Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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UK ripping out Huawei equipment and replacing with Ericsson and Nokia gear. UK is going to be well behind the curve at this rate! Open ran being adopted though , we’ll see
In a bid to mitigate any negative consequences of the Huawei ban, the government has made efforts to diversify the supply chain for operators. It has encouraged Samsung and NEC to enter the UK market, while it has promoted the development of OpenRAN equipment.
OpenRAN is a vendor-neutral approach with standardised designs that allow a variety of firms to supply hardware and software. Operators benefit from increased innovation from a wider range of suppliers, reduced costs and greater flexibility because the threat of vendor lock-in is reduced.
Vodafone has been a notable supporter of OpenRAN as it believes a healthy ecosystem could help it replace Huawei equipment in rural areas
https://www.google.co.uk/amp/s/www.techradar.com/uk/amp/news/bt-starts-ripping-out-huawei-5g-kit-in-the-uk
Go big go early is definitely the way to make a lot of money. Can go horribly wrong though. Things don't always pan out the way you hope. I think in the case of ENET it's looking safer by the day. Be funny if a nice deal lands soon. All those that sold recently scrambling to get back in.
£2 is certainly achievable this year depending on how the already flagged newsflow pans out in H2. This has so much forthcoming that its just a matter of joining the dots. A few of us have already done that but we are a mere drop in the ocean of investors in the wider investment world. What will be the penny drops moment that causes the dramatic rise to something representing fair value I wonder ? I love shares like this and have ridden the rollercoaster a few times before with other under the radar gems. Happy to sit back and wait for that FOMO moment. Go big go early has always been my mantra. Pound notes for pennies imo ....
Alca
£1-2 is my expectation. H2 hasa lot of events capable of producing news.
Supersonic are experiencing incredible demand as we thought. That now needs to be repeated in several regions. Tarana are expecting massive ramp up, I think we'll see targets exceeded over and over. However until it happens here we are.
Interesting bunch of posts, thanks.
Hear what you are saying skid re gauging market reaction and not your view of value. If we get some of these deals in, which looks almost inevitable, then we are undervalued by a huge margin. If the market chooses to add on 30-40p then fine but , imo, the market will be undervaluing the situation here by pound(s). I’m not counting my chickens and all sorts of things can bite you in the backside. Nevertheless I’m very happy to continue to hold and add as and when.
I’ve got a few other interesting plays on the go, but I’m struggling to find too many that are more interesting and better risk/reward than ENET. I don’t think we’ll have to wait till end 2022 , the rerating here started 6 or 9 months ago and I see that process continuing. Markets not withstanding, I would be very surprised if we don’t end the year in the £1-£2 range. £2 would still only be £120m m.cap, assuming c 60m shares in issue.
GLA
Tarana needs proven scale before it will be realised beyond 10p a share.
First ACEnic-100 sales will be worth more than the $5m order value as it shows that things have started.
The flow processors and the avionics switch is really another market. Ethernity needs to sell something purely open 5G to be pressing buttons.
Although with the new wireless backhaul product and soon UEP-60 could very well get rapid traction from the satellite market.
There are multiple opportunities in multiple markets none of which are represented in the current market.
Fairview, yes - I'm assuming it doesn't create that much PR in the investment world as we haven't had much traction so far. I am not sure the market is valuing each individual element, Tarana (and the stamp of approval this gives the technology) has only really added less than 10m.
I have always wondered what the trigger would be for the snowball, I think this may come later than most think in 12-18 months near the end of 22 despite really good progress in the interim.
Very conservative estimates skid. I'm hoping for a snowball effect with the market cap. Enet are getting into some big markets and I expect it to come on more PI radars.