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Is specifically for institutions, investment banks and financial analysts. I suspect that interest is very high but knowledge of the unique Falanx-Assuria protective cyber security system is quite low. A really good presentation with an indication of why we are at 'the inflexion point' should whet the appetite of the attendees and colleagues. I expect interest to snowball as the real potential of the cyber-side of the business becomes apparent. We have only just climbed the first step on the staircase.

Falanx are in an excellent space at the right time as today's analyst meeting will confirm. The barriers to entry for this CERT qualified 24/7 perimeter monitored cyber security is high - well in excess of our current MCap alone. The contracts signed since June and ongoing, will be subject to confidentiality agreements, as such, many more will coalesce in current half year IMO. Meat on the bones at 9.30 and I expect it to be very well attended.

They won't stay at this price forever. Ray paid 9-10p - bargain at this price imo. 12 months time and you'll double your stake :)

Between buyers and sellers at the moment. The buyers will win out in the end as the stale sellers run out of stock allowing us to finally breach 10p par.This has been a long game with numerous deuce and advantage calls but the game is nearing its climax. The bulls will have the final say as we rerate in the near future imo.

Massively undervalued on IP, cash and order book imo.

The price is easily subject to fluctuations. It should be reassuring to holders that all the prospective good news should have a similar effect upwards. Nice to see the spook shares are being snapped up quickly.

is allowing in a lot of buyers who see just where Falanx-Assuria is headed. Meat on the bones on Monday.

Karl Barclay is 68 and past usual retirement age. He has built Sirling Assynt to be an integral part of Falanx and is probably only trying to reduce his working time like we all wish to do. The growth and focus of Falanx is clearly in cyber which now allows him the opportunity to stay on until a replacement is found. He is clearly happy to stay with the business till then as he has given March 2016 as the forward date. There is never going to be an ideal time to announce ones retirement and this has unneccessarily spooked some investors. Hopefully they will be reassured on Monday that the business is on a strong upward trajectory. Announcing Karls retirement on or just after would have possibly diluted all the work being done. Don't know, but that's my take on it. Given the near vertical increase in interest in cyber security I'd be profoundly surprised if Falanx weren't signing some substantial contracts in the near future.

Karl Barclay entered Sandhurst in 1967 so that puts him mid to late 60's and this was on the cards. Just bad timing thats spooked the market so it should bounce back after Monday.

Things seem to be slotting into place nicely at Porta. Given the prospects of news regarding Steffans positive impact, loan renegotiation and good traction in all markets, we may get a trading update at any time. One was given in late November in 2013, and late October 2014. Given the increased size of the company, and previously highlighted good growth, there is no urgency. Looking at the size of share transactions, we appear to have reached a point where all stale holders are out and new holders are comfortable with the outlook. A decent outlook and reaffirmation of increased earnings growth should see another leg-up as we are firmly in the cash-generating growth phase of the business having shed start-up and legacy costs. Good visibility of earnings with no reliance on any single customer or sector gives confidence that we can continue to exceed peer fee income. I have no doubt that Steffan did not accept the MD role without a clear idea of where he [and DW] wants the company to evolve. Solid foundations with building well advanced.

Revenue, profit, margins and earnings all strongly up; synergies flowing through into second half of 2015 with strong organic revenue and margin growth in the US, particularly in ground operations - yet we hover at £2.80! This is ridiculous for a strongly growing company whose chairman stated 'we now enter the second half of the year with full confidence in our ability to grow the business both organically and acquisitively. ' Do the research - this £120m MCap has a PEG well below 1 with significant earnings growth in prospect. Should be trading nearer £4 if valued as the growth stock which it clearly is.

Super little firm gone from heavy R+D as Corac to marketing of the IP technology it took tens of millions of pounds to develop. Turnaround is imminent from EBITDA loss to profit. Given its visible revenue stream, forward order book, cash in the bank and conservative earnings projection this looks a little gem at 3.3p to buy. I am expecting 100% + upside from here with a maximum 12 month timeframe, probably a lot less.

Falanx is a good little company growing quickly; well-run but certainly not understood by most investors, that is why I suspect the company is giving the analyst meeting on Monday. Basically a lot of firms rely on internet security [McAfee and the like] to protect data. Some use specialist firms who supply their own 'security' - it is usually installed on the company computer, and there is its Achilles Heel as its open to DDoS attack etc. Falanx-Assuria [British] uses perimeter monitoring which is like having a security guard watching and intercepting problems all day every day. It can also note unauthorised or unusual data extraction from an internal source ie if a disgruntled employee inserts a data-stick to try to take information home. It has team up with Principia, a big insurance underwriter, to roll out insured-cyber protection so businesses can insure against business loss and reputational damage - they are that confident they can protect servers. Falanx also 'protects the protector' in that it alone protects CERT UK the UK governments watchdog. It beat off major competitors to do so. To think that HMG would hand this over to any tom-dick-or-harry is crazy, that’s why they chose the ex-arm guys successfully offering existing forms of security, all staff are cleared and they have a state-of-the-art monitoring centre in Reading manned 24/7. Current MCap is only £10m but has been up to £40m [WITHOUT the cyber security arm]. The insitutions and private investors are finally waking up to the fact that even to set-up this level of cyber-security operation from scratch would cost in excess of £20-25m. Given the current problems in cyber-hacking and Falanx' unique and Govt certificated offering, I think this has lots of legs, especially with so very few shares in free circulation. If the meeting on Monday is as well attended as I suspect, Its modus operandii will shine out and the demand could be 'interesting'.

Group MD has now had a month to find his feet and the BoD all bought in [£115K total shares purchased] on his appointment. He hit the ground running and we should soon hear that he is firmly stamping his mark on the Porta group. I suspect he will be interested in purchasing his maiden stake in the company. Ray McKeeve bought in at 9.5p so its not too late for Steffan to get in under par value 10p. News is probable on several fronts which I've mentioned in previous posts and I see EBITDA going strongly positive in the coming half year.

Would agree. Informed enthusiasm is fine and Dibs61 is only reflecting the general consensus of those invested here. A quick synopsis of the prospects is fine as it provokes other interested individuals to go and do their research. Anyone who invested on the back of a single contributors opinion would be brain-dead. It is great to have multiple opinions and commentary as it helps to address concerns and voice enthusiasm. Great.

TPG had almost half its current MCap (£6.6m) in cash at end June. It's Atmosphere Control (Submarine) technology is a leader in class with good cash generation and visible forward earnings. The technology has wide applications to aircraft air systems and bio/nuclear decontamination systems. The IP of down-hole gas compression developed for the oil and gas sector is providing a raft of cross-tech opportunities. TPG spent tens of millions as Corac, developing a self-lubricating micro turbine compressor/ generator no bigger that can comfortably fit in both hands but generate up to 100kwh of power. It has been licensed in a joint venture with Spirax Sarco to generate electricity from waste steam. Another project with huge potential is working in America on a gas step-down power generator utilising hub gas pressure reduction to produce power from the hub network. All this, plus specialist engineering for bespoke projects applicable from industrial to oil and gas and nuclear. £11m of the current order book is deliverable in the current half year and TPG should hit EBITDA break even in the current year. Applications of technology are huge.

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I knew that Shares Mag was £25m - mistakenly informed that IC had same floor. We'll have to wait another year or so for IC and its £100m MCap but I think we'll hit their 'exceptional growth' target sooner. Well at least we hope so given recent buying activity as a sign of confidence.

Porta shares are tightly held and the raft of almost £150,000 of director buys recently has aroused investor interest. The radar 'horizon' for comment and research by eg Shares Mag and IC is £25m which is an added bonus as it puts us into the 'growth share' discussion arena. The outlook for Porta is looking good with strongly rising fee income and we are not sector dependent. The purchases of Redleaf, PPS and Publicasity in the UK means that we can now use the accumulated, but ring fenced, UK tax losses against current and future profits. Transition to cash-generation from the interims onwards also means that we are in a strong position to renegotiate legacy loan debt below current 12%. The banks, who generally dismiss cash consuming growth shares invariably change their minds to chase business when the inflexion point to cash generation is reached. Newgate is going from strength to strength and being a finalist in the Agency of the Year is an accolade. The individual(s) who has been block-selling over the past year appears to have stopped or had a rethink and the short-squeeze appears to be taking place with directors, MMs and PI's mopping up any sales. The ability of Porta to gap-jump has not been tested yet, but we can easily jump up 2p on excellent news. A trading update was given in late November 2013 and late October last year so, although only used when significant events occur, we should get one before December. We infer also, that the current excellent prospects and trading are unchanged from the AGM outlook. Director buying, especially by the Finance Director and by Ray McKeeve at 9.1 and 9.25p is a good indicator of positive traction. All in all, with Steffan now steering the ship under the DW flag, things should move up a gear IMO.

Cyber breaches are becoming an every day notification http://www.investegate.co.uk/optimal-payments-plc--opay-/rns/customers--personal-data-breaches/201510290700098151D/ Can only be good news for Falanx