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Another week goes by as does another one of Hall123's predictions. News this week you said..big Evotec update.. lol, I've seen better predictions out of Justin Toper!

Lol .. i must admit i've been enjoying the poetry from dallo, but no offence I've rather have the return of some volume and upwards SP movement!

https://www.wsj.com/articles/booming-electric-vehicle-demand-supercharges-lithium-prices-11615391390

Lithium price flying

This is the VSA comment from yesterday -

We believe that Yosi Albagli’s appointment is excellent news - he brings a wealth of experience to Ethernity at a time when it faces outstanding opportunity in its markets, particularly 5G. Ethernity’s SmartNIC technology frees up the servers in data centres and those of mobile network providers, from network traffic processing. This saves on capital cost of server processors (CPUs) and accelerates data. 5G network infrastructure is being rolled out fastest in Asia followed by the U.S. and other areas. The Company is testing and developing its product both with OEMs and end-users including national telecoms operators. Initial testing phases are reporting as progressing well with larger scale field trials prior to eventual commercial deployments. The share price has risen 80% since we first recommended them at 18p in September 2020. We think there is certainly further to go and that the current valuation does not reflect the IP, market interest already achieved, and limited number of players in the space. Our peer group analysis supporting a DCF valuation indicates a target price of 53p/sh implying 63% upside. Buy

Interesting Sergi, this does seem to be a direct product comparison with Enet?

Would be nice if he did. I do like it when an incoming exec buys shares straight off the bat in the open market

Lol that's the entertainment sorted for their summer party then

Yosi Albagli

A bit of LinkedIn stalking tells me that Ethernity have a new head of HR, she's been there since January according to the profile. Takes some of the workload off Mark as I think he was in charge of the HR function previously.

Why do you think that's a buy? It's marked as an off book agency cross

All time high for Kape, great stuff dallo. Some of the profits going into a few more Ethernity shares..?

Not great if you'd had your emails hacked but probably decent news for CNS in the long run?

https://edition.cnn.com/2021/03/02/tech/5g-concealment/index.html

I assume the ACE-NIC fits easily in a cactus..?

Yes new chair next week hopefully, fingers crossed it's Bill Gates. 5g funding thing still a mystery to me .. I suppose they knew they were getting into an illiquid share hence the 'orderly market' clause but still seems massively beneficial for the company (which other financings of this nature are usually not). Like a few others I'm celebrating tonight at the end of a gruelling teaching schedule and happy to pass mine back to their teachers next week! Have a good weekend all

Hall why do you keep making predictions? You've literally never got one right on here, whether it's a 'Wednesday RNS' or some SP figure plucked out of thin air.. fair enough for the perseverance but I hope you kept the receipt for your crystal ball.

Homer... Vander puts together a perfectly reasonable post with comparables and time scales for the industry N4 operate in but you say he's 'running it down'. What a typically erudite comment .. if you think he's wrong come up with a counter argument and different figures and have an actual discussion? Or maybe it's best just to sit there daydreaming of being bought out by Moderna for £200m and saying you knew it would come good all along.

Yep I thought the same fairview. This also ticks quite a few boxes for the ramp crews (e.g low number of shares, tight free float, big skin in game from the board, etc) but they never seem to touch it .. not that I want it to spike 100% in a day as it never lasts, but you get what I mean. Everyone seems to be looking at these cash shells which can't even find an investment .. why not do some actual research and find a company involved in the biggest tech rollout in several years?!

I would make the chances of the Mexican govt nationalising Sonora almost zero. This is now 50% owned by a Chinese corporation, Mexico are not stupid enough to start aggravating the (soon to be) largest economy in the world with leftist nonsense like that.

That Alejandro Armenta as far as I can tell is like a Mexican Corbyn .. hopefully they see sense and ignore!

Yes, future concessions only. Sonora / Gangfeng is too far along -

https://www.bnamericas.com/en/features/mexicos-lithium-concessions-unaffected-by-nationalization-plans