Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Bid I’m going to work on the basis of the law of averages and pin my hopes that one of TLs predictions will eventually happen ! You can’t argue with the idea that enet foresaw the indoor 5G issue and have created something to help solve it. Hopefully this year the customers will realise what they actually need to set up a functional network and use enet in their solutions . Sounds good too Dallo . Hoping for a more positive week coming up Atb
Speaking of Japan you can now take a virtual tour of the country using headsets ...you could actually believe you are in Japan..amazing.
Also look at Woven City , Japan's smart city driven by 5G and so futuristic except it is happening now.
Despite what a number of crazies and Luddites think 5G is live now and will power the new Internet Web3 which will dramatically change the world we live in areas of virtual entertainment and gaming , commerce, transport , military ,telecoms and many more sectors .
Trillions of $ are being spent on 5G and the Web3 infrastructure worldwide .
Look at Facebooks new metaverse strategy and Microsofts purchase of Activision for $70b.
The technology being developed in Japan and South Korea is mind boggling not to mention in China and obviously the US and Europe all being driven by 5G.
That's why the RNS last week outlining Ethernitys involvement with a major Japanese OEM in the virtual space should have gotten more traction and market respect.
If the relationship develops into a large contract it could be another mega string to Ethernity's bow.
All my own musings and do your own research.
Thanks for the posts Dallo Steve skid et al. This is the first review of a true 5G experience I have read, bodes very well I think . It’s like anything bigger better faster , once it is up and running will be hard to go back to 4G .
The other thing that struck me was his description of 5G being a big fist with no punch , surely that would make the whole airport thing a ‘relatively’ easy problem to solve? Looking forward to some recovery next week. Atb
https://www.techradar.com/news/5g-ultra-wideband-just-appeared-on-my-iphone-and-its-the-speed-ive-always-wanted
I am a great admirer of the Stoics of Greek history.
Once you have embarked on a journey going back to your point of departure is wrong as you will never reach your destination whether it is bountiful or sad.
Each outcome to a Stoic is the same if you accept your fate gracefully....hopefully with a shirt on your back!!
Mrs Dallo is not a Stoic by the way but I am.
Skid
Much better looking than Mrs Brown but similar coarse language when she uncovers my multitude of misdemeanours.
God forbid she reads the Financial Times and looks at the Ethernity SP.
Thankfully that is never going to happen unless there is a mention of our beloved share in the Harvey Nichols catalogue.
Next week will be a better week for Ethernity imho.
Cheers
Dallo.
Fully believe in my investment, but one of the constants has been someone who has more in than me and take the ups and downs in his stride. Hopefully we'll meet up one day - chew the fat, share a beer and to understand who Mrs Dallo is - I imagine somewhere between Mrs Brown and barbarella?
Skid
The road to riches and ruin are both earmarked by short term decisions .
Panic selling of Ethernity in past few days is a case in point...those selling could rue their decision or bask in their foresight.
I for one believe the story is yet to be told and selling now will haunt those who jumped ship in 6 months time.
However I may be wrong but at a scrap value market cap of £25m I don't think so.
DYOR
As a longer term investor I had never really viewed ENET as a "traders" share as I thought a gradual weight of news would provide a steady increase over time, I had in the past added to a base holding with what I thought would be quick in and out but have never Actually sold always seeing the possibility of the medium term.
Now see that ENET under and over reacts with news / no news like any other AIM share, aided by a background of not having a clue what 5g are doing and a very conservative IR.
As I've said previously happy with my investment decision in what now looks to be an 7/8 year holding, but I have placed a lot of confidence in the enet team which I still believe is not misplaced as I am about 1.3% and a significant element of my hard earned capital.
I will ask David and Mark
1. An investor meet after the next rns 2021 numbers update, and a request that the happen at a half yearly basis.
2. A tech zoom from say Brian on products, this is not a numbers presentation but how their product strategy fits with how they see the market progressing.
3. An understanding of their rns strategy, when news become rnsable.
4. If they are in the UK a view to arrange a meet up with supportive shareholders, there must be 10-20 of us wanting to shake hands over a beer?
As usual ignore the daily / weekly up and down. I was hoping we would now be a news cycle with significant rnss every three to five weeks which would take us into a different trading range and exercising warrants territory, which I am still expecting in the short term with 3 or 4 rnss backing the transformational / exponential moniker.
Yes, a happy medium would be great. I certainly don’t want them tweeting and releasing rubbish rns all the time.
But a consistent high quality message reinforced by brokers notes etc. And timely release of results. Why ffs does it take till June to release the annual results? Ridiculous. Could bundle them with the interim results.
They need to get their act together.
Agree with you ulhf, i.e. that IR could and should be better. Indeed contrast ENET to a tech company like DVRG, where their CEO, for whom I have huge respect, is daily on twitter, releasing RNS on a very regular basis, on Proactive Investor podcasts, all backed up by broker notes stating the share price should be 350% higher than it currently is ... and still the share price drifts lower. It feels the current market only positively responds to 'profit upgrades' and potential does cut the mustard.
Nevertheless, certainly a happy medium between what we currently receive from IR and DVRG's regular offerings would help morale and maintain confidence.
ETH
Agree, it’s the company’s view we’re all interested in. And despite ‘exponential’ and ‘transformational’ they seem a little bashful and shy in saying what they mean.
Re the macro environment, whatever that is I’m afraid that’s no excuse at all for not fulfilling ones IR duties in full . A listed company must endeavour at all times to keep shareholders fully informed. There are numerous ways of doing that. To date ENET is bottom of the class and in the corner with their performance.
enet cant fight a market with news/ investor updates at the moment. Even positive news , the share price will fall.
the macro environment needs to be right. ( 100% wrong at the moment, interest rates rising, war about to break out)
5 G needs to be gone.
Hardly anyone at all is reading or listening to the view of the people board. 100% wrong in all their ‘predictions’. No one s reading their posts.
Correction
‘Without saying what it means’
Agree with your general thoughts Dallo.
What’s your take on ENET’s IR performance?
To me it’s poor, I would like to see a brokers note setting expectations in the market for this year and next. It takes the biscuit that ENET bandy words like exponential and transformational in RNS and other comms yet think they can get away with saying what that means, in terms of hard numbers. We all understand forecasts can be met , failed or overshoot, but the business should be big enough and mature enough to give investors some idea of what is reasonable. You were on record a few months ago saying words to the effect that $20m this year was peanuts. After two recent sales warnings, think we would all be absolutely delighted with ‘peanuts’. $20m looks unlikely to me, everything has been pushed out and halve it might be reasonable. The underlying point though is what are the managements expectations for this year and next? They need to take their investors seriously and put forecasts into the market, the most obvious way is by a broker note.
Clearly the market doesn’t ‘get’ ENET. They need to be more proactive, investor virtual day, interviews, regular updates, brokers notes. It’s not hard. I’ve said this for some time. Within the above the journey will be a lot harder and longer and we may not realise the true value here unless management get off their backsides and take their IR duties seriously.
Yesterday’s news may have been some sort of attempt to update or inform, but is was woefully inadequate, you can’t start informing unless you’ve got the foundations in place. The above is my take, I would be interested to hear the view of a major and respected shareholder. I have made my views clear to ENET but , to date, lip service only
atb
uhlf
Good move 012345. The other side certainly gets lively at times. I do occassionally look in; With 504 and Patt in one corner and in the other corner is Tom and his buddy 1liam, the forum appears to be a mixture of WWE and One Flew over the Cuckoo's Nest. Though I'm sure they are all nice people.
Appears to me that ENET are making good progress and continuing to build the global connections that their IP and skill set deserve.
01234
Yes patience is required with the general market collapse in tech stocks( which definitely has affected Ethernity ) causing havoc.
With a market cap of c £25m , funding secure and great pipeline of transactions I remain very sanguine about the prospects this year particularly once the general panic subsides in the tech sector
The RNS was not received well as it was opaque and the market was expecting further evidence of large contracts being secured and better visibility on the revenue outlook for 2022 and 2023.
This will come soon imho so we will have to wait and see.
ATB
I’ve had a skin full of the nutters on the dark side board . Back here with Patience pants on now . Atb
Patience and a considerable amount of it is my guess.
Your numbers are a bit off, he owns just over 12% currently.. but yes the company is expanding - plenty of new job postings in the last couple of months. They are also looking for a new NED.
David levi took part in the recent raise at 35p
he now has about 17% of the company
the recent move to larger property
and increased staff seems to imply a growing company
Hey Sergi,
Pretty sure Dallo can see clearly , difference between you and him is a few million shares minus your warrants . It’s early January , this is the year things have to happen. The rns was either released in order to try to appease pi moanings or it was strategic . Hope you are well how is your new home?
dallo
you fail to see that we had many news like this one. mkt feels nothing changed. What about china upf? Was the promise one year back!
Cheers