Member Info for Fallingknife1

Buyers having to pay a premium for any decents amounts but sellers getting barely above the bid. Horrible spread so the investor that put in almost 10k this morning has a fair bit of nerve. 9.5p mid price now 6p so more than 50% of the company value shorn in two short months. It has bounced nicely from this level before which is why it is probably worth hanging on for any holders. Any new investors must be hoping that things can't get any worse. The halo effect of Warcry must be wearing off by now though and the comp[any seems to have made little capital in SP terms of the benign environment for cyber defence.

although the marklet has not reacyed. I expect a flurry of buys this morning after Lincoln's puff piece so we should move past 12p again in short order. Ia gree with Scottie to some extent about the bandwidth but given that it is already operational I would hope it is less problematic than a start from scratch operation. It is classic management strategic failure however to try and grow more tentacles when your heart is not beating correctly. You think you can grab more food but all you are doing is putting more pressure on what keeps you ticking.

after the fall when it went ex-divi. Seems ready for the next leg up imho. The Euro strengthening will help the NAV and it really has been bubbling under for a while/ Now it seems ready to boil over.

There has been a corresponding sale Rivaldo of almost 250 grand of shares Rivaldo but the extra 50k is a good vote of confidence indeed. I think this company is worth 130p myself at least so good upside still for the director and other investors.

Well they had their annual one two months ago in May smith76 but I suppose a BOGOF isn't too much to be asked by this company. Shame it is not the Queen's jubilee this year as they could for sure have sneaked out another one in honour of her majesty. Nothing better than being royally shafted. Remember this is a very favourable environment for cyber defense stocks and Falanx is doing oh.... errm yeah.

Hi JK. I was happy to invest at 16.5p and was waiting for 17.5p before investing again. You are quite right that it was on the morning of the results so fair play. Very forensic of you :) It was against my investing instincts to follow the herd but I was very impressed with the Q1 results. One of the posters here who described himself as a novice investor did flag up the issue about what would happen if the mill broke down and it was raised at the AGM. The increased storage is useful you have trouble at Mill lad. I made the point last year that moving towards full production is the key. Nigeria was their "Do NOT PASS GO, PAY A FINE OF 200 EUROS" card last year. Today is their "Get out of Jail Free Card." Now if you are one of those people who believe that bad things come in threes like the Bee Gees and Destinys Child then the company have no more cards to play. They are on notice now and unless gathering guy sees some value then we are in for a merciless drift down. AIM thrives or dies on news but suffocates from lack of it. Not sold any myself and will take the SCRIP dividend but today is a blot on the landscape.

just one of the bear necessities, the simple bear necessities of life. Stonking yield and really has got its claws into turning round this grizzly. I love the way it has fished out some good contracts while divesting the bits of grizzle that were scaring investors. The company is most definitely out of the woods. You only have to look at the pandamonium today as investors scramble to get on board and sent the SP roaring ahead. i am like a bear with a sore head as I was too timid to average up last time but as I see this heading above £1 I won't be pawsing long again before buying in.

Those mechanical issues should have been RNS'd to the market. It had a material effect on production, leading to lower H1 production overall when we would ahve expected to be well ahead after a good Q1. The backdrop of a falling SP is also naughty in the light of previous suspicious buying ahead of good news. The Modiplam compensation is mixed as I expect only modest compensation to be paid and at a much later date. I wonder if they are contractually obliged to compensate? I presonally doubt it as i assume they only have to provide warranty on the mill's equipment by replacing it. It is also bad timing due to the high season. On the plus side the higher CPO price achieved and the as expected flattering comparatives to last year are welcome. The smoothing of seasonality is also welcome and hopefully the mitigations really will help elimnate any repeats. Perhaps we will get an Indian summer and a good Q3, As i have said many times the company really need to really get a grip!

Gone ex-divi today and yet the SP is the same Defies the norm does DKL! I hope they get a move on with Nordplam as it is over two months since the company was forced to fess up to the takeover talks, so an update is long overdue. Ditto the production figures.

Yes the Chairman and chief plate spinner. Responsible for more hot air than the whole of their target market. Am I right in thinking that fairly recently when the price was multiples of today maybe at .48p that he ruled out a placing as the SP was too low? Everything that is wrong with AIM is exemplified by this share. Should never ever be listed. This should be pitched on Donut's den where I am sure it would be laughed out of the room.

A truly awful share that should never be listed. The BOD must lack any sense of shame having the effrontery to have numerous placings which only serve to keep the plate spinning. If i hadn't sold when I did I would have needed a 500% rise from here to stand still. John Gunn said this was the most exciting technology he had seen in 30 years in the industry. Jeez I 'd hate to see even the second most exciting. Beyond investible!

will get good q2 figures and a resolution of Nordpalm at the same time. I don't like when DKL drag out these production updates as it usually for the purposes of window dressing the figures. But perhaps this once they have delayed due to the Nordpalm takeover.

by they I mean the board of course. Funnily enough I have often had the response that he BOD can;t buy shares because theya re always involved in negotiating contracts. I don;t follow this closely enough to know if they subscribed to the recent placing I must admit.

HI North. Fair comment from you. On being negative yes I am and have been all the way down from 35p. Was tempted however at 22p but felt another placing was in the offing. I am interested in the contrarian argument which Dibs61 and others have expressed here. A 5% drop so far which may well accelerate seems to indicate that invvestors don;t see this as being on track. Faith in the board is usualluyy what proponents of this have to offer. No doubt they will be digging deep today to purchase shares giving the amazing buying opportunity which is presenting itself. Apart from your faith in the board northstreet is there anything in today's results to inspire you to invest again?

Only had a quick glance through the results but looks poor to me. A 1.7 million pound loss in a slef-confessed very favourable environment! Their £2m placing money won;t go very far. It is alll very well pointing to 330% increases which are from a very low base. The fact that it is debt free is about the only positive I can see. It is nmore about hope than expectation. Avoid.

He won't answer EdG. Remember he was ramping this to £1.50 to £1.60 and abusing any contrarians. Yet he couldn't remember his average. He also declared he had sold LATE AFTERNOON and made x profit. When challenged he pointed to an early afternoon trade that could never have given the proift he claimed. He is just a fantasist sadly.

I wonder is this going to hit 700p? It has been around a14% discount to NAV so pretty good value now, especially when a rerate gets underway. Are merging markets back in favour? Certainly Brexit shouldn't have too big an impact as any trade done by the uk with these emerging markets is very small indeed.

The Nordplam deal would be a good one if ever executed. However it is how it would be paid for is the question. Would the company take on more debt when startegically it has been trying to tackle its debt mountain? Would it issue more equity? This has been effectively been denied by LJM interviews with Lincoln positing that the SP is too low to warrant issuing shares at this level. This Nordpalm deal is a distraction. Let's get on with the divi and the AGM. And the key issue of ramping up production. The Q2 figures are two to three weeks away maximum so the compnay would be better focused on putting their effort into increasing production than other initiatives. Flattering comparisons with a weak Q2 last year won't wash with me.

the board have been reelected so I presume there is no deal, There is certainly no mention of one on the site. Dome clarification from DKL would be very welcome as the divi and the agm seem to be put to one side while this potential deal has dragged on.

any blots or the horizon but can't see any. Not much of an uplift today with a 3.24% rise not enough to send us to new highs. I can see momentum building though as today's proves the foundations are pretty solid!