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You are on the wrong board. Type Falanx into the search box above and scroll down. This site has three boards for FLX \ FCS but this one has no sp info.
I was in FLX when the deal with SolarWinds was made. All that happened was that the sp went down and down. I don't see it making much difference now.
Should read 4.8 mill annually
My point is , with SWI doing the sales efforts to current MSP client base , the revenue annually generated from just 2% contract wins of the potential client base, should generate margins north of 55%.
2% client wins equals to £4.8 mill with as mentioned very attractive margins.
We have a company with a highly oversold share price , fuelled by rumours of capital raise etc .Figures will be out in the next weeks and I would expect a significant re rating of FLX , very much helped by earnings and revenue est being revised higher as well as confirmation of no requirement for any rights issue.
Solarwinds will announce 2q numbers on 1/8 and we will most likely hear more about the progress of their Threat Monitor software .
The stock is in my opinion a massive buy and the market is not prepared for this .
Massive buy
If we look at what will happen going forward in Q3/Q4 once we have revenue coming through from SWI UK
as a result of the sales and marketing efforts SolarWinds UK is and will be doing with regards to the threat Monitor platform, the beta on FlX’s revenue could and will be substantial!
Read the RNS from October last year : The Company's immediate focus will therefore be to support those MSPs whose customers have an appetite to strengthen their current security posture.
Internal estimates suggest that this equates to approximately 20% of the addressable market, or around 20,000 target end customers. As an illustration, if only 2000 end user customers take up this service at entry level pricing, this would generate £400k revenue per month on the Threat Monitor SOC Services alone. Falanx will be working with the SolarWinds network of MSP's in the coming weeks to plan, design and implement the roll out of this extensive programme, and it is anticipated that the delivery of these support services will commence in the first quarter of 2019. Current sales will have a limited impact on this year's revenue but could dramatically benefit future periods.