Calnex Solutions Share Discussion Threads

[hew] 06/4/2022 17:29

Thanks Rivaldo, shows potentially large scale testing could be required across many networks from and between different manufacturers and sets of kit in due course.

All good but I'm wondering if/how CLX can best capitalise on that. Supplying super-spec test units is all very well but those might not scale in relation to the amount of network testing required. The equipment from orgs such as Colt and Cisco will, I imagine, become pretty well standardised and optimised, but the various presumably widely differing actual installations will each need be set up and tested by technicians on the ground(s), perhaps with focused, simpler versions of Sentinel. Not CLX's thing, done by others on the eventual large scale.

I'd like to see CLX involved for that scale: subsidiary with (relatively low level) techs using CLX's units? Equity share of some implementation organisation? Better than letting all the business go to Spirent or whoever?

[petewy] 06/4/2022 15:48

Yes Thanks Riv

[hastings] 06/4/2022 14:30

Thanks for posting that rivaldo and nice to see the upward movement today.

[dicktrade] 06/4/2022 11:31

160 being paid now with a very tight spread .
;-))

[saadia110] 06/4/2022 11:26

52 week high now at 159p. Looking good

[rivaldo] 06/4/2022 08:40

This news is from March 2nd, not picked up before - CLX working with Colt and Cisco in Paris on a "private 5G pilot", shaping "the Future of Distributed Edge".

It sounds like CLX are at the cutting edge here:



"Innovating to Shape the Future of Distributed Edge

Colt delivers ground-breaking private 5G pilot in Paris supported by Cisco and Calnex.

Innovation is at the heart of Colt’s strategy and we’re continually testing the latest technologies to meet the future needs of our customers. As part of our 5G and Edge incubation program we’ve been working with partners including Cisco and Calnex on a private 5G pilot in Paris.

This explored a range of new concepts, including a distributed Edge platform and network synchronisation, both enabled on the >Colt IQ Network. Our goal was to provide valuable use cases, especially for digital transformation and Smart City concepts, and validate them in a real user environment.

As part of Colt’s 5G and Edge incubation program, we have been working with partners including Cisco and Calnex on a private 5G pilot in Paris to trial a range of new concepts, including a distributed Edge platform and network synchronisation, both enabled on the Colt IQ Network. This was intended to provide valuable use cases, especially for digital transformation and Smart City concepts, and validate them in a real user environment.

In a world where everything is connected and every user will have the opportunity to enjoy a highly personalised experience from home or at the office with the hybrid model, 5G offers massive potential to revolutionise both business and consumer markets.

As a result, many sectors with high bandwidth requirements for business-critical services, including manufacturing, R&D, and broadcasting, are looking at how private 5G can help deliver the promised benefits.

The real estate sector is also assessing private 5G, and our pilot examined the performance of indoor 5G connectivity and opportunities related to smart offices and consolidated private building networks.

For developers and real estate companies, connectivity presents an ever-present challenge – particularly for their development pipelines, where the expectation is that they will be at ‘state of the art’ upon delivery, which may be several years down the line.

The pilot represents an important step forward in further understanding the benefits 5G for business verticals like real estate and how to deliver them. It also highlights the importance of working closely with trusted partners, which we see as a critical element in delivering services in the future.

etc"

[swiss paul] 18/3/2022 15:40

wow some recovery!

[rivaldo] 17/3/2022 11:08

New all-time highs now.

[rivaldo] 10/3/2022 08:16

That's a worthwhile read elrico, cheers.

Very good results from key CLX customer Spirent this morning (and well received by the market), summed up by:

"5G remains an important enduring driver for Spirent and we continue to benefit across the portfolio from customers utilising our leading expertise and solutions."

"As a result, the Board is confident that the Group is well-set to deliver sustainable growth in 2022 and beyond."

Much more detail here:

[elrico] 09/3/2022 22:24

Calnex featured at Sharescope this morning.https://knowledge.sharescope.co.uk/author/elric-langton/

[rivaldo] 07/3/2022 09:52

Interesting in the current climate to note CLX's military applications:

[rivaldo] 01/3/2022 09:23

Cenkos have today increased their forecasts for the coming year by 17%....

Here's their summary:

"Calnex Solutions has announced that the strong levels of trading
throughout H1/22 have continued and FY22E trading is in-line with
expectations, subject to fulfilment of certain orders in March 2022. The
order book into 2023 has increased substantially following a significant
order from a large datacentre customer and FY23E trading is now
expected to be materially ahead of current expectations. We have
increased our FY23E revenue and PBT forecasts by 15.4% to £25.5m and
17% to £7.0m respectively"

"Forecast upgrade and outlook.

Following the strong trading update today, we have increased our FY23E revenue and PBT forecasts by 15.4% to £25.5m and 17% to £7.0m respectively. With an expanding order book and the telecom infrastructure, networking and services markets seeing a growing number of market participants requiring testing solutions, the growth outlook for Calnex remains compelling."

[hastings] 01/3/2022 08:16

Excellent update as mentioned by others. Personally particularly excited by the bit below.

"The order book includes a significant order from a large data centre customer for delivery of a new, emerging market application in FY23. The Board is currently assessing the opportunities this may create for Calnex within the data centre market.

When I first spoke with the CEO, data centre's were highlighted as a particular area for significant growth opportunities in the coming years.
This mornings news confirms this and given the reference there would appear to be some sizeable upside potential.

[rivaldo] 01/3/2022 07:37

Evidently not :o))

[onjohn] 01/3/2022 07:24

Do they sell in Russia

[rivaldo] 01/3/2022 07:19

Terrific update this morning:

- the year to March'22 will be in line with previously upgraded expectations
- the coming year "is likely to be materially ahead of current market expectations"
- CLX have received "a significant order from a large data centre customer" which signals the start of a very material new market
- CLX have successfully negotitated their way through the various current supply chain issues - and there's "the potential for further growth" should those issues ease

[masurenguy] 01/3/2022 07:15

Good trading update !

Trading Update

The Board is pleased to report that the strong levels of trading in the first six months of FY22 have continued and it anticipates that, subject to the fulfilment of scheduled orders in March, the Group's performance in FY22 will be in line with market expectations. Furthermore, the Company will begin FY23 with a record order book across all product lines and it is anticipated that revenue and operating profit for FY23 will be materially ahead of market expectations. The order book includes a significant order from a large data centre customer for delivery of a new, emerging market application in FY23. The Board is assessing the opportunities this may create for Calnex within the data centre market.

The Company has experienced high demand for its range of test and measurement solutions, and the introduction of new regulation and standards for the telecoms industry continues to drive demand for Calnex's products. The Company has successfully managed the challenges of ongoing global semiconductor shortages during the year to minimise the impact on Calnex's ability to manufacture and ship product; however, the Company has experienced reduced availability of certain components in the final quarter of FY22, partly as a result of the level of orders Calnex is being asked to fulfil. Subject to the fulfilment of certain orders currently scheduled to be shipped in March, the Board expects that the Group's FY22 financial performance will be in line with market expectations.

The Board will provide further guidance on FY23 with the release of its Final Results in May 2022.

Tommy Cook, Founder and CEO of Calnex, said:"We are highly encouraged by the record level of orders we have received across our customer base, demonstrating the quality of our solutions and their applicability. We anticipate next year will see revenue and profits considerably ahead of initial forecasts, with the potential for further growth should the supply chain issues ease and we are able to capitalise on the significant opportunities within our markets. We remain highly profitable and cash generative and will continue to invest in our offering and people to ensure we are well positioned to continue to capitalise on the growth in the telecoms and cloud computing markets."

[2bluelynn] 16/2/2022 17:43

That's what I thought . I picked up some more before close today to add to my holding- just hope they're good . No rise on the way upto them so hoping no one's bought into the results If all good which I hope they will be ,might be a nice rise ? Let's see ?

[dicktrade] 16/2/2022 16:46

There could be ,there was one on Feb 16 last year .

[2bluelynn] 16/2/2022 16:23

Is there a trading statement tomorrow. Lot of last minute buys bobbing in

[whittler100] 15/2/2022 15:13

Rather interesting: as far as I can see, CLX staff numbers are around From the 2021 AR for CLX staff numbers: Year 2020 total staff 82 (48 development, 27 Admin, 7 management) Year 2021 total staff 100 (58 development, 33 Admin, 9 management). They have been advertising a fair amount these past few months; the latest vacancies published today by CLX 18 posts: Twitter link today:

hxxps://www.calnexsol.com/en/careers

[doctor888] 04/2/2022 13:05

The market also missed this:

hxxps://www.rcrwireless.com/20220120/open_ran/vodafone-claims-first-oran-site-uk

[masurenguy] 04/2/2022 12:53

Good spot Riv - the story here continues to get better !

[rivaldo] 04/2/2022 12:38

This bodes well for SPT and therefore CLX:



"Canaccord Genuity positive on US opportunities for Spirent Communication

Analysts at Canaccord Genuity took a fresh look at telecommunications testing outfit Spirent Communications on Thursday after the company finished 2021 "on a high note" and said it was "encouraged" by signs that some of its top customers were planning to increase capex in the current year.

Canaccord Genuity said Spirent ended the year with a "solid" order book and stated it was further encouraged by signs that three of the firm's top customers, AT&T, Verizon and T-Mobile, were planning to increase spending on network equipment and 5G deployments by a combined 9% in 2022.

The Canadian broker noted that as the major US network providers continue their network upgrades, it expects another year of "solid spending growth" on 5G as well as fibre and high-speed ethernet rollouts and pointed out that Spirent should also benefit from a ramp-up in capex at Dish, which has begun to build a 5G greenfield network with a $10.0bn overall budget, with Spirent named supplier of 5G core network test and validation solutions.

"The US makes up 55% of Spirent's revenues, and we estimate the three US service providers plus Dish generate circa 35-40% of sales, buying its testing and network assurance solutions," said the analysts, who stood by their 'buy' rating and 320.0p target price on the stock.

While Canaccord added that test and measurement was "a relatively small part of overall telecom capex", it believes a double-digit increase in spending budgets will provide "a solid growth backdrop for Spirent"."