Member Info for Adastra

Your £6 by Christmas just got a shot in the arm. Glad I jumped on board at £3.50 as I'm expecting 100% uplift well within 12 months. The Dell tie-up is a game-changer in my opinion as it embeds the GIANT analytical capabilities rather than relying on separate contract negotiations by Fusionex.. Spot-on.

Now we know why the placing was eagerly supported and the management are so confident on profits and increasing income stream. The Dell/Fusionex tie-up could easily lead to a step-change in outlook and subsequent turnover and profits. No wonder broker reiterated the £7 target with this in the pipeline.

Optibiotix and Falanx have very similar investment criteria. The market currently has the vision to see the opportunities for the former and its share price is rocketing. Exactly the same growth potential exists for Falanx , it just has not hit the radar yet..................but it will. It is in the hottest sector at the hottest time; every newspaper and channel is focused on cyber-security and the dangers of ignoring it. 2016 is the year when cyber insurance will have to be budgeted into company expenditure to avoid at best, reputational damage, at worst, business collapse.

Large service providers have a protracted validation and testing cycle that might take 12-18 months: Falanx are much quicker, more responsive and nimbler.

Falanx are in a red-hot place and its only going to get hotter. Cyber-attacks are soaring and reputational damage is massive for those companies who don't add cyber-security into their budgets. Ignorance is no longer a defence for CEO's.

Missed this little gem - yet another indicator of the quality of the client-list http://www.prweek.com/article/1369119/brief-ford-picks-thirteen-centremk-appoints-rain-halpern-princes-charity-wins-pm-award-kindred-gets-callcredit

On the gas-step down initiative in USA [TPG microgenerator technology being applied to gas-stepdown in pressure reduction from main-hub to district.] and also from Spirax-Sarco on waste-steam microgenerator roll-out. Plus any cross-tech from the specialised submarine air-control IP. Lots of possible platforms for growth under one umbrella at a markedly oversold price imo.

Order book stands at 1.5x MCap with £11m deliverable in current half year - apologies for delay in reply. http://www.investegate.co.uk/tp-group-plc--tpg-/rns/half-yearly-report/201509150700100236Z/

Good place for GAMA to show off award winning facilities at Sharjah airport...should prove an excellent venue for more growth.

Hi GT - The director buying and other purchases far outweigh the Ruffer reduction. Ruffer total return NAV was negative 0.6% in 2014 and only managed 0.7% in 2015 [to September]. They obviously have a general rebalancing exercise in place and are increasing their exposure to Japanese stocks to chase the elusive greater growth. I think they will retain their holding in Porta as it is intrinsically involved in the region via Newgate. They have been, and remain, very supportive of DW and his ambition to grow Porta to a major £100m MCap player - Steffan is a key player in achieving that. In my opinion, it is now time for Porta to go on a major promotional exercise coincident with the release of a positive trading update. There is hopefully a lot of positive news in the pipeline as I've previously mentioned. Do we bundle it all together or release it in increments? personally I'd go for the 'news on three fronts' approach and invite institutions, investment banks and financial analysts to a BoD presentation led by David and Steffan on EBITDA progress with Gene highlighting renegotiated loan debt. That would get us on track.

MM's are 'fishing'. Dribs and drabs changing hands at present. It is only when we get the 'first mover' bigger buys in that the sentiment switch will become apparent. Patience, we should not have to wait too long as we are honestly well into oversold at £8.4m MCap with current outlook in the sweet spot that is cyber security.

The inflexion point for Falanx is under way. I suspect we have passed the share point inflexion point already and are now following the prospects. Small tree shake first thing this morning and then resuming the upward momentum as the horizon is becoming much clearer and very positive. The analyst meeting about to start should provide a healthy questions and answer session that will inevitably increase interest. JB is an excellent and confident speaker with a profoundly deep knowledge of his business from all angles of security. He is not subject to wild exaggeration - exactly the type of advocate one would want in confidential discussions with HMG departments. He has a lot of skin in the game and is a highly motivated professional. This all fits in extremely well for the future of Falanx-Assuria and Falanx/Principia. Expansion to include mobiles under the umbrella of protective dat monitoring in Q1 2016 is yet another step change in the wings. Patience here is the key - we are on budget and on track.

Dibs - agree; spot-on as usual with my own thinking. Do the research:reap the rewards. Falanx is in a sweet spot.

Spread tightening and sentiment changing. Anyone for a blue day post-analyst presentation? Yep.

'HMG will want to see.....'

Just the type of management that HMG will WA not to see in a sensitive services provider. No pie-in-the-sky bullsh*t, just an honest and straightforward indication that we are winning cyber business. We have 'reached an inflexion point' is a wonderfully diplomatic way of restrained ebullience. Yep, we're on track ; yep we're getting the contracts under our belt but we ain't going to ruin it by mouthing off. Quiet diplomacy wins the day as the analysts will no doubt be told.

Watch the sentiment and shareprice change as the morning and then the day progresses. MM's are happy to court volatility and the dips increase their margin. What they can't do is suppress the price as the demand stretches supply. Legacy holders are sitting tight and volume is low so the market is set for sentiment change to a strong positive. Time will tell, but the current trading and outlook are both good.

So the markets after the analyst meeting (from 10.30am onwards) should start to reflect the real outlook as buy orders start to fill the in-trays.

It already is an attractive takeover target - even better as a predator. We are best-in-class and at the top of the food chain. I'm happy for us to expand our capabilities and grow the business on all three fronts. The future is very bright for Falanx.

There aren't that many real growth opportunities out there with a unique SP and official certification. To catch one at the inflexion point where all the investment starts to roll to the bottom line is difficult to judge but Falanx appears to be exactly at that point. The nature of the cyber contracts by nature involves confidentiality clauses, but the fact that we are signing important first contracts is significant. The size and volume of those contracts, given the Principia tie-up, should escalate accordingly. The analyst briefing should be well-attended and very interesting; hopefully, an attendee will post a synopsis that outlines the bullish outlook. Any presentation is good news for increasing interest and exposure.