The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Hurrah at last. 24 hours ago I set out to invest 4500. It took 3 trades only 2 show as UT.
Exhausting.
I have 12228 shares in auction lets see if it gets filled. Not holding my breath.
There are some sizeable holdings on this share from PIs, it's good to see genuine long term investing for a change. Also good to see some decent volume with over a million shares traded yesterday. It's possible that Miton UK Microcap Trust are going to zero - they announced on 22nd July that they went under 3% so they could have been selling into this strength and "under 3%" could still have meant they held a million or so shares. They will be down to tiny amounts now if that's the case.
Great announcement yesterday. If the markets weren't in such a mess right now we would be sitting much higher. With the deals they have and the way the market is moving with 5G, it is inevitable this will move much higher IMO and time will prove us all correct. A good time to top up / get in while everyone is being rightly cautious with money. Bought 10,000 yesterday but I am in for around 300k shares and happy to watch this play out. GLA
So yesterday I put in an order to buy £4500 at market. So far 2010 shares has filled at 18.4p. It is not easy buying from outside the UK. Hope the rest fills today
Just 5 MMs left in. WINS the most interested hunting shares at 17p. Just 2 now on 19 then little to stop 20p. 6-10% is very sustainable
Dallo in my opinion it became inevitable when China decided to Open the connection to the 5G network. This is what provided Ethernity the market to dominate. The bulk of the competitors were on the other side of the fence. Rather than adapt they froze. Now they have to catch up. To do so they will take completed parts of the jigsaw that are tested out. Ethernity have completed a whole end to end section just leaving the OEMs to brand and create unique features to boost sales.
The next question is will the world follow. Yesterday we learnt that India is looking at what's going on in China and will head the same way (the OEM thinks).
I believe that even places apparently contracted to Ericsson, Nokia and the like will still Open up connection to the network.
Assuming that happens and OEMs lisenced to Ethernity are successful then Ethernity will have long term income from the royalty attached to the firmware and software. Every time the function is adapted or redesigned Ethernity will be engaged to do the work. This will in time evolve to off the peg solutions. This will be the new R&D requirement moving forward.
Once the network is connected it opens up a massive market to Ethernity. Especially their UEP which is ready to go for edge applications.
In this journey so far they have called the destination perfectly but the route and timing was slightly out. The good news is that steps 2,3 and 4 is already complete. Just waiting for step 1 to make it all happen.
Tracy
If this forecast comes to pass I hope I don't scuttle your catamaran by passing by in my super yacht.
This is how I see it.
This year revenue £2m
Next year and £7m (2+5)
2022 £70m (20+50) resulting in a dividend of £20m
2023 China in mass deployment and India, Europe and USA early stages £???m. More than 500m for sure including mass revenue from royalties.
Thanks for the posts here the knowledge is appreciated.
Took a few more today.Can't get my head round the price for the opportunity but grateful for todays 'cap all the same.
ATB,
pawn.
Even at very low turnover the margin is 85%. Once the base costs are covered and with volume 95% is very possible
Cool thanks, think I may have asked a similar question before, just can’t get my head around how such a. Small company will have such an insane outreach. That must be how David and the gang like it, nice and busy! Not much of a drinker D but wether we’re princes or paupers why not. Cheers! Atb
01234
Precisely describes me....only in an alternative Universe.
01234 the beauty of this model is the near 100% margin. It really is rinse and repeat. Solutions are adapted with little work. Mainly counters and local quirks like date and time formats and language. The hardware will be built by the OEMs. Ethernity simply provide the model and sell the license to produce. The staff requirements will be minimal.
My advisors ( and wife) say I should not post on these boards but there was something different here with the smart and erudite Tracy and the other band of believers that caught my interest.
I had a little tiff with Tracy about deal reassurance
and wanted some validation on the saleability of the technology .
Tracy in his/her belief has never waivered which I found a bit suspect but the intensity of his/her knowledge on the technology drew me in.
I would like to meet the band of brothers if this comes go and have a right old knees up.
Still a long way to go but I feel we are now on the road .
Humour me Dallo , as you can tell by my username it doesn’t have to mean anything but is this where you got yours from?! Lol
https://www.google.co.uk/amp/s/www.urbandictionary.com/define.php%3fterm=dallo&=true
No problem Alco
I thought you were questioning my veracity .
I hope you you know by now that I don't lie.
Cheers
Apologies dallo. Question marks were originally a pair of “thumbs up” converted by LSE upon posting!
Alca
Good to see significant numbers in safe PI hands. Quite a few of us doing our bit and great to see some new faces joining our small band of brothers and sisters
Alca
Thanks Alco
Why the question marks?
Great work dallo ????????
You may find my true name shortly as I am close to a holding RNS.
ATB
Howard Hughes had it when he was young but lost it when he was elderly.
Chuck Feeney made $3billion and give it all away in his lifetime.
Now lives at 89 in a rented apartment in California and says he is so happy. Bill Gates says Chuck is his hero and the man he most admires.
ATB
So our little company is now make inroads in 2 countries with a combined population of 2.8 billion.
With the thawing of relationships in the Middle East with the new peace accords maybe more business with the Arab mega bucks countries such as Saudi Arabia and the Emirates who propose to spend $100b on 5G and technology in the next 5 years...who would have thought that 2 years ago.
By the way Tracy I hope you get your Catamaran
and fulfil your dreams.
As a old hippy from the 60s I still have my own dreams and maybe they can come true.
However it is not all about money...you have to have the balance and the health and somebody to share your life with.
Howard Hughes had all the money but no life force.
ATB
Agreed TL, the actual contract for me is about 10% of the excitement, 90% is what will follow if all works as well as tried and tested. A handful of this sort of contract and we have a serious company.