Member Info for bidnolid

Thanks Dallo for the info that's a decent whack you've bought there! Kape has done very well and often tipped in SCSW unfortunately I've never invested. Good to see some serious PI cash coming in here - as TL says this has room to move seriously higher if we get the pieces of news we are expecting. Let's hope the rewards are large..

I also know that there was still 15k offered at 43.8 and 20k offered at 43.9 so I am a bit doubtful that there are large unreported buys to come. Always happy to be proved wrong though!

Would be interested to know how you've come across this info.. there are a few of us who have large sums invested here and I've not seen you post here before.

Have to say this is truly the oddest share I have ever owned. Goes weeks with nothing and then in the dying hours of a Friday afternoon it does more volume than the entire previous 2 weeks combined. Has David just tipped off a few lads in the local boozer in Tel Aviv?!

That you with the 50k just now? Or was that Intel with their first open market buy??

Wow the M&A really ramping up in their sector .. such a sitting duck at the current valuation if someone decides it's easier to go the acquisition route than do it organically.

It's just a dodgy link to some random Twitter isn't it?

Well after a chaser email I heard back from Brian - he referred me to David and Mark as he is unable to answer questions directly from an investor.. lol. On the subject of MWC, Ethernity are very close to Fiberhome: https://www.mwcbarcelona.com/exhibition/exhibitors/?location=Hall+2

Yep there are plenty of signs we've backed a massive winner here that the market has missed. I'd just really like that rocket to launch before I'm too old to enjoy the rewards.

https://www.ethernitynet.com/blog/year-edge-and-acceleration/

Ah well .. just the exercise of options..

I'm not reading anything into it but I sent over that SDX story link to mark David and Brian last week as well as a 'hope 2020 has started brightly' and got no response. I'd usually get something back as an acknowledgement.. let's just hope it's because they're so busy..!

Last RNS of any substance was Sep 6th .. we've had a few blog posts and a bit of news regarding Wind River but that's it .. in 4 months. IF patience is to be rewarded it needs to be spectacular because the opportunity cost of owning ENET is getting quite large!

S&P withdrew their rating and Moody's is on watch neg and about 1 place from default. Houlihans need to pull their finger out and refi the whole lot with some headroom to pay fines and Bagir!

The news out of Shandong is dire .. bonds rated close to default, lawsuits being thrown at them and now they have issues buying cotton due to outstanding claims. It's a massive company which will probably find a way out, but it's not a pretty picture from their most important client. Shandong need to sell some assets urgently and refinance their debt .. they are over 7x leveraged at the moment which is manageable in a low rate environment but very bad if credit markets tighten.

S4 CAPITAL PLC SFOR.L: HSBC RAISES TARGET PRICE TO 210P FROM 200P

As usual, all the pieces seem to be falling into place for Ethernity but still we wait the big news!

https://www.ethernitynet.com/blog/universal-platform-for-open-user-plane-function/?utm_source=Twitter&utm_medium=Post&utm_campaign=China%20Mobile’s%20initiative

Fairly comprehensive new report: https://qqq.stateoftheedge.com/

Just replace the 'q' with a 'w' ..!

Sorry TL wasn't a criticism, they are definitely all possibilities and I'm sure there are others we may not have even considered. I'm sure David would be very anti a fundraise at this valuation but if there are further delays with market adoption etc it will have to be on the table. Reckon they must be down to $3 million now at a guess? I know Mark was in the City towards the end of last year so could have been to sound things out regarding that..but again purely guessing. Still a very frustrated holder..and not a small holding at that!

Very interesting developments but it's pure speculation to link consolidation in the market and ENET's silence. I've emailed the article over to them although I'm sure they are well aware. When are the next financials due? I'm beginning to think the only way we'll know of anything is through revenue figs!