Member Info for dallo

PS
5G are required via a TR1 Form to notify the company within 4 days of reaching the 5% disclosure limit.
I did it after reaching 3% and again after 4% which is considered best practice but not a FCA requirement on AIM
DYOR

01234
Safer for me to post again after the results as a large shareholder.
I am amused by the nonsense that 5G is selling via a "double tap" of 26,000 over the last week..ie 8 trades of 26,000 and maybe two of 27500 in last 10 days.
This amounts to c265,000 shares out of over 3/4m.
plus issued to 5G.
It doesn't add up in terms of reducing its % for notification.
Some other mechanism is being used in off book transactions which given the need for share transfer forms to be signed and delivered to the company's Secretary and the assurance that funds transfer and tha ability of a countrrpart to deliver means not more than one or two parties are involved .
5G if we think we know who it is are not interested in dribbling shares into the market...300k share share sales will not obviate it's reporting requirements given the amounts issued to them.
The company will know who it's shareholders are as it is a statutory requirement to keep a share register.

DYOR

Skid
It is best practice for the external auditors to review the results announcements by public companies although their statutory duty is to give an opinion on whether the accounts give a true and fair view and whether the company is a going concern.
The Directors are responsible for the financial statements and must formally sign them off.
The mention of the contract in the earnings release is solely the responsibility of the Directors and must be approved by the Board and cleared by the Nomad.
The FCA views misleading or overly optimistic statements by a company in a RNS as a serious breach of the Listing rules .
That is why I am sure the new Chairman , the Directors and the Nomad would not have included this highly significant amd market sensitive contract announcement unless it was a done deal.
If they don't close the deal serious questions will be asked and reputations damaged.
So unless they are crazy Levi and Co would not have mentioned the contract in the earnings release if it was not a certainty .
Dyor
Imho

Looks set look to move higher today as Level 2 getting stronger on the bid.
The herd appears to be coming back to the Immu watering hole in advance of the FDA decision on Phase 3.
A positive result could drive SP higher to mid / late teens.
As with everything related to Immu better keep a wary eye out for the lions in the long grass.
ATB

I cannot believe that the Chairman would allow athe mention of the UEP 60 contract unless it was a done deal with initial $930k and annual $3m revenues specifically stated.
So just this contract plus Tarana could generate $8m or more annual revenues.
That is just 2 contracts so I fully expect significant further contracts wins of similar size occurring within the next 6/9 months .
Levi is now on record as saying that ENET should reach 2022 targets based on EXISTING 2021 business and excluding any 2022 contracts.
The finalisation of the UEP 60 contract should be a major catalyst for the SP and hopefully will be announced very soon.
I see further major contract wins this year and more next year and minimum $20m revenues in 2022 otherwise management ambitions would not be realised.
They are not in the game for $10m revenues and were deliberately cautious with Yosi 's first Chairman's statement...he is no fool and knows the game.

I posted a message which has been erroneously ascribed to Bluffmaster.
I do not know how it happened but some gremlin has crept into the site.
I apologise to Bluffmaster but not my fault and I will report the error.

Correction

Poker chips
Fully agree with your comments
I have been here for 3 years so I will see this to the end .
FDA agreement on a new Phase 3 trial will transform the share price so fingers crossed for good news in coming days / weeks.
ATB

Nolupus
Yes I have to agree and not a sound from Chairman Tim!
Looking grim but you never know.
Success in other shares has helped ease the pain here but not my finest hour.

Nolupus
Very strange
No interest whatsoever .
Capitulation after so many false dawns.
Well we should know our fate very soon as the end of the 2nd Quarter nears and with the FDA decision imminent... unless more delays.
Are you still a holder or an interested observer ?

Uhlf
I have not put ENET on notice that I will sell if it doesn't deliver....I have not been in communication with ENET for months.
Clearly there is too much risk for me in expressing personal opinions on this board which may be misinterpreted by some investors and even the drop in SP today being attributed to my views.
So I have to bid you all adieu for now or otherwise I may inadvertently get in trouble with the authorities.
ATB

Uhlf
I have reiterated in my last few posts that I have no intention of selling anytime soon, remain a firm long term investor so we have to be careful not to ascribe to me words I didn't say like I am selling if management doesn't deliver.
I expect the management to deliver but lack of updates and the 5G situation has let investors to reflect which is very healthy.
None of my comments should be interpreted as a sell signal to investors here or elsewhere.
DYOR

Fairview
I have no intention of selling anytime soon.
Even if I wanted to I could not sell 2m shares except in small lots over weeks unless a major RNS hit and boosted liquidity by a factor of 10 from current levels.
Still a longterm holder but 2021 is moving quickly and we need some progress which I keep saying will be evident soon.
Imho
Dyor

Uhlf
No frustration just the lack of momentum and the 5G situation are causes for reflection .
A lot of agreements and testing going back a few years/ months must be ripe for consumation soon and the lack of news leads to investor discussion.
Hopefully the management will update soon .
Still a firm shareholder but one deal( Tarana) in the past 6/9 months is not going to move the SP.
I don't believe in supporting management unless it delivers and await Levi and the team to come up trumps which I am confident they will.
A transformational deal announcement is long overdue and could come at anytime.
Imho dyor

Tracy
I will sell when I sell and all will see it via a RNS.
I have no intention of selling at the moment but if you have a product and are waiting for a potential market to develop it is fine but the stock market and investors want to see progress to the eventual actualisation of your IP in actual revenues.
That is my point as technology changes in the blink of an eye so tomorrow your IP can be a dinosaur.
Still believe but want to see tangible progress this year.
I am sure all here want the same.

Tracy
The longterm investors like myself and others have been very patient and trusting of management's ability to deliver.
They need to justify this trust by performing and show us the revenues .
Our faith in management must be justified and soon.
Otherwise let some bigger player push the technology forward.
I am only interested in success not promises but still believe ..for now.

Uhlf
Agreed
Time for management to deliver on promises.
The 2020 results will show paltry revenues and losses.
This is the year for major progress and accelerating revenues.
$10 M revenues in 2022 is not what investors are looking for and not what management are working hard to attain.
We need validation of the IP and real revenues .
The Tarana deal is interesting but $750,000 revenues only covers 2 months costs.
Time for action otherwise Ethernity is a sitting duck at this market cap.
Next update is fundamental in reassuring investors of major revenues going forward.
I am confident Levi and the team know this and will deliver.
The stasis must end now.
Imho
Dyor

Nolupus
Probably around 4p .
With Lupuzor and Phase 3 about 16p and 40p if it is eventually approved .
Just pure guesswork on my part for what it is worth.

Albi
Everyone appears to be writing off Immu and capitulation is clearly evident.
However as in shares that are ramped to great heights and then crash on bad news sometimes the downtrodden losers can surprise on the upside if unexpected good news arrives.
Failure of Lupuzor is now in the share price with the Peptide patents , Ureka Sarl and Incanthera worth something north of £15m in a sell off plus the possibility of a reverse takeover by another Pharma.
Not dead yet imho

With the suggested timeline of the 2nd Quarter for an FDA decision as per RNS in February now in the end zone we should not have long to wait to know out fate.
No speculative money this time around and only the hardy ( foolhardy!) Investors left now.
No leaks as yet and no trading volumes so everything looks a tad downbeat .
Finally reaching a denouement for good or ill.
Fasten your seat belts.