Roundtable Discussion; The Future of Mineral Sands. Watch the video 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.
Bid
You are correct ...investor can delay payment for 60 days if SP falls below a certain level.
Also there are events of default where the investor can walk away .
dallo according to the rns there are lower limits under which the fund can delay payment although what that price is we don't know. Probably fair to say both parties are confident it will be a successful venture and that this is just a 'pre-news lull' or something similar. As always you've got to have patience .. it's the start of Q4 tomorrow which you could say is absolutely critical!
Sadly another big sell of 108333 gone through at c17p.
01234
You are correct that small daily trades will not cut the mustard particularly with some loose placee shares around and the new investor able ( if calculating enough) to manipulate the SP with small trades.
We need bigger trading volumes from new investors brought about by successful performance by the company.
That is the only way pure and simple.
For the Subscription Deed to work in Ethernity's favour we need an increasing share price....the higher the SP the less shares issued to this anonymous investor .
A static SP could see the investor aquire a significant shareholding over time.
Obviously if the SP stays static or drops there may not be much value in having a large share of
a failing company so there are risks for the new investor.
Certainly the constant small buys over the last few months have done pretty much zero to the sp so yes agreed, they are obviously working their socks off but more news Please enet!
Bid
No volume buying unless we see some big contracts.
Patience required and a proof of concept transaction announcement will spark a huge rerating.
Next few months are critical.
Hmm not sure .. going lower again, needs a volume buyer.
From the market I don't think that is possible.
Would be good if this ETF took a few as well.. can't call itself a 5g ETF without some ENET shares!
https://www.defianceetfs.com/FIVG
Bid agreed however it cannot last forever. I am thinking to take a few more for myself.
Just rounding up this morning on my holding.
Now at 25k shares in my ISA and 100k in my SIPP, thats my lot after buying in the last month.
Just sit and wait 4-5 years when I hit retirement, this is a longer term holding for me like I believe it is for the major contributors to this board.
Still 2 MMs on 18 and 2 on 19. Nice to see an early buy but this supply they seem to have is very frustrating
Yes it's a crazy response to it.
The level of Covid mania In the uk has reached almost comical proportions. I’m pinning a thin slice of hope on there being an ulterior motive of governmental mediocrity as a disguise to giving herd immunity A go . Thank god We’ve got Enet to focus on!
Hardly at all as the lock down allows people to report to work.
Prime minister Natanyahu saying that lockdown there will probably last over a month .. brutal, but shouldn't impact Ethernity too much fortunately
It's quite possible that ACEnic-100 will be in most of the competing solutions.
Interesting when you look at just one aspect of the business.
UPF China focused.
So we have the new pay as you go concept 200G UPF. Scalable and based on either two ACEnic-100 or a larger fpga based SmartNIC.
We have the TietoEVRY UPF based on the ACE-NIC100.
We have the off the peg Ethernity UPF based on ACEnic-100.
We have the Ethernity UPF and ACEnic-100 used by integrators and OEMs to develop their own solution.
We have the Fiberhome UPF collaboration.
The common link is the ACEnic-100.
Looks like another decent day of buys. The 17.48p should be buys because 30 minutes before it was 17.18 and 17.52.
Delayed publication until the bell.
I confidently predict that there will be a point in the not too distant future where it will be impossible to buy this share. It will be on a one in one out basis only. I see no reason to be going out so it follows nobody will be able to come in. The sector is gaining interest in a very poor market. Investors will pour to 5G assets good, bad and ugly. How many times have we seen it before.
Even in a poor performance I believe that we'll see 20 x returns from here over 18-24 months. If Ethernity hit big numbers of sales double or triple those multiples can be expected.
When I first started exploring this company the share price was 84p. They had achieved nearly nothing, the market was years away and they were still reliant on legacy markets.
Here we are on the verge of a huge marketplace with leading products placed with leading partners.
We must remember that Ethernity are a microcap company. Companies that Ethernity are involved with TietoEVRY, Techtronics and FiberHome are huge $bn companies. They are interested in these collaborations as a means of generating significant income. Given Ethernity size the multiples are huge. In Fiberhome and TietoEVRY cases Ethernity will make significant revenue from their success. With Techtronics it is the success of the vendors and integrators that determines Ethernity revenue.
It is very clear that even a disappointing performance will escalate financial returns significantly and the share price multiply.
The completed product is in lab testing with two operators and two strategic partners. Furthermore, major go-to-market activities are managed jointly with TietoEVRY in China, with a global go to market collaboration planned for 2021.
Clearly this is a big deal for Ethernity
The joint offering is an open source concept based on VPP for 5G user plane functions.
Something Tracy will no doubt have much more technical knowledge on than me
TietoEVRY is marketing the product that uses ACEnic-100. This is about accessing the edge. The Importance of this product will grow substantially over the next few years.