Member Info for skid35

MKS.
The use of the word "worth" is strange. It is the proceeds of sale and a redjction in assets, it is more crystalisation.

There is an investor presentation at 12 today.

Have held for sometime now, through loss and highs. My largest investment trust holding in my portfolio of about 30 which are all long term holdings.

Results out but no rns on lse at 9 this morning.
Nothing we didn't already know, looks like the gain on velo tax exempt.
Twelve bio investment a little field, potential conflicts of interest.

Massive discount on investments excluding cash. Its all about how they invest this cash.

As previously stated top line is revenue, bottom line is profit.

Oi oi.
Hold a lot of investment trusts as the bedrock of my SIPP with some large bets on individual shares. One investment trust looking at is ARIX, recently sold a holding to merck at a massive multiple to holding price - at a major discount to nav.
Only one cyber which is corero (CNS) which has do me well recently, a good hold with juniper as a shareholders.
Two big bets. Eternity (ENET) which has a small band of private shareholders on lse who have built up some large stakes which is really small and under the radar. Also optibiotix (OPTI) which has traded in a small range for 2-3 years. These are risky.

Householders a good bet, the Tories will do everything to support the market - honest Bob jenrick deeply corrupt. Was in inland as I live close to beaconsfield, the wilton park site is so well situated.

Wool.

You honestly invest in the assumption your money is "safe" ? you clearly do not understand the relationship between risk and reward. I thought if you had been "wiped out" on a couple of occasions you might have understood this. I invest on the basis there is no fraud in the signed off accounts (even then as a qualified accountant I read all of the notes and accounting policies), everything else is open to interpretation and risk.

There is no direct relationship between a company progressing and the share price. The company is in a far better commercial and financial position than a couple of years ago, and with a real asset in stbx, and yet as you say the share price is lower. AIM both over and under prices at various times.

Remember SOH is a very significant shareholder and I don't think "splashes the cash", any spend appears to be made with current and future revenue streams in mind. They continue on "full pay", no the company is paying them in accordance with their signed terms and conditions of contract.

I am not fantastically happy with the share price and am critical of aspects of reporting. Overall I do feel the company is going on the right direction, not ramping but I do feel the current share price is depressed below its real value and opportunity.

Hopefully news in April so I can use the isa alowance!

My choice of chairman is the Brit Stan Boland. If they get a guy of this calibre the share price will fly.

Tracy.
Like most on this board not concerned at all by short term price movement.
Of more importance is newsflow, which I look forward to hopefully in March and q2.

Although reassured by the investor update, agree with aqua on the discrete half year numbers. As I said on 23rd h2 to h2 growth was 29%.
I'm coming off the board until we have the final numbers were we have no understanding of the materiality of the numbers to show the real growth.
I think one of the issues with smaller companies is the level and frequency of reporting.
Anyway good luck to all holders, might be a traders share in the short term but still retain on longer term value.

As ever if you are an ENET shareholder patience is the key requirement.

Dave
He made the same interview before the last raise ( strengthen balance sheet for customers, great opportunity etc), all of which was wasted on poor business management.
The real issue here is that sales, marketing, commercialisation that he wants the money for are pretty standard, ongoing costs rather than want I would call real one off investment.
From a real investor perspective these pre planned question and answer sessions are pretty pointless, no real questioning at all.

Oioi (great moniker by the way).

I think DRUM needs to be one thing or another, it if they can use KCR if it provides a good yield (which it doesn't at the moment) to provide cash ?

If you're into cyber check out CNS, share price has fallen from the highs recently. I am in at a nice level of profit now but clearly DYOR.

Yep, I said last week there will be some anger here with the treatment of loyal shareholders.

For those who have not been around too long this was the same as the last raise.
Should have been at least a 8/5 split or even a 5/8 split rather than 10/3. The last raise was massively over subscribed so there was proven shareholder appetite for the shares.

I have decided I will sell when the sp rises on orders coming through with a further ST write up which will hike the price.
1. Whatever the opportunity I still don't believe the board has the ability to execute through to the p&l, and cashflow.
2. The cash raise after stating they had sufficient funds shows a lack of forward planning and understanding. After stating AROC is recoverable we have no further updates.
3. Small shareholders are not well looked after by the company.
4. Although clearly a brainbox I don't think the CEO has the all round commercial, operational and financial skills to capitalise on what are great market opportunities.

The update last year was mid to end of feb,so expect them to have all the 2020 numbers relatively clean.
So it's then what are they waiting on for the update ? I would have thought the chairman rns will be a separate rns (unsure whether this has to be separate for legal / listing requirements ???), Therefore hoping it's post close events and more meat on the bone for h1, and then beyond.
Anyway looking forward to the updates, I'll put a nice bottle in the fridge in expectation.
Enet might even then get a "shout out" as the kids say by one of the spotty tik-tok types in a hoody, we'll then know we have made it.

Wool,
- Grow up and own your decisions
- You rabbit on about hype, did you not do research and understand what you were buying ?
- Either sell if you don't believe you will reach your buy price, or stay based on Rational level headed analysis
I am slightly loss making and I expect due to the amount I expect this is a far greater £ amount than you, my decision.

Please do not provide your recommendations on business improvement or change to increase the sp, they are laughable.

Gall, it will not be the same proportion for everyone, I am not the methodology has been communicated.
Although I applied for base I didn't apply for excess 1. Knew as a small shareholder I would get bu#### all as with the last raise. 2. Don't won't my spare cash tied up for two weeks.
Well, at least the BOD and their favoured mates have made 15-20% with little risk at the expense of other shareholders.

Tracy,
I can see very little point in pop ups for ethernity, a bit like me getting one's for rolls royce.
Use a salesforce for large direct customers who they can count on a few hands, distributors for the rest.

Hi aquae, on royalties I think the pie chart was the 1.5m they already had so you can't really tell.
Hoping this moves into mid 50s trading range until further updates.
Would be really nice to get back to woolys buy price to hopefully help his portfolio.

By the way would be nice to see elricos thoughts in his blog.