Member Info for skid35

Uhlf.
I have always been very unhappy with the secrecy on the delaware po box 5g, but realise the company the company would have been sold for ip at a knock down price otherwise.
If it is tarana or their related parties they have made millions out of this, and effectively with zero risk knowing that their knowledge of their business supports enet in the short / medium / long term with the then c £25m market cap.

Tracy,
I am actually surprised we are at 60p without further rnss, not because it is by any means overvalued but by how the market for ENET has been - with the daily volume I think a real change here from even 3/6 months ago.
Not sure whether I am hoping for a blockbuster rns with 3/4 good news items in one (du, tarana extensions plus two / three others), or a one a week drop over a month ?

Rodders,
Yes, we need something to get the share price out of its current very low trading range. Strange saying this for OPTI but it has become a really "boring" stock.

Rodders.
I for one are very happy that nothing of market moving interest came out of this. It would be an absolute disgrace if it did.
SOH should not use these events as formal communication to shareholders.

Never understood the appeal of Z M and his pronouncements especially on micro caps, getting to the Cambridge levels of analysis.
Zero understanding of the industry, zero understanding of the company, zero understanding of the environment - the real drivers of the share price. Clearly has done zero work here as he doesn't mention or know about the cash raise, just gets his spiro graph and abacus out - ridiculous.

By the way miton micro cap largest holding is in KAPE, another Israeli company and one that has made Dallo a few euros. An interesting investment trust which is where I discovered about ENET.

01234.
Miton are investors in both mti and enet in the miton micro cap investment trust (which I hold), and probably other funds. Mti is actually one of their largest holdings.

Acq.
Orders announcements are ignored, especially as kromek do not produce backlog numbers and a view on how backlog will unwind by year.
Agree proven hard facts = p&l and more importantly cash after the dodgy aroc accounting fiasco.
Based on the years salary, additional shares options, repricing current share options for the incompetence and useless ex cfo the BOD so not think they are in the last chance saloon and see shareholders as mugs to be milked. Basu just seems in a parallel universe running the company as an extension to a PhD as a academic exercise, seemingly Very happy with poor performance.

Jimmy.
I am not actually a direct shareholder, hold indirect through OPTI.
If the trial success is replicated in the general public shareholders should really look two years out rather than three months - with low opex, high margin this should throw off profit and cash on volume sales.
You are correct in some ways, but the power now is in social media which can click the switch about 100x quicker than when I was a lad.

Jimmy.
I think you must live in the 1950s. 2.1 million people just in the UK use disposable contact lenses for about the same cost, God knows how many have gym memberships they don't use, netflix,Amazon prime, spotify, newspaper subscriptions......
I know one sufferer and it makes his life an absolute misery, he would pay double this if it works on him. Cost and demand will not the barrier here.

The city and market have zero confidence in the BODs ability to take orders and successfully manage them for decent p&l / balance sheet return due to repeated incompetence.
Orders news therefore won't make a difference as it is immediately discounted, assuming the BoD will muck up again. P&l / balance sheet results are all that matters now.

After a couple of years now back past breakeven !
These smaller shares always over react on the down and upside, but always saw something in the tech and market here.

Bid,
Unfortunately Simplywallst is a complete, total and utter waste of anyone's reading time.
Basically take the p&l, balance sheet and share price into a program With no human intervention, sector, company knowledge or even AI which adds words and %s with zero understanding.

Quantas.
I bought through and use aj bell, good service and prices. My warrants are also in my account to see and trade when the time comes.

James - still haven't got the cash!

Unfortunately didn't have any cash 3 days ago from my last post, should have sold elsewhere and bought this.
Management team seem to be making some great investment calls here, on the watch list still.

Opti share price appears completely disconnected from sbtx.
I know aqua has provided a great list of catalysts for a share price move, move one of these happens shortly.

Rob, absolutely, this is how I see it as the market catches on in this time frame you suggest, and still much further growth to come. Past breakeven another 1% revenue equals 2-5% plus more profit depending on where you are on the curve which will be the key on a trading update late next year.
On margins it will be interesting to see product mix on differing products, especially the backhaul product which I would think has an incredible margin.

Martyn. Great spot.
For those who don't have access David is not DL but a reader / investor, an article on his investment approach.
The real takeaway from the two page article is the only share mentioned, no mention of any funds or investment trusts.
Good news is the conversation is starting, we have about 3-5 new contributors to the board in the past week. Waiting for the IC write up!

The three year price chart shows the upward movement on his words and then a drop when nothing happens.
I am really surprised that Simon Thompson doubles down quarter after quarter after quarter on Kromek as he just looks a fool, although he clearly has a direct line to basu he clearly doesn't ask the right questions.
Before anyone on the board posts his next missive as the words of a great investment guru, would be great to send ST s 3 year timeline on kromek to see what he has said against the reality of what has happened.