Member Info for gregthegrinch

Seems to me this is potentially yet another home run.

Hmm... an interesting thought.

If and when ENET need a fundraise, maybe sell that part off to Tarana?

A decent rollout in a few countries and we are looking at a very rotund sideshow.
I have travelled quite a bit in the US and can see that could be a mega market.

While you are clucking away - buy and read this:

https://www.amazon.co.uk/Reminiscences-Stock-Operator-Edwin-Lefevre/dp/1946963062/ref=pd_bxgy_img_2/258-3937936-4252035?_encoding=UTF8&pd_rd_i=1946963062&pd_rd_r=def322a0-4048-4f9b-8602-3416da67cc11&pd_rd_w=yYk4T&pd_rd_wg=XqMZn&pf_rd_p=e5130b5a-1765-4699-bcba-dfad57398256&pf_rd_r=3F35F0CSNXAMCRJB7FWQ&psc=1&refRID=3F35F0CSNXAMCRJB7FWQ

I had an ex from SA - visited SA many times - IMHO having spent time there, to me it is an obvious perfect match. :o)
The problem SA has is a lot of the current services are crap and expensive or non-existent - perfect for new next generation tech.
I must admit I was oblivious to this side show until the recent order.
Anyway TL - thanks for your continued insight on this thread and others. :o)

Hopefully this situation will evolve at pace and we get another order in the coming weeks/months.
Considering theoretically 500 connections per site, I reckon that must come down significantly if some users want the bigger packages - be interesting to see how demand affects users per site.

600000 users, 4 units per site, 200 users per site - How much per unit profit $400 - 1000? Min $4.8m profit. Max about $12m.

Put that on a PE of 20............. Hmmm.

Another bomb that can potentially bust the SP dam.

I am surprised not much comment on this post. 600000 homes.
Realistically, 200 people a station and 3 units per station?
IMHO enough news here to get to £100m MC?
Thoughts?

TBH, when I talked about the 'sticky PI club', my goal was to create a LTH group that could liase with ENET and potentially be involved with efficient fund raises and potentially their timing and details. So, Dallo, unsurprisingly, I agree with your suggestion.

Some might not want to disclose in public. Maybe someone with existing dialogue can have a word with ENET - we can individually email them the amounts and they can tally it up and give up the answer back while keeping individuals details confidential? 'Sticky PI Club' in the email header?

Maybe higher?

IMHO - At least 15% and probably 20%

We had some selling from profit takers - some topslicing, some selling the lot - all to be expected.

'The big money was always in the sitting and waiting' - JL

The story is unchanged - some think that short term this will drift sideways - IMHO people will look at Tarana's sales projections by the end of this year and do the maths - how much to ENET before the year is out? :o)
On Tarana and hope we could do £100m MC? If the other projects come in over the next 6-12 months then we will see a serious rise on top. The sticky club knows this.

Regardless, trying to predict a drift is pointless - do you know when the next Tarana/China etc RNS is due. I am sitting and waitng and ignoring the noise.

Re Chip shortages: China has/was apparently stockpiling so maybe they wont be hit hard - considering China is probably our next imminent deal, maybe no negative effect? I reckon the chip shortage was mentioned to calm nerves - plus they have a cunning plan - I see this shortage as a long term investing irrelevence.

re last RNS: Directors forward selling to buy warrants was a possible predicted outcome - good luck to them. That was sweetened to include an update of all on track.

GLA sittin and waitin

Seems the sticky club has absorbed all the sells - business as usual.

I did read this last week
https://www.bbc.co.uk/news/technology-56847518

Two of those and we have another 1%er for the sticky club?

I would not be surprised if 15%+ are held by the LSE/ADVFN sticky PI club.
Small float will make for interesting action when the rocket fuel RNS's hit.

Reason to declare - access to discounted shares about to dry up, no need to keep flipping, build a fat LTH stake to make a pile of cash.

5G are meant to keep an orderly market - theoretically only matching buys to sells - therefore there must be a reason they are confident of getting the shares and still be under 5% by the time they get the next batch - unless they have decided to accumalate above 5% and declare. Volume was miserly today - they wont shift much unless we get news?

Any estimates for the total percentage of shares held by large 'sticky PI holders' on this forum?

TL: that makes sense :o)

Surely those are reasonably low cost options? High figures have been mentioned?