Member Info for Hurst10

Break up of the sector
You will find they actually got Wagamama on the cheap
Expansion overseas

Would have thought we will see more buying
2-2.10

The article/ interview was published this week and has not been picked up by the U.K. investors, however the important thing is the executive officer is former head of Dell security division.
SolarWinds is one of the largest in the world with regards to MSP and Falanx’s role covering the Cyber security of 2000 MSP’s in the U.K, with on average 50 clients each.
2000 MSP’s will generate £400,000 per month and with 50 clients each , that est.will go up substantially.

https://www.crn.com/solarwinds-security-exec-timothy-brown-msps-top-of-my-risk-level-/1

Impressive new ceo
Loaded up with options
Coming in to close period
Massive buy

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.

By the way, worth remembering, all marketing cost in relation to SWI / Falanx Threat Monitor client wins ,are carried by SWI.
Earnings contributions kicking in Q3/Q4

Solar Winds, Falanx US Partner yesterday released the findings of their newest cyber security research at RSA Singapore. The research provides a pulse check on cyber security trends in Singapore and Hong Kong and highlights the threat concerns along with the technologies and skill sets needed to successfully manage both internal and external cyber security threats.
Despite cyber security threats becoming a norm nowadays, 97% of respondents felt ill equipped to successfully implement or manage cyber security tasks in spite of their current IT skill set. As Solar Wind points out, they are there to help the companies strengthen their defences at all layers and close the threat gaps both inside and out.
Solar Winds have provided the attendees at the conference in depth demos of the various security solutions including Solar Winds threat monitor and onboarding of new clients, which is of course where we have the link with Falanx. The global trend, as pointed out by SWI, is clearly a continuation of cyber security incidents and in particular it shows you the importance of onboarding of new customers quickly with simple scalable deployment hence the importance of threat monitoring solutions which was built to be easy for MSSP's of all sizes to set up and scale. This is of course where Falanx comes in as per their announced corporation with Solar Winds. Once again, this announcement shows you the substantial upside potential on revenue scale we have in place for Falanx in Q3 onwards, in their selected markets. Makes the current share price look ridiculously cheap and a strong buy.

Turner and pope evening was last week

A heavyly shorted stock
New major shareholder
Almost 4 weeks high

Weather related + break up story+ new share holder and good volume . Keep buying

Agree and with Dr Basran presentation highlighting the advantage of using Affimer technology to generate bi specific drug molecules, it should remind the market how much the immuno oncology market has grow recently and has experienced a doubling of the global cancer immunotherapy market from currently $60 bill to est 127bill by 2026.
The total value of top 10 immuno oncology collaborations is up 52% in the last two years to 39bill and we are talking about some of the largest drug majors in the world getting involved.
One example is Roche and Xencor doing a pre clinical bi specific molecule deal at a very healthy valuation.
The sector reminds me of the early days of the internet age and the valuation that was paid then.
Avacta will attract further deals and with the planned ahead of schedule first time in human clinical trials, the type of LG chem deal will be more frequent.
The valuation of the company looks very attractive and one should keep a close eye on share price development.

Agree and with Dr Basran presentation highlighting the advantage of using Affimer technology to generate bi specific drug molecules, it should remind the market how much the immuno oncology market has grow recently and has experienced a doubling of the global cancer immunotherapy market from currently $60 bill to est 127bill by 2026.
The total value of top 10 immuno oncology collaborations is up 52% in the last two years to 39bill and we are talking about some of the largest drug majors in the world getting involved.
One example is Roche and Xencor doing a pre clinical bi specific molecule deal at a very healthy valuation.
The sector reminds me of the early days of the internet age and the valuation that was paid then.
Avacta will attract further deals and with the planned ahead of schedule first time in human clinical trials, the type of LG chem deal will be more frequent.
The valuation of the company looks very attractive and one should keep a close eye on share price development.

AGK could be a trade buy in front of the hurricane hitting US coast

Note that Norges Bank have increased their holding again . Deutsche Bank and Norges Bank both key share holders Awaiting further activity

With Whitbread forced to speed up demerger plans , the sector will be scrutinised for other break up candidates. RTN stands out Norges Bank keeps buying DB holds over 5 % , we will clearly have a warm and sunny May , momentum will pick up in the sector . RTN will most likely pay their last Divi. Management loaded up with out of the money options . Their Gastro pub division measured on a peer group and recent pub IPO valuation , would represent on it's own a significant part of current share price . Buy call options if possible Current management will not last . Strong buy PS keep selling the AUD vs USD

RTN out performing sector Norges Bank buying stock off Schroeder�s Divi maintained No 1 M&A target in the sector

Ruffed sold the entire position to one market marker purely I suspect because the holding was too small from a weighting point of view . New fund manager ? Most of the stock is back with other holders , let us see what FLX's order book / client win can up with ...