Cheers @shail Something has been playing in my mind for last 17...

Cheers @shail

Something has been playing in my mind for last 17 months.
(Am i the only one or other holders may have asked this question)

"Why have Cisco not made an offer to buy over Covata?"

Here are some thoughts i had for last 17 months.
They are mere speculations.

1. For weeks and months , before 26March 2015
Cisco did make an offer to buy covata.
TTelford & board turned it down, because the price was not right


2. March26,2015
Cisco signed 10 year global licensing deal with Covata, to prevent Covata from takeover by or doing deal with a competitor

3.
Q:
What have Cisco/Covata pnp produced in revenue, for last 17 months, since Marc2015?
A:
Peanuts. Nothing!

(Why? Why not? After all it has dealings with 700,000 enterpries in USA)


4. Q: How many cyber security firms have Cisco bought bef9re and after March2016?
A: dozens. A few are listed below

Prices range from US$300m to $600m (A$400m to $800m)
, excl Firesource U$2.7Bn


5. Let's forget Covata/KaaS, Europe/TMobile, Chungwah, and even exclude the
$200m Multinational/Defence tender.

6. Let Covata managers do their things:

FCO/UK to generate $20m to $25m sales, from 250000 users out of 5m govt e/ees.
18415598
Regular updates or deal ann in coming 1-3-6 months
*Make profit of $2m, in 6-12 months, and forecast profits doubling every 6-12 months
*^ MCap goes to $250m (50c), in 6month

(see Freelancer EV and PE ratio)

7. Cisoc make a fresh takeover offer at a premium, A$300m (60c),
in 6 to 12 months


8 Shhs, TT & directors accept the offer.

9. We are all happy ever after?
(Are we?)


All constructive comments are welcome.
May God bless Covata and Cisco !

Aimo
Dyor
Pls Cafe. Check all facts etc

----------------


*^*Freelancer
(Disclosure :
Not Holding Freelance - past, present or future)

Fln is in a different sector.
The most important number is Profit (or earnings, as Americans like to call it)
Numbers below merely show potential high PE, if YoY EPS growth is >100%, for any sectors.

EV=$734m
(A=Actual, F=Forecast)
Profit & Loss ($m) Dec YE = 2014A- 2015A -2016F- 2017F- 2018F

NPAT (Normalised) =$1.2m 1.5m 2.2m 5.2m $15.8m

PE ratio:
6 mth fwd = 739m/2.2m = 336
1 year fwd = 739m/5.2m = 142
2 year fwd = 739m/15.8m = 47

Source
4Aug 2016
Canaccord Genuity Research Report: Sustainable and profitable growth


------------------------------------------

Cisco Acquisitions , 2013-2016

US$300,000,000

• CloudLock Inc. - June 28, 2016
  CloudLock specializes in cloud access security broker (CASB) technology that provides enterprises with visibility and analytics around user behavior and sensitive data in cloud services, including SaaS, IaaS and PaaS. The acquisition will further enhance Cisco’s security portfolio and build on Cisco’s Security Everywhere strategy, designed to provide protection from the cloud to the network to the endpoint.

Cisco Systems Buys CloudLock To Add To Security Business - Fortune
fortune.com/2016/06/28/cisco-security-cloudlock/
Jun 28, 2016 –
Why Cisco Just Paid $300 Million for This Cloud Security Firm
-
US$452,000,000

• Lancope, Inc. - October 27, 2015
  Lancope provides network behavior analytics, threat visibility and security intelligence to help protect companies against top cyber security threats…

Cisco To Acquire Cybersecurity Firm Lancope For $452m ... - Forbes
www.forbes.com/.../cisco-to-acquire-cybersecurity-firm-lancope-for-452...
Oct 28, 2015 –

-

• Portcullis - September 30, 2015
  Portcullis Computer Security, Ltd. is a privately held UK-based consultancy that provides cybersecurity services to enterprise clients and the government sector. …-

US$635,000,000

• OpenDNS - June 30, 2015
  OpenDNS provides advanced threat protection for any device, anywhere, anytime….

-
Covata/Cisco 10 year Courtship
Cisco inks 10-year deal with Australia's Covata | ZDNet
www.zdnet.com/article/cisco-inks-10-year-deal-with-australias-covata/
Mar 26, 2015 – Australian digital security company Covata has signed a 10-year global licensing deal with networking giant Cisco.
-

Price ???

• Neohapsis - December 10, 2014
  Neohapsis is a security advisory company providing services to address customers' evolving information security, risk management, and compliance challenges….

-
Price =?$$?

• ThreatGRID - May 21, 2014
  ThreatGRID offers dynamic malware analysis and threat intelligence technology, both on-premise and in the cloud. …-

US$2,700,000,000 ( $2.7 Billion)

• Sourcefire - July 23, 2013
  Sourcefire is a leader in intelligent cybersecurity solutions. Cisco and Sourcefire will combine their world-class products, technologies and research teams to provide continuous and pervasive advanced threat protection across the entire attack continuum - before, during and after an attack - and from any device to any cloud.

-
Price = ??$$

• Cognitive Security - January 29, 2013
  Cognitive Security is focused on taking cutting edge research in the field of network security and applying artificial intelligence techniques to detect advanced cyber threats. Cognitive Security's solution integrates a range of sophisticated software technologies to identify and analyze key IT security threats through advanced behavioral analysis of real-time data.