Share Name Share Symbol Market Type Share ISIN Share Description
Defenx LSE:DFX London Ordinary Share GB00BYNF4J61 ORD GBP0.018
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 104.50p 103.00p 106.00p 104.50p 104.50p 104.50p 7,815.00 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications - - - - 9.01

Defenx Share Discussion Threads

Showing 476 to 499 of 500 messages
Chat Pages: 20  19  18  17  16  15  14  13  12  11  10  9  Older
DateSubjectAuthorDiscuss
23/2/2017
20:10
Anything below 100 is good value
wordog
23/2/2017
13:09
Buying opportunity imho
a2584728
05/2/2017
09:19
Exactly, sold a chunk at 116, will buy again below 100
wordog
02/2/2017
12:45
chatted to their guy at the Shares Forum, liked his quiet straightforward approach. He accepted there is a risk in going mainly for developing countries, and hence also slow cash flow, but said they are - as yet - a small player in a huge global market. Revenue rising by over 50 %, expected P/E at 5.7 and reducing to below 5 next year. What's not to like - bought in today looking for 100 % gain over 18 months.
puku
01/2/2017
20:42
Should stabilise before another jump with final results in Apeil
wordog
01/2/2017
14:00
Target 140 for me just adding more as funds become available
a2584728
27/1/2017
15:10
Interview on Directors Talk, covers more detail on the cafe bazaar deal.
wordog
27/1/2017
14:14
No wounded, hoping for a pull back
a2584728
26/1/2017
18:00
Did you get some in the end?
wordog
26/1/2017
08:20
Can't buy these on Barclays account
a2584728
26/1/2017
08:04
I am a buyer just need the right entry level
a2584728
25/1/2017
18:18
Defenx PLC (DFX) has issued its year end trading statement today, which highlights strong double-digit organic revenue growth during H2-16, plus a sharp bounce-back in operating profit. Cash collection remains an issue, but the implementation of debt factoring will alleviate this going forward. Trading on only 2.4x FY-17 EV/EBITDA this business is undervalued. A multiple of 4.0x is more appropriate we believe, giving us our target price of 170p. Buy.
wordog
24/1/2017
23:28
Thanks wordog. Let's wait and see the numbers but the fact they don't mention it suggests they're still bleeding cash.
wjccghcc
24/1/2017
20:16
Here you go WJCC.... Cash collection ○ Typical collection terms 90-120 days, but minimal bad debt history ○ Plans agreed with channel partners improving average debtor days
wordog
24/1/2017
20:02
hxxps://investors.defenx.com/download/24012017-investor-presentation-2016-trading-statement/
wordog
24/1/2017
19:59
From 4.5mil (2015) to 7.3mil (2016 year end) so still 3 months more revenue to come from the FY. Presumably the 57% increase in revenue is year end 31 Dec 16 & 17. Market Cap was about the same this time last year so you would assume this is undervalued. However, it will be interesting to see the cash flow and if they are getting on top of the trade receivables.
wordog
24/1/2017
11:50
Thanks Wordog, will take a closer look at the others on the board.
firtashia
24/1/2017
10:55
Firtashia - Worth also looking at the amount of shares in the hands of the CEO and CFO, which is encouraging. Also the Non-Exec Tony Reeves who is Chairman of Cloudtag, which 6x bagged in 2016. WJCCGHCC - Trade receivables have always been high for this company and is a personal concern for me. Having quizzed PP on this in the past he said it is the nature of business when the majority of your market is in the developing nations. Even in Italy you have twice as long to clear invoices than in the UK.
wordog
24/1/2017
09:21
The problem is the profit bears no resemblance to the cashflow. Large increases in receivables and capitalisation of software development reminds me of certain Chinese software companies.
wjccghcc
24/1/2017
09:09
Revenue of €7.3m was a tad ahead of WH Ireland's expectations of €7.1m. PTP was forecast to be €1.4m with diluted EPS of €0.16c (€1 = 86p thats about 13.7p). With the Investor Event this evening plus the Shares/Cenkos event next week, there is plenty of opportunity to meet management.
eagle eye
24/1/2017
09:03
Thinking about taking a position here as I like the numbers but I notice the name of Leonard Seelig as a major shareholder. Can anyone give me a case for ignoring the atrocious performance of APC under his tutelage and so convince me to invest my hard earned cash here?
firtashia
24/1/2017
07:36
Excellent RNS, as expected. Highlights • Financial results for FY16 in line with management's expectations 
 • Revenues for FY16 of approximately €7.3 million representing 57% year-on-year organic growth • Acquisition of Memopal Srl ("Memopal"), a cloud backup and synchronisation business, completed • €1.5 million placing and subscription completed to support accelerated investment in new software "The second half revenue brings the full year into profitability, resulting in an increase in full year operating margins as compared with 2015." "In addition to the eight new channel partners signed during 2016, Defenx is pleased to announce that its Mobile Security Suite is now available on the Café Bazaar Playstore, an Iranian Android App marketplace." I think the Iranian market is very astute and should allow us better movement thatn more competitive and open markets. Not forgetting the 75,000 unit pre order for the Parental Control software which is yet to be completed! Great time to be in, cash in bank, new products on the horizon, profitable, wider distribution and more to come from Memopal i think. Let's see what extra detail comes out of the investor presentation tonight.
wordog
21/1/2017
12:28
I'm fairly certain we will see a strong update on Monday, not quite sure why they would be pushing an investor event so hard if it was to bring bad news. Target still 120p, let's wait and see...
wordog
19/1/2017
19:16
Now are they having this promotional push because they are expecting a positive trading update this month?
wordog
Chat Pages: 20  19  18  17  16  15  14  13  12  11  10  9  Older
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