Defenx Share Chat (DFX)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Defenx	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
	+3.50p	+3.87%	94.00p	93.00p	95.00p	94.00p	90.50p	90.50p	17,605	11:00:25

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Mobile Telecommunications	7.1	1.6	18.5	5.1	12.18

Defenx Share Discussion Threads

Showing 576 to 600 of 600 messages

Chat Pages: 24 23 22 21 20 19 18 17 16 15 14 13 Older

Date	Subject	Author	Discuss
13/10/2017 13:58	Added just a few more. Have over 30000 now	a2584728	Read Full Thread Reply
11/10/2017 11:51	Added to average down	a2584728	Read Full Thread Reply
11/10/2017 10:55	This is so under valued at the moment imho, the management need lessons in how to deal with the investors of a public company	a2584728	Read Full Thread Reply
10/10/2017 12:12	seems they have high Admin costs as noted in their interim report: "The Group now reports operating expenses by department, being sales & marketing; research, development & operations; and administration, with transaction costs separately itemised. Analysed by their nature (see note 6), marketing, staff and AIM-related costs continue to account for the majority of operating expenses. While sales seasonality results in a majority of Group revenue falling into the second half, the opposite is true for marketing contributions which are incurred in the first half to front-load the benefit over the whole year. Total marketing expenses were €2.23 million in the period (1H16: €1.48 million), reflecting this seasonality and the launch of two new channel partners in June. The increase in staff costs to €599,000 (1H16: €327,000) reflects Memopal's staff costs (included in the period for the first time) and 2017 salary rises" https://www.investegate.co.uk/defenx-plc--dfx-/rns/interim-results/201709270701019012R/	euclid5	Read Full Thread Reply
04/10/2017 14:45	might be worth getting back in here, just feel that the integration costs will be high.	wordog	Read Full Thread Reply
03/10/2017 11:50	And a few more, building a nice little position, average well down now.	a2584728	Read Full Thread Reply
29/9/2017 09:42	Took a few more.	a2584728	Read Full Thread Reply
28/9/2017 11:37	I think this is a well run business but the CEO needs controlling. Why announce that before the II presentations	a2584728	Read Full Thread Reply
28/9/2017 09:41	Hope this is not another Fusionx	zipstuck	Read Full Thread Reply
27/9/2017 17:11	I wouldn't be surprised to see a lot of buying at this level tomorrow after tonight II presentation. Others to follow over the coming weeks	a2584728	Read Full Thread Reply
27/9/2017 11:50	AIM Investors seem to ignore good marketing plans and investment driving sales growth, They tend to focus on debt and fund raising. In the DFX case revealed today revenue is " .....up 35% to €3.13 million (1H16: €2.32 million)" driven by the impressive effects of choosing, winning, and motivating several new channel partners. "...... Underlying revenue growth, EXCLUDING the impact of both Memopal and sales incentives, was 45%" - ie overall it was even higher. Thus the new channel partners of which two had not kicked in by the end of H1, produced £1.3m increase in sales, yet were only operational for part of the period.. Expect therefore much more than that 35% increase in H2, which will be stronger in any case. These results are extremely good and are forward looking in a favorable business climate as the new EU "GDPR" (General Data Protection Regulation)comes into force. Most Sales Directors would expect a pat on the back for an increase in turnover of this magnitude just a few months into the new sales campaign.	scrutable	Read Full Thread Reply
27/9/2017 10:57	I am not sure I see much of a problem with this deal. The numbers don't look terrible to me either. If it follows the trend of previous years, we would see 9-10MM EUR in revenues for the year with some fairly small loss or profit. The company has just demonstrated that it can raise cash at a higher valuation. Let's see what we'll hear tonight. I'm hopeful that there will be positive press coverage.	levkowitz	Read Full Thread Reply
27/9/2017 09:43	Could be a long wait A2584728. I've decided I've got better places to hold my cash until the long term becomes clearer. I had such short/medium term hopes for this as well. Can't win them all - I'm out.	henryatkin	Read Full Thread Reply
27/9/2017 08:47	I have just added a few more dont see this as a real sue going forward.	a2584728	Read Full Thread Reply
27/9/2017 08:44	No guarantees of anything and if held in house will be at reduced margins against competitors. BV are hedging their bets.	zipstuck	Read Full Thread Reply
27/9/2017 08:43	Ok read it properly now, why say this the morning of the II presentations??	a2584728	Read Full Thread Reply
27/9/2017 08:41	I don't see what's so bad about this deal? Am I missing something?	a2584728	Read Full Thread Reply
27/9/2017 08:14	And a spurious deal with its major shareholder	zipstuck	Read Full Thread Reply
27/9/2017 08:09	So now we know why they need the bond raising A profits warning for the second half	zipstuck	Read Full Thread Reply
21/9/2017 15:20	And investor presentations next Wednesday so price is accommodating for them.	a2584728	Read Full Thread Reply
21/9/2017 15:16	Nearly all buys today. Poor liquidity but share price trend channel rising at 88%/pa through all of 2017. SP now recovering from trend channel low point ahead of interims due next Wednesday. Forecast suggests revenues nearly double last year. Nice to look forward to.	scrutable	Read Full Thread Reply
20/9/2017 08:49	Is that the seller done?	a2584728	Read Full Thread Reply
07/9/2017 09:30	That's why the price was dropped to let II in at low price	a2584728	Read Full Thread Reply
01/9/2017 10:41	That dip should put the market makers in front now having taken most of the EIS stock at a premium	a2584728	Read Full Thread Reply
01/9/2017 08:24	I think the overhang Of EIS stock may have been dealt with	a2584728	Read Full Thread Reply

Chat Pages: 24 23 22 21 20 19 18 17 16 15 14 13 Older

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