Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Yup Benjamin Netanyahu
Same I just done a dummy sale for nearly 2m share and it offered me a quote.
Someone has to be loading up
1.1m sell just went through but still getting a quote to sell over 2.5m. Big order placed to buy maybe?
I was hoping for a deeper blue, with 9s and 5s and even 1s. Ah well, have to wait until Monday.
1.10 would be okay.
Looks like the predictions of this going blue have turned out correct today.
Ps that red trade is a buy
Tricky,
If only life, and business, were that simple.
Difference between net and gross margin businesses. This business model is great if you've got a great capital allocation model which picks winners, balance sheet / cash flow aligned to enable this across different royalty baring products in the portfolio at different development / harvesting stages.
Not so great if you carry on spending millions of $ year after year where your initial capital allocation has proven to be very poor.
Always believe daffy 😜
There seems to be an unlimited supply of 0.85 on the ask. Not sure it will rise much more today.
...
I'm surprised MREX is sill on the ASK after all those buys.......
💰💰💰💰💰
Basically a license to print money, no real stock/inventory required either. Enet has a cash cow here.
Agreed, I reckon this will finish blue today, this is going to be one of those decent recovery stocks for 2024 :))
Could be...
Margins
The gross margin percentage increased to 61.9% in 2023 from 54.4 % in 2022 reflecting an increase of 7.5 percentage points which is mainly attributed to the increased licensing revenues which carry a 100% profit margin.
Rlb and pwill ya broke me I got some more under 0=8p showing red
Absolutely in the same boat with wishing I had dry powder - average of 0.9p at the moment and didn't think there'd be another opportunity to average down lower.
I just wish I had some dry powder. Absolutely a barga8n
Can't believe we can buy these now for under 0.8p. Couldn't resist this morning. Showing as a sell but who cares.
Leave you to peruse.
Think Tarana, Think ENET.
https://www.linkedin.com/posts/tarana-wireless-inc_together-the-divide-is-shrinking-the-activity-7189266746988445696-cfuN?utm_source=share&utm_medium=member_desktop
https://www.businesswire.com/news/home/20240423482599/en/unWired-Broadband-Largest-ngFWA-Operator-in-CA-Expands-Tarana-Powered-Network
https://www.linkedin.com/posts/carlguardino_crazy-fast-home-broadband-crazy-great-company-activity-7186197127327318016-hr7K?utm_source=share&utm_medium=member_desktop
SKID
Whilst we have slight differing of opinion based on ENET history, both from a personal perspective and a time based perspective, the two new members of the BOD, will be influential with Levi. Based on your knowledge of him previously he was misguided or he trusted other BOD members too much. The new personnel will promote and introduce contacts for contracts I feel sure, to be signed off by DL, I presume. As a full BOD it is the job to work together on behalf of the shareholders.
Outlook
"Since the beginning of 2024, the Company appointed a highly experienced and knowledgeable VP Marketing and a talented and professional new CFO. In addition, two External Directors have joined the board, bringing deep know-how in finance, marketing, and strategy.
With a robust technology and IP foundation, a diverse portfolio of products and services, an efficient R&D structure, and recent additions of professional talent, the Company is now better positioned than ever to face the future and capitalize on the growing market opportunities"
"Ethernity EXPECTS to secure new contracts for our Carrier Ethernet and PON technology, in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established business. This momentum positions us for significant future growth as our OEM partners leverage our solutions to win market share and generate revenue for themselves. We anticipate this will translate into substantial new revenue opportunities for Ethernity in 2025".
Tarana
We are pleased to report continued revenue growth in 2023 from our U.S. fixed wireless broadband solution customer. "Furthermore, we are actively engaged in the development of a second-generation product for this customer. This development effort is ongoing in 2024, and we have been advised that the customer anticipates placing new orders for both the first and second generation products throughout the second half of 2024. The customer's rollout ramp-up plan for the second-generation product is scheduled to take place during 2025. We ended 2023 with two significant contract wins from existing customers"
The Military components manufacturers is on ongoing, scalable and renewable and will require US Government permissions, I presume.
ENET is well placed and better placed for new orders and as you indicate probably announcing in the second half of the year onwards.
Better placed and half glass full, for me.
Hull.
Posters are consistently overestimating the influence of a non exec no matter how good. They don't close deals.
Tevet still seems really thinly spread. All depends on the state and sales stages of the pipeline when he joined.
Still seem some way away from even one revenue stream which gives steady multi m $ annual revenue like tarana.
DOWN.
Simple , concise, stands in its own, cuts through the lies and hype.
Someone made a mistake with those trades !! 100k 😦
Skid, I know that you that Davit Levi is not a favourite person of yours but this is what was written in the RNS.
Your earlier days of Levi and ENET did not have Kunstler and Tevet with him, as he does now. I think the boat has had a high quality makeover.
April 19th 2024 RNS
David Levi, Chief Executive, said "During this past year, we achieved significant growth in revenue and gross margin, with a major turnaround in the second half. This success came despite facing headwinds from the global economic climate. Based on the scopes of work being discussed with potential new customers, Ethernity EXPECTS to secure new contracts for our Carrier Ethernet and PON technology, in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established business. This momentum positions us for significant future growth as our OEM partners leverage our solutions to win market share and generate revenue for themselves. We anticipate this will translate into substantial new revenue opportunities for Ethernity in 2025".
After the RNE comes the orders.