The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen 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.
Tracy
Totally agree
The lifeblood of a tiddler on AIM like Ethernity is positive newsflow and excellent investor relations.
Investors need to see tangible progress through regular corporate updates otherwise the oxygen needed to push the SP higher dissipates and trading volumes drop to negligible levels like today.
It is my view that the shareholder base is now static and the company needs to increase liquidity through clearer visibility on revenues which will attract wider market /broker/ Media coverage.
The problem is the share is very illiquid with c70% in tight hands but maybe 5G can assist if SP moves on good news.
Interestingly 5G has not as yet exercised it's recent tranche of £400k which suggests management is controlling the equity release to minimise dilution
but I could be wrong
Patience required during this lull in activity but things can change quickly.
Just my meanderings but DYOR
ATB
PS
5G still have £107k from 1st tranche in shares yet to be alloted bringing the total to over £500k yet to be issued.
Why are 5G waiting?
We will soon find out imho
Still largely future markets but we are very close now. Certainly the next few months will produce the first orders for mass deployment and outcomes of field trials.
"One of Ethernity's partners was selected to develop customised UPF software for a private 5G network to a Chinese mobile service operator as part of the OpenUPF initiative, which will now be targeted primarily toward industrial and private 5G deployments. Ethernity's ACE-NIC will be used to meet the operator's performance requirements, by implementing the forwarding within the FPGA SmartNIC to reduce latency and increase performance"
I wonder how this is progressing. I am guessing it is Fiberhome. I see Fiberhome has a virtual UPF with specs sounding quite like Ethernity.
The shares may be quiet but, as ever, this board is a mine of information and very pleasant to be on. Makes a change from so many other boards, this is what these forums should be about, investors helping each other, imv.
dallo, re 5G and over £500k to be issued and why are they waiting.
Could it be as simple as there is simply not the liquidity to sell into right now, if the shares were issued?
Although I’m not sure why, if they, like ourselves, are expecting positive news why they don’t exercise now with the hope of news to come and thus lock in a low or lower share price. I’m sure they are watching it very closely, with the 5 days in 30 days they have a certain amount of leeway in terms of timing and perhaps can afford to wait for news and then exercise, tying in a relatively low sp into a rising sp and liquidity situation.
How do you see it?
Post gone missing , just as I was praising the BB!
Uhlf I think you're probably right re: liquidity - they have to maintain an orderly market and there's not the appetite for shares in this current lull so would have to hold off. Some good points today, it's quite nerve shredding owning shares here sometimes due to the gaps between contracts etc, but I still believe it's worth hanging in there despite the doubts and the comments today have been useful in keeping the spirits up!
not looking good... the downward trend accelerates... back to the teens without some contract news..
.....someone's after some cheap shares......
"back to the teens without some contract news"
Possible... but unlikely because there are more than enough long term buyers mopping up.
Teens on the bid is what? 13-14p? IMO, investors won't go crazy over 14p up or down... True long term value I believe is many multiples up... There is small leeway on the downside, lots of room on the upside - IMO!
Ha ha thanks for readdressing the balance one post
Apologies guys, I obviously jinxed it , praised the BB then Cambridge123 puts in an appearance!
123 reference to his age, as in multiple choice, number of posts he intends to make, who knows.
Interest in ENET is definitely growing, let’s not lose sight that ther was an excellent update in December and great news re the DU and server providers recently.
Add in a decent % of the 30p warrants have been cashed in and it’s a good situation here, imo.
Some patience required, perhaps. But the clock is ticking down and I believe there are a lot of good things to come.
GLA
I see a rising trend which we are at the bottom of today at 34p. Next move should be up off the trend line.
33.69 currently to buy
I see a late trade of 100,000 @ 33p now showing.
Least they didn’t drop the sp to get it away.
Could it be 5G? They’ve probably got a few rattling around.
Jesus, £16m.....£16m.
£100k was from yesterday.
Warrants are being triggered and sells are occurring because of the triggering no?
Skid
Hard to believe indeed
A market cap of £16m
Now up to management to show its mettle.
Last year at this time there was a results and corporate update and perhaps we may get a similar one over the next week.
Surely there is plenty of activity going on behind the scenes so let's wait and see.