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I think that there are grounds to question the sense of any large capital investment at the moment. Bank interest is non existent and easy profit is hard to come by. On the plus I am in good profit on my early purchases and breakeven on my last two which doubled my position. I believe that there is much to come and it will have a disproportionate effect on the share price. Once rolling this will gather value quickly. Happy to wait and I don't think that we'll have any indication when and how big.
Yes, very bored. I do sometimes question the sense in having a fairly large lump of capital assigned here, but then the alternatives are hot stocks that I'll probably get spiked on! At least I'm in profit here and if good news does land I don't have to scramble to buy when it's already up 20%. Also, for anyone interested in technicals it looks fairly promising:
https://uk.tradingview.com/symbols/LSE-ENET/technicals/
I was going to attempt an ENET analogy , likening them to a super cool indie band. Bags of potential and good songs with a low murmuring industry buzz about them. Now all they need to get to the top is a breakthrough hit song and a load of hype to send them to superstardom!!! Oh dear we are bored. GLA
The events are all about engaging new clients not shareholders. It's not easy buying enet as a non uk resident. They need a more accessible listing for sure.
They did say anticipated in H2 Then spoke if several different product opportunities in the next 6 months from September. Deployment in 2020. I just hope that they don't hold back information on the pretence of commercial sensitivity. Fact is that it's going to be a bin fight to deploy with working solutions and competition will be busy watching their own deployment and early mover advantage will be long gone.
Well both David and Barak were out and about at different events last week promoting ENET - doesn't seem to have encouraged any of the other attendees to buy shares! Should get a blog post or something off the back of it but it's only 6 weeks until xmas .. this US Tier 1 contract needs to land before then..
Holding this share is a bit like fishing. Long periods of intense boredom with a prospect of nibble. Hopefully we actually get a bite then land a fat contract.
I think that they take quiet a bit too far. I see no point in talking it up from management but this is a highly technical arena and explanation is required.
To be very frank it is refreshing that the BOD are not constantly ramping and over promising here, unlike so many other AIM listed companies. With this sort of company I would rather have a deep techie in incarcerated than a b@@@@@@t salesman or marketeer.
It is actually a sign confidence, and knowledge of their % shareholding allows them some leeway to perform in the long run.
My reliance is on what these guys have achieved before in previous companies, and the way the structure of the p&l allows for a very high return on sunk costs.
Looking forward to when the news comes, at least it will come with a high degree of security.
Ha that’s the one! Jesus they need to hurry up and get ENET on the case. Cheers GLA
Exactly 2G tech added to 4G to slightly improve things in poor coverage.
The edge of the future is all about where the data is actually processed. Not in the centre of the network or data hub but actually very close to the device you are using. It's fundamental to the advantage and Ethernity's opportunity. We just don't know how many Edge applications there will be. I believe that even non crucial functions will be at the network edge very soon.
Sadly not .. I believe EDGE is the slightly improved GPRS which means it takes about 10 minutes to load up a web page!
A slightly left field and possibly naive question but my EE reception has started saying edge when 4g drops out. Data doesn’t seem to work in those areas but is this the same edge that we are talking about?!
Yes at the moment it does. I think that we have seen evidence that they really don't want to release information unless forced like the situation with fiberhome. I believe that they are in process with multiple projects but they won't talk about them until signed and delivered. Even then they seem to want to disclose at results time. This is a sector full of commercially sensitive arrangements and alliances. Not great for the AIM when they generate just two pieces of news in 12 months. I think that there is nothing in the share price for speculation and spin which for some is a good thing. They do need to seriously engage shareholders and consider moving away from the UK only listing. The AIM is largely barren nowadays.
The sector is on the verge of the next generation and there is plenty of uncertainty over timing and scale. However I see the opportunity growing each day. I suspect that we are still 12 months from the broader market committing to solutions.
The noise has definitely increased around edge deployments and solutions, that is the precursor and tells us it's coming. Timing is everything in investing and any drop back will be met with buying I suspect
Would have been nice to see that £3 now it’s Nov. Looks like it’s a long way off.
I think that everyone is sitting and waiting. Either it heads up on news and I suspect we get a rush of interest and buying or we stagnate a bit longer. Stagnation will produce some drippy sells which I will take some of sub 40p. Still very hard to call the timing.
Funny I did the same , had no scooby on the slides but nice of him to reach out. All we can dooo is sit and wait. GLA
Not much happening here then! Of slight interest -
I downloaded the slides from Barak's presentation (very specialised DPDK stuff, I had no idea whether any good or not) and got an email back today from a sales guy called Galit Segal asking if he can be of assistance. Good to see they are taking every opportunity to build sales pipeline.