Member Info for skid35

Aquae.
I'm a holder here and believe in the medium / long term market, and optis position in it.
For you to associate opti with one of the world's top five food companies with absolutely no proof is inappropriate.
If you are correct and believe nestle are somewhere in the chain of all soon be shown in revenue.
Let's just keep to the facts to support the share price, or not.

Agreed, industry background and misleading to state anything to do with opti.
If nestle were to put any thing opti in their product, due to volume would be cheaper for them to buy the company outright - back of the sofa money for nestle even at a 2/3 times premium.
As always looking forward to the analysis of the final 2020 actuals and back up commentary to get some granularity on how many contracts are performing, growing and material.

With the share price depressed, and shares being bought back, the discount to nav (both including and excluding cash) must to getting to ridiculous levels now.

Strategic, Would be happy with 24p ! Please be careful and read the disclaimer on the last page that equity may (which means is) be being paid to write this.
Most of what is written here is just rubbish - comparing Kromek to smiths, siemens, phillips, thermal Fisher, Canon to get a valuation is probably one of the most stupid pieces of financial analysis ever.
As I have said before the valuation is dependent on the management's ability to execute. If it can it is worth multiples of the current price, the share price is currently built on the markets expectation to continue to promise world leading scientific products, but to under deliver in the p&l.
If the update is poor I would hope major institutional holders would seek for the ceo to move to a technical / r&d VP role and get in a more commercial ceo. The company simply cannot continue relying on the market to bail it out every couple of years on promises which lead to nothing.
As with most lths ( I have a c 22p average) continue to live in hope that a company with so much much opportunity can get its act together.

Mesh, agree, ridiculous article.
Share price will be based on business performance rather, not wishy washy maths.

Sergi, congratulations on the article.
As I have worked for a number of US listed technology companies I have been a big fan of seeking alpha over the years, using it to understand competitors and markets.
The quality of contributions from "amateurs" puts the vast majority of brokers and so called professionals in the shade who do not understand the technology, competitive positioning and value to the customer.
Looking forward to you updating your ENET paper which is required reading for all potential holders, would like to see whether you have changed your matrix of potential share valuations based on recent events - possibly wait for another rns or two?

Uhlf, when we were in the depths on the share price the 5G deal seemed like some type of suicide pact.
I have always wanted to know who 5G are and their intentions and their knowledge of ENETs prospects not apparent to all shareholders, which I believe should be public. I am really unsure whether they are a tarana related party, but it does make sense as even if ENET performed poorly they are in a prime position to buy IP at a knock down price well below what is inherent in what they are being charged in product.
I now see 5G as a necessary evil in the circumstances, but will be very pleased when the share overhang is out of the way and ENET is self supporting from a cash flow perspective.
Anyway, onwards and upwards.

A general update is well, well overdue - even if there is nothing to report as reflected in the current share price.
As December was week we now have another 5 months, 6 months in total, we're we as shareholders are a little blind to company performance. All we have about 2021is that there was a decent pipeline, not good enough from an IR perspective.

Phat, again why this ridiculous compare between the two, are you concerned with people trading between the shares? I'm the medium term it does make any real difference.

If you believe sbtx will eventually be 80-90% of OPTI value based on the assumption of exponential growth, OPTI then looks like a proxy SBTX on a discount so better value than SBTX direct even if OPTI is far less succesful.commercially.
If SBTX goes according to the views of many on their board with both science and commercialisation, it will indeed be valued highly with the ability to throw massive amounts of profit and cash. Success for sbtx = success for opti.

Elrico,
As an FD, yes well paid and as you have correctly assumed correctly a bit of a tightarse.
Fully understand your position and as I have said your market knowledge and understanding.
The main issue here is OPTI IR, as a small company I don't expect a massive amount of IR and constant rns and updates. What I do expect is timetabled, consistent and accurate communication to all shareholders - I am complaining about OPTI here not you.

Aqua.

Cheers mate ! At nearly two hours would Still be nice to hear them chewing the fat, you can also tell the degree of confidence etc.

As with yourself, a long term holder in an exciting market where I expect to hold at least a further 2-3 years. After a couple of years breakeven really looking for the catalyst (outside sbtx) to take this to the next trading range.

Tracy, as usual many thanks for your knowledge and detail.
Agree, David and Mark seem to very conservative in all communication, compared to a few other aim companies I have owned this is refreshing. Very happy that we have a CEO who is not a "salesman" but a deeply technical expert who clearly understand how his products and services impact customers, and appears to have seen a market well before others.

Thanks martinu, I did follow the SOH interview "live" at the time, I found it very informative and a good step forward (and ideal for potential investors as a great baseline) which I hope would continue.
There is a difference between this very scripted and rehearsed interview, and one that is more off the cuff where the conversation may not flow in exactly the way SO H may not intend to provide new and more nuanced views.
I have enjoyed elricos prior sessions as he clearly understands products, markets and opportunity - and the time taken from opportunity information through to quarterly revenue. As a shareholder with a substantial holding I'm not going to spend £50 or whatever to line elricos pockets when this should be available from the company.

Any views on whether these orders cover absolute contracts / installs from tarana, or taranas expected installs some of which may not be contracted?
One has more upside than the other.

Absolutely nothing against elrico here, but as I have said before it is totally unacceptable that SOH uses a paid for platform to communicate with investors when he provides b###er all elsewhere.

Thanks aqua.
Now they have sufficient cash I can't understand the rush for a nasdaq listing, unless it gives very specific kudos with very specific us customers.
Should focus on operational and strategic execution and delivery, particularly as they have inferred they don't has resources to cope with managing workload excluding a listing. Just a distraction.

Tracy,
As you have said where many see a "one off" event which will lead to a 100% in a few days re rating, I think it will be a nice drip drip of news and half year p&l updates with a nice conservative cfo / ceo. Value will be seen in 18-40 months when one of the big boys will come in with a bid.

Cheers dazed, it was a final results update 28th may.
Apart from an post events report, I still worry about 2020 actual which can increase or decrease from the numbers reported earlier. I
Hopefully this will get us to move out of the 47-54p trading range, and the general drift down over about 3/4 months.

We are at the time of year where we should get final numbers for 2020 in the next few days, if last year's timetable is applicable.

We should hopefully get a good impression of how 21 is doing with a post events summary. I think we need this with the dearth of news in the months in 21 to provide an understanding on how the land lies, and a view of progress for the whole year.

Note their is a very large inventory write down which is hopefully a one off in these numbers. Despite this inventory levels are quite simply incredible and show shambolic operational management and understanding of forward demand.

There is a real need for sustainable, high / medium margin revenue streams - the odd 800k deals In a year just don't cut it. a better start to this year, If they can do this the share is very, very under priced.