Fusionex Share Discussion Threads

[its the oxman] 15/5/2017 10:40

Modest reaction only?

[connor23] 15/5/2017 10:32

Maybe the case. Chart starting to turn up perhaps as well. Hopefully a nice run up until the update now.

[j777j] 15/5/2017 08:08

I think they will probably give a tu with the official launch of Giant 17.Initial orders suggest strong demand.

[connor23] 15/5/2017 07:49

Another nice multi year contract. Encouraging. Still looking forward to seeing the actual figs though!

[mrbridgeruk] 08/5/2017 23:14

Results are due any time soon, these will show us exactly where the company is. It's been a disappointing ride recently but it is often darkest just before dawn...

[its the oxman] 08/5/2017 15:50

No strong rally yet. Is this a lost cause? Considering.

[j777j] 28/4/2017 12:12

Apart from last year,the previous years saw the h1 trading update at the end of April. Given the bank holiday it should come next week.Wandisco is so overvalued versus Fusionex.I expect a very strong rally as the year progresses.Patience pays.

[galeforce1] 28/4/2017 10:59

Wandisco contines to rise. Up 7% today.

[j777j] 27/4/2017 13:13

Agree about the xenophobia towards foreign listed Co's and the massive price discount to peersH1 trading update anytime now.We know first 4 months trading very strong.Expecting launch of Giant 17th imminently.

[galeforce1] 27/4/2017 12:17

It surprises me that investors would rather own Wandisco than Fusionex. I've just been comparing them. The companies are not totally comparable. Wandisco sells data migration software, whereas FXI sells Big Data Analytics (which is a kind of Artificial Intelligence). But they are both software businesses on AIM, of a similar size.

Fusionex has 2x the turnover and 3x the net cash but has an enterprise value one third of Wandsico. On paper FXI looks like a much more valuable business that's quite a lot further down the road of development with clients spread all over Asia.

Part of the explanation for the anomaly has got to be a reluctance by UK instis and PIs to invest in a small Malaysian company. Whereas a UK-based tech company like WAND has a natural audience of UK small-cap fund managers who need to find a tech share to invest in and who don't have a whole lot of choice (the London market not being very long on tech stocks).

Any guesses re. when we can expect some news from FXI?

[chadders] 24/4/2017 19:41

Clearly not J777J when you look at the sales, profit and valuations of WAND and FXI. Something of a mystery to me.

[j777j] 24/4/2017 09:53

Very strong update out of Wandisco today. What is good for the goose is good for the gander.

[chadders] 11/4/2017 11:14

I reckon this has bottomed and should start finding support from here. This latest contract is significant in my view. I'm a holder and no advice intended.

[j777j] 11/4/2017 09:43

Peel Hunt buy price target 220p Reiterates.I reckon the upgrades will come shortly after the imminent h1 trading statement.Big data is clearly growing at a phenomenal rate and Fusionex were right to forsake short term profits for greater market share.Their client list is already impressive.

[connor23] 11/4/2017 08:01

More encouraging news, and adding to the belief that the business is really gaining some traction but the mkt is waiting for the financials I think. Not long to wait now hopefully.

[j777j] 11/4/2017 07:50

"......which include Ritz-Carlton, Okura, Banyan Tree and JW Marriott."


All very encouraging.

H1 Trading statement anytime now.


Shares should be back over 600p within 24 months.

[esther1975] 11/4/2017 07:45

Market needs to believe it will be a profitable business

[saj3] 11/4/2017 07:36

Also ritz Carlton is also there client! Have you herd of them!

[silverfern] 11/4/2017 07:33

well research it if you want to know 'wtf is that'

[opodio] 11/4/2017 07:24

Just a shame contracts are all with dodgy chinese and malaysian outfits


Galazy Entertainment Group - wtf is that, sounds dodgy

[chadders] 11/4/2017 07:22

Another significant contract win, the third in a week and the official launch of GIANT 2017 still to come. This should be gaining traction but there appears to be persistent sellers in the background. If so and when they clear FXI should motor onwards.

[cumnor] 07/4/2017 09:02

Hmm. Nice, not so much in size of contract but in versatility of software packages across several sectors-tourism, healthcare, finance, IT etc. If it works well there is scaleability across industries which could easily attract attention of some of the WS giants. Interesting, particularly as big data is the future. imo

[j777j] 07/4/2017 08:31

You sound it.


They are demontrating proof of concept across multiple industries.

[opodio] 07/4/2017 08:23

They look desperate

This was a very small contract

[j777j] 07/4/2017 08:15

Very encouraging,seems to be gaining traction.They are aiming for something like 250 new Giant customers this year.
Trading update for h1 next week?