Member Info for skid35

Acq.
You have used a couple of key words "appear" and "claimed" and attached zero risk to them, despite the companies history of failure and inability to execute.
The BOD has been incompetent managing a £10m company. So we now have the potential for a further £xxm which may dwarf the existing business and you're not even asking or at least discounting serious questions any investor would ask ?
At least the market has now built in a "basu discount" for a high probability to muck up, this is where the opportunity is.

Aqc.
Even with outsourced manufacturing their is a massive working and possibly fixed asset investment, then you have installation, support etc. They could do with the AROC money flowing back as they and Simon Thompson promised 18/24 months ago.
The difference on old holders, who have lived through complete and repeated incompetence, and newer holders is very stark - I am only holding due to the CV of the new chairman as the CEO simply should not be in his role.
My hope is that a US partner takes a strategic stake as part of a wider agreement and gives kmk cash at a premium, which would soon be wiped out.
Anyway should be an interesting year , hopefully my 3/4 year investment will pay off!

Bid, agree as a warrant holder looking forward to searching down the back of the settee to get this money together.
Totally disagree on any requirement for short term incentives, primarily as it effectively rewards the poor share price performance in the last two or so years.
I think the BOD know where they stand and what they need to do, the warrant exercise should simply flow from not deviating from their medium term strategy and shorter term sales and operational delivery. It also encourages an "optimistic" style of investor relations which we see in so many other AIM companies whose CEOs are more suited to the forecourt of a 2nd hand car dealer.
A doubling of the share price alone gives them 100x more return on their holdings than a short term incentive, as yourself hoping this is sooner rather than later.

This isnt necessarily a criticism but KMK simply arent set up to manage these deals - both operationally and financially.
The key is that they realise this, get partners on board whilst they take low risk high margin revenue - as engineers they like control, over designing when it isnt required and spreading themselves too thin and mucking up.

Interesting list of c 260 stocks here from votes from private investors.
ENET not there and still under the radar amongst a lot of pretty ropey AIM stocks.

Great article. If you look at the Tarana potential on a global scale it completely underpins the current market cap which is why I am very relaxed in any downward price moves.
I think ENET is still being priced as a tech with zero revenue, zero contracts with cash flowing uncontrollably out of the door.

Cheers to you and the long suffering Mrs dallo and the wider group. Thanks for the warm hearted company in the group through the ups and downs through the years.

Was hoping for a couple more contract announcements to finish the year up above 50p. With operational excellence still holding out for my late h222 share re rating, hopefully the opposite rns to the one we have just had with this one knocking guidance out of the park for 22 and an extrapolation into 23.

As the management team know, it's time to deliver on the promise. I think / hope all of their hard graft and strategic vision will pay dividends, I still have DLs confidence and body language in the proactive interview in my head.
Good luck all long term holders and indeed any traders, who could be making hay with the daily / weekly ups and downs.

It's strange, every time I see an article on cyber stocks to buy I have never seen CNS being mentioned. Never seen it on the year end stocks to watch or recommendations.
It's now at the stage of being a relatively "mature" stock in the sector well out of the risky years with good growth, good repetitive revenue with strong renewal rates.
Still surprised juniper hasn't added to its holding.

Not really into the city rules and regs. Anyone know why this isn't a pre open rns rather than midday?
Seems to have been well received by the market anyway. Interesting to see the absolute level of profit, cash should also be very good as well with the early close if the business in the prior rns.

A welcome rns before the end of the year showing cns is still delivering, but
1. With orders late in the year on an aas basis that won't be hitting revenue it's orders that are the key kpi, split renewals and new to determine arr.
2. I don't get the statement on profitability being impacted by further orders but not revenue. If it is a the mix of perpetual vs aas this impacts revenue and profit ?

Uhlf.
Well said, facts rather than emotion.
Market over reacts on the upside and downside especially on small volumes from PIs. Why would you sell at the moment unless you personally (not the market) think this should be valued at 30p in the medium term, about 20m ?
By the way I did ignore the share price in my majestic order, but will put some aside for better days in 22.

Agree, takes the hits and wins for the year but don’t panic especially with AIM unless there is fraud or serious underlying issues.
I was in BOOM for a long time but kept the faith, then it exploded. I have similar hopes for opti. Whenever you bought the company is now in a better position. I have 130k shares at just over 50p but I am pretty relaxed, even if the share price doesn’t represent where I believe it should be.

Greg.
Unfortunately life's tough covid or not. The price deserves a kicking, up to shareholders with what they do with their holding and whether it represents value / opportunity.
No news = negative news for a high growth company.
Working in the sector the lead times to close are much longer than most think, sales and senior managers always have optimism bias. Where the technology changes the customer onward offering in such a strategic way, this lead time is even larger.

Eth. It’s cash flow as well as breakeven that is important, especially with a build up of stock / debtors which may have a 6 month turn.

It's the story of kromek.

A massive opportunity and a product which seemingly addresses a problem. Let's hope they have the commercial nous and real sense of urgency to grab it by the #######, from what I have seen of the CEO a sense of urgency is not something he has.

Article in today's guardian. First time I have seen this in one of the broadsheets, clearly moving up the ladder as a real concern.

Escape.
I think most on the board did respect his and miss his tech knowledge, leading us to further research and reading. Will miss sergi more with his more rounded analysis.
When he spoke complete bo####ks on other issues this was called out, something his ego couldn't take leading to his hissy fit and leaving the board.
I don't agree using contacts to gather non public information. You are putting people at risk clearly against their terms of employment, any employee stupid enough doing so is clearly naive and unprofessional. For those in tarana pre listing the stakes are much, much higher.
My views on enet potential have not really changed as a medium / long term investment, the crucial six month period has tended to move sideways a bit but substantial strategic news this year now seems to have been discarded and potential not built into the share price at even a 10% probability leading us with a market cap below 30m. Still believe this share has the best risk reward ratio I have seen in the current market.

Oi.
Just wonder what the cash raise was for, I think they clearly have something in mind but not exactly a large amount.
At the moment I can't see where the scale to get a portfolio of acuitys is going to come from.
clearly trading well below the sum of the parts at the moment, kcr holding seems to have stabilised but isn't really an easily tradable asset.

Sergi, I don't think the model is broken - I always looked at it in 2033 / 2024 with slightly rose tinted lenses lenses rather than 2022.
As someone with now no skin in the game an independent view cutting through the optimistic view as a significant shareholder is very welcome. Keep posting.

Keep well sergi.
A maturity well beyond your years. Really hope you keep following ENET and keep your market cap model up to date, I have a similar one on the go.
Even though your not a holder your views are very welcome.