Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Evening Dave, expensive day..? Sounds like they're fattening you up for the next placing already..
It's a swing and a miss from Evotec, not good
This share is completely bizarre .. the sum total of their 2021 achievements is a placing, a couple of new board members and a bit of news about Galapagos, yet the SP is up 170% YTD. Ok I'm being flippant, but does anyone else find it a bit odd? I wish all my other shares with low revenues were valued at 250 million quid!
https://www.business-standard.com/article/economy-policy/india-to-get-indigenously-developed-5g-network-in-2022-mos-chauhan-121120801193_1.html
"India will have indigenously designed and developed 5G network by the third quarter of 2022"
Yes there are plenty of examples of the curse of the shiny new HQ. This is an existing building though not a vanity project, Mark doesn't spend money unless he has to so I think this move is purely because they are a growing company
Moving day. Nice fountain
https://twitter.com/ethernityn/status/1468959127313412114?s=21
@ Escape .. have you forgotten that they have warrant money once the SP reaches 80p for 5 days (or even sooner depending on the holders)? Another few million in the bank when they exercise, there will be no requirement for a raise in 2022 imo.
Shame we're 4th on the duffers board today though, let's get back to the winners side please!
Good post dallo, nothing misinterpreted. Interesting stuff about their plans for production, anything that has the word 'multiples' or 'exponential' used tends to grab my attention and they seem to have used both terms recently..! Looking forward to seeing what Tarana come up with as well, interesting times.
Yes it does appear that 5g might still be dropping a few, although will need to be confirmed by a TR-1. Some volume figures -
5 Day Average 370,469.00
30 Day Average 642,071.00
90 Day Average 514,730.00
5d Vs 30d % Change -42.30
If they are going to be say 10% of volume they can continue to sell 40-50k shares a day, we might get a <5% TR-1 around mid Jan? Then as uhlf has predicted a Q1 full exit, which seems as good a bet as any.
It was a good EGM, nice to see dallo in person and there was another PI on as well. David spoke for a while about the supply chain and how Ethernity were dealing with it, sounds like a battle but one they are overcoming by adapting processes and workflows. Their boards have around 2000 components some of which will be easier to source than others. They're not taking the easing of supply issues for granted so are adapting as it would be complacent to do othwerwise. Dallo asked about a possible broker note / investor meeting and they have taken the points on board, not sure what they'll decide on though. Hopefully dallo doesn't mind me commenting on his behalf. It was a good EGM, they are clearly optimistic about the business expanding rapidly.
https://www.lightreading.com/open-ran/adrf-on-5g-open-ran-and-indoor-wireless-networks/d/d-id/773838?
Good job Enet have their 'sideline' Tarana deal, if this guy is correct:
"It's going to take ten years," Kim said of the 5G upgrade process for indoor networks. "It's still very new."