Member Info for skid35

Bid, that was my initial thought - really getting through this cash !
Hopefully a lot required for working capital supporting soon to be recognised growing revenues, as well as run rate r&d type stuff.

George, I think we are showing our ages, good taste though.
Certainly hope so, looking forward to the next update on cns.

Apologies to others on the board, surprised no decent posts on enet?

Nicely written and presented annual report.
Problem about having a transformative year is the follow up, a bit like the second album (hopefully cns are not the stone roses). Revenue growth should be okay with the orders in q4 feeding through and a high renewal rate, but a little worrying a third of the way through the year we haven't had an orders update.

Just on investor relation compared to other companies of a similar size. The main element here is they treat all shareholders equally.
On two other shares I have, on one the CEO deliberately uses a couple of investors to release information and another seems to have a special relationship with ST in IC.
Both the shareholders and ST provide a slanted view which the the BOD can then disown.
As Dallo has said with his dealing with Mark he is very professional and discrete with investor information, far rather we have correct propriety and governance than the deliberate sieves in other companies.

Uhlf.
I do like a standard timetable of results, annual reports and trading updates with rns in between for significant events - I just think it shows good governance and shows the management team respect the support shareholder provide.
It then comes down to whether you're looking at quarterly / half yearly, the depth and quality of the release etc.

This should be release as a commercial update, it should be zero cost as financial pr / broker should be on a monthly general retainer.
As quite a sizeable shareholder I find information released in this manner completely and totally unacceptable.
Firstly information can be misunderstood by the intermediary or emphasis is misplaced, secondly it absolves SOH from any real ownership and lastly it contains price moving information.
I have sold shares in the past where I perceive poor compliance and integrity irrespective of company / share price performance. I think SOH is getting close.

Larus.
Much as I welcome news I am very disappointed the way SOH appears to disclose these to individuals, rather than shareholders as a whole.
A fan of SOH but this method of getting news out to the market is amateurish and unprofessional, and shows a lack of respect to shareholders.

I always knew we would get the fruitcakes like Zak commenting at some point, a little earlier than I hoped.
A little more technical analysis than cambridge, but on the same level as scientology in terms of its understanding of the company.

I always find the markets a little strange, but just supply and demand I suppose.

Always thought we would have many such days as today as there will be few sellers, but thought this would be on financial / order news rather than the rns today. When we do get an update this will absolutely fly, with the right news to over £1 as Tracy has postulated.

I know there has been a lot of discussion on 5g, I do feel ENET should have been far more open on who they are / how the relationship came about.

Elrico,
You need to correct the line on the PE ratio of 20 for OPTI as this is completely incorrect.
You are looking at revenue ratios, not earnings.

Marcal, thoughts are with you, look after yourself.

Marcal, investment advice should be based on the individual set of circumstances.

I think the board has a fair amount of grey hair (or no hair) rather than trendy beards, who I assume already have a wide balanced portfolio, but see ENET as a calculated risk which is significantly mispriced by the market.

I have a very wide range of investment trusts (some spicy, but mainly dull as dishwater) with a about five individual holdings of which ENET is my largest. I am very fortunate to be able to afford to take a long term view, your individual circumstances may e better to top slice - it is always nice to have shares which have effectively cost you nothing and where you then relax about the ups and downs. As dallo says when this time is may be a multiple of where we are now.

Good luck, and chill out about the day to day price movements in no news as this is really not that important.

My first buy was 75p with and average now at 28p. I have finished buying (I had said that before) with a very decent holding in my sipp, isa and trading account (and 10k shares for each of the kids). Some hairy moments near the bottom !

Agree with dallo on valuation, I work in finance in US IT companies and I have seen them buy companies for up to half a billion which were are complete, total pile of s###. I have scoured AIM for IT companies which have world beating technology (and I mean world beating) in markets with exponential growth, apart from ENET I simply cannot see one. As Tracy has said it's all about backing people, this team have done it before and appear to have been well ahead of the market, to the detriment of the share price for a couple of years. The p&l is highly leveraged and at a level of revenue will just throw off profit and cash.

Really happy to sit on the sidelines now for at least a further three years, expect a lot of ups and a few downs.
All holders, old and new, have a great weekend (and year).

I would say to new holders to think carefully when they are considering selling out, it will be very hard to resist cashing out completely (or keeping the gain) when you have doubled or tripled your money.
Opened a nice bottle tonight.

After a week of share price rises a reminder that the market cap is now a massive 23m.

Incredible rns, even better than previously high expectations.
Weakness in the last couple of days in hindsight looks to be a great time to buy.

Tracy, I think the no pull back is because there was always the potential of either a further dilutive deeply discounted cash raise or on going struggles through to obsurity. Tarana changes this completely.
What hasn't happened is the factoring in of further opportunities, even at a very level probability such as 10%, and to be frank tarana is only built into the share price assuming the current order is full and final and will not lead to much else.
Looking forward to steady news to see some jumps and steady further rises for the next three / four years to take this to your £5-10 expectation, I have this at the upper level.

Well said aqua
Not sure why ted wants to make this a competition between the two, especially as success in skin is great for opti. A reason I have have stayed with opti is now skin, having invested when it was an immaterial percent of the market cap.

Ted, better spend you time on Unilever, bt, Voda boards or any AIM company telling them to invest in skin as a comparison which is more relevant.

I am not making predictions, but if skin hits £1 I’ll be very happy as if opti is 50p it values opti stand-alone at about £5m.

Agree with shady here, cash shouldn't be a problem, news will be the catalyst. Really surprised OPTI doesn't move with SBTX, seems completely disconnected.
Followed the directors here and took my holding to c 125k shares. Perceive, either rightly or wrongly, there can be no adverse news in the immediate pipeline.

Virtually down to the issue price.

As with previous cash raises so much noise and bluster coming out at the time of the raise, now all quiet. ST has really embarrassed himself in the last on this share, expect this will continue as he doubles down for about the tenth time.