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HI JS - I am in here at 4.4 & 4.5. Have pencilled in 8p for a top up but, think that's wishful thinking
Very confident in the future for this company so will most probably end up going back in nearer to the price you got today
bought 12k more @10.44p
feels obv that this will fall to below 10p...perhaps back below 9p
BUT almost choice price==>irrestistable nibble
The repricing and extension of the ltip at the lows just a couple of months ago was as extravagant as I thought and takes value from the shareholders, the only downside of the price rise.
would have been happy with and extension not a repricing.
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...
you're welcome...more the merrier
riddler will be posting here soon to explain why CNS was such an appalling punt @5p...(s)he really understands investing
Anyone who got onboard in the last 48hrs is in profit as
it just keeps hitting new highs...
But I’ve joined the party this morning, CNS hasn’t been on my radar, but very impressed with their recent trading update.
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...