Falanx Share Discussion Threads

[daymer58] 23/9/2019 10:02

Any size and we are talking 2.00

[yump] 21/9/2019 11:03

Of course we're all shorting, none of us really have any shares from ages ago when FLX promised the moon.

Good luck with your head of alternative facts.

Why not just say that you think you've spotted the bottom on a penny share and you're having a punt ?
No harm in that.

[daymer58] 20/9/2019 22:12

500 to buy1.70 asking price

[daymer58] 20/9/2019 22:11

Good luck to you chapsClearly bearishHowever SWI coming to England and EuropeWatch the news in two weeksWould be very foolish being short

[yump] 20/9/2019 19:52

Conferences are not the same as selling. They are easy.
Selling is what FLX are not great at - its difficult.

[owenski] 20/9/2019 17:54

and credibility, lol

[onjohn] 20/9/2019 15:47

Running out of money

[daymer58] 20/9/2019 15:31

SWY is commencing the marketing round in UK and Europe Announced conferences in London , SA etcFLX is assisting them at very little costs

[daymer58] 20/9/2019 15:29

Great answerHowever so far FLX have achieved these numbers without any contribution from SWYAs the ceo mentioned when the partnership was announced, 2000 MSP with underlying client base and now Europe and SA.Marketing starts next month.The revenue gearing is of multiple of several factors.Good luck to all the scepticals, but you try and buy 500,000 ... 1.80 offered Have a good week end

[yump] 20/9/2019 15:26

Yes, exciting stuff: if they do 30% half on half until 2026, that will be a ridiculous market cap and we'll all be rich !

I've been watching next month for a few years now and there's an interesting correlation with the 7th. day adventists, who as yet have not been 'taken up'.

[kemche] 20/9/2019 13:07

Watch 2026.

[daymer58] 20/9/2019 13:02

Watch next month

[yump] 20/9/2019 12:29

Actually my earlier figures were incorrect on annual revenue comparison.

Year to March 2018 FLX had revenues of £3.0mln

Year to March 2019 includes a full year from First Base (annual revenue 1.8mln) and 2/3 year from Securestorm (annual revenue 700K).

So £5.2mln - £1.8mln (FB) - 460K = about £3mln - same as last year.

So annual revenues have not grown organically at all.

Glimmer of hope is just that rise to £3.0mln in 2nd. half.

[yump] 20/9/2019 08:01

What’s new ?

It’s a year since the agreement. Clearly not a rapid sales stream. Flx supposed to have a ready to go product. Solarwinds have all these msp’s. Where is the explanation of zero sales so far, given the bluster about the client numbers?

[daymer58] 19/9/2019 23:02

SolarWinds Security Exec Timothy Brown: MSPs 'Top Of My Risk Level''The MSP is that crown jewel. There's a few of them inside the organization. They are the most important one because of the reach, and because of the attack service they present, and the risk that they present. If someone gets to us, they get to the MSPs, they get to the clients, and yeah, people are off living on islands somewhere in the South Pacific.'Believe I posted the full article last week.

[yump] 19/9/2019 22:34

Head of Solarwinds Cybersecurity ex Dell

and your point is what ?

[nearlythere] 19/9/2019 21:33

All Imo
Poor results as expected, given the cash burn they may have less than 1 million cash left by now.
I treat any comments in the outlook the way I treated the eoy date comments.
Imo More funds may be needed but at these share price levels were will the cash come from.

[daymer58] 19/9/2019 21:32

I suggest you look up the latest link I forwarded earlier this month.Head of Solarwinds Cybersecurity ex DellGood luck

[daymer58] 19/9/2019 14:56

30% growth and with a similar growth going forward beginning to look very interesting.Prior to SW

[daymer58] 19/9/2019 14:12

https://success.solarwindsmsp.com/events/US events and UKSA in JAN , Europe next

[yump] 19/9/2019 13:09

I quote:
"There are no events scheduled"

One more time... what are you looking at and can you just stick a link on here pretty please ?

and where is the schedule re FLX ?

[daymer58] 19/9/2019 13:05

Solarwinds website, upcoming events UK, SA etc

[rathean] 19/9/2019 12:17

Still high risk, I agree RE: buying revenue and next half needs to show continued growth largely organic. I sold most of these last year so doubled up this morning but thats only circa 1% of my portfolio. Better high risk plays imo dyor ofc.

[yump] 19/9/2019 10:52

Daymer58

Link please.

I think you'll find that Solarwinds is a slow burner, partly because FLX are two steps removed from the final customer. This type of relationship does not deliver quick results.

The bull case if you want one, is what FLX might do or be doing, BEFORE any contribution from Solarwinds clients.