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.
I guess that we are owed a couple of big sells from yesterday as the weight to buys was overwhelming. A rollover or two as expected with this being a real substantial earner potential.
Through the Boredom of the SP here (at the moment anyway), I had a punt at BPC 3 working days ago and sold yesterday (good profit but probably sold to early again). Profits will be coming here next week as I'm in the process of transferring them to my ISA. I'll stop buying Enet one day but not yet.
I am not sure what's happening with these rollovers yesterday one recorded very expensive then corrected today. Another just through again on the spread.
I am going to be honest, I am giving them another 6 months to turn this around, been waiting nearly 3 years and havent made a penny, but enough is enough, they have had long enough now. I have a lot of belief in this company but it only stretches so far when my money isnt working for me and over the last 3 years could have made alot more profit else where. delay after delay, even to get to 40p now and make a few pennies we need some massive news, the last RNS only brought tumble weed. I hope they prove me wrong and my patience to hold for a bit longer works out but the comms from this company are terrible.
I see you are in Loopup also asklongy - very good choice!
So you wait 3 years without a market then as the market starts you end your wait. I guess that's a strategy.
Ask this what I was getting at last night. It’s all a guess but I think we’re still feeling the effects of the 5G fund. I think a **** load will happen in half a year and we’ll all be happy. I too have seen gains from other companies I sold out of to buy more here and it’s bloody painful but I’m keeping the faith for now! Atb
I am sorry longy Delay after delay.... What delay. Surely you cannot think that Ethernity has any control over the timing of the 5G rollout in China.
Ethernity has timed this perfectly with leading products in market at the right time.
My other investments are in the real world. Two hotels closed for covid, 3 barbershops closed for covid 1 open. 2 restaurants takeaway only.
The stockmarket is not real and it in no way reflects how a business is. Once you accept that it's a bad valuation then you just look for the influencers that make it over value and anticipate the arrival.
31.2 to buy 31.3 to sell. Live on IG.
Dont tell AGL shareholders that they have patiently waited some 10 years for their device to bear fruit.
TL I think longy is referring to the general sense that there's always something big on the horizon that somehow never quite materialises.. e.g from June 2018, almost 3 years ago -
"While the building of the infrastructure that was undertaken will have a direct effect on our profitability for the 2018 financial year, this is in support of managements philosophy to build the Company in 2018 so as to achieve the future growth in line with the anticipated market growth from 2019 onwards."
It's all very tantalising but I do agree that setting a timescale for your money can be a good thing. At every stage the company has been on the cusp of going big .. 2021 is the year it needs to happen otherwise we might still be saying "almost there" for the rest of our lives..
The market is here now Tracy, thats why I am willing to wait another 6 months, if they can't turnaround some big deals in the next 6 months and send the SP through £1 then they will be on track. If we are still sitting down here in 6 months and no transformational news I am not sure this company is going to deliver. Yourself many times over the last 3 years has been chanting this will be over £1 or £3 a share in the next year. The next year comes and your chanting the same statement.
I appreciate your knowledge of this market and your postitivtiy has kept many people engaged including me, but even you must admit you have changed your timeline 3 or 4 times, at some point they need to deliver or are we sitting in this forum in another 3 years when 5g has past us by still waiting for major news. The forecasted revenuenumbers are still tiny and thats why we are not seeing investment here.
Aka ‘jam tomorrow’
Yes Kit, I think loop will double or even triple before we hit 40p on enet. one of the most undervalued companies on aim. DYOR
Actually if you look back at Tracys history of posting , it wasnt always so praising of Ethernity. At one stage some doubts were being expressed about management performance.
Glad to see he and others are now fully supporting Ethernity’s efforts.
The market is not here now. The market will start in H2. Probably around 6 months before it gains traction. We have seen that it's not impressed by promises and will want to see sales. China sales are another 6 months to report to market.
Ok please forgive if this is utter arse talk but is there a link to the inclement weather patent and the need for the enet chip to work in the Tarana system? Or rather because enet holds the patent Tarana had to use enet chips? Sorry if the two are totally not linked .Atb
Ask, it's a different investing type, oversold and sentiment not returned yet, same thing happened with Farn and YU. both have come back strong. Loopup will come back well imo. I totally understand where you are coming from with the frustration but I still see huge potential with Enet. I also have another investment that will rocket before Enet imo.
Longy - I understand your frustrations, but you must understand that even in the next 6-12months, 5G won't be fully rolled out across globe (South Korea, China and maybe India might have made a good go at it). Really we are looking at the next 3-5 years for enet to fully realise their potential, and their kit to be utilised into the 5g solutions in Europe and the US.
Yes they are both wireless transmissions not point to point and therefore out of line of sight. However Ethernity and Tarana have been working together on this as a joint investment product since 2017.
It is firmly tied to Ethernity and why I my opinion Tarana created the finance package to protect their investment.
The patent certainly contains this and why it was just announced after being granted August 2020.
Trading spot on. Then in 5 years Ethernity will be on the 6G roller-coaster.
I do agree with what you say. Tuesday's announcement is pretty significant as the DW was secured in 2017 and now is generating orders. The moment is now. 18months from now is the limit they have to execute IMHO. We need more news like Tuesday's one and the market will react. Licensing deals should generate orders now or very soon... Otherwise...
I think that it's given that it will or Tarana has it very wrong. We have seen a start but the market is huge