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.
TL
Here’s two that I own, there are loads of other examples of companies with limited or no exposure to UK commercial markets, other than being listed on AIM.
Pantheon Resources. PANR.US based, M.cap around £280m, usually trades millions of shares a day. Oil exploration focussed on Alaska North Slope.
Itaconix ITX Naturaly derived polymers as replacement for phosphates in detergents. US based, New Hampshire, I think, plant.
I don’t own them but I believe Kape have done well, Israeli based, but I don’t know if they have much exposure to UK commercial markets.
Tbh, I don’t think just because a co is listed on AIM it needs to have significant UK commercial exposure for the shares to do well.
I think plenty of Israeli co’s have done well, albeit some with a chequered history on AIM. Eg XLM.
Ofcourse BATM going back in time did incredibly well. It’s done well over the last year, £500m m.cap, shares very liquid, I assume but I don’t know that it’s commercial exposure in the uk is quite limited.
Uhif can you name a few because I am struggling to find any. If you buy Ethernity from a residential address outside the UK you can only buy in auction not live on the market. All seem to have Israel as a excluded Country.
Weird, now I can see my reply!
Hmm, posted a reply and doesn’t seem to have registered.
TL
There’s loads of companies on AIM that are not commercially strong in the UK and they still manage to do very well. Eg US companies listed in UK and it’s not that easy for US investors to buy, but the companies, if they are successful, can still do very well wrt their share price. I know because I own some of them!
I’m not saying AIM is the best index in the world but plenty of companies inc overseas US and Israeli co’s can do very well on AIM.
Sounds like a bit of an excuse to me?
Just my take fwiw.
I’m confident ENET will do well on AIM if they deliver.
Ethernity has no presence commercially in the UK. Areas where they are commercially strong will find it impossible to buy on the AIM. Even buying from Israel is nearly impossible.
I think you miss the point the AIM is not accessible easily from outside the UK.
Not sure about that TL
Raging bull market in small caps right now, esp those focussed on green economy, healthcare, tech.
AIM index has, last time I looked, performed very strongly.
Just a shame ENET hasn’t taken part in the fun. Just need to light the blue touch paper!
There's a lot going on in the background. I expect things to really pick up this year but the exact timing is unknown obviously.
Whens the next TU due? Things have gone very quiet here, and I am expecting that must have some substantial updates on ongoing contracts and new oppotunties?
It's not surprising stuck on this remote alternative platform. Mainly only UK investors in a UK financial crisis with Brexit and covid
Certainly a lot of potential for ENET. It's amazing how some shares with potential are valued at hundreds of millions yet ENET is almost forgotten.
Looking at the numbers of DU servers required for global 5G the numbers are huge. The benefits from having the router within a CoTS server are obvious. Ethernity having a unique solution will make significant profit from this solution. Potentially hundreds of millions in a short time frame.
No problems at all 01234
atb
sorry Uhlf I didn't mean to stress you, I'm just going on this lamo website! glad to hear atb
Hi again
thought i would double check that trade. I was it on the competitors site, dunno if you can print the name here,
a d v f n, see if that will work
it was 27/01, there were around 70,000 odd sales that day and only 7,000 buys, so i did wonder if there might be a late buy in the system. Lo and behold 100,000 popped up, time given was 17.15, obviously that is the time the trade was showing up. Price was 32.6p, so certainly a buy. it's still there on that site, but if I download the last fortnights trades, its not on that, so I don't know what gives, but I wasnt mistaken, which is a relief!
Ethernity traded for many years on consistent profit year on year. The IPO was to prepare and deliver a FPGA-based SmartNIC for the forseen shift from single vendor solutions to open solutions. David Levi and Co saw this several years before others. They totally changed the direction of their successful business to achieve a global focus on the event.
Now here we are with a market leading product in ACEnic-100 that has evolved in several specific solutions.
They are poised waiting for the market to open and it will very soon.
I think that believe that they have achieved a lot in a couple of years. Certainly as far as Telecom goes this tiny company is the key to the next generation.
Cool, just hasn’t shown up yet , funny that they are withholding it. Will have to be on Monday I suppose
Hi again 01234, with you now. I noticed a late 100k ‘buy’ go through a few days and posted as such, perhaps I didn’t make it clear, it wasn’t my buy. And yes, I was referring to ENET
cheers
uhlf
Indeed uhlf. Was referring to your post about a late 100k , perhaps was for another board . Atb
Hi 01234
I modestly added to my position last week, was that what you were referring to or was it some other trade?
I’m very happy that I’ve got the number of shares I was initially after at what I regard an excellent price. But I can relax now and add as and when.
I continue to view the situation here as one of outstanding value and prospects. There are still risks, ofcourse. ENET has been going a long time without, so far, achieving anything of note.
Interesting that TL highlighted Silicom, think both companies have been active for many years but Silicom in that time has built up a very viable business. By comparison ENET looks to have bumbled along comparatively in terms of t/o, profits.
Hopefully a golden future awaits.....
Agreed and by no later than Tuesday will be fine lol.
Beautifully summarised TL and couldn't agree more!
Have as great weekend all.
Alca
There will be nothing until there is something. However we already know exactly what is happening.
We know that the new DU product is entering trials with around 3 large server providers. We know that the largest Telecom providers in China are field trialling Ethernity in their 5G chain after being selected above other much larger players. We know that a Indian OEM is using ACEnic-100 in their 5G solution and will be manufacturing in India for Global export. We know that TietoEVRY are aggressively marketing a joint product in China. We know that Fiberhome are marketing a joint product. We know that the need for all of these products is upon us. We know that Ethernity has market leading products that are attracting a lot of noise.
So whilst the market waits for news a little research shows that already we know plenty to be £1+
01234, we're more than used to tumbleweed on here. News will be the driver. That and rapidly growing sector sentiment. It's coming, this year for sure. Until then we wait...
Alca