Corero Network Security Share Discussion Threads

[mrphiljones] 07/7/2017 10:16

I miss Heshe....;-)

[chadders] 07/7/2017 10:07

Good to see another tick up this morning.

[chadders] 04/7/2017 07:37

Another contract win for CNS which bodes well. No news yet as to how the Juniper relationship is progressing, so much more to come methinks.

[chadders] 28/6/2017 14:23

I wonder if we'll see interest from US investors this afternoon.

[chadders] 28/6/2017 08:11

Real potential with this now. Cyber security is a very hot space.

[mirabeau] 28/6/2017 07:10

Now that is a real vote of approval

[jammytass] 27/6/2017 18:20

major hack attacks on the way watch this group grow fast

[chadders] 26/6/2017 14:01

9 degrees, I guess not. Good to see a bit of interest today.

[9degrees] 20/6/2017 17:27

anyone go to AGM today ??

[napoleon 14th] 22/5/2017 01:23

Richard John Koch sold 12M (RNS 19th). In view of that, share price held up well.
Who is he?

[staylow2] 18/5/2017 17:49

12 million shares. Someone's bought in. Or out.

[spike_1] 17/5/2017 13:20

That was obviously? the overhang that was preventing a much earlier rise today.

The fact the price didn't drop afterwards clearly (to me) indicates this is what has been holding up share price progress this morning. In other words any significant further buying should IMO bring the price up further - possibly much further.

Best wishes - Mike

[9degrees] 17/5/2017 13:09

what the hell was that ?
5555555 shares sold

[chadders] 17/5/2017 08:19

Further validation this morning.

[chadders] 16/5/2017 07:43

Bodes well for companies such as CNS that are leading the defence against cyber attack. It will reach the point where large data based companies will be compelled to have state of the art defence systems in place or be accused of negligence.

[raysor] 15/5/2017 15:08

Anything vaguely connected to cybercrime is up!

[chadders] 26/4/2017 14:12

Milton added 13,300,000 shares and now hold more than 5%. Another vote of confidence.

[chadders] 25/4/2017 15:28

Sabvest increase their holding to 20,500,000 shares. There's some confidence out there then.

[chadders] 19/4/2017 09:37

I don't think Juniper are in the equation.

[chadders] 19/4/2017 09:35

Well I read it as the tier 1 customer charges it's own customers for the service and CNS gets a share of that. If so that's why this is an important contract win because tier 1 providers have a lot of customers.

[raysor] 19/4/2017 08:42

How is the revenue shared? Juniper?

[chadders] 19/4/2017 08:24

Tier 1 contract win with shared revenue. This is the most positive signal that CNS has turned a corner. Much more to come methinks.

[owenski] 13/4/2017 14:14

Commentary from five days ago, worth a look-

[chadders] 13/4/2017 13:48

Raysor, the chart says it all. The announcement that there would be a future reliance upon SaaS resulting in lower annual sales in the short term precipitated a plunge from 20p to 12p and this was followed by the downward spiral of negative sentiment. It's in the balance for me but a lot of the negatives are factored in I reckon.

[raysor] 13/4/2017 11:21

Not that I have great knowledge of this but an impairment charge of USD9m on a company acquired for $15.3m seems rather large. Was this the start of Corero's DDoS business (Top Layer)?
Seems, though, there are several bull points:
1. The product seems to work as several large orders from Tier 1 companies
2. Deal with Juniper Networks.
3. Cash injection from placing.

Bear points. They are competing for the largest of contracts which is time consuming, expensive etc. Juniper will help here but at what cost?
Move to SaaS will be costly also.