The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Our first DU deal News release is looming now. I don't know at what point it will be released, probably at production order.
It will be $3m on initial order with $2m being the design payment. This is around 900 units. Following up mid 22 with a 1500 unit order from the same deployment.
All in my opinion and a wild guess of course.
47 paid happy Monday !
Ok
Have read up on TGR, PHC, STX, CORA.
If you can get them pumped to £10 by Christmas too that would be great.
Every pump n dump has at least one account User ID “I’m new to investing, blah blah”
203 posts in 3 weeks yep ok
This share rarely immediately responds to news good or bad. We have initial movement then a correction. Often around a week later we have a definitive movement often with no apparent trigger.
What we are seeing here is a base being built for a rising trend. It will rise sharply as it has ground to make up. We'll be through 50p next week and continue through to a new high before checking back.
The rise into multiple pounds is absolutely inevitable. No point in trying to fight it. The Ethernity marketplace is open now. The market are hungry for solutions that save capex and improve performance.
Ethernity are right in line for the wave and the share price rise is absolutely inevitable.
Even an event like the ridiculous placing can't derail it.
The 80trigger will cause a hurdle but that will soon fall and beyond there's nothing to stop it.
Olderandwiser, totally agree.
No comparison, just pointing out that if you’re new and inexperienced there’s easier ways to invest in the stock market.
Just used SDV because it’s been good for me, 86p to nearly 250p, then down to about £1, then recently back over 230p.
I’m sure you found over the years, that within reason, most things go back up after a sell off, I don’t panic like I did when I was younger.
ShareTime43 - Can you just get the pump crew to pump this to £10 by Christmas please . Cheers
QBT board
RE: Tomorrow21 Oct 2021 19:33
Yes, if it’s a placing RNS , we would be properly screwed. Should reach 10p at least with staff options ? Then placing risk?
QBT BOARD sounds a bit like you know your pumping jargon.
Are you a paid for pumper multiple user name account holder ?
RE: 5-10 p warrents…22 Oct 2021 10:46
Boom!!! I would regret missing on to on another ARB. Take the opportunities while it's early days here.
I am in for long term. No time to ponder with indepth research. This will be 5p soon and then 10p in line with staff options. Grab bargain while you can!!!
GLR BOARD
Trying to understand warrants and placing in general and risk managing for new investors and whether you always sell before warrants and placing announcement to avoid being underwater .
Example buying at 1.35 and then the placing price is 0.65 meaning massively underwater .
Risk managing techniques:
Re: placing
If a placing is announced at 0.65, do you have the opportunity to sell at time of RNS annoucement or is trading completely ceased and reverted back to 0.65 so no time to react. By selling , at least you buy back and not be under water by a huge amount .
I am concerned island would like to know if there is any time to react when placings are announced by selling at current price at time .
Re : warrants
People think warrants are unhealthy and burden on share price but I don’t understand why.
I don’t want to be caught at time of warrants say if I buy now at this price does this mean thie share price will
drift back to 0.65 to suit warrants holders and compensate?
When warrants are exercise does it mean warrants holders will sell and buy back at cheaper price 0.6?
When warrants does this reset the share price back to 0.6.
I have read websites like investmedia but its very padded out to understand the true impact and I am finding it difficult to grasp .
Thanks for your patience
New account 200 plus posts on multiple boards.
Can someone tell me if this share is going to £10.
Cheers
With SDV, it's all a question of entry point as to whether you are in profit or not. Having interviewed the Chelverton managers years ago, I did like their value approach. But performance is what matters.
I think ENET can significantly outperform this IT on a 1 and 3-year basis, but of course you are comparing apples with oranges as the risk is also greater. Which will win on a risk-adjusted basis is the key question. IMHO.
uhlf, your answer is more detailed than mine, don’t make me look bad :-)
Sharetime, sometimes it can take what feels like an age to find a company in the position ENET is in at the moment.
Major development done, customer relationships built, increasing orders for ALL their tech, which is fantastic. Not just a one trick pony.
But then it can all still fall apart (which I don’t think is likely).
Investment trusts are a great way to build wealth over the long term without all the worries of single stock selection.
Off topic warning:
SDV have been great for me over the last 10 years or so, no one noticed them, wrote about them for years, they occasionally get a mention in an odd article over the last 6/9 months.
Not life changing, not exciting, but an easy hold.
There’s lots of investment trusts to choose from.
Not telling you what to do, just trying to share my 38 years of investing tips.
Regards Martyn
Sharetime
Here’s my best stab at it, but, tbh, the sort of questions you are asking would make me wonder if an investment in a stock like ENET is right for you.
Just imo and trying to be helpful
If someone can help explain in black and white terms with an example that would be great.
A:As I said, you have to look no further than ENET’s placing of last year and associated warrants.
There is awful lot of jargon on website like investmedia which really muddies the water as a concept .
A:Is not that complicated
I dont want to be caught out by placings and warrants that’s all in then buying and selling and rebuy back strategies. I dont know what best practice .
A: There is no ‘best practice’ as far as I’m aware. We can all get ‘caught out’ by placings. Selling/buying back is great in hindsight but difficult in practice.
If there is placing rns announcement , are you prevented from selling at that that time to avoid losses if placing price is much less than price you paid intially?.
A:No, unless you are an insider, you can trade your shares freely on any RNS announcement.
Concerned trading is ceased at Time of placing announcement and there is no time to react by selling you shares protecting your capital and buying back after placing has been completed .
A:It is unusual for shares to be suspended pending a placing. It hasn’t happened on ENET’s last two placings. As can be seen most recently, ENET’s shares were over 50p when the placing was announced, dipped as low as 33 to sell and are now 42p to sell. Investors had the opportunity to add at 35p in the placing,gaining warrants as well.
No body wants to be underwater for placing , can you sell at point of RNS annoucment and buy back at cheaper price. To avoid being unfairly underwater by so much (worst case scenaio)
A:Sometimes yes, sometimes no. You would have been hard pushed to sell too many at the point of RNS announcement, 36/37p. I bought some at a tad over 34p, but had to be quick. Quite frankly if you believe in the company there’s little point trying to be clever.
This is a volatile stock on the AIM market, perhaps it’s best to understand the risks and rewards associated with this sort of investment. Imo.
Personally warrants aren’t something to be afraid of if you’re an existing shareholder, because the people who exercise the warrants at 60p are,
1, buying at a higher price than we are at the moment.
2, their money is going to the company you own shares in.
They may have been given the warrants as part of the fundraising, but they still have to part with 60p to turn them into shares.
Now if the warrants had an exercise below the current price, ie: the price of the last fundraiser, 35p, that’s a different matter altogether.
No
Expanding and deploying in S Africa and Nigeria.
https://www.telecomtv.com/content/access-evolution/starry-tarana-shine-a-light-on-fwa-s-potential-42592/
Another company pushing the boundaries of FWA is Milpitas, California-based Tarana Wireless, which has been gaining traction with its G1 distributed massive MIMO systems that are underpinned by three custom chipsets, one of which comes from Ethernity networks, which is supplying Tarana with its ENET Flow Processor FPGA systems-on-chip.
Its end-to-end system, the company claims, enables non line-of-sight connectivity (or “sees around corners and rejects interference” in the company’s own words) using its “unique” signal processing techniques.
The 12-year-old company, which raised $50 million in May this year to take its total funding to more than $200 million, has the advantage of boasting former Nokia executive Basil Alwan, one of the most respected technology leaders in the telecoms industry, as its Executive Chairman and CEO. That will help Tarana to build on its existing customer base of wireless ISPs such as US rural service provider Wisper Internet and MTN in South Africa and engage in conversations with the likes of BT, which is exploring the potential of using Tarana’s technology to supplement its 5G and fibre broadband rollouts with an affordable broadband connectivity solution.
FWA systems and services based on 5G chipsets look set to play a part in delivering broadband connectivity in all sorts of markets to help ‘bridge the digital divide,’ but it’ll be interesting to see to what extent companies such as Starry and Tarana can develop services and technology that can compete on performance, reliability and cost with traditional, mass-market options.