Inflection Point6 Apr 2025 18:39
“Social Cyber is a discrete product offering that creates an immediate go-to-market opportunity, delivering near-term customer value and establishing Narf's foothold in the broader Software Supply Chain Security (SSCS) market. It also marks the starting point for Narf's broader platform strategy: to commercialize its full IP portfolio-developed through years of government-funded research across multiple advanced software security programs-into a next-generation SSCS platform.
While Narf continues its transition from research to commercialization, its growth strategy centers on strategic partnerships that offer market access, product integration opportunities, and operational scale. These partnerships may also include co-investment or financing aligned with deeper technology collaboration”.
Reading that last statement, My feeling is that a big player is going to get involved here, and The Company is in discussions with a few interested parties.
The current MCap is tiny compared to the technology and clear demand for the products, , so holders can hold, and buyers at these levels will be plentiful.
Tomorrow the new £20K ISA allowance goes live, I’ll certainly been buying a tranche for a long term ISA tuckaway.