Member Info for Adastra

Given the positive trading update in September and the £1.7m cash in hand at June 30th, the focus on cyber and tie-up with Principia should be generating cash alongside other arms of the business. Because of the nature of cyber security there will be strict non-disclosure agreements written into contracts. I suspect that underlying interest in Falanx has soared with marketing being replaced by sales support but only time will tell. The phones should be buzzing so if we can't win contracts now, we never will. I suspect we are doing well, and with our credentials - very well indeed.

Time to 'Talk Talk' to Falanx all you BoD's out there - monitored and insured perimeter security with Falanx Principia is the only way forward......we are a key must have for any business.

Was really very good news indeed! Read it within context and you'll realise that the shares were being held in escrow pending payments due of upto $2m and performance adherement before November 30th. This has obviously had a positive outcome as it has been settled a month in advance allowing release of the shares and indicating a successful transition to commercial contracts - Do your research people and READ the reports. From the interims: In order to preserve the integrity of the Company's actions, Dustin Dryden has entered into an agreement with the Company pursuant to which he has agreed to underwrite their performance and any outstanding debts that may arise from these customers whilst the Company transitions them into a more commercially viable basis. Pursuant to this agreement, Dustin Dryden will underwrite up to $2m of potential performance and debt associated with these contracts should the quantum's due from these contracts not be paid by 30 November 2015. As part of the agreements, Dustin Dryden has agreed to provide security to the Company against his beneficial interest of 2,159,886 ordinary shares in the Company. And from the holdings update: Mr. Dryden has fulfilled all of his obligations under the security arrangement referred to in the Company's announcement of 30 September 2015 thereby allowing the Company's charge over Mr. Dryden's shares to be released and a disposal of Mr. Dryden's shares to take place.

There was a trading statement last year on 23rd October for the three months ended Sept 30th. Given the inclusion this year of PPS and Publicasity, I would anticipate one before the month end, but it's by no means certain. Given the significant [£115,000] buys by three directors last week, I think we can safely assume that all is going to plan. It is too early to see the 'Steffan Williams' effect, but I have no doubt that we will certainly hear about it in the not-too-distant future. A coincident update on renegotiated loan debt down from 12% would also drive the price forward. I correctly forecast the interim figures and the director buys; a logical forecast would now be - Steffan Williams to buy a maiden stake of around £50-100k; banks now happy to renegotiate loan debt to below 10% as we are cash-generative [something they were previously not keen/able to do]; continued strong trading across all company platforms with increased cross-selling. These are the reasons IMO for the recent big buys and I expect that, as we cross the £25m MCap, we will take a pop at one of DW's targeted complimentary companies. I also expect Capital Access Group to have made a positive contribution as a result of co-location in the London HQ. Quite a lot of theoretical comments there, but I am sure that we now have the critical mass and service delivery to take on some chunky contracts - time will tell.

Buyers in the wings, no doubt. Pause for breath and then up towards the trading update. Solid progress backed by strong director buying. Next should be Steffan; they can only hold the price down so long......

To soar on good news. There is so much potential newsflow in Falanx and the share price is depressed beyond reason. Given the prospects for a fully loaded and certified cyber offering underwritten by Principia this has to be the elephant in the room. We also have significant news probable from Falanx' two other arms of intelligence and security. Well worth holding as the shares are so tightly held that when the good news flows it should motor.

And a strong week. Portal is now sitting at £25m MCap and ideal to hit the radar following the successful analyst presentation. For all the reasons I've listed, we are now on the up to a sustainable new level, increasing with each news release. All directors have been buying in big chunks over past 2 years with no sales. Next RNS should be nice little renegotiation of manageable loan debt which should greatly increase cash-flow on top of the H1 maiden cash-generation. Great prospects and Steffan is just the man to lead the charge.

Let's see what the weekend brings - great time to be a holder or buyer IMO. So much to come here.

Someone wants Porta shares and we holders are a patient and covetous lot. This is the transformational year for us.

I wonder if there's any possible connection? Could we be taking substantial fee-income from our competitors??? We are certainly on a roll with lots of positive pointers.

We are seeing the long-heralded sentiment change IMO as [hopefully] institutions are realising that the value of Newgate Australia alone is worth around £20m. Something is afoot.

We are on the top risers board for today. I suspect there is much much more to come as our MCap is still only £25m. £25m is exactly the level at which analysts and share journalists start to look seriously at growth shares. We are finally on the radar and 'pinging' loudly.

£115000 director buys this week and now we're over 500,000 shares bought today at increasing prices - rising to a new platform to grow further as the horizon looks ever brighter. Still undervalued on prospects.

£6 by Christmas.....Slight jest or not.......... I think you may be pretty darned close! There's certainly something going on under the bonnet here - expect big news next week??

Must be increasing with all the recent RNS releases ad the post-interim analyst presentation. Perhaps it is finally clicking that Porta has grown out of infancy into a mature, multi-faceted communications business. This is reminiscent of WPP in the making in the 1990's. It's taken a little while but we are now firmly hitting radar screens as incumbents like Huntsworth struggle to make gains. Our fee income growth is stunning by comparison.

All the key ingredients for a rerate to match our progress. We also now have the critical mass and the MD to go hunting. I really would love to see Porta go aggressively into the health arena and go after the top 20 Pharma accounts - we have the class, the capability and the leadership now to take on the complacent incumbents. These are nice big well-funded and juicy accounts, ripe for the multi-disciplinary approach that Porta can now offer.

Look at all the plus points. 3 directors buying over £115,000 of shares this week, proactive and hungry MD appointed under the supervision of DW and his seasoned BoD and trading at record levels having turned cash-generative in H1. Expect news on renegotiated loans at favourable rates and the future looks very good - that's why the FD piled in this week IMO - great indicator.

Definitely buys - 7.85 sell 8.05+ buy.

Here come the big buyers again......

http://www.bbc.co.uk/news/uk-34538183 Shows the market thats addressable to Falanx-Assuria.