Member Info for kitlow

It will continue with Enet as it's already won from 14.5p when I entered with my majority. I would normally sell 50% now so it would be impossible to loose but I keep hanging on with this one. PS I'm not usually good at the selling part!

I put the part in about I don't care if people buy or sell as I'm used to the backlash of being accused of being a damper. This time last year I predicted a 400% rise in PFD, I got much hassle but was totally bang on. So I do care if decent people invest, I just don't want the hassle!

Must admit I just glanced over the December 2020 RNS, if it's $6m total revenue then I was correct in the 300% forecast uplift in 2021 over 2020, 30% would be the envy of many a company. I didn't say there was a sale of ACE-NIC, there was a large shipment (yes this is equipment for trials to satisfy the requirements of 3 major's), hence my point that I doubt multiple server vendors have this wrong.

A few additional buyers here won't make any difference to the SP short or long term, I have introduced 2 x decent bulk LTH's, contract or revenue news is the only thing that will lift the SP significantly and for a prolonged period now, nothing else. At the end of the day I've not got a share wrong in 10 years and haven't got this one wrong either (I'm 100% up already).

uhlf, looking at 2021 only, the £6m revenue forecast was from the 2nd December 2020 update and only accounted for 60% of what they actually expect ( from already signed contracts), this equates to £10m full forecast before the year even started. We then had the huge shipment of ACE-NIC100 to 3 Major Server Vendors in February 2021.

As for numbers H2 over H1 2020 = 400% revenue increase, 2021 over 2020 = 300% revenue forecast. I'm a numbers person but research really is the key with Enet and the fact quite a few big names are engaging, 2 x avionic switches tier 1, large trials with 3 x tier 1, FiberHome, TietoEVRY, 6 patents etc etc. Very little action needs to accur for the Mcap of £15m to look rediculous. Yes risks are still there (slowly fading away imo) but as TL said not long ago, did all these companies that are engaging with Enet really all get it wrong all at the same time, I think not. These are just my thoughts, honestly don't care if PI's buy or sell, it won't change the destination.

uhlf, TL can probably answer this pretty well. I remember them stating they were just account for 60% visibility on 2021 at £6m and that was before 2021 even started. This was without SmartNic business too.

Still in the south east 01234?

Huge market as businesses, factories, hospital, schools/colleges, events both indoor and outdoor etc etc could all have inhouse 5G to run near real time data. 5G could replace a huge amount of wifi outfits I would have thought.

Interesting article here around Open ran vs wifi for industrial connectivity. I have super fast fibre at home but my 4G data is just as fast.

https://www.gsma.com/iot/resources/5g-wifi-industry40/

TL, seems like it's a gentle elbow nudge and a wink. Enet is a very difficult share to understand and predict, obviously we need confirmation of OEM/partner numbers but I'm starting to see where this is probably going.

Being filed and being granted are 2 very different things.

Totally agree TL, chasing patents, thinking about future issues and sorting them now is a very clear sign to me that Enet are doing very well indeed. Any real problems and patents are the last thing they would be doing imo.

I was just told a colleague of mine has just topped up too.

I'm guilty of 1 decent size buy as it's payday, yay!!!

At £4.85p per WSBN share we would be the same Mcap as GGP, clearly that isn't going to happen but huge upside to current SP in WSBN with a decent RNS imo.

Last year's update (24th Feb 2020) did come out at 7.45am so a very slim chance of an intra day RNS - probably not just a thought!

I'm with you skid35, I've seen the same with a certain individual on a few boards! As harmless as some people think this is, it's just not, a weak holder could be influenced by that sort of thing which isn't funny. I've been there in the past, not good.

TL - I didn't know Enet held 5 US patents, do you know much about all 5? Here is a snippet off the website:-

As the holders of five US patents for our technology, Ethernity is uniquely positioned.

Agreed bidnolid, very bad start to a board - got nothing out of it from an SP perspective but made a few enemies instead. Proceed with much caution!!!

Looks like a very interesting world digital conference in early April. Even though we don't get a specific mention, lots of talk of Open RAN trials and deployment:-

https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&partnerref=LReventpage&eventid=2982794&sessionid=1&key=99261C8CE8646E9903A8C00AE7AC43A7®Tag=2027520&V2=false&sourcepage=register

I'll 3rd that TL - it's not boring at all. I can do my own analytical stuff as that's how I've been trained but the technical workings from yourself are priceless, if you want to get ahead of the crowd that is!