The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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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.
just one more good/great piece of contract newsflow, and this rockets imv
#inittowinit
Don't feel the numbers are that bad in themselves
showing a number of positives, but agree they poor
in terms if the sector they are operating in.
New guy only there since May. so maybe needs to
be given a little more time
Very, very vague -when every cyber security is at the top of every cio this is very disappointing. Real need to change gear and leverage revenue through to the bottom line, unsure they have the management team to take this to the next level.
assume this would be with the results on tuesday
past due
Whilst LSE is never 100% accurate with buys/sells
and do tend not be able to differentiate at times
these do APPEAR to be correct looking at the prices..
There is a definitely an interest being shown in the
stock today...
Are the share buys / sells correct here? All buys.
but have topped up @7.45p...
all hinges on sales momentum (an rns due!)
Agree, it is fairly brief, but par for the course with
them.
What they have “revealed” is obviously the positives and we are left to guess what they have
held back on...
Jolly.
These are not directly comparable but can be reconciled
- they still have a hybrid aas and perpetual revenue, as well as professional services
- some of the revenue will be from orders late in the six months, so will not be six months worth of revenue so ARR should be larger
- they could provide contracted backlog and periods over which it is recognised
OK, but I'd have liked to see greater visibility of cashflow breakeven...perhaps they really don't know; but some sense of their pipeline of opportunities would be helpful
ARR of US$8.8m & 1H rev of USD$6.2m is still 20-30% short+?
Any good news and every chance this could go up sharply...
My problem with this stock is they limit their communications to
investors and I tend to suspect the worse as to why this is...
But it really is a sector that is difficult to fail in at the moment.
So for that reason only I am willing to sit it out for a bit longer..
nice juicy orders over the rest of the summer wd turbo charge this
#skysthelimit