Narf Industries Share Discussion Threads

[premium beeks] 11/3/2024 14:28

17m gone through.Would say it's a buy, on recent share performance

[premium beeks] 08/3/2024 07:45

To be fair, threats are pretty static. But the landscape is changing. The big challenge coming up will be nation state actors in a more uncertain world. NARF well up to the challenge with their expertise and government links/contracts.

[johnyee 7] 07/3/2024 21:13

They need to keep news and publicity coming. Does wonders for all shares not just this one.

[fred buckle] 07/3/2024 18:15

The company's investor roadshow has been all week...at least one more meeting tomorrow. There are multiple people (of whom I am one) hearing the investment story from management for the first time and I guess that some will carry our due diligence before deciding whether to buy or not. I have been impressed for what that is worth.

[premium beeks] 07/3/2024 15:27

Likely to be the biggest volume day today again.Added another 6.5ks worth at 1.275

[johnyee 7] 07/3/2024 15:04

Thanks Fred. I've been in these since day one when they were called Cyba plc,excactly 3 years ago tomorrow.

[premium beeks] 07/3/2024 14:49

Added 5ks worth.

[fred buckle] 07/3/2024 12:03

My pleasure.

[premium beeks] 07/3/2024 11:38

Thanks for the comprehensive answer Fred.

[premium beeks] 07/3/2024 11:18

Fred, why do you think they are "spreading the news"?Honest question. I hold by the way.

[fred buckle] 07/3/2024 11:17

Just been advised that the investor roadshow is not only being hosted by the new joint broker but also by Investor Meet (this afternoon). All positive grist to the mill to spread the news on what to many is a completely new story (only spotted by me a couple of weeks ago).

[premium beeks] 06/3/2024 18:33

Plenty of buying going on.. it takes two sides to make a market and an early investor / founder may want to take some.cash off the table, especially after this rise.Not a bad thing, just normal rinse and repeat trading.

[johnyee 7] 06/3/2024 18:27

At least someone looks like they're buying.

[premium beeks] 06/3/2024 18:20

8m.Not sure where the supply is coming from, there must be an active seller in the background as we've seen buys well outstripping sells for days.

[johnyee 7] 06/3/2024 17:59

7 million buy after hours ?

[premium beeks] 06/3/2024 12:51

You have to remember that there are 1.7b shares in issue, the current trading volume is a drop in the ocean!Any institution would likely to be wanting to buy in bulk or through corporate action. Mr Bassi could flog some of his 30% but would expect he'd want a lot more than this.So don't be surprised if this is done via a placing, maybe even with a consolidation at the same time. Not a negative thing by any means but always worth being aware of the options.

[johnyee 7] 06/3/2024 12:46

Thanks Fred for the updates.

Crowdstrike in US looking good. Hopefully will be good for us.

[fred buckle] 06/3/2024 11:49

I hear that the roadshow arranged by Canaccord (the new joint broker) is ongoing this week. My guess is that the stock is too illiquid at this moment for many funds to buy a meaningful stake but fund managers may well buy personally as they see the potentially significant growth potential.

[johnyee 7] 05/3/2024 16:45

Is that 2x 4 million buys?

[johnyee 7] 05/3/2024 16:14

Nice 4 million buy.

[premium beeks] 04/3/2024 16:08

Highest volume day of the year (again!)

[premium beeks] 04/3/2024 13:47

I think we know the Cyber risks. It's the ability of the company to monetise such risks that is the question.With the team and the skills they have, and a miniscule mcap, I can't see it being too much of an issue

[johnyee 7] 04/3/2024 13:39

Scary, things can shutdown at the push of a button