Member Info for skid35

Remember - there is no elimination of fees in owning funds, so on OIT / Oryx etc the payment is north of 2% for these holdings. The Harwood boys very happy to sit back an criticise but play the same games themselves.

Perhaps Achilles could get involved and sort out the discount to NAV

Always makes me laugh when we see newbies coming along after seeing this on the leaderboard.

The mxd / potential2rise just hilarious and such a lack of any very very basic business or financial knowledge. The tens of thousands are ongoing costs not interest payments.

Not one comment today that ENET really has any competitive products anyone wants to provide a decent level of income.

Obviously a bright guy and I cant think that he would have had this punt without a one to one direct conversation with DL, DL basically just lies and isn't an impressive individual to speak with - not someone anyone with a pedigree would think "this is a really impressive bloke".

Key to the revenue expectation of $2m is whether there is a new platform royalty in there, or whether this is volume royalties - primarily due to timing of cash flow and level of risk. Also need to understand run rate monthly opex, closing cash (and debtors / creditors) at the end of 2025.

Cohen, this has been a one way street with the occasional blip. The "revenue increase" is a forecast, DL tends not to be very good at forecasting and is usually out by a factor of 200-300%.

They must have had a very strong Oct/Dec period, unfortunate headwinds on currency. Retention rate is a bit lower than I would have liked at 95%, but unsure how this compares in the discrete market. Nice to see cash well under control.

Would have thought would have gone higher as they are actually delivering, not talking about delivering. Can see the low 50s are now behind PCIP (overall market permitting)

Daily mail, bound to be 100% accurate then.

Flightman. Well said.

It really should be a criminal offence (BoD and City spivs in brokers and nomads) to RNS what ENET has over the past three years. Just complete fantasy.

Think first time Levy has mentioned this in years…sustainable growth surely this means something from the man himself!

You do need to read past RNSs to see how accurate DL is in his predictions, Mandy Rice-Davies springs to mind....

Santiago, we should get together sometime to discuss a business opportunity. There's this bridge in London, yeah yeah the one with the towers...

So incredibly predictable, amazingly nothing on all the unqualified opportunities where they spoke to someones PA in December and July and the December before that, and the July before that.

Not sure what time it is is Tel Aviv, DL probably hasnt got out of bed and is laughing at the most recent bunch of chumps he has ripped off while taking about 1/4m $ in the last year.

Santiago, you really do need to understand the basics - there is a difference between cheap and value. ENET isnt actually cheap considering all the facts of failure, zero real pipeline, con artist as a CEO, non existent board.....

Just need OPTI to be at a self sustaining breakeven position, a position it should be in now so as shareholders we "bank" the SBTX and PBT when looking at OPTIs market cap.

If the holding continue to reduce with the cash then wasted in OPTI the value can be disregarded - as it currently is.

They are in a number of trusts I have, a few provide a massive difference to the UK economy supporting early stage and tech companies.

Taking Herald out of the UK Market (it has 1-4% stakes in every decently run uk listed tech company) would be a disaster for the UK. IPO board are doing the right things, large share buy back programmes etc.

Flightman,

The key issue is that there has been no good news for years, ENET has proven to have no products that the market sees as having any value and ENET and DL are simply not credible, reliable partners. ENET dangle the rod with a new set of unqualified opportunities every six months which are then forgotten in a a change of strategic direction, each new set of vague discussions (or from the july update "Commercial terms have been agreed, and execution is now pending with the customer's final internal approval") has less chance of success than the last.

Really hope your 3% turns round as you are already way down.

Rob, In the UK strict rules on being able to utilise tax in this way, expect the same in Israel. But correct I think the only value in ENET might just be its listing and tax losses.

Cant believe we didnt have a TR1 or world beating RNS again this morning.

Flightman - correct, I was in when Miton were supporting every single cash raise, ENET were forecasting a minimum of $10m and no cash requirement, DL reconfirmed the 10k per annum units to the indian OEM, DL confirmed that the chinese deals were going great guns and they were "working with cisco and juniper".............

All lies, as every single RNS has been since with revolving lists of "interest and engagement" and six monthly changes in strategic direction. DL really is just a con artist now supporting by city spiv brokers and nomads, moved on from deluded and arrogant.

ENET have nothing to offer the market, if they did they would be snapped up for many multiples of where the current market cap.

There is far more chance it continues its 99.9% decline into insolvency than any material deal.

Flightman, I can see why bookies are rich with your understanding of probability rather than outcome. Rough probability of a 200% rise about 5% but straight back down within a month as the RNS turns out to be bull, 20% plus fall 45%, insolvent 50%.

So every product / service post IPO a total failure, school tuck shop value royalty revenue, a CEO who you really wouldn't trust to run a bath, essentially insolvent (again).

So just wondering from the rampers deep tech sector knowledge which of the completely unqualified opportunities they expect to land in the blockbuster RNS, due any day yesterday. Each business update has about 5-7 new ones, completely forgetting about all of the others from the previous update and the one before. So take the last 3 updates with about 15-20 contract opportunities - which one ?

They need someone with deep and wide FMCG marketing, sales and channel skills. A NED with governance experience, really ?

Your first paragraph completely contradicts itself and is nonsense - funding comes from the customer and then from kmk itself ? Customers do not pay for "general capex" within one contract or own kit in kmk premises, they pay within the high margin kmk makes.