Corero #CNS have sorted out their website now or at least the malware is a little more subtle - so here briefly is what they do and why I think this may be a pretty interesting UK GARP stock
Just the one tweet on what they do because, computers:

It's on-premises DDoS protection - Corero equipment (powered by $JNPR's MX - important) sits at the edge of the network, inspects and mitigates attacks.

Anything less than 10GB is dealt with locally. More, goes to cloud
Why they're interesting is essentially that there has been quite a sudden step change in their performance.
And things like this: large post-period contract wins with telcos for DDoS protection. Not in the RNSs, not yet in the numbers.

Where's it coming from?
In large part it looks like from Juniper. Here you see new customer count jump to 18 from 6 in the last HY.
Juniper are up to a 10% equity stake in #CNS but the thing to take from the below is the resale agreement where Juniper push Corero's offering. Corero is powered by $JNPR's MX card and JNPR is extremely motivated for it to succeed, it features often in their calls.
Here they talk on their latest earnings about the ramp in the MX range and later on, their focus and strength in the telco sector.
Finally, tech conference last week: 5g is the drive for telco security, where CNS are already finding success.

With Juniper pushing and an apparent inflection in their business, #CNS has some momentum and looks like an interesting idea to me as a UK security name and play on 5g

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More from @hareng_rouge

20 Sep
Just noticed an oddity about the stocks I hold. Is there a good explanation for this? Image
Results of this study are in and it turns out companies are keen on being at the front of the phone book Image
Read 4 tweets
18 Sep
Simplifying bigly, Trackwise #TWD may still be cheap despite the +50% rise on the news below (£3M FY19 revs + £6.5M post period acquired revs = 4x sales, although not annualising in '20 at this rate)

A very big stretch but this reminds a me a little of Vicor , here's why.
If you've ever seen what lives behind the nose and beneath the cockpit of any modern passenger jet, it looks like this. This is the A320: 70s design and clearly this is not going to fly (yep) in UAVs or indeed be what you're going to see when you pop the hood or bonnet in an EV Image
TWD make these things below - flexible printed circuit boards. Actually, everyone makes them but everyone can only make length limited and circuit limited ones. Better than the mess of cable harnesses in the aircraft but still limited - by length, size, form and circuit number. Image
Read 7 tweets
15 Sep
Try something out? I'll quickly explain what the 3 main parts of this company are - parts in green, red and blue - there are some of the numbers beneath and at the end see if what kind of rough value you think this might be worth. Can cheat - but it's worth it for this one not to Image
First is the exciting part: HCM (Human Capital Management) in the red box.

Grew 67% last year, 32% this year to end of April, so, some Covid. Makes "timeclocks" for biometric access into buildings. Sold as terminals and as-a-service (CLaaS)

I see three main drivers for growth Image
1. Touchless access, which the company is working on
2. Regulatory aspect, explained below
3. You feel like you're entering the bridge of the Starship Enterprise Image
Read 6 tweets
14 Sep
Would like to give a v general overview of a company you may not know - called : I think it may be about to be in the right place at the right time, may have a catalyst and may currently have a hidden inflection. If those turn out to be true, it hasn't been picked up on yet Image
I've had to study IRL what does - essentially it makes components for satellites that allows them to locate themselves (via GPS/time or inertial reference)

90% of revs are from the US Fed'l military spending. Space is the next contested arena. Contract flow is V strong Image
That's the right place / right time part.

The missile at the top is the catalyst - it's a Minuteman III, the ageing US land based ICBM. Northrop Grumman just won the contract to develop the replacement: $13B, rising to $85B and in reality it will be more. Image
Read 7 tweets
12 Sep
Tanker investors' week:

Monday ImageImage
Tuesday ImageImage
Wednesday ImageImage
Read 5 tweets
9 Sep
A small £90M UK company has today reported a 42% increase in revenue and 2 or so hours in, it has done a grand total of £15,000 in volume - it hasn't even doubled this year's ADVFN post count from one post to two. Image
It's a weird little pan-European exchange called Aquis that makes its money in quite a novel way and as you can see, after some brief enthusiasm it has been down all the way.

They also own NEX exchange, where the tiniest shitcos come to be born, including once upon a time, #BVXP Image
Here are the two intriguing parts: today they reported their market share of all pan-European trading rose to 4.51% from 3.56% in 1H19 and on the surface, their results appear to show some leverage as they begin to scale up. Image
Read 5 tweets

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