Cheers geri. I have calnex on my watchlist, a really well run company and hopefully a blueprint for ENET with their excellent investor relations and communications. it was interesting looking at the p&l and seeing the revenue / margin / profit relative to market cap to see where ENET could be this time next year - although ENETs growth potential should put it on a better multiple.
Icepick. Hope you don't mind a question as one of the more recent investors, but still buying in at what should hopefully be seen as a great price. How did you initially find ENET, and then what was the process / reason where you are clearly investing a good bit of cash ? Thanks.
This should engage UK scribblers who cannot get their head round the tech and need some brand names to throw around - hopefully confirmation ENET is engaged with Dell, Vodafone and BT before the end of the year. This weeks volume has shown I had underestimated the impact of a few new PIs coming into the market buying from a few k to £200k plus and therefore didn't expect major movement this year. If a few people read through the rnss and understand the bottom line potential, or this is explained in the press this will really motor.
RE: What a great share this will be for long hold !18 Sep 2021 11:56
Bristol Thanks for posting - I think Grain has serious influence, a merger ( especially based on differential share prices) would dilute his holding so much that not on the table, also his focus is on his other scotch investments - What is interesting is the relative share prices / pe / pr ratios between the two companies, dis looks value compared to art.
Bonkers price still. After buying Monday I think I'm done as I raided my emergency cash fund. Everything coming together very nicely, hopefully a few more rns before the end of the year to take us to beyond £1 and set fair for '22.
RE: Winnifrith has got the right hump over this,17 Sep 2021 07:09
Agree. I do think there is good business growth on small / medium sized deals which should hopefully take the company to breakeven. What will turbo charge this is one or two transformational deals, the time taken to get these from pipeline opportunity to contract and then revenue is much longer than most shareholders imagine. But yes time in the very near future for SOH to pull one of these out the bag, at the moment such a deal isn't really in the share price at any level of probability.
RE: Winnifrith has got the right hump over this,16 Sep 2021 20:07
TW. Just a loud mouth self publicist chucking darts at a board. Not commenting on whether OPTI is a good or bad buy. A week ago everything was okay. After an update where SOH cannot give any market moving or commercially sensitive information, the company and BOD are useless. This update was never going to be revolutionary, just an update after the half year. Unfortunately we are in a time where third rate people have to be outrageous to attempt to get noticed to feed their fragile egos.
Agree. It's strange but I can see someone making a quick buck if they bought at 30p, I think anyone who bought in the teens had a different perspective and are riding this out. The recent rise does show the impact of a couple of new PIs in a thin market with little liquidity. With a lot of sticky stock with the bod, key long term backers and what now seems to have grown to about 20 PIs holding from 0.25% to 4% - a series on rns should turbo charge this in the short term but still under value ENET.
Good professional presentation, no real surprises but appeared confident for h2 and the full year. With a couple of really big buys someone else was impressed. I cannot understand how these didnt move the share price or where these came from ?
New buyer (kcowe) on the advfn site of 400k shares in the last week, and a few on this board. Good to see as i thought it was the existing team adding here. Hopefully a buying lag after putting enet on a watchlist and doing more research to clear out 5g. Once cleared, and with a couple of rnss, this will look very good for year end.
Basically confirm what we already know. Good numbers even after the transformational 2020. Compared to a few other cyber AIM stocks I follow (crossword, brandshield) the CNS market cap seems completely out of whack with revenues, growth and risk. Really wouldn't be surprised if juniper came in at about 16-18p for a takeout here.
Sergi, unfortunately not, a few adds from myself taking me back above the 1%. A little more than I would have liked to pay but a penny or two I hope will be irrelevant when I look back in a few months. Even with what we know on a pessimistic basis this should be in the 60-80p range, but still massively under estimates opportunity.
Lol. Good balanced post from a lth. Don't have a clue about these companies, but when the broker also has t&l as a ridiculous comparison these can be taken with pinch of salt. At the moment I think a share price somewhere in the sixties is about right, the market taking in revenue growth and move towards breakeven, but still nervously waiting for the blockbuster contract. Happy we have moved from the forties which was clearly too low, like yourself happy were we are with little downside and good potential upside - haven't a clue on timing.
Boom. I follow a few shares here and there are a lot of idiots posting who haven't a clue about business, the company or the market - get annoyed with these people rather than someone who has a genuine viewpoint. Like otter I have also sold out (mainly for another opportunity rather than not liking boom) but like to keep track of the share our of real interest, if the price drops I may go back in. Haven't a clue whether I made the right decision as this could go higher, but made £35k after a long term investment through the ups and downs. Now wish I had kept a few k shares to have a greater interest in following the stock. Good luck to shareholders, I think the aaa bid is a distraction as the management team have Really got this company in the right track after losing focus on the past. I was worried about manipulation by shareholders of both companies effectively looking to get boom on the cheap and increasing their ownership. Even if this bid fails there will be another one, in the meantime the companies underlying performance is impressive.