Member Info for skid35

Cheers Dallo, a qualified cima so not up on all the stat and regulations. As all on the board feel this is a 99.9% certainty and looking forward to seeing more detail on the rns.

Daniel, I haven't claimed that I know where the share price is going on the short / medium / long term, I'm an "amateur" investor and don't pretend to be some bigshot high roller like some. My only advice, if you can call it that, is that it seems like a traders share of you can get your timings right (without saying what the timings are as I don't know).
What I said was expected a bounce for a Uk macro event that have been known for ages doesn't really make a lot of sense.
Yes, I am a VOD shareholder with 65k shares but Positive / negative thinking will not influence the share price, you might as well ask Uri Geller to see what he can do.

With ENET stating an absolute $ value to this deal I expect legal and commercial discussions are closed and a final contract is set. To me it just sounds like this is going through a final rubber stamp committee where all the signatories have been fully briefed and have provided approval through the contractual stages, also importantly the customer has approval for the overall product / service which the enet element is part of.
Unsure whether this statement would have needed external auditor approval, perhaps Dallo as a CA can provide a view.

As a maidenhead resident we tend not to talk about rolf !

Sidi. Narcus didn't say it was offensive, just not insightful and aware of how the market prices in macro events which are already widely known.
Although a voda shareholder, as he's like most at a loss slightly offset by divs, the quality of discussion on this board isn't great. I think this comes with voda being such a massive company with a lot of information already out there - whereas posters on smaller AIM tech and pharmaceutical stocks can provide some in sight when they are not ramping stupidly.
Not sure whether voda is a good long term hold, despite broker targets which have stayed high 100 / low 200s for years. Seems like a good trading share if you can get the ups and downs timed well.

In the past a number of posters have queried whether opti don't have any new partner agreements or are just not releasing these via rns. With the size of the new partner I think we can assume that even smaller deals are being r eported.
The question is then is this important, are they 90% focussed on exploiting and supporting deals they already have or on sweetbio, and putting smaller deals on the backburner or contracting these where are relatively easy "cut and paste" deals?

Bobby,
You are being targeted by YouTube ads due to YouTube looking at your cookies and browsing behaviour. It is not a general advert, but based on deep analytics - be careful what you are browsing as you might get some strange ads!

Uhlf, although we have some simply great people on this board, I think I we can all agree guessing rns dates on this board has about the same success rate as a national lottery ticket.
I think by adding it into the update this was pretty much 100% nailed on, as Tracy says (correctly as always) the added detail to understand the use case, customer etc provides a good indication of the overall where the market is and future opportunity.
Added a few more early today before the rise, can see very little downside and ridiculous upside.

Sergi, I don't think you can move the market or have any better view on sorted term price forecasts than anyone else.
It's product and market understanding, and where ENETs p&l can be in 2-4 years time as well as local knowledge that are inciteful.

Nothing in here is not already known and in the public domain.
GB news, about to shut down as no one watches or reads it.

How will this influence the share price ???

Sergi, in the UK we do not have a population of shareholders as the U.S. Does so we don't have an equivalent of seeking alpha. If you posted a link on here and advfn you'll reach about 50 people all of who are actively knowledgeable with enet.
A pity as your write up will have 100x the knowledge of say a write up in investor's chronicle, which would immediately increase the share price by 20%.

Aqua.
Fully agree. Last year update was 20th july, so not that long to wait.
When there are statement on growth continuing on the same rate, what rate are they referring to - first half year or full year ??
Really unsure what the "market" expects here and built into the share price, I think it is so far off the radar a decent half year won't register or just take this into the high 50s. Although growth has been good I still think we are waiting for one or two real step changes, which have always been hinted, to take this up to nearer £1.

Sergi,
I don't believe sa recognises aim stocks. Assume you will put this elsewhere as you're views are informative.

Uhlf.
Still have it in the back of my mind that we are all a bit thick and deluded. Surely there is some s##t hot analyst in an investment company has spotted this, employees in potential customers, employees in competitors ?
Unsure where it's going and over what timescale, but share cap fully covered with little / no upside opportunity built in.

Given up trying to guess share prices on AIM, movement on minimal volume and no news. Hopefully just buying solid companies with strong position in developing markets, and just let it ride for a few years.
Hope we have a trading update backing up the price move shortly.

Tracy, having worked for Dell they are ultra professional with a purchasing / contracting function who are tough as old boots.
If they are already contracting /mou etc with their customers I would have thought Dell would want I have a similar contract with their suppliers including a very firm indication of cost ??

Might be getting old but H1 went quick.
Initially thought a little disappointing but looking back tarana, du server, unknown soon to be contracted order on the real business side, financing sorted so no immediate working capital issues and other business development seemingly going well in the background - so all okay.
H2 hopefully continues progress with long opportunity lead times giving way to orders and further business potential.
I still think ENET will remain under the radar with the share price not reflecting underlying potential.
Thanks to all holders here for news, insight and comment - hopefully the progress will accelerate in H2 confirming our belief in our shareholdings and future potential into 22.

Saw Stephen Hammond on a news programme a week or so ago. Compared to the whole of the current cabinet, who I wouldn't trust to load my dishwasher, he came across as an intelligent and informed individual - just didn't come across as a politician at all.

Initial 2,500 servers in uk, number of servers required across the Vodafone estate worldwide.....????

https://seekingalpha.com/pr/18378191-vodafone-selects-dell-technologies-to-help-build-first-commercial-open-ran-network-in-europe

Cambridge, we have had your simply brilliant technical analysis before going through moving averages, Bollinger bands, candles and crosses. Another insightful read.