Member Info for bidnolid

Well they are at the Broadband World Forum this week in Berlin, so more publicity and potential clients for them. I've also got the slides from the presentation last week, plus an email from David himself.. maybe we're on the verge of some better communication and news flow ..

Yep that was me. Even told the guy in the email it was Layer123live but they still didn't change it. They really don't help themselves..!

Never count on this lot releasing news..they could do a deal with Cisco and still wait 6 months for the interims to announce it.

My hope is that it's people within the industry who are starting to realise that ENET actually have some great products. One of the buys is mine and you are spot on I got paid on Monday..

Very naive management, especially Me Levi. I actually thought Mark Reichenberg was a bit more savvy but to allow the company to be valued at less than cash is a bit of an embarrassment for the supposed CFO.

On another note, I just called my broker and had to do a negotiated trade for that small 2,500 buy at 20p. Incredibly illiquid but that can play both ways if there is good news.

Communications are definitely an afterthought, you just have to deal with that I think being invested here. Couple of buyers today maybe some of the people from the conference who liked what they saw .. or maybe I'm just wishful thinking ..

I actually had an email back from the company today. I guessed Barak Perlman's address and requested the slides and some more info from the presentation from last week. I got the slides but no additional info or any answer to my question as to why the company were not making more effort to communicate with their investors. At least they are alive albeit just going around the world on tech conference jollies.

Latest Tweet:

"CTO Barak Perlman gave a well-received presentation at @Layer123’s SDN NFV World Congress. Topic: #SmartNIC Data Acceleration to Enable the Virtualized Edge. Message us if you’d like a copy of his slides."

Yikes. So are these the shares they bought for a quid? Is that why there's no commentary about how great at realising value they are..? This really is desperation now. Has anyone sent off a sarcastic email to Kiran about what a great job he's doing??

Welcome back petty. Narrative bias? One of my favourites. This seems to be becoming a microcosm of the wider prevailing economic reality - private gains and socialised losses. Always a good idea to read the blog by Barry Ritholtz. An old colleague and a very intelligent man, if you've not heard of him give it a google..

You beat me too it - they posted the same on their Twitter:

"The votes are in, and our ACE-NIC100 and our FPGA-based offerings were both winners @Layer123’s SDN NFV World Congress. Thanks to everyone who visited us and checked them out."

Well at 6 million market cap I'm amazed that isn't more volume with people at the conference calling their broker immediately..!

You really should spell AstraZeneca correctly. Hugh the ramper Wilson made numerous errors spelling it Zenica and it didn't do much for his standing..

Agreed. People say lots of things at conferences and I've attended enough in my time to know that words don't often translate into much else when you call them after the event. On a side note a couple of decent buys at 20p..

Ah that was you.. thanks for the info. They have a new Twitter post this morning:

"Today is the final day of the expo at SDN NFV World Congress. Today’s highlight: CTO Barak Perlman’s 4:55 p.m. presentation on Smart NIC Data Acceleration to Enable the Virtualized Edge."

Probably not the best time for a presentation but it's good for them to be getting that kind of exposure.

Yes not great - markets have gone very much risk off recently. AIM is down about 10% since early September and the Russell 2000 over in the US just dropped through the 200-DMA. Not ideal if you own a chuck of small cap stocks, but bull markets don't die of old age..!

Posted another pic this morning with some people at the stand, this was the comment:

"Great first day at SDN NFV World Congress expo. Lots of interested visitors checking out our new ASC-NIC100 100G Smart NIC and our FPGA-based offerings. Looking forward to more of the same today!"

Pic of the lads at the expo this week..

https://twitter.com/EthernityN/status/1049633187255578624

Don't associate Nigel's confidence with the chance of success .. he's the CEO, he has to be outwardly enthusiastic. He was "super confident" about pretty much everything N4 have tried to achieve, but so far they have achieved basically nothing from the perspective of a shareholder. In baseball parlance, every attempt has been a swing and a miss and they now only have 1 ball remaining ..

Why do so many people have this pathetic habit of calling comments "de-ramping" or "ramping"? They are such peculiar phrases and words I've only ever seen on boards like this. Myles McNulty is doing what so many people do and talking his own book..seems fairly natural to me. The problem is that he's been wrong on more than one occasion (here and with another disaster, Falanx). Follow him if you will but he's only an ex analyst from Allenby..hardly a bastion of great research. The only people here who can sit back with the nice warm glow of being correct are the ones who questioned the reformulations and all of the over-confident statements regarding Nuvec (pettycash for example). Ddug for want of a better word you just sound like a moron.

Distasteful is one word for it.. AimChaos does seem to keep it to twitter though by the look of it. "Hugh Wilson" or whoever he is was on every forum possible shouting down anyone who dared question the company..and then it comes out in the wash he's a major shareholder. Bizarre doesn't even come close..

I think going over the RNS in more detail as you have just done shows why it came back to to earth with a whimper yesterday. This really isn't particularly exciting news and for me it brings up more concerns..the main ones as you and MarcoT have pointed out today. Feels like they are fishing about for uses rather than people knocking their door down to get first dibs on Nuvec.