Member Info for skid35

I just liked posts of X from Bella Hadid, Beyonce, Margot Robbie, Scarlet Johansson - guess they are all going out with me.

Desperate stuff.

Vik. Not really a trader, mainly an investment trust man. My dabbles in AIM have been really poor, always remember you’re investing directly in one or two people not a company.

Ithinksometimes, actually it might be Nvidia - I heard through a confidential source that DLs birthday is not in the same month as Jensen Huangs but is in the month after, I'm sure there is something in that.

Tuan, their IP isnt worth more than the market cap, someone would have bought it out if it was. The IP is materially worthless as the discounted cash flow from it is next to nothing.

Potentital2rise.

After the ridiculous Nvidia stuff was just shot down 3 and then 6 and then 9 months ago by posters who know even the very, very basics about how tech companies actually work I thought this would get resurrected - must be playtime at nursery school but didn't think two year olds were allowed phones.

Just embarrassing.

Ongold, he wasn't dismissed. He resigned after an investigation was initiated, not concluded. Would appear the issues that required investigation are correct, and those would have been dismissable offences.

Newgrange, if you resign immediately after being suspended the assumption is that there are serious accusations which you dont want to or more likely simply cannot respond to to support your case.

"Best case" (from a shareholder perspective) is this is fiddling expenses, conduct in relation to staff which doesnt undermine the perceived position of the business. More problematic are either 1) accounting irregularities (I cant see this with the CFO coming up through the ranks and still in place) 2) deliberately and knowingly false forecasts or misleading the board on other matters 3) FCA issues on providing non public information.

Never that impressed with him in interviews, salary / options vastly, vastly overpaid.

Redhammy, he really cannot have done any due diligence here. No year end accounts, no understanding of the balance sheet and cash run way, no understanding of committed or relatively firm royalties and their timing, no understanding of the exit run rate of opex at the end of the year, no understanding of end user demand from embedded products........

Edwards simply cannot have done any due diligence here, if he read the RNS history / business update / annaul reports / spoke to DL he would have run a mile knowing he and ENET are not investable.

No way will there be an RNS on a "big" contract in a new area of business, as has been proved since float. 1. They simply dont have any tech advantage 2. the tech advantage in any case would need to be far higher than an internal development / competitor to make up for the risk of working with DL / ENET.

Key to DL keeping his $20k a month to work an hour or two a week for a few months is a platform licence / royalty prepayment for the quite basic pre IPO tech - problem is ENET just has zero leverage with customers who know just how desperate DL is. With all the traders really not understanding it they might hit the warrant price for the first time in 10-15 attempts, but this just kicks the can down the road, again.

A shareholder in Herald. They do so much to support decent to good tech companies in the UK market as well a a history of returns for shareholders, would expect every decent tech company has Herald as a shareholder with a 1- 4% stake.

Real pity for the UK economy that Saba in in many well run investment trusts.

So VIK, what will make the share price rise, apart from business reasons this can just be idiots piling n on another “positive business update” where final approval is just around the corner.

Redhammy / VIK - two new ones who will not doubt come and go in a few months after losing a few quid. Usually there is a churn of people about every 3-6 months thinking they have struck gold - where is tricky / micky / twib, all realise the "business updates" are just made up ?

What is the catalyst here, based on no one in the market appearing to rate ENET's products or more importantly trusting DL to deliver anything, what is the next contract RNS - outside pathetic royalties in the past two years there has been one loss making contract for $290k ?

Down 99.99% over 5 years, 99.60% over two years, 95.6% over one year, 74.1% over 6 months, 45% over three months - not sure any company and leadership team on AIM has the record of complete failure as ENET.

A few spikes, history has more probability of continued failure. With a spread this really isnt a traders share.

Oldsharedog.

Customers decide which suppliers have valuable assets, abundantly clear ENET doesn't have valuable assets.

A huge market is completely irrelevant - they need to find a few market niches where they take a few $m a year of high margin / repetitive income.

No they appear not to have the tech.

The shear dominance / weight of cash and incredible tech engineers of the large players compared to a constantly insolvent israeli company with an incompetent leadership is stark.

Customers are queuing up and fighting each other to sign contracts with ENET, wanting exclusivity in contracts and IP usage. Massive RNS coming today, or tomorrow, maybe next week or next month...

Cohen, as usual absolutely no thought out response. What contract news, from your vast knowledge of the tech world, is coming to take this higher ? Adding rockets to a post doesnt count.

Now approaching the anniversary of the last contract award (a loss making $290k) for all the world leading IP they have.

Would be great to have an update from the "progress" six months ago update where they have been blown out yet again having spoke to some ones PA.

DL sitting in his swivel chair reading all the rubbish here laughing his backside off, with the $ grand a working day rolling into his salary.

Progress with New Customer Engagements

New U.S RoLT OEM engagement. Following the submission of a commercial proposal, the Company is in active discussions with another leading Remote OLT vendor seeking to migrate their existing OLT design to Ethernity's PON technology. Technical evaluation and solution alignment are progressing positively.

New European RoLT OEM Customer. Following multiple meetings with a European OEM over the last two years, the Company has recently aligned with this possible customer on a technical proposal that leverages their existing platform to deliver a flexible, FPGA-based PON solution. Commercial terms have been agreed, and execution is now pending with the customer's final internal approval.

New Potential PON ASIC Collaboration. A major European semiconductor vendor is currently evaluating a potential ASIC fabrication based on Ethernity's PON technology, following a quotation request from a leading PON OEM system supplier. Technical and Commercial Discussions remain at an early stage, and the timing of execution is yet to be determined, however it demonstrates a need for Ethernity's IP for execution of variant ASICs for Broadband, Mobile and Carrier Ethernet market.

Whilst there can be no guarantees that these contracts will be signed, the Directors are pleased with the recent progress in commercial discussions.

Strategic Wireless Backhaul Opportunity. The Company strategy continues to be to initiate a groundbreaking, low-cost, high-performance ASSP project in the coming months. The Company continues to engage with a leading wireless backhaul OEM on various execution strategies, with a goal to converge on the best joint route for execution.

How much you lost here from your just under 3% post in June last year when the rns was just around the corner, any day now.......

Funny how people in this stock for months now claim to have a low average, comical.

Really cant think the new holder has done the basic due diligence here on ENET as a company and DL as an individual.