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DFX Defenx Plc

1.60
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Defenx Plc 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
  0.00 0.00% 1.60 0.50 2.70 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Defenx Share Discussion Threads

Showing 226 to 247 of 1500 messages
Chat Pages: Latest  12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
29/1/2002
11:57
Seems my sell decision was (eventually!) vindicated. What a horrible set of results!
stewjames
22/1/2002
19:31
What the hell happened today?
Just when it seemed to be holding at 25 someone has pulled the plug.
Anyboyy heared anything?

Rick.

rick the spark
15/1/2002
01:47
Could well be time to beat the rush.

Results due soon and no announcement of impending results yet. They normally leave it to just a few days before announcing their intention to report so perhaps now is the time to beat any impending MM mark upon production of the notice.

Phil

the jitters
09/1/2002
09:19
matthewa, spreads getting better,will we be seing you on here soon?
bangers for bucks
06/1/2002
17:29
Looks to be breaking out chart wise. Enormous spread puts of most serious traders though. Good Luck anyway looks like this has decent upside.
matthewa
06/1/2002
17:12
PACIFIC MEDIA - CHINA! - DYOR
red12
04/1/2002
22:42
Hiya Mike,

Glad to see you are still around! I have a feeling you wont have to wait all year for your 50p.

Did you clock the 300k trade that went through (on my log anyway) at 6pm this evening. Looked suspiciously like a buy from earlier in the day disguised as a sell to try and flush out some stock. There is not much of a free float in DFX shares and over the past few weeks there has been somebody mopping up little blocks of 125k as and when they have been available with uncanny regularity, a sure sign IMO that one of the more shrewd fund managers is quietly building himself a stake without drawing too much attention to himself or pushing the stock price up out of his buying range.......yet :o)

Phil

the jitters
04/1/2002
18:02
Jitters
you have been proven spot on with DFX and I'm looking for 50p this year.

mikelangdon
04/1/2002
14:18
Certainly something going on!

After a lacklustre couple of weeks DFX is just quietly creeping up and confounding all the critics. By the time everyone else realises and wants a slice of the pie, us early birds will already be sitting on a nice fat profit.

Lots more upside here yet IMO and I am in no hurry to sell.

Phil

the jitters
04/1/2002
11:18
looks like some more stake building maybe? 250K
bangers for bucks
31/12/2001
16:45
Matt Court - The fact that they already own 43.5% and could buy the rest for around cash would seem to make an MBO very attractive (if the company has a future and if they can raise the money). They could rebuild the company privately, wait for better days and float it again. What are the advantages of remaining public, if the city does not seem to like them? I've chosen to move my cash to 'nCipher', which seems to me a better prospect. Time will tell.
alsfar
31/12/2001
15:59
Alsfar,
A management buyout doesn't add up. The company is 43.5% owned by management. Why would they want to buy their own company in which they have invested so much?

regards matt

matt court
30/12/2001
10:21
Got out a couple of days ago at 23.25p. Unfortunately, I got in too early at 20.5p, so missed the best price. Having followed this company for some time, I now have 2 major problems with it (1) Management (large shareholders) seem consistently too pessimistic, and (2) It is taking too long to get back to the pre Sept 11th levels.

Why are Management always so pessimistic? (a) Maybe demand for their new products is just not happening? This is quite possible, the market for comms equipment in general, is still very depressed. (b) Maybe they are trying to talk the share down, with a view to a MBO? This also seems credible. Dataflex was once a MBO from Amstrad, so they have done it before. If the company has value, buying out at this low level should be a no-brainer. But, don't expect a premium.

Good luck to those who still hold.
Best wishes for the new year.

alsfar
27/12/2001
19:02
The closing of the US office, on top of the UK office closures, was sufficient to persuade me to sell. I agree that these cost cutting moves are probably prudent, but I believe they also indicate that sales are likely to be considerably worse than expected. Their cash position will take quite a hit in reducing short term creditors, and the NAV may well be reduced by further write offs and losses on fixed asset disposals associated with the closures.

I still think that there's potential, but IMO the results are likely to be quite shocking. I'll take another look when things become clearer.

judgement
27/12/2001
18:32
Quite agree with you biomax. MM have marked it up in anticipation that once digested, the market will come to the same conclusion.

Protecting their cash cushion in difficult times can hardly be perceived as a bad move given the numbers you quote, also Cisco have commented on how much they like DFX product and are likely to point customers in the right direction anyway.

Still quietly confident of a good strong return on my investment here over the course of the year.

Phil

the jitters
27/12/2001
18:24
closing US part is a good move,
lossmaking and TO only 1.5 mln anyway,
saves 2.5 mln, not too bad for the bottom line

biomax
21/12/2001
11:37
biomax, take a look back at the trades pages over the past couple of weeks. Numerous examples of large trades at mid. Also some examples of large trades which look like sells but for which the price action suggests otherwise (on the 19th for example)
stewjames
21/12/2001
07:44
buy, buy, buy,
have a look at TMC, also very cheap

biomax
21/12/2001
00:01
Blimey, see what you mean alsfar. Never seen a trade that late either.

There's no doubt there's net buying in these large trades 'cos of the price rise but the prices being obtained are decidedly odd. Almost none have been above the mid and many have been below. I've not seen that before (not over so long a period anyway)

stewjames
20/12/2001
18:14
where did you see buyng below the mid price?

160 k was at the mid price 23 p, when the quote was 24-22 p, this trade moved the bid a bit higher to 22.5 p

the other two 100 k buy trades were at 23.5 p when the quote was 24-22.5 p

biomax
20/12/2001
15:44
Considerable buying at or below mid normally suggests the MM have excess stock and those with deep pockets are in a strong negotiating position when it comes to purchasing decent slices of stock at a good price.

As has been said before, the free float is rather low so once this overhang is cleared we should see the share price spike up quite sharply which in itself should create some extra demand. It happens like this regularly......trouble is, if you are not in early you end up either missing out or chasing the stock price up needlessly and reducing your potential profits.

Worth getting in early and being a little patient IMO.

Phil

the jitters
20/12/2001
11:33
master RSI, what on Earth are you on about? Where did I say I expected the shares to come down today? Don't you think suggesting stakebuilding hasn't finished strongly implies I thought they'd go up, if anything?
stewjames
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