Falanx Share Discussion Threads

[sclper] 16/11/2018 12:58

Yes, It must have been very compelling to get at least 3 IIs (including Amati) to invest at a NIL discount in the current market. It's very possible their will be a further news release in the near future.

[paddyfool] 16/11/2018 12:52

No that is not what happens. These investors go through a process where their Investment committees sit and agree a finite investment, they will not incrementally invest anytime soon. They have fired their shot and for the foreseeable it's done. They have their investment the business is adequately capitalized for the mid term. They have no interest in the near term other than holding the management accountable to the IM against which they invested. It would be good if we knew what was in that document.......but it must have been compelling and believable.

[hampton58] 16/11/2018 11:51

You might want to cover New buyer arriving Overseas

[hampton58] 16/11/2018 11:12

Let us see the usual shorts standing up against the firepower of the new shareholders...They will acquire more

[qs99] 16/11/2018 10:39

coming even.....hehe....yes it sort of feels as though now the placing is out of the way, it is v. well funded for its size, and after that trading update, that this could really start motoring in what is an exciting market space. Anyone got broker thoughts or is it too small?

Gets to £10m revenues and at around £4m GP it should be turning a decent EBITDA number no? Confident RNS so any reason it can't churn out £5m for full year this current year?

Interested in views, these are my musings only DYOR

[qs99] 16/11/2018 10:22

indeed, recurring revenues and robust recent statement, wish I had seen this all a bit earlier! Shares moving nicely it would seem...DYOR

[kaka47] 16/11/2018 10:02

With money in the bank Now investors are finally realising the Potential of SolarWinds partnership. Remember SolarWinds chose Falanx only because of the work they did for them earlier on in the year

[yump] 16/11/2018 09:13

Resurgo

People seem to lack the knowledge of what Solarwinds have done in the past and why they might have an arrangement with FLX.

The implications of that don't necessarily include buying FLX.
That's your conclusion, not mine.

Perhaps you actually have some thoughts on Solarwinds strategy ?
Or not.

[sclper] 16/11/2018 08:19

Amati Global Investors are also expected to release a TR-1
The information provided to the IIs must have been very persuasive to get them all to take substantial stakes in FLX. They would all have carried out substantial due diligence.

[hampton58] 16/11/2018 08:10

I note RNS out Octopus and Miton stating their holdings 14 and 8 %.Would not be surprised to both parties buying more over the quarter as they normally do .

[resurgo] 16/11/2018 08:10

ROFL!!!Dream on if you think they'll acquire flx!!

[yump] 16/11/2018 00:12

Yawn.

Solarwinds bought out a US monitoring service. Look it up and work out the implications.

[resurgo] 15/11/2018 21:00

Plus if you look on LinkedIn you can only see around half a dozen SOC staff so not 24/7. Without 24/7 SOC difficult to see people signing up to this when there are plenty of alternatives. So FLX = no IP and no service. So what do they do?Solarwinds tie up is fluff.

[resurgo] 15/11/2018 20:57

Yep. So MidGard doesn't work then.

[toadhall1] 15/11/2018 20:11

Sounds like quite a few need to do some research here or at least re-read the last 2 Solarwinds RNS. Yes Solarwinds are not using Midgard. They have their own threat monitoring software. How this deal works is SW sells the software to MSP's. FLX provides the back office SOC, on boarding, as well as opps for add-on services if needed. I won't repeat the details from the RNS. A good watch is the recent UK investor show presentation. You should be able to find on YouTube easy enough.

[resurgo] 15/11/2018 19:39

Here you go: Solarwinds have their own platform. So why do they need MidGard? https://www.solarwinds.com/log-event-manager-software?CMP=PUB-PR-SWI-PRQ115_LEM_SIMPLIFIED_SIEM-LEM-PP

[nearlythere] 15/11/2018 17:04

Yump

Unlike you I have no idea how to evaluate the differences in technical specifications for various different monitor software products on the markets, so perhaps after your research you would enlighten us all with your technical view of how well ( or badly ) Midgard stacks up against the rest.
I assume solar winds engineers will be evaluating midgard over the next few months and I assume if it is any good they will used it more widely , if it does not perform then I expect they have others available.

[yump] 15/11/2018 16:05

Rather than talk speculatively about SolarWinds other monitoring suppliers, why don't you all just do some research and look them up ?

I posted it a while ago for anyone that's actually bothered to do anything other than post drivel.

[nearlythere] 15/11/2018 15:42

Resurgo

One of the main advantages of this tie up for me is. As solar winds have access to many different monitoring platforms around the world I may get a independent view of how midgard "disruptiveness" matches others offering. If as we have been told time and time again midgard is a disruptive product with major advantages over the others in the market place, then solar winds should be rolling it out in other countries very soon. However if solar winds have other suppliers of monitoring software which is better then falanx midgard then they may IMO simply pull the plug on falanxs midgard.

[resurgo] 15/11/2018 14:35

Solarwinds also has poor tech and is not a player in UK market. Also, they have their own version of MidGard so are we sure that this isn't just Falanx admitting that MidGard doesn't work.

[the drewster] 15/11/2018 14:17

Solar Winds deal is potentially transformational. SW would had had a huge choice of solutioms to pick from, so now management need to make good on the opportunity in front of them.

I hold a small speculative long position.