Member Info for skid35

Was thinking of doing some investigation of the exhibitors at wispa to work out a potential list of the oems, their size, customer base and market potential in the U.S. And beyond.
this looks like a bit of work and Unfortunately 'er indoors has given me the usual Friday night list of jobs - any research anyone else has done here gladly received.

Uhlf.
Think they got their fingers burnt a bit last year and have gone the ultra cautious route now.
I agree it is an RNSable event, but as the price has done #### all since the release could argue not,-would counter this would have gone down c 10% without it.

Numbering sequence in the outlook is wrong, are we missing 5 points of interest?

Overall remain positive on balance here, operations may be a bigger headache than selling the tech in the nearterm.
My key takeaways are still the same after a bit of digging.
1. Tarana still on track providing much needed free cash flow. Like uhlf amazed this is not an RNS, key here is when this takes tarana till - may / June ?
2. The fact that du is still prominent rather than hidden is key, as our nautical friend correctly says this could be a bit of a goldmine.
3. Cash, much better than I imagined on small inventory levels. Important to look at the accounting treatment of intangibles in the p&l and build that in. Really not sure why they needed the additional 5g, hopefully a good sign.

Will write to the team again asking for an investor meet, I don't want absolute numbers just a better understanding of the overall business model, the market and operations / manufacturing. Also will ask again about what is an RNSable event in their view, expansion of existing contracts / signing up x OEMs are in my opinion.
Still expect to exercise warrants within the exercise period, outside a market rout I can't see us in the twenties for long.

No

Sergi.
Hope youre well.
You seem to have taken some flak here.
- Must remember a lot of the contracted number is from 21.
- I think we will all be disappointed with $5, that would be complete failure, looking for a revenue which will provide a breakeven number this year North of $10
- Sure they have internal targets they are not releasing at the variabIity of revenue between q4 this year and q1 next.
Anyway I hope you're not a right as you were a few months ago.

Bid - as you say a lot to read, I think over a bottle tonight.
Three points immediately stand out.
- Additional tarana order, which was not released on an rns. Unsure what time period it relates to.
- DU still considered at the top of the pile for news, despite no orders so clearly still important
- Cash position and low inventories. Will need to work through but difficulty understanding what the additional $2 is for.

Still a very conservative outlook.With these now released we need an investor meet.

Jolly
Just you and me. With last year in the public domain happy with a late teens to twenty price at the moment which I think is justified.
Interesting seeing
1 expectations for current year
2 what to do with cash as they have too much for operations, would be hard to bolt on a ddos company or venture in other cyber areas ?
Nice rise anyway.

Think I missed the boat on that one.
If any of you follow cns that is interesting and hasn’t budged since a great update, takeover potential as well.
Still a stupidly overweight position in enet, we always say this is the year but this does need to be the year or they may have missed the boat.

One more thing is a management team who have delivered before.

By the way worth looking at the catalyst for the osi share price increase, and comparing it to ENET.
Larger contract values, exploitation of existing contracts and market traction against a fixed cost base. This is what I’m looking for in ENET, there is a massive, massive difference in scale though between 100s of licences in a small uk market focus and the potential ENET has. Rns and execution please.

Eth.
If you look at the osi posts from Friday I am there deciding to make my first purchase, already a holder in cns and looked like a great cyber buy.
Yesterday a steady build up of divis in my sipp so decision between a top of on enet or first holding in osi, of course I choose enet -doh. Hoping the 100% plus day rise on enet is later in the week.

Should have notice of results shortly for a mid month results rns.

Malco.
It's not 55%, you get .55 shares for every existing opti share.
New shares are about 11%. All in the rns.

Market response clearly shows they believe the bod have no credibility, but this is based unfortunately and correctly on past delivery

Strat. A positive rns as a stand-alone but
1. This is about 10% of the good news that is required to maintain backlog
2. Deliberately vaguely worded as a “new” rather than follow on contract - does it add to revenue or just continue existing revenue
A bit like saying Boris Johnson has done his tie up straight this morning, slightly missing the wider picture.

Nothing is really priced in here even at a low level of probability, whereas at 40-50p it was to some extent.
News should therefore have a proportionally high impact on the share price, well here's hoping after waiting every morning in q1.

Aqc.
The base business well run is a great business.
When they first communicated about the detector I asked the group on this board on the chemistry as I haven't a clue, I couldn't understand how a detector in say the size and height of a luggage hall in t5 LHR could be that sensitive when something you put down the back of your throat wasnt.
A lot of loony rubbish here on this board about a detector on every classroom, every pub backed by the renowned analyst Paul hill. I only ever saw it in key transport hubs, sporting events but not as a entry system but as a source of scientific data -max probably 100 in the uk.
Anyway, let's see if they hit their forecast, I think a lot of institutional holders will want change of these are average / poor.

01234, weird the change in volume from the other days in the week.
Overall a disappointing q1, expecting news on how existing contracts are progressing and how new pipeline is coming to fruition, the $22m for the next two years really should be a placeholder.
Enet still have a very loyal band of 15-20 private shareholders who have allowed 5g to sell into the market and supported the company, this really does need to be reciprocated.
Unlike I think a few others I can still see this at 10x where it is with real volume across a portfolio of contracts, at the moment still valued as if it's about to go bust and for newcomers a decent buy price
After the reply from MR to me 3 months ago I'Il remind him of these commitments on IR. Really need a product by product update on contracts, pipeline, operations and manufacturing, margin overlaid with monthly running costs and current working capital. Worry is that tarana margin doesn't support taking new product to volume and we have a constant 5g dilution.
Time for the team to support the exponential with firm $$ rnss and operational delivery to the p&l.

Good luck all holders, a few of us have known each other now longer than some marriages !

Old indirectly through iig therefore keep my eye on this one.

Saxon, take a look at arix and rtw, a decent route to some interesting pharma.

The issue is he has been talking rubbish for ages (we are in the ventilator business, the AROC will be reversed very shortly....).
We can see it, everyone can see it - why hasn't Simon thompson ? I think the next one maybe the one where he says I have been sold a dud and the CEO should be moved.