The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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all true...their reporting is hardly geared for us third party punters lol
One of the issues with the reporting is the inability to understand the length of the contract and therefore how revenue and cash fall, also orders includes renewals which are not necessarily accretive without an upsell.
We have absolutely no idea what the incremental revenue will be in 2020 for this 6m.
As orders are usually blackened in the quarter the impact on review and cash in the quarter itself are negliginle.
this year/next year sales amount doesn't matter much in big scheme
as you say, are they finally getting traction?
if so, a spicy/racy rev multiple would be fully justified
(immense upside from here imv)
I don't think it is just the value that matters here.
I am pleased with the sales successes and the diversity of the
new customers....
Maybe multi-year but potential for increased spend by some
of them during that period..
Maybe FCF is tougher similar to earlier post it does not
happen overnight and it is gradual, but indications are
looking better
yep...also yesterday's under-reaction offerred great buying/topping up...
(though folk shouldn't get too carried away: these sales are multi-year contracts)
Glad I kept these in the bottom drawer. As ever, I wished I had bought more when they dropped.
Lets see if CNS can push past 12p. blue sky after that.
needs to go fcf postive (which is tougher)
JD, go along with all of that but it has to happen in stages and
if you like, this is Stage 1, with a lot more stages to go to get there...
Dodge, I don't disagree we are closer. It will be interesting to see full year results and whether the CEO will make another reference to what is needed in "establishing a more robust business model", or whether there will be any courageous projection about when CNS may turn EBITDA positive.
Clueless, great reading again and again and again
I would say it's a lot nearer both than it was 2 days ago
Customers within the Q3 order intake, include:
· A multimillion-dollar upgrade win for an existing US-based SaaS enterprise solutions provider. The order is for global deployment of the latest SmartWall TDS solutions with supporting SecureWatch® services over three years, through a Corero channel partner;
· A tier one Asian telecoms provider win for a SmartWall TDD solution, secured through our partnership with Juniper Networks, over two years;
· Two Australian wins, including research, educational and governmental infrastructure providers: one new customer order involves several multiple SmartWall TDS 100Gbps solutions with supporting SecureWatch® services for three years; and the other a SmartWall TDD product sold through our partnership with Juniper Networks, also over three years;
· A major European telecom services provider win for a three-year SmartWall TDD solution order with supporting services also sold through our partnership with Juniper Networks;
· A UK-based web-hosting provider win for a three-year DDoS Protection-as-a-Service ("DDPaaS") order including multiple SmartWall TDS solutions with supporting SecureWatch® services; and
· A US-based managed services provider win including web and application network hosting, co-location and security solutions provider. The DDPaaS order is for several SmartWall TDS solutions with supporting SecureWatch® services, sold via a Corero channel partner, over three years.
The deployment of these Corero solutions will enable these customers and others won and renewed in the period to provide DDoS protected services to their end-user customers.
If and when it gets to 20p, I may get excited. I remember where it was almost 30p four or five years ago. Good company but lots more patience required. When will it get to profitability and to a possible point where a significant bid comes in for it....?
years work won
BOOOOOMMM game on
Lot of people boarding the gravy train now, destination
unknown...
Nothing in the way of this number getting bigger....the potential
is there for all to see now, and this rise is because more can
see that...
Jolly...I think that could be a good call....
That update could not have been more positive...
I thought there may have been an even bigger rise
once I read it....however, it is still only early....
choice price 9p/9p so had to buy 15k more
hold c100k
I go along with all of that. the "new kid on
the block" must have a magic wand as only
been in situ since May
Work in software as an emea fd, hopefully set up for a good q4.
Good rns, best bits are the volume and geographic spread of deals so not as reliant on a couple of big deals.
Medium - long term would be interesting to understand junipers long term intentions.
Hopefully will see 10-12p in the short term, higher in 2021 with a good q4.
Excellent foresight Skid
Software, always backended in the qtr and year so hopefully.
Hopefully juniper working on some big us deals.