Calnex Solutions Share Discussion Threads

[masurenguy] 05/10/2023 02:12

Post #802 - don't be so utterly ridiculous. You clearly know nothing about this company or its finances!

[scepticalinvestor] 04/10/2023 18:57

Director dumping 100k worth of shares

[scepticalinvestor] 04/10/2023 18:56

Going bust

[jimmywilson612] 04/10/2023 10:32

Does anyone know what FY24 Market expectations are please?

CLX is a great company operating in a very difficult telco-macro environment. Question is how low is it going to go, and how greedy you want to be?

[fuji99] 04/10/2023 09:30

Too much hesitation for 5G everywhere. Telecom suffering global possible recession.

[chard1980] 04/10/2023 08:22

Spirent effect

[masurenguy] 16/8/2023 08:02

AGM Statement

Calnex Solutions provides an update on trading ahead of its AGM taking place at 9am today.

While customers continue to adopt a cautious approach to investment decisions, engagement levels remain high and there are signs of optimism with regard to the pipeline for H2 FY24, although the precise timing of orders remains unclear. Indicators across the wider industry also point to a cautiously improving outlook. The Board remains confident in the delivery of results for the year in line with current market expectations. Calnex continues to focus on expanding its business footprint, through both application focused promotions of existing products, as well as new product innovation. The Company's ability to source the components continues to improve and, whilst not yet resolved, the financial performance of the Company in FY24 is not expected to be impacted by procurement issues.

The Board remains confident that the market's structural growth drivers will continue to drive long-term growth opportunities for Calnex. These include the need to build out new mobile networks to support the transition to 5G, and ongoing data centre investment to support the demand for cloud computing and advancements in Artificial Intelligence and Virtual Reality technologies, coupled with the need to be more energy efficient. The breadth of the Company's customer base across multiple regions, and the Group's expanding product portfolio and strong balance sheet, mean the Board looks to the future with continued confidence.

[masurenguy] 11/8/2023 16:32

Added again today - the trend is positive with the shareprice up circa 40% over the past 3 months.

[hew] 07/8/2023 17:10

Mg, similar for me, taking encouragement from the recent Spirent TU.

[masurenguy] 03/8/2023 12:48

I previously took some good profits by cutting my position by 70% between 170p - 160p during Q1. This morning I added for the first time since then.

[swiss paul] 14/7/2023 10:55

lo and behold:
Fund manager Nick Train has said that UK equities are “abysmally” out of favour with investors and could remain “frustratingly cheap for a very long time”.

Train, who is one of the UK’s best-known fund managers and runs the £4.4bn Lindsell Train UK Equity fund, said that UK valuations far below other developed markets did not necessarily make it a good time to scoop up bargains.

“I am cautious because I know that one person’s ostensibly low valuation is another’s moribund value trap. In other words, markets can stay frustratingly cheap for a very long time,” he said.

The FTSE All-Share index trades at 10 times earnings, according to Bloomberg, compared with the S&P 500 at 22 times earnings, the largest gap on record according to Train. The S&P 500 returned 11 per cent in the first half of the year in sterling terms, compared with 2.6 per cent for the FTSE All-Share.

Train’s comments come as UK policymakers attempt to boost the attractiveness of the City of London, which has been struggling with a dearth of initial public offerings. Cambridge-based chipmaker Arm in March chose New York for its upcoming listing, in a big blow to the London market.

Nick Train says there are opportunities to snap up ‘wonderful companies that are wrongly priced’

Train said that the UK’s lack of big technology companies was one of the reasons the market continued to trade at a low valuation, although he also pointed to the decline in domestic pension funds investing in London-listed shares.

Richard Buxton, UK fund manager at Jupiter, said the composition of the UK index, in which older industries such as oil and gas have a high weighting, meant it would “always likely trade at cheaper valuations than other markets”. “The discount across other sectors has widened in recent years as Brexit has damaged the economy and its prospects,” he added. “Our trend growth rate is materially lower than it was 30 years ago. For a number of years now, there has been and remains political instability and uncertainty.”

Henry Dixon, UK fund manager at Man GLG, said the UK stock market was shrinking partly because of share buybacks and mergers. “You could argue the UK is a finite asset with less than 10 years to live,” he said last week at a conference hosted by Morningstar. “If I presented those demand dynamics and those supply dynamics about copper, we’d be talking about copper prices doubling. But we never talk about UK equities doubling.”

Train, who invests in the London Stock Exchange Group, said that the negative sentiment meant there were opportunities to snap up “wonderful companies that are wrongly priced”, citing cloud-software provider Sage as an example.

[swiss paul] 12/7/2023 16:33

Yep they (financial press) keep repeating that mantra - but I dont think it holds water, because if it did Int'l investors would be piing in - or even buying the company. Strange how its not happening!

[masurenguy] 10/7/2023 16:16

"UK valuations are now well below international norms and small company valuations are even cheaper. The AIM All-Share index has only been lower in the wake of the collapse of the technology bubble in 2000, the depths of the 2008 financial crisis and during the brief Covid-panic of March 2020." James Carthew, Citywire.

[hazl] 30/5/2023 21:24

Rivaldo you have always been a decent character, please could you filter or ban, as it's your thread, anyone that brings this up again.



Apologies to investors here.

[hazl] 30/5/2023 21:22

Kumbuka you also ought to speak up and be honest on this

and the INSG board please.

Thanks.

[hazl] 30/5/2023 21:14

I have just noticed this, on this site that I have never been in!
How dare you spread falsehoods by copying other clueless people and spreading it around!

Why don't you and the rest of your tribe check out with ADVFN before writing these lies?

Ask ADVFN ,I have only ever used one user name, if that person chooses to attack other posters it is probably because you have annoyed him but it is nought to do with me.
If you have a problem with him,don't bring me into it.
Thank you.




'taylormaiden
24 May '23 - 17:55 - 783 of 784
0 0 0
KUMBUKA,

I have subscribed to elrico research sites for more than 3 years. He provided detailed research sprinkled with honest opinions. He has NEVER provided tips info. It is obvious your 2016 account is used to troll people which upsets your hazl premium account. This has been discussed via ADVFN PM by a few investors. You are a well known troll. I have watched to bully PJ1 across multiple threads.

For the record. elrico said he was selling his OPTI shares at 45p within the next 48 hours. He stated why he was before he did. I wish i had followed him.'

[hastings] 25/5/2023 19:14

Write up for interest after speaking with management.https://martinflitton1.wixsite.com/privatepunter/post/calnex-remains-well-placed-25-05-23

[taylormaiden] 24/5/2023 17:55

KUMBUKA,

I have subscribed to elrico research sites for more than 3 years. He provided detailed research sprinkled with honest opinions. He has NEVER provided tips info. It is obvious your 2016 account is used to troll people which upsets your hazl premium account. This has been discussed via ADVFN PM by a few investors. You are a well known troll. I have watched to bully PJ1 across multiple threads.

For the record. elrico said he was selling his OPTI shares at 45p within the next 48 hours. He stated why he was before he did. I wish i had followed him.

He reported on calnex for sharescope at 130p. I sold at 163p, missing the 190p peak. I have bought back on the back of his contrarian view.

I still hold SBTX. I never got any at the 5p low. I bought much later nearer 35p sold half at 65p, missing the 90p peak. I have a free ride. My profits are no elrico and neither are my losses. I own my decisions to buy or sell.

An example of his honesty. He owns a basket of lithium companies. But never stops pointing out the issues with EV sales and infrastructures. Yes, a ramper indeed.

hxxpS://lemminginvestor.substack.com/p/embracing-the-green-uptopian-myth
sOME MORE RAMPING hxxpS://smallcompanychampion.substack.com/p/hvivo-plc-3b3

[kumbuka] 23/5/2023 22:00

Look at the history of failed research tipping by Elric Langton.

SBTX and OPTI are just two of his recent disasters.

Whatever you do don't subscribe, he wants to you to pay for his tripe.

[kumbuka] 23/5/2023 21:56

This self opinionated narcissist has been plugging, ramping stocks for a very long time now and those unfortunate to have followed his research, tips advice has lost a lot of money.

He even charges anyone gullible enough to fall for his scam site.

Don't be fooled by this CON man.

[elrico] 23/5/2023 21:31

https://twitter.com/lemminginvestor/status/1661089259078467598?s=46