Member Info for bidnolid

From talking to him it was very clear he is basically a mega geek. I doubt he even looks at the share price or current valuation because he just seems very passionate about the tech. There are obviously pitfalls to that but on the positive side he knows what he is talking about and will be seen as highly knowledgeable when in front of clients.

What is this artificial crash you keep referring to? This is not a manufactured situation by Nigel / AIMChaos /Allenby or whatever other theory you have put forward.. This is a market where you have a free choice to buy or sell at the quote on the screen, it's just that more people are choosing not to buy and hence the SP. And all these prices you keep pointing out seem rather arbitrary because you keep having to revise your levels!!

4 trades of 50k all from the intra-day auctions .. again, not conclusive that they are sells or buys. closer to the bid though so looking more like sells.

I agree, it's crazy - they also do not give any idea of potential revenues from the ACENIC100 contract they signed in June, so of course you then have to place very little value on it. Anyone looking at those interims will just see the declining revenues and hit the sell button. Again, it's back to a leap of faith with ENET but as you say any contracts that come online will have an immediate impact to the SP.

Maybe he's just taking ideas from Walter White and doing a sideline in meth just in case N4 goes down the pan.

25k sell under the bid .. someone not that keen on waiting around for some actual news!

LOL Vander. I sincerely hope you are not another login for hughwilson because I was quite glad not to be reading his rampery since filtering. I did see that you admitted to not understanding pharmaceuticals well though, which is something he would never do...so I'm fairly confident you were joking.. let's hope Nigel had a good Sunday afternoon doing some welding.

Yes quite promising that the full results will show that they can get the sublingual part to work after a tweak. I wonder why since that Devici study (all the way back in 2003) there hasn't been much further development of this aspect though.

Could be. They posted the trade at that time but could have been someone hitting a bid from earlier in the day. Hopefully it was a buy though..

They might be marked as buys but you can never be sure as it's automated so there are a lot of sells in the mix. Ultimately people don't like to wait for returns and ENET have admitted that they are experiencing a slower conversion of pipeline into revenue as the takeup is not as quick as they expected. The institutional investors have remained invested though which is positive. I'll admit I'm heavily in the red on this one so they need to sign some contracts soon..

there hasn't been a broker note on this since June when Arden moved it to No Rating..

What would they write about? Broker notes can only go on information that's in the public domain and N4 have very little of that at the moment - there are also no revenue numbers to run through. That's not a criticism of N4 or Allenby, but it's a tiny company and there's just not very much meat on the bone for an analyst to actually look at currently.

Must admit I was surprised to see it marked down 10% even before any volume. MMs must really not want to be long these and the 20% spread is killing it - as you say very hard to tell if the volume is people selling out or someone picking some up. The language used (advanced stages) is encouraging though - let's hope it's not radio silence for another 2 months..

Well we finally have some information that they are in advanced stages of contracts talks with some tier 1 OEMs.. Still got $12 million cash as well.

Yes the article obviously did nothing to raise the profile. I did find it encouraging that when talking to David at the AGM when he said that the probability of a positive outcome once you've entered into the testing / trial phase with one of these large OEMs is quite high. They don't take the decision to collaborate lightly so are usually pretty confident it's a good solution beforehand.

And apologies for my grammar yesterday I will use the excuse of being on my phone and not concentrating properly!

I missed this one from a week ago: http://www.proactiveinvestors.co.uk/companies/news/203506/ethernity-networks-focused-on-the-long-term-as-data-usage-soars-203506.html

You're posts are getting a bit bipolar TL! We know they are terrible at comms but we're just hoping they can pull off one of these big OEM contracts and all will be forgiven!

I'd lay off the holiday hooch chartist, your theories about N4 being able to adjust the price at will are becoming more and more far fetched!

Ok it's done, voted in favour. Let's get this company up and running it has been suspended for ages..

No I've not been sent anything. I'll call up the old duffer at Killik and see what he's got for me.

what are we getting the opportunity to vote on?