Member Info for bidnolid

https://www.reuters.com/article/us-mellanox-m-a-nvidia/nvidia-outbids-intel-to-buy-israels-mellanox-in-data-center-push-idUSKBN1QS197

Is that a new short from UBS?

Interesting to see Ethernity reference this article:

https://www.lightreading.com/nfv/nfv-strategies/orange-vodafone-to-unveil-common-approach-to-nfvi-/a/d-id/749770?itc=lrnewsletter_nfvupdate&utm_source=lrnewsletter_nfvupdate&utm_medium=email&utm_campaign=03062019

I think this is the relevant part to ENET:

According to Rabi Abdel, network virtualization and SDN/NFV lead architect at Vodafone Group, "Network intensive applications generally require high throughput and low latency so the NFVi will need to support various acceleration technologies, like Smart NICs and DPDK [Data Plane Development Kit], that VNFs can access in a standard way. For compute-intensive applications, the infrastructure will include support for FPGAs and GPUs and again, we need to make these capabilities available to the VNFs in a standard way."

Where does it mention this meeting?

http://www.cityam.com/274263/short-sellers-tailing-off-pets-home

https://twitter.com/i/status/1103582863688118272

Oh whoops sorry should have checked more closely. The article was from yesterday and I was planning on watching later on. Maybe a cockup by proactive.

David Levi got a new suit

https://www.proactiveinvestors.co.uk/companies/news/215738/ethernity-networks-lands-substantial-contract-with-american-oem-ceo-expects-win-to-be-first-of-many-215738.html

http://www.cityam.com/274114/uk-digital-advertising-spend-grow-15bn-2019-report-states

I know who has sold a few this morning and I know it was out of impatience and to chase another share, so its all a bit silly this large drop. I don't think CF are in such a bad position that they need to sell out of everything. They have plenty of assets they could sell down easier than ENET and their position here is only with a few hundred grand. If sells of about 10k can drop it this much imagine what a million shares would do..!

Don't think this is City Financial, volume is too low and they'd have had to TR-1 by now. This seems to be the other side of the coin of a low free float..big movements on piddling volume. I'll have to ride this out because it's way too soon to be bailing on this one in my opinion

https://www.theiabm.org/news/brave-bison-ceo-claire-hungate-to-guest-chair-ibc2019-content-steering-group/

Positive for BBSN to have the CEO do this.

Yeah there's definitely a discrepancy but the Ethernity website and all the other sources I have checked say 4% or just shy of 1.3 million shares.

Just dawned on me who the seller of the 50k blocks could be.. City Financial own 4% of ENET and they are in bad financial shape. They've liquidated a number of positions recently and could well be a forced seller here. Could be a reason for the drop..if it is that I will be tempted to buy more because soon as they are out we should see the recovery continue.

Every platform I've checked has 13:28, I don't have access to my bbg until Monday but I think that will have the same info. Are you suspicious about something?

Yeah that was a punchy one. Defo a sell

Nice - 60 meetings:

@EthernityN
11m11 minutes ago

Very busy, very rewarding week at #MWC19. Our team logged 60 productive meetings with vendors, partners, customers, and industry analysts.

Kiran must have thicker skin than Michael Gove. They've backed themselves into a corner and are now having to sell their BCN stake at a massive loss because they have no other choice. His profligacy in buying a chunk of land in Argentina which is years away from producing a return is now forcing him to sell an asset that might pay off within a year. It's absolute amateur hour yet again. I've written this investment off a long time ago and the only thing I am looking forward to is Kiran being out of work because he is completely unemployable.

Cadence seem to be the only investment company to consistently achieve this. Well done Kiran for locking in an 80% loss..impressive.

He gets a little annoyed at that accusation..

He's also posted on Twitter that Myles / AimChaos is about to go above 5% and that there will be an RNS shortly. I'm not sure how impressed I'd be at that information being made public from an unofficial source if I was Mr McNulty.