Falanx Share Discussion Threads

[mach100] 15/2/2021 23:25

Any time Bapodra. Thank you for evading the simple question of whether you believe only your view is correct or not.

[yump] 15/2/2021 21:52

There are always funds in stocks - it means nothing.

You can consider me an old disillusioned investor if you like as I have a few of these that I stupidly didn’t sell when I got the chance after all the BS with Midgard and more BS from the braggard TO who left.

Plenty more stocks to choose from that don’t have multiple failed attempts at any sort of organic growth. More importantly that don’t keep announcing they’ve just started the next amazing initiative.

[yump] 15/2/2021 14:51

Cyber has been growing for years and this business, under the same ceo has delivered nothing.

Its taken 3 years to get anything from the solarwinds partnership - much touted as having thousands of potential customers.

They’ve reinvented every bit of the business as none have delivered growth.

Buying it because it looks cheap is a mugs game, unless you’ve found a good business that has had a temporary setback.

This is rubbish that should not have had a setback from covid, because its based on online/digital protection, which should not require physical selling. Covid is just an excuse.

[mach100] 14/2/2021 21:31

Dave fair enough you have your investment criteria. It seems to me you are saying rubbish stocks do well so I will invest in them. Time will tell. I certainly would not invest after the recent spike as FLX has fallen back many times on unexplained spikes. The recent spike is more tangible in that FLX managed to wheedle in a mention of Microsoft.
Bapodra I havent taken part in afew IPO's. Three paid off and one didn't. I do prefer companies that are out of favour with the market but have a clear trajectory and preferably niche. FLX's trajectory is unclear and is certainly not niche. If Cyber secuirty becomes an extremely hot sector then there might be some read across to Argo and KR1 but it is a crowded space.

Has anyone seen a listed company use a CIBL loan for expansion before? Granted they have not been in existence long but the audacity takes my breath away.

[dave4545] 14/2/2021 12:59

Mach.

Your exactly the same as me, old school that look for companies making a profit but in this market if you took that approach you would have probably had a poor 6 months as every loss making small cap has rocketed on hype recovery anything so purely by thinking a company has to make a profit for their shares to go up is going to cost you.

7 dig 30 folded at one stage last year yet is loss making, GST is loss making their
valuation 50 folded in the last 2 months. I could go on and on.

If the company is recovering, making reduced losses, winning new business and showing signs of moving towards break even or profits then the shares can rocket and a lot have. Do not look keep looking in the past.

All my stocks making money have done nothing, all my stocks and trades in rubbish and overvalued stocks has made me a lot of money in the last 10 months.

[mach100] 14/2/2021 12:28

Bapodra you do realise that break even is nigh on impossible this year? A £2.89m loss to be turned round. All the cintracts until the last one were "strategic" and not material. The fanfare around the last announcement of 400k of revenue might mean at a stretch 200k profit in this calendar year. So another 2.7m of losses to compensate for, and might be worse if companies defer spending due to Covid but admin expenses remian high. The salary sacrifice ended in September and now they are looking for a CIBL loan for expansion and possibly tack the umpteenth placing on to to finance it. More dilution of your holding. I see you already have a paper loss having bought at 1.79p. If you sell in volume often you get below the official bid. 4 grand sale on Friday only achieved 1.595p. Breakeven is 2 or 3 years away if ever. A long time on AIM.

[smcl] 14/2/2021 11:00

Thanks Bapodra- I’ll monitor it and add as appropriate. It’s got potential I would agree. Best of luck.

[smcl] 14/2/2021 08:49

Hi Bapodra- just 100k shares at this stage.

[smcl] 13/2/2021 17:08

Hi Bapodra - I'm in here with a 100k holding. Its primarily a security IT consultancy company - limited in-house developed software. I'm holding but not expecting any major uplift in the short-medium term. Just my opinion and no advice intended.

[viking24] 10/2/2021 16:14

Significant acquisition from SentinelOne in the XDR market, will compliment the Triarii MDR platform which has won Falanx lots of traction and customer business recently!From SentinelOne :Through our acquisition of Scalyr, SentinelOne is solving one of the industry's biggest data challenges for delivering fully integrated XDR capabilities. Scalyr's big data technology is perfect for the use cases of XDR, ingesting terabytes of data across multiple systems and correlating it at machine speed so security professionals have actionable intelligence to autonomously detect, respond, and mitigate threats," said Tomer Weingarten, Co-Founder and CEO, SentinelOne. "This is a dramatic leap forward for our industry – while other next-gen products are entirely reliant on SIEM integrations or OEMs for point in time data correlation and response, SentinelOne uniquely provides customers with proactive operational insights from a security-first perspective. The combination of Scalyr's data analytics with our industry leading AI capabilities ushers in a new era of machine-speed prevention, detection, and response to attacks across the enterprise."Realtime Data Ingest & Correlation is the Next-Generation of DetectionWith Scalyr as the big data engine powering the Singularity XDR platform, SentinelOne once again defines autonomous protection. Scalyr broadens the aperture of data sources, creating a realtime data lake for ingesting structured and unstructured data from any technology product or platform – including Microsoft, AWS, Google, CrowdStrike, and more – as well as internal enterprise data sources. Diverse XDR data, coupled with SentinelOne's AI-powered Storyline technology, automatically connects disparate data into rich stories and autonomously identifies malicious behaviors, especially techniques exhibited by advanced persistent threats – including APT malware like Sunburst.AI-Powered Automated Response Across the Enterprise Technology StackWhile most EDR products struggle with alert response, often relying on human services and manual actions, SentinelOne pioneered AI-powered automated response capabilities including threat mitigation, remediation, and ransomware rollback – each delivered without any human effort. XDR extends these capabilities beyond cybersecurity use cases by providing response actions on applications and services such as Okta, Netskope, Recorded Future, ServiceNow, Splunk, Zendesk, Slack, and more."This strategic acquisition accelerates SentinelOne's unrivaled product innovation while maintaining a sustainable growth model. Scalyr's technology solves one of the biggest operational challenges vendors face – balancing the cost structure of ingesting and storing massive amounts of data," said Nicholas Warner, COO, SentinelOne. "Delivering the industry's most advanced and integrated XDR platform bolsters our hypergrowth path while building a long-term, sustainable business that delivers value to customers and shareholders."From Falanx' point of view as mentioned it compliments the Triarii MDR platform and should win even more business working with Solarwinds/MSP platform.Comment from Falanx and Solarwinds last year.Falanx is continuing to gain traction with its Triarii MDR (Managed Detection and Response) platform, which provides MSPs with the ability to extend their threat detection and response offerings more efficiently. In addition, Falanx offers flexible Security Operations Centre ("SOC") services tied directly to SentinelOne Endpoint Detection and Response (EDR) software. This combination delivers a truly flexible EDR offering to MSPs globally combined with the ability of Triarii to adapt to multiple user needs. Tyler McDonald, Director of Business Development, SolarWinds MSP, commented: "With cyber security becoming an ever-increasing focus, it is crucial that our MSPs have managed security options like Falanx that they can count on. The SolarWinds TAP program is an extension of our ongoing mission of MSP success, where we look to empower the MSP by providing flexibility and choice in their technology decisions and this is a great example of that. We're excited to have Falanx as a member of TAP as they continue to help our MSPs build a stronger cyber security defensive posture."

[dave4545] 10/2/2021 14:32

Any views on that Rns ?

[dave4545] 09/2/2021 13:21

Yeah I'm more than happy for it to hold any gains today after a strong run yesterday.