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What's on our investment radar?



We have started taking a closer look at Netlinkz (ASX:NET),

The company has proprietary software that connects sites, devices and staff over the internet through a network solution that is generally invisible.

I have an interview scheduled with the CEO and Executive Chairman James Tsiolis, this Friday.

WHAT ATTRACTED US TO LOOK AT NETLINKZ?

It is a company with a chequered past.

It has been focused heavily on product development to the detriment of sales.

What sales strategy it did have was enormously broad and consequently ineffective and its last CEO only lasted six months.

But appears Netlilnkz may be about to turn itself around.

The company has some unique software in the "virtualized network space" and seems to be getting some reasonable sales traction through a deal with China Telecom created by a joint venture partner in China.

China Telecom is the third largest telco in China and is trial selling the Netlinkz software in a Chinese province.

You can read in detail about the Netlinkz software here, but in broad terms, it offers an invisible networking solution between computers, which grows or shrinks as the network does.

The network also repairs itself if one computer strikes a problem, by finding the next closest computer in the network.

We look forward to bringing you the interview with James Tsiolis sometime next week.

IS PHOSLOCK STARTING TO SHOW SIGNS OF LIFE?

Unlike the algal blooms Phoslocks' core technology eradicates, this business has been slow to make significant headway.

But over the past year or so Phoslock (ASX:PHK) has rejigged its strategy, signed an agreement with a Chinese partner to grow its local market presence and has a major manufacturing facility, with plenty of spare capacity, up and running in China.

We recently did an interview with non executive Chairman of Phoslock (ASX:PHK) Laurence Freedman.

We will post that interview later this week.

At the time of writing we have no holdings in Netlinkz or Phoslock.

The InsideMarket Private Fund currently does not own shares in Netlinkz or Phoslock, nor have we received payment from the company for this coverage.

We do not recommend or advise to buy or sell NET or PHK shares. Such shares should be considered very speculative, high-risk, and very volatile. There are significant risks inherent in developing new technologies that are not discussed here. You should always seek professional advice before considering any share purchase or sale. Please read our full disclaimer here.


 
 
 

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