Member Info for mickey1122

Macca we are in the holding position. Ignore intra day fluctuations.

Great post engine , huge gains here imo

Buyers Return

The company explicitly referenced a near-term LoI with a lead wireless OEM. That’s a real catalyst — and the volume spikes over the past 2 weeks suggest others are watching closely.

• ENET is financially reset, has tested tech, and has OEM discussions underway — that’s about as clean a setup as you’ll get on AIM for a recovery move.

🎯 News could land any time now. Sentiment has shifted. Fundamentals have shifted. When it rerates, it could rerate fast.

The game has changed. We’re not speculating anymore — we’re watching a company execute. Product is shipping. Tier-1 global distributors are fully engaged. Major design wins are already secured. And now the smart money is showing its hand — 300M shares acquired and filed. This isn’t hope. It’s delivery.

We’re sitting in what could be one of AIM’s most powerful realignment stories in years. From 0.0012p to 0.29p+ and still consolidating strong, with 300M+ volume days and a breakout chart. CAP-XX has global infrastructure, serious tech, and visible traction. If they name the Asian OEM or scale SCHURTER, this doesn’t stop at 0.30p — this re-rates hard. The question isn’t if we hit new highs — it’s how far this goes once institutions arrive.

Despite the noise, Ethernity Networks is quietly turning a major corner. The company has fully exited its creditor settlement plan, cleared all legacy financial overhang, and is now positioning itself as a serious player in the high-growth semiconductor sector — particularly in wireless backhaul and PON broadband infrastructure. Management has stated that terms of engagement with a leading wireless OEM are already largely agreed in principle, with a letter of intent expected soon. That alone would mark a game-changing moment for ENET — bringing not just credibility but also the potential for significant near-term NRE (non-recurring engineering) funding and future volume orders.

Add to that ENET’s patented Layer-1 bonding, proven UEP architecture, and recent interest at ANGA COM from multiple PON vendors, and you have a clear technical and commercial platform for a turnaround. The company’s gross margin of 92% in 2024 — even during a tough transition — shows there’s quality in their offering. With the share price still hovering at a fraction of a penny, and investor sentiment at a low ebb, the risk/reward for anyone with patience and vision has rarely looked better.

As it generally has been recently

Congrats to me lol

Then start creeping up, usual pattern

⸻

CAP-XX (CPX) – The AIM Underdog Stepping Into the Spotlight

After years of ticking over, CAP-XX has flipped the script — not with hype, but with execution. The recent breakout in price isn’t luck. It’s the market waking up to a company that’s finally delivering on its promise.

Let’s break it down:

🔋 Real Product, Real Demand

The Company’s high-performance supercapacitors are not conceptual. They’ve now shipped first units to global electronics firm SCHURTER Group — a true industrial validation. This isn’t just “design stage” anymore — product is moving.

🌍 Tier-1 Global Distribution

In the last 8 weeks, CAP-XX has locked in global channel access via:

• RS Group plc – FTSE 250 distributor with £2.9B annual revenue and 1M+ customers

• Farnell (Avnet) – Major OEM design channel

• Digi-Key – USA/Asia coverage

• Waldom Electronics – Master distribution partner

From prototype to mass deployment, the supply chain is now in place.

🎧 Asian Design Win – Major OEM Potential

CAP-XX is supplying supercapacitors for a next-generation headphone platform set to launch this October. The client remains under NDA, but references to a “major Asian conglomerate” suggest serious scale. If a name like Sony, Samsung, or LG is confirmed, expect a major re-rating.

💵 Strong Cash Position, Low Burn

AUD 4.2M cash (as of May 31), with an R&D rebate due after June 30. No sign of raise or dilution — and the company is operating lean. For AIM, that’s rare.

📈 Price & Volume Confirm It

We’ve moved from 0.0012p to 0.028p in under 8 weeks, with rising volume (e.g. 95M+ shares traded today). The price is consolidating higher, not spiking and dumping — a sign of institutional interest or serious accumulation.

🚀 What Could Come Next

• Follow-on orders or volume scaling from SCHURTER

• The Asian OEM named

• New design wins (IoT, automotive, aerospace)

• Revenue guidance or licensing deals

Any of those = potential breakout to 0.04p–0.08p+ levels. All of them? We’re in rare GGP-style AIM territory.

Had to pay 0.002580

Interesting

Today’s action looks like the market finally recognising the magnitude of what’s been quietly building. A significant NRE-backed deal could easily justify a far higher market cap. Price moving up strongly on big volume — feels like some are trying to get in before a potential LOI or formal contract lands.

Worth looking at what’s actually said in the RNS. The scope is ‘largely agreed in principle’ and includes a significant NRE payment (which usually means $1M+ upfront), plus an extensive commitment for device orders once the ASIC is ready.

Based on industry norms, even a modest rollout could mean $5M–$20M+ in total revenue over time. And that’s just with one OEM — the chip will be offered to others too.

Not saying contracts are signed yet, but the fact they’re talking about terms, commitments, and aiming to sign a letter of intent in the near future is a strong signal they’re close.

Should be way way over our MC

Little consolidation to let week hands out and up we go imo

The wording from the RNS is actually far stronger than some are giving credit for. If a company says they’ve largely agreed the business scope, that means commercial and technical terms are down on paper. Add in ‘significant NRE’ and ‘extensive commitment for device orders,’ and you’ve got the basis of a transformative deal. We’re not guessing here — we’re watching the pre-deal positioning unfold in real time.

Have you done the teams call?

What this paragraph really says:

1. Advanced Negotiations:

“The business scope… has been largely agreed in principle”

→ They’re not at the start of talks — they’re finalising details.

2. Letter of Intent (LOI) imminent:

“…hopes to sign a letter of intent… in the near future”

→ LOI is the formal precursor to a contract and shows both parties are serious.

3. NRE Funding Confirmed in Scope:

“…terms which would result in a significant NRE…”

→ The OEM is expected to fund development, reducing risk and validating the technology.

4. Volume Commitment:

“…along with an extensive commitment for device orders…”

→ That’s forward visibility on real revenue — crucial for market re-rating.

5. Not Exclusive:

“…also be offered to other OEMs…”

→ This isn’t a one-shot deal. It’s the start of a broader commercial rollout.

Many are going to miss a multi bag opportunity here imo

As they’ve not picked up the message from below from the RNS the other day

“ Whilst no contracts have been signed to date, the business scope between Ethernity and this leading wireless backhaul OEM, has been largely agreed in principal, subject to final alignment and contract. This business scope forms the foundation for the ongoing business and technical discussions and the Company hopes to sign a letter of intent with this partner in the near future. The scope being finalised with the OEM includes terms which would result in a significant NRE to partially fund the development of the ASSP/ASIC, along with an extensive commitment for device orders following availability. Given the strategic importance of volume production in fabricating an ASSP/ASIC, the device will also be offered to other Wireless Backhaul OEMs which could generate significant further revenue for the Company once available.”

Nomad passed it . Work it out