Member Info for Resistance1

Discussing fundamentals for this Company reveals a deep lack of understanding of what it is about. It is an exploration company let my seasoned, talented individuals. Targeting 3 rights owned promising locations. The fantastic recent results are for one of the sites and more results will be released any day now and continue for several weeks. What income could they have now? When are they ever going to bring in steady income other than huge lumps sums when they discover viable mining sites? Clearly the rise has attracted the usual shorters. Right minded holders, hold for future reward.

Edge Industry Review's perspective on this latest collaboration today: https://www.edgeir.com/telco-systems-and-adaptiv-networks-partner-to-simplify-sd-wan-and-sase-edge-deployments-20250217

It certainly has growth divisions, cyber, edge and a 43% investment in next gen diagnostics. Any one of these could be worth multiples of the current share price. Diagnostics (ADOR) will be sold within 2 years. Edge needs the acquisition of a IT vendor in the US to gain faster traction and cyber now has a collaboration with a large defence multinational for a commercial encryption offering. All these are great potential shots at a great return however I think it is another 24 months of treading water with this share. In the meanwhile it would be good to have a rising price based on new contracts or trading performance to keep our interest.

Or completion of the long overdue acquisition to aid US roll out of Edgility

I detect a gradual upward movement which hopefully will lead us up to the results. This is a technology company with an extreme undervaluation probably unique to the sector. All around rivals operating in the Groups markets are being acquired at a huge premium. How much longer will this continue?

Now awaiting the share surge, to counter the massive drop on the wars breakout. Seems like it only works one way…

Ceasefire deal should get us a 5% rise tomorrow. Remembering that we lost 25% when the war started.

Yes it is clear we need something seismic in '25 to move us up once and for all. The trickle or small deals, however encouraging, does not make a material difference.

Interesting valuation here of x10 - x 15 of recurring revenues.

US cyber company Fortinet (Nasdaq: FTNT) has made another acquisition in Israel. The company in question this time is Perception Point, which specializes in securing corporate email. The acquisition price is apparently about $200 million.

Perception Point, which employs over 100 people in Israel, is estimated to have annual recurring revenue of $15 million, which means that the deal, which is all-cash, represents a revenue multiple of between 10 and 15. Celare in the last HALF YEAR had revenues of $8.4m, not recurring but in all senses of the word solid.

US private investment firm AE Industrial Partners is acquiring Israeli cyberattack company Paragon Solutions. Paragon was founded by the former commander of the IDF 8200 intelligence unit Brig. Gen. (res.) Ehud Schneorson, together with former Prime Minister Ehud Barak. AE will pay an estimated $900 million - half in cash and half in future milestone payments.

Thanks guys for the debate as to valuation of Debs. When I started the thread it was a result of how impressed I’ve been with the Debs platform and offering. Since yesterday I’ve spend £200 more getting last minute pressies from it, probably spent in total £500 on there this Christmas and another £500 year round. I find the range of goods stocked ever more varied and valuable. I can see the ambitious growth plans for it easily realised. Would love to know what the customer base is as of late 2024. Can’t remember how much it was bought for in the first place but think it was around the £25m-£50m mark. Anyway definitely a diamond in the rough.

Although Debs is largely a marketplace some 30-40% are own label brands and group brands which rely on group fulfilment operation but that also aside it could be spun out. Concentrating on youth is tricky with Shein & Co. I feel cracking the US is still key to a sunny future after all the distribution investment.

As a (once large value) shareholder I am definitely voting for change. Apart from the outcome I would like to point out that one good purchase the Group has made was Debenhams. I am a regular customer and the offering is faultless and gets better month by month. You could do all your shopping there. Apparently there are only about 25-30 office staff so it a lean and mean operation and becoming increasingly profitable. Thoughts on hive off value welcome — though it should be a keeper.

The ADOR $1m funding is important as it will give us another diagnosis panel at no cost to the company. Testing for ulcers is one of the largest addressable markets for diagnosis.

Whilst we await the outcome of the final clinical trial. I have been reading about how important the speed of diagnosis is of Sepsis. Having had relatives contracting it I know that once hospitalised only 30% of patients survive 12-months. The quicker the diagnosis the better the outcome. Currently it can take days to confirm its presence, and in the meantime the condition gets worse. ADOR has a specific panel for Sepsis that delivers results in 30-45 mins which will save many lives. Last year 1.7 millions Americans contracted it. The market for ADOR Natlab is therefore huge and equally medically critical.

InContext what you say about elongated onboarding processes seems to be what has happened. From Moti's presentation early this year, from memory, there were 8-10 trials on the go from £500K to £2m. Assuming the recent contract is one in the middle of this. Replacing hardware and software is going to be a longer process. We just need a couple more quick wins to give this real traction -- not seeing competitors announcing multiple contracts just one or two.

Moti in his quote says the Edgility solution replaces that provided by one of the world’s largest communications equipment suppliers. Surely this must be Huawei? In the UK, BT are having to replace their kit from them due to security concerns. Doubt BT is the customer but many large western companies are rushing to do this. Should be big business all round.

Margin = very, very high on the software solution element. Less on the hardware.

An example of another Edge Orchestration company that has secured significant backing. Kubernetes functionality came with Edgility V6 launched last year from memory. Spectro Cloud is now using this funding to roll out Kubernetes one year later. Spectro Cloud raised $75 million in a Series C funding round led by Goldman Sachs Alternatives to enhance Kubernetes management across various environments.

The company has achieved triple-digit annual recurring revenue (ARR) growth for three consecutive years and has joined the ranks of technology growth businesses.

Spectro Cloud’s Palette platform is utilized by organizations in multiple industries to streamline Kubernetes adoption and improve operational efficiency.

The funding will focus on product innovation, particularly in edge computing, and enhancing customer experience and support.

AI is accelerating the adoption of edge computing in every sector, alongside growing use of multi cloud and both virtualized and bare metal data centers to run ever-expanding workloads.

Whilst we patiently await deal news. It should be remembered we invest in one of the very few (small/medium) edge computing companies that is publicly traded. The vast majority are in the grip of PE or VCs. The intense trade show activity of the last year must translate into deals asap otherwise a new strategy is required. Perhaps sell off to the highest bidder, most likely PE backed businesses or a computing company behind the edge curve. Whatever happens it is needed soon.