Member Info for bidnolid

Yes we've seen this many times, remember when that fund sold out and cratered the SP by about 25% one afternoon? Can be painful at times being an Enet holder. There's nothing sinister, it's just a very illiquid stock where if you need to sell even 50k it's very difficult on a non-news day.

The SP is wilting like me in the heat!

Same old faces, some with a few different names along the way..

None as sticky as yours Dave (ahem) .. how long have you held here now?

Quite an interesting (but long) article -

https://semiengineering.com/the-case-for-fpgas-in-cars/

I was actually having a little jest with Dave earlier, I do think they are fine for cash for the forseeable although as with any pre-revenue company there will come a time when cash will run out. They certainly didn't do themselves any favours in the interims last September when they said "The strengthening of our balance sheet through the funds raised in May of this year means that we are well funded to complete all our currently planned work streams" and followed it up 3 months later with a placing to raise 2 million. That's the sort of thing that really sticks in investors throats (a bit like their reformulation of sildenafil, funnily enough).

Lots of promises and another placing? Quite familiar with those now eh Dave!

This sanction list is the 59 companies that US investors are banned from trading in - is that what you mean? I had a look at that the other day and don't recall seeing FiberHome on there but will have another check. Unless they are under a different parent company name?

I've seen many versions of that post written on loads of AIM shares before and it's just hackneyed twaddle. It's not 'different this time' .. it's still a volatile pre-revenue binary bet like many micro cap shares and as such it will attract gamblers and to be honest I don't see the harm in it. Traders aren't some kind of stealth enemy, most of them don't even make any money. People like Noel off twitter will chart and scalp and do their own thing and so what. Dave remember on your old username on here you said 'there is going to be a lot of institutional interest in N4'? Well it never happened did it. Why do you need to validate your investment by banishing 'traders'?

Credit Suisse increases PT to 680p

S4 Capital has increased its organic net revenue growth target for 2021 for the second time this year, and strong pitching activity and client spending mean there is potential for further outperformance, Peel Hunt says. The U.K. digital advertising and marketing-services group has increased its organic net revenue growth target to 35% from 30%, which is too conservative, Peel Hunt says. "We believe S4 will continue to benefit from the increased amounts of client spending this year. The company is active in a number of pitches, therefore we may see further outperformance as the year progresses," Peel Hunt says. Shares rise 4.9%.

Final results were 19th June in 2018, 12th June 2019 and 26th of June 2020. Will be interesting to see an update on when they think they'll be cash flow positive - for me it's not the most important metric but the market will probably look for that guidance. Interesting few weeks ahead (hopefully with a move to the upside..!)

https://www.lightreading.com/open-ran/eurobites-vodafone-et-al-put-open-ran-for-5g-through-its-paces/d/d-id/769956

Yes I agree Del, not sure if your numbers are based on any comparables but if N4 ever becomes revenue generating then it's a different consideration entirely, I'm sure Nigel would much rather be in that position. On a cautionary note I'm also in BCN where the board have suggested for a long time they are undervalued yet they are now recommending that people accept a 67.5p offer from a major shareholder (a mere 50% premium) - amazing what people will say once there's money on the table and some nice sweeteners for the board.. bit of a disgrace that one! Also N4 has no institutional backing so if anyone was interested right now it would be a fairly easy process.. I'd guess 'diamond hands' dave farrier would fold like a cheap suit even at the lower end of the 30-55p range suggested earlier with things as they are right now. Not exactly been a stress-free investment for the long term holders (of which I am one)

What's also interesting is that the second largest shareholder in N4 is stating, with no caveats, that Nuvec can be combined like some kind of granulated coffee with the worlds' Covid vaccines and made effective just by adding some water. That may be the theory, but given that Nuvec has never been injected in a human then to state this as some kind of fact is quite alarming. After so many user names and so many incorrect predictions on N4, I would have thought a little less hubris might be in order

Congratulations Sergi on your seeking alpha contributor status. Next piece of analysis will be Ethernity I assume.. :)

Yes very good to be back at 50p and a really positive week. I think this is a very busy company but you can see how long these things take to announce given the Tarana example. O/T but check this tweet about how many systems in a car require a semiconductor-

https://twitter.com/chigrl/status/1398318438741856268?s=21

Lol have you been at the early bank holiday ales 01234? Yes 100k sell I wonder if that could be our friendly 5g fund..

Nokia are the guys in the Liffe open outcry pit and Ethernity are the electronic exchanges!

This guys quite often writes negative stuff about open ran, good to hear both sides of the argument -

https://www.lightreading.com/open-ran/nokia-puts-boot-into-open-ran-and-telenor-joins-in/d/d-id/769835