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everyone is able to get new wins here. Everyone. and this is a huge distraction. Few convert them into true revenues.
I know them. Poor.
That being said, its been trading in a range for a while and now at the bottom. But still, poor.
money? meh, nothing compared to the time amd energy I wasted. I am still and will still be following enet. I know too much and spent too much time not to do so after selling (which only you mention bc Im not proud of my trading here). I think this is the best way to see if you were or not wrong and to learn alot.
Why? You can easily sell. You dont hold 2-3-5-10% here. You can essily sell and say goodbye and not lose another 50% or whatever.
:))
Good luck 01234. I'm sure you will succeed better than me.
funny. When I have a + view im clever when I have a - view im stupid and immature
And camplify... incredible results yesterday. Excellent mgmt and execution and yes, multiples have compressed, as it has to be :)
There is nothing to see here. If I was at the mgmt team I would be scared.
how many shares MR has?
maybe I am getting it wrong, but this is no longer even close to what i was buying at the beginning.
tell me only 1 realistic reason why i should buy this
yesterday at the cc silicom said that the shortage situation is very very bad and is not improving. they are destroying cash building inventory. now close to 1year of sales in inventory. The CEO stepped down.
I think the outlook is so bad for at least 18m. And this is a special concern for enet, with low inventories and WC
Dallo
I think that blaming everything to management is unfair. Management cannot make magic. They could do a few things better (which I already told them after I sold), but you need to know that this is a very hard sector and volatile, and management can do the best and still disappoint alot.
skid,
I hope you are doing well. Let's see what they deliver. Difficult for me to have high expectations here now but I hope you are right.
I was saying $5M bc I wouldnt expect a significant ourperformance vs $4.3M as there are shortages and sign, and deliver a new contract might not be easy in 9months. But maybe I'm wrong.
does anyone remember 2021? guidance? $6M
2022 is $4.3M xD
$4.3M in 2022? So say it will be $5M. That's -40% vs my lower end guidance of $8-12M. Glad to have sold at 43p.
2023 $5M looks better but still difficult to see cash flow generation until 2024/2025.
Now it's clear why the stock is where it is and why the placings were done.
no opinion. So far it seems to be the only meaningful project that ENET has been involved in.
But one year without news already. So I hope it is not another of these ones that we never know anything else about (as a long list of projects).
The probability that silicom buys Ethernity is 1% or lower imho.
If silicom buys enet they will never pay more than 5-10M$. And I still think they will not do it at $10M.
I also don't see why napa would buy or merger with enet although this could have more sense. But still very low probability. Ray would never kill Napa BS and financials to enlarge the tech they have. Their tech is already good and already has potential.
they are finally selling.
My question is how will enet attract new investors looking at the last 5-10 RNS...
Its interesting to compare last brian's video (dec 2020) with this one, to see how things have changed during this period. Interesting.
Escapa
Exactly. Luckily myself and all my friends sold at 40p+ above after the situation drmaticaly changed and the puzzle made sense at that time.
So happy with my further dd and I didnt understand how only 1-2 people asked me about it.
This subscription is not a good news, rather a comfirmation of my previous thoughts. They should stop saying that they don't need the cash when everyone can find the conclusion easily
And then, the company is alive thanks to shareholders and when you send some email the answer you get is very shy...