Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
what did I say last week?
https://www.investegate.co.uk/falanx-group-limited--flx-/rns/director-pdmr-shareholding/201909241137004784N/
400,000 - a big deal? Comments please - not you worm, sensible ones only please.
I'd like to see the others jump in too.
Good call Noel. At least some alignment with investors and of course some investors including myself follow director buys as an indicator. However- just my opinion of course having acknowledged he has put his hand in his pocket- the amount is pitifully small relative to his remuneration. If it was one of the larger trades I would have no doubt. But this is a piddling amount really and if you as a potential investor or holder think it is enough of a statement of confidence then go for it.
A couple of half million buys - more directors buying?
2p by the close?
Would have thought we will see more buying
2-2.10
agree this Dir buy is a small amount but MR's overall holding of 11m is very serious skin in the game .. you can't say that's not aligned with shareholders !
To Fairview, I'd offer that it would be worse if Solar Wind's roll out had happened near on time and the take up was bad.. they've seemingly measured twice before cutting once and so hopefully what they now roll will be high quality and get good traction quickly.. hopefully, at least ..
This s/p has been mullered in recent years.. so there is potentially much space for upside here imho.. even on any early signs of bottom line progress from here.. or indeed even the potential for such... eg Solar Winds roll out..
The problem is NiceToMichu that FLX is long on promises but short on delivery. SolarWinds is supposed to be key for FLX. Yet for me the company thrive on ambiguity.
"SolarWinds has engaged with the three inaugural TMSP's, of which Falanx Cyber is one, requesting feedback into the development and product specification of the SolarWinds Threat Monitor product. This preparatory work has been focused on creating a highly scalable platform and seeding this 'mass market' opportunity with education programmes and disruptive pricing. The significant marketing power of SolarWinds will be applied to fully launch the product with the support of the TMSP's in the second half of our current financial year. "
What does engaged with mean in this context?
Will the company work with all three? Or just one?
Ok it is commercially sensitive but how big a part will FLX play and how much will they receive? Or split three ways?
Am I misinterpreting this? Happy to hear if I am.
pass FK.. one for NS to apply his investigative skills to perhaps.. or maybe there isn't enough delailed info to be found whatever, and once again it requires hoping for the best one more time.. and indeed Flx have underdelivered significantly so far versus management expectations/talk.. but the good news is that Solar winds are established/successful players and so more confidence can be derived from that alone.. this threat monitor could be a big thing and it's rolling soon - hopefully - and so there's a path to at least some - and hopefully much - bottom line improvement for flx in second half off the back. At this s/p price ANY bottom line improvement can easily see some sort of s/p re rate .. indeed it's that 'low' there's even room for an in anticipation rally imho... altogether it's an appealing path / currently 'low' s/p combination for me and hence why I've added more twice here in recent days .. if not appealing for others, then that's entirely their business