Member Info for skid35

Really not that concerned about top level strategy, I believe the company is well ahead of the curve and DL is probably spotting opportunity well ahead of the market.
Short term operations and their cash impact might be, this is not criticism of the company but an overall market issue.
On a call project call today with guys at the cutting edge and 30 years experience, capacitors price increase x 25-50 times on a 20 week lead time. Even if ENET are operationally excellent they are reliant on every other supplier in their customers supply chain, I hope they are managing through the complexity of their new business model which requires laser like execution. Why but the ENET not when you're reliant on something else on a stupid lead time.
Hopefully will work it's way through. A big fan of Sergi but I can't help think a little too quick on the sell button, time will tell.
Day to day ups and downs, as we have seen today, irrelevant in the long term.
Still a big believer, but possibly because I am still in the money.
As always time will tell, may be right, may be wrong.
As others my wife is not aware of my exposure here. Hopefully a nice surprise in April 2025 on retirement.
Good luck all lth, don't stress the day to day , life is too short.

Market with stocks like ENET always over and under react, wasn't too excited when it went to 60p so won't get downbeat below 40p.
But agree news would go someway to restore the general mood and confidence, hopefully as a precedent to a more upwardly stable share price in 22.

As a quick aside, I don't think we'll be seeing ENET on any tips for 22 in the coming weeks !

Internally, not for external analysis, there should be be a massive focus on KPIs on the sales pipeline (sales stages, time to close, pipeline multiples etc but with a clear focus on close ratios, sales close date accuracy).
With the industry, external factors and maturity of the market this is really tough -but with what ENET have talked about there is a need for turning opportunity to order to revenue.

Escape.
Mine are
- Orders, with a real understanding of product, margin, new / existing customer, new / follow on / recurring revenue.
- Orders back log growth, and understanding of utilisation through time.
- Ability to execute on the above with revenue and margin, forecast accuracy and ability to exceed expectations
- Opex run rate, breakeven points
- Free cash flow

AIM certainly gives a good kicking on any slight mis steps, let alone what appears to be such a large % of a full year target.
Although not surprised but saddened on a few leavers, I am surprised at their timing. I didn't think it would be a straight line up but not happy we are back in the thirties.
I have longer term outlook than many, but this does really need to be supported by short term news.
Good to see a further proactive interview, but a presentation with a PowerPoint does allow for the presenter to follow a more structured approach by product.

I think the realism needs to be around timescales rather than potential price targets. On a decent level of revenue / margin / opex and a given PE ratio there is a vast range of prices into the future if the company executes. Have always thought the share price motoring would be q3/4 22, but thought now we would be nearer £1 than 50p on more concrete news.
Like dallo Still believe the risk / reward is on the side of shareholders even on pessimistic forecasts, both in the short to long term.
Disappointed we haven’t had more news so far in q4. What I would really like is for enet to state what their targets actually are for 22 / 23, it is pretty pointless stating these in an rns if no one actually knows what they are.
An investor meet is a requirement for the company to provide more detail to the, now what seems to be 20-30, supportive private holders. I do prefer conservative IR but ENET do need to be a little more bullish in explaining the market potential.
As always with enet it’s all about patience, but I can see this wearing a little thin as the really transformative quarters move out from 21 to 22.

Aquae.
Hermes just couldn't be ar##d, any company employing them needs to question using them as it really impacts customer experience.

Unsure of the rules on issuing rnss, why wasn’t this one pre market ?
Looks like sergi was on the money on 21 outlook. Not that concerned with existing business moving backwards as it’s pretty irrelevant, it’s more a lack of solid contract news elsewhere where I think the market is looking for more.

Won't pretend the daily market movements here on relatively small volumes but nice to see a rise after the below 10p levels for such a long time.
Cns is in far better shape now than when it was at the 15p levels.

Clearly someone had knowledge of this, why don't the authorities come down like a tonne of bricks on these people?

Research tree - bl###y autocorrect.

Sharesplease.
If you go on the research free website you can access the report free of charge.
To be very frank not the greatest of insights or something we didn't know already, just a reIteration. No forecast for 22.

Dallo.
I didn't take advantage of the warrants at 12p as I felt there was still a lot of risk which I didn't really understand, but got the wheelbarrow out for the 35p warrants as this has really firmed up - should get to a c 1.3% holding after the warrants so not up to your levels.
As I've said before I have a further 3 year horizon here so ignore the day to day and 5g discussion. I have some divis so will follow your lead tomorrow.
After ENET do get the rnss out, I really hope they explain the context from a customer perspective. Agree with yourself on deals, would love to do the FP&A role in ENET with an xls of more deals being layered contracting more customers and products, and the growth expectation of each deal.across
Would be nice having a pre Xmas rns though, should move my per bottle price point on the majestic order up a few quid.

With news being slower than I imagined, I think sergis 21 outlook looking more accurate than tls.
Medium / long term story looks as strong as ever.

Elrico.
I listen to twin petes podcast, not really for any info or investment advice just good to hear a couple of blokes chewing the fat on the ride to work.
Well done to all of you for your charitable efforts, very easy for people who are comfortably off to sit back.

On opti really surprised we are at this level, as I have a very long term outlook not that worried - good growth in small / medium deals, just need a few more £1m run rate deals.

Thanks all for the egm feedback.
Does appear ENET will still be very conservative in their IR going forward, rather this than some of the super confident CEOs on aim who promise the earth and deliver zero.
Did appear that 23 is set for the exponential growth, as opposed to the 2-4x next year. When the market understands the scalability of profit on revenue past breakeven this will fly, especially if we can understand renewal rates on high margin support / royalty revenues.
Hope this takes sometime as I haven't got my warrant money lined up!

Any way to see this in arrears?

Uhlf / bid.
I hope you're both missing the point here.
We now hopefully have multiple revenue streams across multiple products, multiple geographies, multi year recognition.
We still don't really have much of a clue on on going high margin annual revenues vs initial lower margin revenues.
A real need for an investor meet early Q1 to explain or at least show a glimpse of the future, even at the least pessimistic I still believe anything under £2 at the moment is a steal. Just the dallo says, dyofr caveat.
Real problem now looking at my very hard earned investment trust portfolio built over 20 years deciding what to sell to buy warrants.

Aqc.
It's great that there are opposing views - especially those like yourself who understand the grey areas and the range of potential outcomes for the company. I do think of all the stocks I own this is the hardest one to judge.
I do think prom did a "piers morgan" sulking off on a couple of facts, I didn't see anything in the prior posts that was inappropriate. If you hold the office and benefit of a CEO, you really do need to be subject to reasonable question and scrutiny on what you have said you will do and then what you have done.