Corero Network Security Share Discussion Threads

[cougar99] 25/10/2016 23:32

Indeed . Some things come in 3's.So I hope for a third RNS this month about contract wins for SmartWall TDS to prove its market leading capabilities in automatic, in-line, real time DDoS protection. Or at least sometime soonish ...

[livewireplus] 25/10/2016 22:49

Well it was almost a year ago then Daily Mail had an article on four firms due to benefit from countering cyber attacks:

hxxp://www.thisismoney.co.uk/money/investing/article-3317807/INVESTMENT-EXTRA-new-stars-cyber-frontline-masters-dark-arts-following-Talk-Talk-hack.html

Three of the four seem to be at a lower price than a year ago. The only one at a higher price had a restructuring and name change. From the article CNS were 13.88p then. Now they are 10.25p offer although they did peak at 30p in the intervening period. Now that things have settled down then CNS look a good prospect given that some SmartWall is picking-up some orders. Let us see that the future brings. Omwards and upwards again I hope.

[cougar99] 22/10/2016 08:32

Millions of Indian debit cards 'compromised' in security breach



All Indian Banks have cyber security protocols comparable to their international peers says Mohit Bahl, Head, Forensic Services at KPMG India.

"But they are not as robust in constantly monitoring and updating their security measures. This breach could have happened in anywhere in the world. Banking and financial services sector is particularly vulnerable.''

[cougar99] 22/10/2016 03:28

Indeed . It does look like the next war is likely to start (and perhaps also)finish in cyberspace. If 'minor' attacks like yesterdays make headlines then just think what effect coordinated concerted major attacks would have - I hate to think

[spike_1] 21/10/2016 16:06

Massive DDos attack:


Best wishes - Mike

[cougar99] 21/10/2016 13:58

indeed, it is finally rising today .... (it's my only share holding that is blue today - even FLX has taken a step backwards in share price ) .... I'll be happy with 15p for CNS by Xmas ....

[onceupon] 12/10/2016 15:16

Fully agree with what you say. However, if they keep dropping these deals in at this rate, it will be heading toward $2m alone since the recent fall. (if we knew the size of LiquidWeb and today's deals, I'm basing on ones they have released figures on).Won't be long before the market clicks the change in direction was a worthy one.

[chadders] 12/10/2016 14:51

Yes a noticeable increase. The trouble is the market is very unforgiving of bad surprises and the change in the business model was not anticipated. FWIW I think it will grow significantly but the timeframe has been stretched due to slower than anticipated revenue growth.

New contracts will keep coming and revenue over an extended timeframe will be higher with this model but nobody has any patience to wait these days.

I'll continue to add as and when because when sentiment changes I reckon it will recover to much higher levels. I'm an investor so DYOR

[onceupon] 12/10/2016 13:48

wakes wakey.. look at the news flow lately

[rolo7] 03/10/2016 21:21

Always been a clue that this CEO does not hold any shares and never takes part in the placing. Might get back in though seems a bit positive just delays in contract/revenue.

[slider27] 03/10/2016 16:43

"SmartWall TDS is beating the competition with breakthrough capabilities in automatic, in-line, real time DDoS protection.

First time the CEO has used this phrase and very positive IMO
I expect more from CNS in the coming weeks and months

[alamaison] 13/9/2016 16:15

Oregano: I know when it's overdone and the buying pressure shows it.
A profit warning has happen before to some larger company.
No one died, lol

[sophiegb] 13/9/2016 15:46

Proactive Investors is here:

[raysor] 13/9/2016 15:17

A good & honest statement from CEO & CFO
Let's hope it all pans out. They seem to have a good product proved by substantial orders from Tier 1 SPs
Seems sensible to seek out strategic partnerships with larger vendors.

[oregano] 13/9/2016 09:32

Why is the drop overdone? on the current burn rate they will be out of cash in a year. If they gave more detail on recurring revenues, or aaS deals they elude to I could take a view.

[alamaison] 13/9/2016 09:25

I thing 15p should become the next bottom.

[alamaison] 13/9/2016 09:13

Still, the drop is overdone...

[oregano] 13/9/2016 09:04

Not alot positive to take from that statement.

[chadders] 09/9/2016 09:35

Results on Tuesday should make interesting reading. An acceleration in sales and new client wins would be really good news.

[affc21] 18/7/2016 21:15

News reports that Pokemon GO has suffered service disruptions and outages due to DDoS attacks appears to have left players frustrated.

[raysor] 18/7/2016 15:28

Still looks a bit soft with shares being bought at around 18.1p

[chadders] 15/7/2016 09:58

raysor,

I think you've answered your own question really. Illiquid, small sells and no buys to speak of. Companies like CNS need a constant stream of good news to gain momentum. Announcements about single orders or the result of a survey just don't cut it anymore. Generally, quality trading updates or news of strategic progress are what's needed.

[raysor] 15/7/2016 09:16

Why is Corero drifting down. Very illiquid and seems constant drip of small sales.
I can only think that Brexit may affect orders. Recent orders worth $400k unknown customers or region and, I suppose fairly small in the scheme of things. Dollar earnings should be positive.
Any ideas?

[rolo7] 25/5/2016 18:26

New shareholders have not been named that took part in placing yet? unless I missed it, I see older shareholders did not take part.

[chadders] 25/5/2016 15:15

Bought into this yesterday. Seems to be cranking up it's business nicely.