Falanx Share Discussion Threads

[nearlythere] 13/6/2018 14:13

Colinzeal

If they get to break even or show that cash burn is substantially reducing, then imo you are right. Regarding the new products, if the cyber community experts confirm falanx claims for these products then great, however if no such independent confirmation is forthcoming from the industry experts and technical press etc then imo it may be just more talk..

[colinzeal] 13/6/2018 11:15

Think break-even will give the market some confidence here and trigger a spate of buying; hopefully we'll have a confirmation/reaffirmation of that when we hear more on the DM tech developments in July/August. Not long to wait now.

[hurst68] 13/6/2018 11:07

Important point to remember , FLX have secured contracts from a division of Allianz, leading accountancy firm etc, these global firms would have done their due diligence, with MG gaining traction , Chairman having bought more shares in the last placing and the track record of the Chairman, the shares should be acquired.Further buying would see the shares take off, as we seem to have a wait and see attitude among some of the investors

[yump] 13/6/2018 10:50

Growth by acquisition is not by default negative and that is not what I said.
Its negative by default for loss-makers that have not got a business model that is already profitable.

So, I repeat, someone quote a business that has been loss-making, hasn't proven its own business model by increasing profits and has nevertheless delivered profits reliably after the acquisition based 'growth'.

Here's one that floated and expanded its already profitable business model by acquisition: IDEA. Guess what: because it was profitable it didn't have to go to the market for funds over and over.

[nw99] 13/6/2018 10:43

I continue to buy as well great opportunity

[scotty666] 13/6/2018 09:51

I continue to buy here, the news flow of late and contracts have been positive and clearly the company are working on something disruptive. That said don't ignore the naysayers there could be a raise down the road, albeit I see this as a potential positive.

[nw99] 13/6/2018 09:38

Not sure only saw it while searching

[colinzeal] 13/6/2018 09:37

Is it a regular punter being bullish or someone of stature?

[nw99] 13/6/2018 09:00

Agreed looks good

[kaka47] 13/6/2018 08:57

Falanx Cyber security Share for 2018V2 MidGARD bring it On massive demand

[ebomber] 13/6/2018 08:57

Yawn!

Is Sep / Oct 2018 here yet when they announce the next substantial placing and dilution?

Jam tomorrow!

However, on a positive worth a look after the next dilution sub 2.5 pence.

[nw99] 13/6/2018 08:53

One poster on Twitter very bullish on FLX

[kaka47] 13/6/2018 08:51

Dixons Carphone admits huge data breach

[kaka47] 13/6/2018 08:49

Dixon's hacking Story today Awesome PR for Cyber security sector

[kaka47] 13/6/2018 08:45

Massive Dixon's hacking story in the media

[kaka47] 13/6/2018 08:33

Don't forget in few months V2 MidGARD would start contributing

[hamidahamida] 13/6/2018 08:05

Just listen to what Peter wood said they were looking for a partner who can provide 24/7 monitoring to their customers at the end of their fast growing penetration testing service So imo it was a perfect fit buying first base Remember 24/7 MidGard monitoring has circa 70% net margin and it's growing very fast

[colinzeal] 12/6/2018 20:59

Aside from DMs tech skills and experience - along with his vision for where he wants the company to go - the other reason I hold here is for the possibility of a takeover. Consolidation is happening within the wider industry so I don't see why FLX are immune to receiving a decent bid offer in the near future, particularly when the share price is so depressed. To my mind the company has three standout USPs that a bidding company would love to have 1. DM himself and whatever he's working on, a man with a proven track record 2. The Assynt part of the business which offers a new product scope for some of the more established players 3. A very impressive client book with both government and blue-chip companies. This is of course pure speculation on my part but if I were a large cyber security business and if I heard that a smaller player was working on technology that had the potential to reinvent the industry, however fantastical it may sound, I wouldn't hang about to wait and see what they come out with - I'd be doing my due diligence on the company right now with the view to buying it out to protect my own house. Some may say that's pie in the sky but we'll see how it develops...I mean you could probably pick up the whole company lock stock and barrel for £17.5m atm.

[resurgo] 12/6/2018 20:01

* by MXC not my MXCEyes failing me....

[resurgo] 12/6/2018 20:00

Accumuli (backed my MXC) did pretty well for shareholders out of a buy and build strategy. It can work well.Investors need to remember that enterprise sales in the space MidGard competes in are 6-12 month sales cycles. If the tech is good and the commercials are attractive then the rewards will come at the 12 month point once a few reference sites drop and can tell others how good it is. So this is probably a 2019 success story and people need to buckle up.

[richjp] 12/6/2018 19:09

I think there should be plenty of scope for profitable acquisitions in this sector.

Most of the clients of any acquired companies are likely to be using third party software. Falanx should be able to migrate those clients on to Midgard thus creating further revenue for Falanx.

In addition there will be the opportunity to sell a broader range of services to those clients.

Any acquisitions obviously have to be carefully considered but the opportunity is there.

[microscope] 12/6/2018 16:30

LTG was basically a shell a few years ago. Market cap about 700 million now. String of acquisitions along the way

[nw99] 12/6/2018 16:26

Late informed buying

[rathean] 12/6/2018 16:01

Growth through acquisition is not by default a negative as you're trying to state. This is at a low base with risk to the upside; slow organic growth and slow considered competitor or add - on buying if executed well will reach a self funding inflection point whenever that is, assuming the bod can execute.For me it's the bod ability that is the biggest unknown, but that's why the shares are sub 8p imo.