Member Info for skid35

Aquae.
Thought he spoke well on skin. Just a reminder we are not really missing out on long term skin value as an indirect shareholder. When the time is right would be nice to hold these directly.

Bogyo. I think you may have good timing. After results I thought this would drift from 50-65p so very much at the low end at the moment.
As you can probably my see from the board a number bought in over 70-80p so it's just what will change the trading range in the next 6 months (I am slightly loss making at 50p on a pretty hefty investment).
Key short term catalysts might be a major change from the 2020 with additional royalties counting, a major partner update or stbx just going North in a big way - or just a write up in an investor mag somewhere.

Thanks.
I have a small position here from the engi days.
Outside my investment trusts most of my "risk" money is in IT, drum seems to be much better value than most similar investment type companies where most of the money seems to go on board fees.
Hoping they can grow this, finding companies at reasonable prices with good growth prospects where the market seems a bit frothy. Fully expect to increase acuity holding in the short term.

Rebarm,
Agree, a good strategic overview at the start moving into operational detail. Didn't shirk any issues or questions and did explain, to some extent, h2. Obviously wanted to point to full year vs full year comparisons against lower / static growth h2 to h2 with no real indication of value of the royalties yet to be reported.
A good move from an investor relations perspective, and hopefully will have a more of a timetable of releases going forward into 2021.
Looking forward to a more final set of numbers for 2020 to really understand the financials, as well as further updates.
This has always been a long term holding for me, this presentation was therefore reassuring. Although a long term shareholder I do get uptight in waiting for updates and releases but understand the rules and requirements of a listed company - as well as the limited resources the company has to churn this stuff out.

Bogyo.
Firstly it would be great to have 2020 updates clarified without the caveats of some royalty payments etc. The big worry for me is the strength of the contracts signed to be a me to enforce reporting, invoicing and payment.
SO H should wait for these before any presentation.

L2.
As I said last week a lot of very annoyed small shareholders this week.
At least the board and a few select mates had their 10m fenced off for an immediate gain, effectively taking cash from small shareholders who have put up with terrible management.

Agree, turn your iPad to landscape ??

Optimist,
With kcr profit / loss is based on asset valuations.
Not sure whether drum will hold this long term, it must be very illiquid?

L2.

1. No he hasn't, he now has 3 million shares in total.
2. Why wouldn't the BOD but when this is at a discount and favours them and a handpicked selector investors vs small shareholders.

Toad, agreed.
For me this is the last opportunity before for kromek. As always undoubtedly great potential but zero delivery.
I think there may well be a big uptick on order announcement as has happened before, I may just sell and keep a 20-30% gain I have and roll with it. Knowing my luck they will make a success of this one and I sell too soon.

A number of longer term share holders who bought in on what seems like world beating technology, great market opportunity etc. If you read the notes on the recent cash raise it is very similar to prior ones, need cash for a great opportunity which turns out to be a dud due to weak contractual and commercial management. Similarly ST's pronouncements are remarkably similar over a 3/4 year period, but always forgetting the target he put in the share six months ago.

As they say In the goldrush it was the people selling the picks and shovels that made the money.

I think Herald taking a stake sometime in q4 shows this is getting on the radar somehow with institutions, I know Herald is a bit of a one off with a very qualified team who I assume do a quarterly analysis of every AIM tech company they do not own but are on their "interesting watch list". I know a lot of institutions will not invest in companies of enets current size of even if it is below 100m share cap irrespective of how they view its opportunity.

For private shareholders I believe it will be a combination of as Tracy says a couple of days on the leader board (with a transformational order there will be days of 50% rises) and write ups by midas, tempus, questor, IC etc who will find, according to themselves, a hidden gem. I have seen articles in investment magazines headlined "companies to benefit from 5g" and then listing Vodafone and other large caps.

You can see through the bonkers valuations of crypto, cbd etc companies in the UK and the following they have, there is a tonne of hot money in the UK market prepared to ramp and dump. I think we may have to get used to a board with 200+ postings on a day of this takes off.

Spardun, hoping for 2 out of 2 !

The main worry here is Amazon entering the market and, as they do, try to create a pseudo monopolistic market. Will squeeze the death out of competitors whatever not it takes in the short term.

Even with the share issues I would hazard a guess that the regular contributors to this board must be approaching 15% of the company. This must be very rare, if not a unique situation for a UK listed company for ten or so private shareholders to have built such a holding.
I know in the short (6mths) and medium (18mths) term my holding is going absolutely nowhere, I believe other posters feel the same so finding shares may be difficult.
I keep on stating the building of my holding has stopped, after Friday I think it has - will now sit back and enjoy the ride for two years plus. I would be worried on a cash raise, with the value of the holding I would not have spare cash to participate.
Yes. I am ready for some ridiculous rampers coming into this board, although they might be right they may not understand why they are right.
I am dreading the first Simon Thompson write up (he will find enet very late and claim he is brilliant as usual) as this does bring a large number of blindly stupid followers who buy without further research, this alone will raise the price a minimum of 10%.

Getting excited then tired of seeing an rns being issued, then to see it is just an issue of shares. Looking for regular monthly news for the rest of the year.

Lastly, come on WALES !

Anybody think a results clarifying rns Monday or Tuesday ?
Otherwise soh can't really answer much around 2020 results without any real level of understanding and analysis on levels of growth, margins etc.

Cambridge
As a rule I do not invest at IPO (with the recent exception of aj bell), to little substance and too much PR guff. I would not have invested in enet had I known about it.
Most on the board have bought at many levels - myself from 13p to 60p and are not looking at this from the ipo price.

Not quite at the dallo level of commitment here but now at a very unhealthy % of my portfolio in my sipp / isa, best time to build is when there is no news.

Couple of further buy a my side this morning, mms seem very slow in reporting buys

Kings, been here for a while, in the money...just.
Thought this would hold at the 10p level, can see me adding a few more. Even if results are a little mixed with the lockdown, I think this will be a good 12-24 month buy.