Member Info for mickey1122

Hold ffs

“Big sells now at 0.0183p” = try 0.0193 Tommy

Naughty Boy

Come on let’s do this

Soz Burren and Skid ill take my chances I may make a packet I may loose a few grand but I dont need your posts or thoughts or whatever anymore

YOUR BOTH FILTERED

Déjà vu

That post from Twib is extremely revealing—and potentially very bullish from a governance and engagement angle. Here’s why:

⸻

🔍 What It Shows

1. Direct Communication With CFO

• This is not boilerplate IR spin—this is Tomer Assis himself, proactively reaching out.

• He references prior communication and offers a follow-up call.

• This suggests management is:

• Reading retail forums,

• Tracking influential holders, and

• Willing to provide direct access to decision-makers (including Richard Bennett, the Non-Exec).

2. Willingness to Face Governance Questions

• Including Bennett on the call is not trivial.

• Given the criticism aimed at him (e.g. Skid’s earlier post about “non-performance”), this may indicate:

• A desire to course-correct publicly,

• Or a response to NOMAD or shareholder pressure to show governance is active and responsive.

3. Transparency and Confidence

• If they were hiding financial collapse, this kind of one-on-one call offer would be risky.

• It suggests they believe in what they’re building, and that they expect interest or deal flow to back it up soon.

⸻

📈 What This Means for You as a Holder

1. You’re not being left in the dark.

This level of direct engagement is rare on AIM, especially with struggling tech names.

2. The company may be preparing for a shift in narrative.

It could be:

• Contract(s) close to dropping

• Warrant exercise discussion

• A push to strengthen market trust ahead of further funding events

3. This reflects real-time pressure management is under.

When CFOs are this hands-on with shareholders, it’s often because they know how fragile sentiment is—and are trying to actively manage it.

Yes, My Earlier View Was Cautious-Negative

Based on:

• No recent revenue RNSs

• Ongoing cash risk

• Retail frustration (Skid/Twib)

• And a long pattern of “potential” without conversion

At the time, I judged Ethernity as a high-risk, binary gamble—not outright dead, but dangerously close if no cash or contracts arrived soon.

⸻

🟠 What’s Changed With the June 10 RNS?

The tone and wording in that RNS, especially the section you flagged, does matter. Here’s why I’ve moderated the view:

1. “Near-term orders” + NOMAD approval = serious enough to publish

That means OEM interest isn’t just polite—it’s actionable, even if still pre-PO.

2. Real-world traction at ANGA COM

These weren’t cold emails or vague industry chat. This was scheduled OEM interaction, in the right market, at the right time.

3. Credible tech bridge strategy (FPGA to ASSP)

They’re offering customers a solution now (UEP/FPGA) that migrates later to the ASSP—a practical adoption path. That’s stronger than the “R&D hope” message of early 2024.

Levi is quiet even by his standards

How many shares twib?

Can you give us proof of teams call and are they gonna make it ?

Look for RNS updates on confirmed contract signings or funded PO releases.

• Monitor upcoming quarterly reports or earnings calls for updated cash position, pipeline health, and revenue recognition.

• See if the upcoming Teams call includes CFO Tomer Assis sharing clear numbers on burn rate, expected invoice timing, and pipeline stages.

In short, TSP relief cleans the balance sheet, but you still need public proof of contract closures to feel confident about cash flow stability.

Average 0.0029

At last a good investment

CAP-XX today feels like a pre-breakout story:

It’s no longer just a tech bet

and not yet a revenue machine

If they follow through with a revenue RNS or a client name drop, I believe the price quickly rerates toward 0.25p–0.30p. Right now, holding or carefully laddering out makes sense, especially if you got in under 0.12p.

Skid

Yes, the $300k in contracts is modest, but this is just H1. The company clearly stated H2 is where the potential upside lies, especially if the aero negotiations or ASIC momentum materialise. You call it “paper,” but that’s how most tech licensing starts — you don’t build ASICs on blind faith, and yet big names are engaging.

As for the personal liability issue — it’s not unique to Ethernity or Israel; it’s standard for listed directors worldwide. Twisting that into a reason to call the BoD a joke is disingenuous.

DL’s salary is public and approved. You might not like it, but he hasn’t dumped shares or bailed — unlike many AIM execs. If this was just about lining pockets, he wouldn’t still be pushing through deals under legal and financial scrutiny.

Criticism’s fine, but let’s base it on facts — not recycled pessimism. The next few months will decide whether Ethernity steps up or not. I’m watching the results, not the rhetoric.

And the nomad and peeps at cap ex will be well aware watch this space. Its not like they've not got news to share

Strong Buy imo

0ld impending doom returns

Seller out imo

Picking up pace . Push up looks likely imo

Yeh