Narf Industries Share Discussion Threads

[hydrus] 06/6/2024 07:40

Get that homebrew - presumably the investment required though is large and is there a significant chance of a placement. Not sure why this presentation has been released otherwise.

[premium beeks] 06/6/2024 07:38

They have competitive advantage in the knowledge space here - 2-3 years worth. Combined with them being embedded in NIST and MITRE and other US govt agencies the opportunities are huge. Not to mention the IP and consulting that can come from this.I've raised similar questions but this area has traditionally been underinvested in by most corps and governments, with the obvious security implications we now seem in the news daily.I've seen a probable 100 fold increase in role advertised in the TVM area in the last 6 months, it's a very difficult area to recruit in and machine learning will take a lot of this pressure away from companies. I think you are way off with your valuation.

[homebrewruss] 06/6/2024 07:36

Worth looking at the presentation if you haven't already Hydrus. Looks like they are moving more of the revenues into SAAS from the project work in the accelerated model which should be much higher margin and also starting to get commercial SAAS customers.

[hydrus] 06/6/2024 07:29

Quite hard to understand how this business really scales. As they say in their website they are a small group of specialists. I am sure they know what they are doing but this feels like a people business rather than say a SAAS scaleable business. There is talk of some future potential for that in Feb CG note but note also says that's not for now and would require a chunk of investment. Well done to recent holders but I think a lot of the upside is in the price now tbh. Interesting business mind you.

[johnyee 7] 06/6/2024 07:25

I wonder what the contracts are that they look to be signing?

[johnyee 7] 06/6/2024 07:25

I wonder what the contracts are that they look to be signing?

[premium beeks] 06/6/2024 07:13

Trading wise it has also broken out so the 3 year highs now back in play.

[johnyee 7] 06/6/2024 07:12

The boss owns 29.58 percent of the shares and other directors have some,in total directors own over 40 percent of the shares,now that's confidence.

[premium beeks] 06/6/2024 07:11

That investor presentation is scintillating.

[molatovkid] 06/6/2024 06:58

I’m getting the feeling this is going places and is flying well under the radar too

[johnyee 7] 06/6/2024 06:31

Don't forget,we still have trading update to come shortly.

[johnyee 7] 06/6/2024 06:18

Looks like things are going great at narf and it's only the beginning.

[saucepan] 06/6/2024 06:17

That is a very bullish sounding operational update.

[johnyee 7] 05/6/2024 19:50

You must have quite a few by now. I've been in these since day one,looks like they're going places at last.

[premium beeks] 05/6/2024 18:51

Yeah that was me :)

[johnyee 7] 05/6/2024 18:13

Nice 500k buy at the end.

[chester9] 05/6/2024 15:50

Very nice end of day. Results coming soon

[premium beeks] 05/6/2024 15:10

I suspect that delayed buy just printed was the catalyst.Not a lot of stock around.

[premium beeks] 05/6/2024 15:00

Ooph, up we go!Breakout territory.

[premium beeks] 05/6/2024 15:00

Will let me have them at 1.5p.Will hold off.

[premium beeks] 05/6/2024 14:54

Have had an order in much of the day to buy 500k and it's gone unfilled. No stock about and the bid is up 8%.Nice signs.

[saucepan] 05/6/2024 10:58

Yes, that is fair. The intention was not to draw a specific correlation between the two companies, simply to draw attention to the fact that CROWD is a big player and its results will almost inevitably influence sentiment towards the sector as a whole.

[premium beeks] 05/6/2024 10:15

There's not really a great correlation between NARF and crowdstrike, there's little crossover.Industry trajectory is that it is maturing and the major players are now known. The next phase of maturity is keeping or gaining market share, this will only come through innovation. That's why NARF are sitting in such a sweet spot at the mo.

[saucepan] 05/6/2024 06:48

Crowdstrike Holdings released its Quarterly Numbers after market last night: beating estimates on all metrics. That should be good for sector sentiment generally, as there was quite a bit of nervousness beforehand as to how things were holding up.

[premium beeks] 04/6/2024 20:41

Another 4m on the death. Not sure on buy or sell but I expect sells.