise Search Platform (FAST ESP) was selected to power the search functionality for the content management system of FirstGov.gov. Operated by the U.S. General Services Administration (GSA), FirstGov.gov is the U.S. Government's official Web portal.

 

FirstGov.gov provides government information and services to citizens, businesses and other governments. FirstGov.gov is an integral part of creating a citizen-centric government, keeping in line with one of the five priorities in President Bush's Management Agenda. FirstGov.gov, part of USA Services, one of the Presidential E-Gov initiatives created in 2003, distributed more than 202 million documents in 2004.

 

FAST ESP is integrated with FirstGov.gov to provide a seamless method for storing and making available for searching, documents that are published on FirstGov.gov. During the document publishing process, FirstGov.gov follows a specific workflow for creating, approving and publishing new content. With FAST ESP as the enterprise search solution for this process, the instant a document is approved and published it is available for search. FAST was awarded the FirstGov.gov contract via the GSA schedule.

 

FAST has also been selected by the GSA as one of only three vendors to qualify for its new Blanket Purchase Agreement (BPA) established for FirstGov to acquire future search technology and services. The BPA has a total value of $18 million over ten years.

 

"FAST has worked with FirstGov.gov for many years, and we are confident that we will deliver solutions that will exceed all requirements, and help bring FirstGov.gov to its next level of service," said Ali I. Riaz, FAST's chief operating officer. "The ability of FAST ESP to fully integrate with FirstGov.gov's content management system is critical to the ongoing success of the site. FirstGov.gov content publishers will rely on FAST technology to ensure documents are instantly available in the content repository, and FirstGov.gov users will benefit by being able to find and retrieve these documents as soon as they are published."

 

FAST has transformed enterprise search from a powerful, yet narrowly perceived function, into an enterprise-wide strategic and tactical capability of pivotal importance. FAST ESP and FAST's portfolio of solutions and SDAs supply a complete information retrieval solution ideal for a growing number of key vertical markets and applications including e-Commerce and Internet Portals; Financial Services; Government; Life Sciences; Media and Publishing; and Telecom. For FAST, the search never stops.

 

About FAST

 

FAST creates the real-time search and filter technology solutions that are behind the scenes at the world's best known companies with the most demanding search problems. FAST's flexible and scalable integrated technology platform elevates the search capabilities of enterprise customers and connects people to the relevant information they seek regardless of medium. This drives revenues and reduces total cost of ownership by effectively leveraging IT infrastructure. FAST's powerful enterprise search technology solutions are used by more than 2,000 global customers and partners, including America Online (AOL), AT&T, Cardinal Health, CareerBuilder.com, Chordiant, CIGNA, CNET, Dell, Factiva, Fidelity Investments, Findexa, IBM, Knight Ridder, LexisNexis, Overture, Rakuten, Reed Elsevier, Reuters, Sensis, Stellent, Tenet Healthcare, Thomas Industrial Networks, T-Online, US Army, Virgilio (Telecom Italia), Vodafone, and Wanadoo.

 

FAST is headquartered in Norway and is publicly traded under the ticker symbol 'FAST' on the Oslo Stock Exchange. The FAST Group operates globally with presence in Europe, the United States, Asia Pacific, Australia, South America, and the Middle East. For further information about FAST, please visit www.fastsearch.com .

 

© 2005 Fast Search & Transfer ASA - Fast Search & Transfer, FAST, FAST ESP, FAST Data Search, FAST Marketrac, FAST AdVisor, FAST InStream, FAST ImPulse, FAST mSearch, FAST ProPublish and the FAST four-colored logo are trademarks of Fast Search & Transfer ASA. All rights reserved. FAST disclaims any proprietary interest in the marks and names of others. All other trademarks mentioned in this document are the property of their respective owners.

 

Fast Search & Transfer Brian Greehan (U.S.), 781-418-2414 fast@sparksource.com or Carine Zeier (Europe), +47 23 01 13 47 +47 48 01 13 47 (Mobile)

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Nummer to er veldig interessant:

 

FAST ENTERS JOINT VENTURE WITH SENSIS AND SCHIBSTED

Fast Search & Transfer ASA (FAST) has entered into a Joint Venture with Sensis Pty Ltd, the leading Australian directories company, and Schibsted Søk AS, a wholly owned subsidiary of Schibsted ASA, a leading media group in the Nordic region.

 

The Joint Venture Company will be located in London with a separate management team focused on delivering state-of-the-art search and online advertisement solutions to online directories and media companies.

 

FAST’s involvement in the Joint Venture includes a minority equity investment as well as delivery of software licenses and ancillary services. FAST will own 19% of the Joint Venture.

 

http://www.fast.no/us/investor_relations/s...s_and_schibsted

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