Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Interesting 450k trade at 16.01 today. Too high to be a sell and a great price if a buy. After the trade the buy price had risen suggesting a buy.
Looks like another rollover yesterday morning. Clearly a lot going on. I expect the share price to be heading up next week.
Lovely summary as usual TL. It has been a fantastic week for enet. Unfortunately It looks like UK is fast heading for another lockdown, it has been handled so badly here With the media continuously whipping up hysteria. The loo roll shelves are empty yet again. It can’t be helping share platforms such as aim . I Wonder how Israel Is doing following their second lockdown. Atb
Well said TL. Truly transformational week indeed. I will also be adding next week.
Alca
Quite literally it has been a transformational week for Ethernity and the share price is up just over 1p.
A breakthrough contract into a massive market with promise of an alliance into 5G.
A substantial staged funding package that shadows the share price to carry into mass deployment in the worlds largest market. Spend in China over the next two years will be more than the rest of the world combined.
Ethernity kit is in multiple test scenarios right now and orders will start to flow through third party manufacturers and retailers upon completion. The tests are not tests of ACEnic-100 but of the integration of ACEnic-100.
I believe that we could well see the three major Chinese Telecom selecting providers using ACEnic-100.
So why is the share price all but flat?
Clearly the environment is not positive, the UK is a failing economy and speculative acquisition is not a priority for many retail investors.
Why invest in a company from Israel that are market leaders in China but listed in the UK. Good question but here we have an apparently niche investment vehicle entering really in the only way they can right now.
Clearly from wherever they actually originate they see Ethernitys market position and the size of the market.
Several private investors here like the risk reward situation and have built what must be exposure beyond where they have been before. Certainly I have despite the difficulty actually buying the stock.
Today Levi talks about: "delivery of the three contracts signed in the past six months along with others in the pipeline, and significantly strengthens our ability to perfect our product offerings, including our vRouter and UPF offload solutions, to ensure that they remain best-in-class in the very competitive 5G market and to position ourselves as market leaders as 5G networks advance toward mass deployment."
Doesn't sound like a failing company worth a few million on a backward stock market but that is exactly how it is priced right now.
I will be taking more next week.
This strategy to control the SP at trigger points has been used in other companies where Share Subscription Deeds are in place.
If the deal flow comes at the levels we expect it will a forlorn strategy.
If this is a "friendly "new investor then an appreciating share price will be very welcome and rewarding for him/her.
The uk is done for. Hoping entering will pay for the family to emigrate to oz !!gla
I don't think so. I think that Ethernity used that news to try push the strike price up. I suspect that this fund has used means to keep it pegged. Certainly we'll see efforts to squeeze the average daily price into each trigger.
The India deal is excellent because it is a bit of jam today and jam tomorrow. It is a huge market with real geographical challenges. The border issues will mean that they won't touch Chinese solutions.
India a nation that still receives aid from the UK to supply clean water but has a new high speed rail network, space exploration and is buying fighter jets. They will certainly have 5G before the UK.
Perhaps the new investor was waiting for more proof ie India deal to then commit.
It’s defo good news
Clerarly this is a special company set up to do the the transaction in Ethernity and confirms in my opinion that it is a single investor who wishes to keep his/her identity secret .
The company obviously knows who it is as it has to comply with International Money Laundering Legislation particularly the US FATCA regulations .