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.
Lowers energy consumption.
Also 100g PON. Thought 50g PON was the newest kid on the block. The on n on noes the PON
https://youtu.be/CWJnPhjOCOI?si=UODznQ4oQroVW85h
Tick tock indeed Mickey. Nice one for sharing the link on hull.
Blue Monday inbound.
Tick Tock for real here
Very strong Buy imo
Good pass on Hull thank you. A good find. I like the summary at the end which states,
‘PON-based fiber access is growing around the globe. There continues to be new, large opportunities for PON equipment and component vendors. In addition, POL is gaining momentum, reflecting PON’s penetration into the LAN market. The PON component and equipment market continues to be in the “growth” stage’.
And the hint at contracts in last RNS will land v soon imho. Ultra fast (see what I did there!) growth story.
Thanks to PATT on Adfvn
Julie Kunstler writes and in depth article and Ethernity Networks is mentioned as a new entrant into the multi regional PON OLT Solutions Market.
Nice bit of weekend reading.
https://www.ofcconference.org/en-us/home/news-and-press/ofc-blog/2024/january/pon%E2%80%99s-momentum-continues-an-overview-of-market-dyn/
Yup Benjamin Netanyahu
Same I just done a dummy sale for nearly 2m share and it offered me a quote.
Someone has to be loading up
1.1m sell just went through but still getting a quote to sell over 2.5m. Big order placed to buy maybe?
I was hoping for a deeper blue, with 9s and 5s and even 1s. Ah well, have to wait until Monday.
1.10 would be okay.
Looks like the predictions of this going blue have turned out correct today.
Ps that red trade is a buy
Tricky,
If only life, and business, were that simple.
Difference between net and gross margin businesses. This business model is great if you've got a great capital allocation model which picks winners, balance sheet / cash flow aligned to enable this across different royalty baring products in the portfolio at different development / harvesting stages.
Not so great if you carry on spending millions of $ year after year where your initial capital allocation has proven to be very poor.
Always believe daffy 😜
There seems to be an unlimited supply of 0.85 on the ask. Not sure it will rise much more today.
...
I'm surprised MREX is sill on the ASK after all those buys.......
💰💰💰💰💰
Basically a license to print money, no real stock/inventory required either. Enet has a cash cow here.
Agreed, I reckon this will finish blue today, this is going to be one of those decent recovery stocks for 2024 :))
Could be...
Margins
The gross margin percentage increased to 61.9% in 2023 from 54.4 % in 2022 reflecting an increase of 7.5 percentage points which is mainly attributed to the increased licensing revenues which carry a 100% profit margin.
Rlb and pwill ya broke me I got some more under 0=8p showing red
Absolutely in the same boat with wishing I had dry powder - average of 0.9p at the moment and didn't think there'd be another opportunity to average down lower.
I just wish I had some dry powder. Absolutely a barga8n
Can't believe we can buy these now for under 0.8p. Couldn't resist this morning. Showing as a sell but who cares.
Leave you to peruse.
Think Tarana, Think ENET.
https://www.linkedin.com/posts/tarana-wireless-inc_together-the-divide-is-shrinking-the-activity-7189266746988445696-cfuN?utm_source=share&utm_medium=member_desktop
https://www.businesswire.com/news/home/20240423482599/en/unWired-Broadband-Largest-ngFWA-Operator-in-CA-Expands-Tarana-Powered-Network
https://www.linkedin.com/posts/carlguardino_crazy-fast-home-broadband-crazy-great-company-activity-7186197127327318016-hr7K?utm_source=share&utm_medium=member_desktop