We would love to hear your thoughts about our site and services, please take our survey 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.
Hopefully some nice RNS's over the summer should give us the leg up this share deserves.... i'd like to be close to the green (my avg is c.24p), and this is c.7% of my overall portfolio!!
However this share needs fresh blood, the liquidity seems to have improved a bit but still supply is tight with only small buys to about £5000 possible immediately. So far I have taken full advantage of this and now target doubling my previous holding.
Nothing has changed with the market, dilution was less than feared and the company is well positioned to take a big chunk of the business. Just 1% of the available in China will see the share price in pounds not pence. I think that 20-30% is realistic through third parties and licensing deals.
All starts in a couple of months. I can certainly wait and accumulate quietly.
We don't know who bought at 12p. I suspect as they want them to buy the warrants in due course it will be quite safe hands. I do know that it was not private Investors. I suspect that we'll find out soon. Personally I don't think that we'll see any placing shares sold for a long time.
Ha ha ha
ha ha ha
placees who bought @12p may well sell to derisk....
anyone who claims they won't sell either hasn't followed AIM or...
So is this churning then?
Currently 12.8 to buy but just 5000 available online. Selling at 12.02 and 40000 online limit.
Long I can't see why but if it does I will join you in buying some. Nobody who just bought for 12 will sell for 10. Good that the spread is now properly represented
I am guessing the shares have released to the open market today? wonder if we will see under 10p. The I will have to find some funds to buy, can't resist that.
Every once in a while we get this crazy situation I can sell at 13.02 and buy at 13.00.
Really Skid I thought that the AIM valed the company. If you think that has very much to do with the BoD then you are wrong. They can only report it how it is. Yes they can flower it up which this management has never done but it amounts to the same thing in the end. Ethernity will be measured on the revenue they generate starting next year. The AIM is only interested in insignificant macro events. Facts like the size if the pending market and Ethernity position seems to pass them by.
They have taken a chunky pay cut, bought on the market and supported in a fundraising. I don't know what else you want in the way of commitment.
Tracy, the share price is under David's direct control and responsibility - shareholders should be theones who are mad here.
It will be interesting to see if we get any volume selling through today. The MMs expect some given the balance of buys to sells. Normally they would close the price down to stop it but with overwhelming buying they may have to balance close to 13p.
We may get disclosure of a new volume holder from the placing. It must make David mad seeing years of work flushed at 12p. Even though he has taken some his average must be £1 or so.
It already below the placement price of 18p
pretty likely this falls below the placement price.....
it happens to plenty of AIM shares...
I have to assume that the market makers have a supply through the placing pending to cover these shares.
I have attached just took a few more at 13.2p. I will buy every day below 15p
I don't see why. Are they retail shares? Certainly those with the directors are not. Looking through the trades the buys outstrip the sells by a few hundred thousand.
TL, when the 12p shares drop into the open market potentially tomorrow at 12p what affect will this have on the current SP, does it move it lower?
Good question. I guess that we have to view positive the fact that the Directors took a substantial pay cut and deferment to preserve funds. We also have to take positive David bought 59000 shares at 40p very recently. Also that Directors and staff participated in the placing in a substantial way. I guess knowing what they know they were happy to invest whilst taking a pay cut.
They understand the scale of the opportunity and the risk at this stage so near deployment.
13.02-13.22 currently online. I can buy 5000 and sell 30000.
Have you been in touch with them since you've been in Israel TL? They always seem very receptive to meeting investors and always welcoming when I've been to AGMs etc
In my mind it's simple. If they deliver 10% of what I believe they will then the share price will be a couple of pounds. If they excel the sky is the limit. Certainly £10-15 in dividends and share value. I have expect them to be somewhere between the two.
They are in front of an open goal.
Good to see some new faces on this board. Ethernity is attracting plenty of interest especially the ENET D which is a real solution for today's challenges to deliver tomorrows tech. The development value of these products based on patented concepts is many multiples of the current cap. In fact the current cap is equivalent to one IP license in a moderately sized Country on one product.
I know that many still can't see what's coming in the industry and how close it us now.
Ethernity must be in delivery for the lab test samples for the big 3 Chinese Telecom.
The market is huge and Ethernity need about 1% of it to make this worthwhile. They are certainly in the top 5 and in many specific areas they lead. Certainly router on a nic and L3 are absolute differentials that no other will replicate. Certainly not on a standard nic anyway and at the same price. I believe 20-30% is well achievable.
You may have guessed, I don't look at the AIM nonsense, the micro events that ebb and flow the share price. I am more interested in the business case for the tech. Ethernity are absolute winners, wait and see.