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In many respects this is why as a small time investor I love the AIM. It throws up opportunities like this from time to time - although perhaps not quite as good as Ethernity. If you do your research, keep re appraising, time your entry well, and most importantly have the patience to sit on your hands for a long time, you can reap huge rewards. Keep the faith, I believe the market will wake up to this soon.
Alca
I would love to see this spelled out clearly in the forward looking statements accompanying the forthcoming interims. That might finally get the ball rolling market cap wise. The market needs it spelling out for them as the current £6m m/c is pricing us to go bust - all they can focus on is cash flow to profitability.
Alca
Morning TL...
Great research as always.
Due to the shortcomings of AIM we know that virtually zero enterprise value is being priced in by the markets at the moment. In your opinion what will be the major inflection point / news release that causes the market to wake up and start to re-rate this stock accordingly. As others have said currently it is ridiculous - essentially we're priced to go bust (£6m market cap). I'm presuming it would some initial concrete financials in the form of committed orders & volumes - presumably from the Chinese given their rollout plans for next year ?
Just working out whether to increase my holding here a little further whilst we are down in the doldrums.
Alca
It’s all shaping up really very nicely now timeframe wise. Never had any doubts about Ethernitys the leading edge tech, it was the market that couldn't keep up. Good to see they are hiring too. I really hope in a year or so’s time to be able to scroll back through the posts on this forum and smile at how insanely cheap the stock was at this stage, and how so few of us had the vision, foresight and belief to buy, hold or add. Keeping the faith.
Alca
When do people think we'll get feedback on how the Q4 testing with the 3 major Chinese telcos is going ? During Q4 or early Q1 2021 ? This could be the major share price inflection point we are all looking for - validation & the signal for widespread mass adoption .
Alca
That's the way I see it. Total gift. For years I had no plans to ever add to my large holding at average 28p. We seemed to be holding and waiting in the 40-50 range forever. We actually seem much better placed now yet at bargain basement prices. So I had to add sub 20. Got some at 11 and a bit but have been waiting for funds to get today's little addition. I may take more
Alca