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Perhaps we’re just all being played here, rns coming, it don’t come, price drops, ENET’s best buddies and major funder 5G can pick up cheap stock at ‘mates rates’. We know sweet fa about 5G but you can bet ENET know chapter and verse. Let 5G pick up their cheapies, then, surprise surprise, newsflow starts so 5G can offload their cheapies for a nice profit.
Are ENET taking us for mugs here, as they might get a rude awakening unless they get their act together.
Are enet in India ? Who knows
Will intel use enet parts? Who knows
Have I got heat stroke? Quite possibly
https://www.thefastmode.com/technology-solutions/20303-intel-airtel-to-drive-development-of-5g-vran-open-ran
I guess it depends on how proactive and connected the OEM is that are engaged.
Ethernity are reliant on unnamed partners for delivery. This is the problem for shareholders. Same as the DU solution. Everything apart from Tarana is totally anonymous. How does the market deal with that. I think we have our answer.
My word the horses were spooked today when the SP dropped back into the 30s .
Nature abhors a vacuum and stock markets despise uncertainty so when management announced a " contract " which is hugely material
in the results RNS and as yet not followed through with confirmation the key belief we have in the integrity of the management of Ethernity immediately comes under the spotlight.
Levy and his colleagues must deliver on this contract otherwise their creditability is gone.
I am totally confident they will maybe with other contracts wrapped up in a transformational RNS
If not some other players will pounce and bring the IP to its full potential.
I still totally trust them but the time for real delivery of revenues is narrowing
I expect or hope for news around AGM time
ATB
DYOR
Transformational RNS on the AIM soon run out of steam. How many companies have wrapped contracts together for the market to focus on just one. That's the problem with mandatory updates like Final Results. It's just the headline non shareholders read. Multiple news events is preferable to one.
The market is suspicious and a global update of contract triggers speculation of a corporate event involving inside shareholders.
If we are going to get news of contracts, then I would prefer to have them one at a time please, and not all bundled up together.
If they all arrive together, then that is some coincidence and it will fuel rumours that management sit on contracts, perhaps to benefit their mates at 5G.
I’m sure myself and others will be watching with keen interest to see where ENET’s loyalties lie.
Let’s hope all shareholders get treated equally and not 5G in the comfy chair and controlling the stock.
imo
Agree TL
As I said in my previous post, I will be extremely suspicious of a ‘bundled contracts’ RNS
That does not sit well with me.
Let’s see what happens first.
Tracy
I think you may have misinterpreted my post.
If they conclude the UEP contract they have announce ASAP but may be accompanied by further deal news in the pipeline maybe not on the same day but close together .
Investors are waiting for validation of concept and any positive news is required to stem the negativity now very much apparent here.
Under AIM rules, if each item of news is of sufficient impact, you cannot wait and bundle them.
Uhlf
Do not agree about with you on bundled contracts given the amount of deals simmering in the background..if a number of deals announced with combined revenues of $10 M going forward we would see the SP hit £1 plus.
So many irons in the fire so let's see how hot they are.
We have been told they are working flat out so surely it is time for more than one deal to be finalised.
Imho
Before you jump down my throat I did say MAYBE wrapped up with other contracts in a transformational RNS.
I know the rules but since Tarana we have had nothing so maybe like the buses contracts may come in numbers after a long wait.
Imho
Respect your opinion dallo, but I remain extremely suspicious that miraculously deals are finalised on the same day, if indeed that does come to pass.
It will make me think other forces are in play, and not necessarily ones that are good for shareholders at large, beyond ENET’s major funder 5G, that is.
Certainly ENET need to seriously up their game on the communication front, as there’s plenty of other shares out their for my funds.
Uhlf
I was no way implying that contracts will be signed on the same day.
Any contract of a material nature will be reported in a timely manner but surely they must be working on more than one deal and whether it is one RNS or more is not important just the transformational nature of a number of contracts validating the technology.
Having had great success in a number of recent investments I don't hang around either so that is why I am giving these guys another 12 months in my investment horizon..albeit shorter if I don't see material progress in the coming months.
We are not in love with Ethernity and plenty of other opportunities out there.
Nonetheless I remain a firm supporter and fully believe it will be a big winner.
Imho
Understand dallo.
Agree, never fall in love with a share.
These guys need to prove ENET is a worthy hone for my cash. The ingredients are all there and I believe they will.
I put my money where my mouth is today and bought more.
But if they don’t deliver, I won’t be hanging around
GLALTH
uhlf and dallo what are all these other shares out there that present such great opportunities? If there were ten companies out there that I thought had the same potential as enet I'd split my money ten ways. I just don't see anything else out there with enet potential. To me the main risk here is delays and people jumping ship because they want the pot of gold today.
Uhlf
Smart thinking.
Ethernity management have huge skin in the game which is why I invested here.
I have seen too many AIM companies where management have big salaries and mega options but no shares.
Avoid these companies like the plague.
Levy and the lads are in this up to their necks and will fight to make it a success .
If they fail the business will be bought out for its IP and patents possibly by Tarana or Dish or Silicom for around the same valuation as now £20m.
I don't expect this to happen so I remain very calm despite having € 1 m of my own skin in the game !
If I am not worried then the rest of you should not be but make your own investment decisions as life is short.
I should know as I just got over Covid in the last week which knocked the stuffing out of me despite being double vacinated.
More important things in life thand money
ATB
Dallo I am not sure that they have to announce immediately as really they have already announced its existence. The pay is not until 2022 so I think that they could sit on it.
No way TL have to disagree with you there. In commercial closing legal discussions is not the same as signed. That would be a total breach of AIM rules to sit on that, as can be seen from the drifting share price.
Oh no Dallo sorry to hear about that, hope you are recovering ok and still have your sense of smell? I have a friend who caught it last year and still can’t notice any odour whatsoever . Kind of important for some of the finer things in life ie food and drink. I had my second jab this week and feeling ropey from it.
Funny the in love with a share rule , I typed a message today about the fact that I think we’ve all kind of broken that golden rule in one way or another, guess it just depends on how fickle we are. Me certainly , checking for the 7am news drop every bloody morning only to be disappointed time and time again lol. Come on my sweet sweet Israeli lover let’s get it on!! Atb everyone , actually quite a bit of buying today including uhlf well done
Fairview we have seen it many times on the AIM where multiple contracts are announced. Let's not think that they were signed on the same day. If the deal fell through then they would be telling us immediately. By disclosing the deal and value I don't know if they have satisfied the immediate requirement.
Tracy.
Where multiple deals are announced in the same rns and signed on different days there can only be one that is material.
They would have to announce they have signed the deal they alluded to, no two ways about it. To me they clearly haven't signed the deal, but really surprised if is taking so long after they stated the price to the nearest $10k. Also agree they would have to state if they have lost the deal.
A lot of nervousness today and this week - seems like to Sun has got to pasty brits, apart from tracys mate taking a profit nothing has changed.and I have added.
As dallo says this is priced below IP. 100% agree with fairview, show me another stock like enet, there simply isn't one.
I used to be a little nervous on ENET but tarana was a game changer in backing up the share cap. Having said that h2 is the time for rnss, even if as I believe the market still mis prices the potential.
Hope dallo will be well enough to partake in a drop of the black stuff soon.
Guys, keep calm. I do not understand what's going on here. I just hope that some are not using this chat to put pressure on the mgmt for their own and personal interests.
The UEP contract is going to be announced one day but maybe until October it is not closed. During summer it is usual that we have no news here.
I would be concerned if Silicom or other companies were progressing while enet was not. Silicom announced field trials with TEF for 5G deployments almost one year ago and still we have no news. And btw, earnings and call in a week. Let's see
I think that Q4 should be the time when we have news if no more delays in the sector. David cannot fight against the sector, remember that, not everything is in the mgmt hands.
Frankly, I do not expect significant news this summer, and maybe the stock will be down. Mid and longer-term, nothing changed
I bought a few shares today and just released my thesis at SumZero. It seems that there is a lot of activity but that means nothing.
I would not overthink more about the short term...
Imho
Dallo I hope you recover very soon
ATB
Thanks Sergi and Skid for giving this pasty Brit a good slap around the chops. Atb
01234 meant to say "us pasty brits" me included!
Mascarosergi
Feeling good and back on my self prescribed medicine of Guinness and cigars much to the chagrin of Nurse Betty( wife).
Off to Portugal on Saturday for 2 weeks so I hope my Swanee River ( liver) is ready for more serious post Covid stress testing...being Irish I don't expect too many problems but have to watch Nurse Betty...she may cramp my style .
Just send her shopping as usual!