Falanx Share Discussion Threads

[nearlythere] 20/10/2018 13:50

Pj1
I missed that thanks,as I said if they can get 50% that would be very good. I assume you will understand that I will wait for the interms figures before changing my current bear position.

[nearlythere] 20/10/2018 13:45

Kaka47

What in My last posts makes you think that my view has changed.
My view which I assume is clear to everyone except kaka47 remains the same.
IMO
I fully expect a share issue shortly, the lack of the operational update and the late eoy are big red flags for me. As regards the solar winds at present it may have potential in 6 or 12 months and with falanx the turning point always seems to be in 6 12 months.

Only a detailed midterm with figures that support the comments made by management will change my view. Talk is talk and if things are going so well kaka47 give me good reason for not releasing a timely operational update to shareholders

[kaka47] 20/10/2018 12:48

Only few days ago Nearlythere posted this now he is believer....All IMO DYORThose waiting for an bumper update like kaka47 may be disappointed, I think it is now too close to to midterms. Time will tell, but silence in these cases is rarely golden:-)Unfortunately it may be downward cycle. As the share price hits new lows potential customers go elsewhere concerned about signing multi year contracts with a company so short of cash it had to issue shares to raise 100k.I am surprised that a share issue has not happen yet. It may be they have turned a corner and do not need to issue more shares or perhaps with the company now valued under 8.5 million after having 6.3 million invested from May2017 that no one believes the jam tomorrow story anymore and they simply may be unable to raise any fund in markets. It will be interesting to see if the large holders start dumping.IMO If update or midterms are full of fluffy talk about near future this and highly advanced that or the next wonder product and are not showing sustained break even backed up with figures,then 2p and under is possible.Interesting times

[pj 1] 20/10/2018 11:40

Whilst I'm not a massive fan of Proactive I do wish FLX would abandon VOX, who cater for the P&D and Co'S desperate for cash, and podcast via Proactive. I think by using VOX they are possibly sending out an unintended wrong message.


I believe VOX's audience figures do not stand up to any scrutiny.

[pj 1] 20/10/2018 11:25

nearlythere
19 Oct '18 - 20:02 - 15 of 15(premium)
0 0 0
Pj1
I must have missed that can you point me to where that was stated
============================================================================



16th October

''targeting 2000 potential customers, out of initial 100k UK (already under MSP with SolarWinds). = POTENTIAL £400k per month Revenues @50% margin, with most of the marketing done by Solarwinds'' was my interpretation.


However, with the obvious cross selling opportunities we need to confirm that this cross selling will not eat any bottom line profits from SolarWinds, as often happens with these 3rd Party deals. i.e take it with one hand and give it away with the other.


Previously in the Podcast JB had referred to Midguard at 60% to 70% margin, so I assume the difference is fees to SolarWinds? (needs confirmation)

[yump] 20/10/2018 11:24

May have said this before but I think this:

"global early adopter programme of DevOps teams"

means its free to those teams, effectively being a Beta test to see what issues appear and to get an idea of required functionality.

As with many tech-folk, the excitement I reckon is because of the tech. not the money.

[ebomber] 20/10/2018 11:22

"......the company is moving towards an EBITDA breakeven position in the current year and net profitability thereafter".

In the meantime FLX needs funding. Thanks for written confirmation.

Broker note followed by placing announcement. All designed to artificially inflate price whilst touted in marketplace to raise cash.

[nearlythere] 19/10/2018 20:02

Pj1
I must have missed that can you point me to where that was stated

[kaka47] 19/10/2018 18:00

Tunerpope report on Falanx "Turner Pope Investments posted a broker note on #flx @voxmarkets https://www.voxmarkets.co.uk/activity/105770"

[hallowed be thy name] 19/10/2018 17:15

From this thread

kaka47
19 Oct '18 - 14:15 - 6306 of 6316
0 0 0
Not interested in your new thread don’t waste our time


LOL

[hallowed be thy name] 19/10/2018 17:10

From the new thread, what a tool.

kaka47
19 Oct '18 - 15:40 - 11 of 14 MODERATED
0 1

kaka47
19 Oct '18 - 15:41 - 12 of 14 MODERATED
0 1

[kaka47] 19/10/2018 16:39

Falanx were chosen by SolarWinds purely because of MidGard...MidGARD starting to payoff Great job by DM

[kaka47] 19/10/2018 16:37

Tweet by solarwindsFalanx Group Limited has been appointed by #SolarWindsMSP as a Threat Monitoring Service Provider (via @DirectorsTalk):

[kaka47] 19/10/2018 16:35

Appointing a #DPO can both facilitate compliance and act as a competitive advantage for your business – demonstrating your commitment to ensuring the safety of your customers' data. Find out more in our blog ow.ly/9Qu530m6Rci #FLX

[kaka47] 19/10/2018 16:34

Learn how to take your MSP from zero to social in one week (or less!): msp.slrwnds.com/r7zup #MSP #SocialMedia

[kaka47] 19/10/2018 15:42

Happy bunny

[kaka47] 19/10/2018 15:34

Really moving now

[pj 1] 19/10/2018 15:17

John B clearly stated 50% margin from the MSP, so I assumed that 50% takes account of any royalty or fees due to SolarWinds?

[kaka47] 19/10/2018 15:07

Derampers have a nice dayHappy Days

[nearlythere] 19/10/2018 15:05

All IMO DYOR

Given the recent comments it seems the direct selling channel has failed, on the positive side the down sizing of the direct sales team may be helping with the short term cash flow.

However nothing is free.

Falanx management has made much of the 50% to 70% margin on the monitoring side which looks very good and is expected to be one of the main drivers of income growth. I assume however that solar winds and each MSP will want a large slice of that margin, how much margin is left for falanx I simply do not know.

If they have been able to maintain 50% margin or morethat will imo be excellent news. The midterm should provide that information, if not then I will have to assume an even split. With perhaps under 20% left for falanx it may reduce the income accordingly and push break even back to 2020 given the possible additional resources required to support these new low margin customers.

The midterm will be interesting I hope

[sclper] 19/10/2018 14:59

Yump - yes, that's what I was referring to.
I know what you mean about DM, but hopefully there is some substance to his claims about the new tech and it will prove commercial.