If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Yumungous!!!
Our newly patented wireless bonded technology that is gaining YUGE traction from manufacturers and vendors
Very good interview David, congrats! Let's share it with lots of investors!
Dallo Im also buying but very low level of cash :'/
Thought David would make a good poker player but not after this interview even though he still keeps his cards close to his chest - a clear sense of confidence in his body language and a wry grin towards the end from someone who has seemed naturally introvert.
It looks like he knows the value inherent in the company even if the market hasn't caught on, I think he is really looking forward to, and will enjoy, the next 3-6 months.
Wish I had some spare cash but have sold all my other single company holdings keeping all my investment trusts to be headlong in ENET, but even the ITs are not immune if the price stays around 40p.
Yes Dallo !!
Groundbreaking contract from major Chinese OEM today.
Fantastic news.
I said a while ago that I expected a "plethora "of new contracts and at sizes in multiples of previous deals as Ethernity executed it strategy of becoming a major business solution provider to the world's Telecom industry.
Success breds success and expect accelerated transactions over the next year.
I bought a further 100,000 shares at 38p this morning before the market wakes up to the new Ethernity and brokers/ business media start sharpening their pencils.
DYOR
ATB
Great RNS day again for us & Proactive interview, all adds to the story.
Still plenty of sellers getting flushed out too, can only help in the long run
Great stuff 01234, thanks for the link.
‘We (enet) are a long distance runner and we are at the finish post’
Direct quote from David . Lovely stuff
Proactive interview
https://m.youtube.com/watch?v=VZHS9RH83iU
The importance of the RNS is that it's in China. Despite the Beijing cold shoulder Ethernity are doing business. The TietoEvry collaboration will drive huge future revenue
I'm pleasantly surprised to have been able to buy more @37p today.
The contract announcements today provide strong evidence in support of the bull case. And yet the SP still hovers not far above the placing price. There's so much potential here, feels like the market is yet to catch up.
It always takes a few days for any value to attach, especially with anchors like 5g IF and a cheap placing dragging it down.
The payment structure with agreed delivery schedules means that it's for a planned deployment rather than general sales. There will be more.
Sales will come from Integrators, OEMs and third parties.
I'd have put good money on this being over 40p today, maybe will take a few days..
Topped up 3 times this morning. I strongly believe we will look back in a few months and say wow was this really sub-40p! Within 6 months to a year I think the SP will be somewhere in the 60 - 80p range so even at my pessimistic estimate that’s a 50% return from here. GLA and DYOR
cheers
sergi
is there a link to your article please?
Tracy, yes I know.
But you also know how I forecast the short term. And you also read my article, so I think you know how I project the long term.
I've been an analyst for just under 20 years and I don't think I've ever seen such a disconnect between known revenue/prospects and the SP of any company - especially in such an exciting and financially explosive industry as Enet is in. TL, there are lots of unknowns and variables but yes I'd agree $25m in 2022 looks a little short to me.
Sergi it's a initial order so like Tarana will get increased prior to delivery. The market for this product is only going to get bigger.
These numbers aren't really any indication of where it will go.
Mars approaching!
Someone didn't want to wait .. 10k bought pre open
I expect 2m i to 2022 and 1m into 2023
That 36p offer is going to get taken pretty quickly I think..!