Member Info for skid35

Quite a large holder in corero and was researching other cyber stocks which had growth and takeover potential.
Drawn to osi primarily on the strength and background of the management team, a bit more research and I will look to take a smallish position shortly.

Assume SO H takes a £100k plus reduction in his OPTI salary to equalise what is going on here ????

Mol.
I know a lot of shareholders have been unhappy with the rate of progress on revenue and a lack of a major deal, I can see progress and know how long it takes to develop from conception to material revenue stream so not so much.
What I do get annoyed with is a lack of transparency and smoke and mirrors as I take integrity as a given. Need to read through documents again at the weekend with an excel spreadsheet.
Would really like to know who the new shareholders are and why, as you say clearly lined up with info from the brokers.

Very decent return for the cln holders. Not happy with conflicts of interest here and related party transactions.
Haven't done the maths on new holdings here, transactions / accounting between the two companies can still manipulate where shareholder benefits lie between the two companies.

Believe the admission document should be available on initiation for shareholders, not on listing, and should be voted upon.

Would be really interested in who the new shareholders putting cash in are, can't really understand it with what I perceive is a lack of transparency.

Must say really not happy with the option scheme here tucked in amongst the detail, even though priced at launch. No performance hurdles, open on timescales - way out of whack.
I can understand those with opti options, for all staff, being reflected in proportion here but this looks like a bit of a p### take.

Malco. It's effectively now "ex div" so should go down, if you buy today you don't get the other shares these will be left with the seller who held these last week.

Bid.
My interest in the quote is where are the $$ associated with these customers and oem partners as it is written as if they were / are long term relationships.
As usual more detail required, are these early stages of the contract cycle, do they have the potential for real volume etc - at the moment they cant be more than a few hundred k$ ?

Brilliant !

Fairview, for tarana it's 1. the absolute $ margin per unit on sales and any follow on support revenue / margin 2. what is the cash turn / how working capital intensive it is.
As you say it's like having Vaseline on your glasses trying to see or work this out this out with the lack of ir comms.

When the next update comes out and someone quotes the world class analyst Paul Hill or the discredited scribbler Simon Thompson I will scream.
I can understand PH talking 100% rubbish as he is paid directly for it, I really question the integrity of ST here though - something very weird that he continues his support for the BOD and CEO personally here.

Greg, black and white to me, tarana not being listed is irrelevant as the tarana shareholder base is different (to whatever extent) than 5g - conflict of interest.

In any company I have worked for, if someone in purchasing buys shares in a company knowing they are about to do a big deal knowing there is zero risk they would be out of the door.
If anyone trades shares on the basis of market moving information which is not in the public domain this is insider dealing.

Just had a confirmation email from aj bell that there are no issues with the aquis shareholding.
Haven't a clue how they will be valued in my portfolio during the non trading period.

01234.
100%. When I wrote to the board last time I asked for, amongst other things 1. timetabled standardised communication 2. What is sufficient financial / commercial strategic or operational importance to be an rns.
Fully aware of the time taken to develop the pipeline from initial enquiry through to cash, but in the absence of enet ir we are all left making our own assessment of the market potential and enets place in it and operational ability to execute - some more fanciful than others.
As you say really time for some comms here.

Hope tarana does float.
The listing requirements for nasdaq are really in depth and provide a good understanding of the business model, risks, in depth analysis.
Quarterly reporting, earnings estimates and earnings calls will also provide a lot of info.
Would like to know how much stock tarana hold prior to install - two / three months worth before use?
As others have said, need a few more tarana type irons in the fire.

Uhlf
Great list of questions.
On the p&l side mine are average monthly opex, % margins from various products and a range of revenue options (low, high, plan)
On balance sheet current position and how these are expected to move going forward
Like others gain confidence from 1. DL has got the t-shirt, not some wet behind the ears posing mba talking like someone from the apprentice 2. Tarana appears to be a stable high margin contributor 3. We appear to have other contracts that can provide a steady income c 5m + when in flow.
I would like a gartner type report confirming the tech position in the old magic quadrants
I do have some sympathy for cfo and board. Still so many moving pieces to set absolutes, but if they explained the moving pieces we can then assess for ourselves - we are big boys and girls
The lack of new contracts is a concern. I still follow our sailor friend on the other board and enjoy his thoughts as I have always done, but his focus on existing contracts is a little wayward as they need a decent portfolio as some will be duds
The lack of server du news is troubling. As I said before any techies providing an understanding of VMware in the loop very welcome.
I can’t see this below it’s current price as no news is baked in, unless the whole market goes south. As always massive upside if they execute, or show the means to and mitigating operational risks.
Dreaming of the problem of finding options exercise money.
End on the good news, i can Transfer more shares into my isa shortly due to the s&&& share price !

Must say after being disappointed with the lack of news q4, getting pretty depressed at the end of q1.
Hoped tarana would provide the cash whilst other products developed to stop dilution, what we do need to see is that other products are getting traction now for p&l impact later this year.
A revenue forecast for a two year period is pretty irrelevant and just let's management off providing clarity and committing themselves. At the moment they are not committing to a map of how the year will pan out, I think shareholders understand both the macro and company specific issues but silence is being read as zero hard progress.
News can't come quick enough, in the short medium term just looking to get back to 35-40p. Even with great contract news which we may understand and provide us with confidence, I can't see the market marking up enet massively, I think they're want to see how it plays out in the p&l.
I bought into enet understanding what it could be with volume, 20 odd m over two years is not volume.

Nick.
Aquis is 0.000# % of the UK market and a total irrelevance worldwide. I doubt this is profitable for any platform to do this, I think just a marketing ploy to state they have total dealing across the market and have this as an offering to attract younger investors into some pretty dodgy companies in cbd, crypto etc
HL has an older base so I can understand why they are not doing this.

Nick.
Legally it is allowed in a SIPP.
HL are stating it is not allowed in their SIPP, their corporate decision not a legal one. AJ Bell which I use are fine.
Nasdaq listings are stupidly expensive initially and ongoing. Would be nice for most AIM companies to have to do the quarterly reporting that a nasdaq company has too!
Aqse is a bit like the US pink sheets, very little cost and little / light touch reporting / regulation and cheap.

Think the market sees this as “no transformational news on the horizon, let’s do a bit of financial engineering”.
Still think at the current level this is undervalued. Would like to know from soh what the proceeds will be used for.