Member Info for skid35

I'll take that as a badge of honour.

To all others on this board really looking forward to the next update, I hope that this will be a pivotal moment in the companies development allowing them to financially and commercially manage a portfolio of products at different stages of development, as well as their holding in sbtx.
Looking forward to more interviews from proactive / elrico after the results - I believe these will be really interesting in the focus this and next year.
As I expect to hold at least a further 2-3 years minimum concerned on short term sharp share price rises, I am looking for a rise though in the hope it will get wally into profit to stop him wanging on.

Wool.
Please just wait for the f#####g update.

I know we all believe in the company, but the share price reflects it really hasn't done anything of any substance to bring in large orders or revenue.
I do think we are getting ahead of ourselves a little.

Wool.
So it's the new broker causing the price rise, not the company listening to you with your sector business expertise and not hiring the ops director ? As a shareholder perfectly entitled to your views, but you are in a minority of one.
As I have said in the past wait for the trading update.

The real valuation will be when they deliver on the p&l / cash, rather than the intermediate gains on potential.

Tracy,
The way I have always looked at it is to take a 5m profit and a very conservative 20 pe ratio for a 100m valuation, and then ask what revenue would it take to hit 5m profit.

I don't believe we will have the large price rises on order announcement. I hope it will play out over a few years on the impact of improving six monthly results, as the market see s the value of high margin revenue flowing through to profit and cash.

Happy where we are from a share price perspective. Agree with dallo we need to see a positive rns newflow on a monthly basis even if it little price impact, and even if the p&l impact may not be immediate. If ENET doesn't have this news flow someone else is winning, and ENET has missed opportunity.

Already heavily invested here, but at 180p wish I had some spare cash here.

Well my belief that the share price would only get up to this level without a reversal of this provision has been 100% wrong ! Owe surprised a virtual beer.

Yes, I remember a while back there was an insider deal scam at some printers in the US who were trading on takeover documents. Getting hold of a copy of IC before it's published / put online must be worth a fortune. Would advise shareholders to look at his six monthly writings on kmk over a three year period, and take house broker write ups with a pinch of salt. Also a reminder on the company PR fanfare on ventilators.

Of far more importance is the stakebuilding by newlands, these sort of people don't muck about with their cash. Looking back I think miton getting out was a sign we were hitting the lows!

All up t o the kmk management team to deliver on the opportunities they have identified in the market, much of which I don't believe are priced in due to their overpromising and underdelivering in the last two years.

Back near breakeven, I expect to hold at least a further 2-4 years. If the company delivers okay would hope to be 35-40p, if it really delivers 50p plus in this 2-4 year period.

Glad the longer term shareholders are back nearer breakeven, for the shorter term traders who have a great return in a 3 / 4 week period - great spot in holding your nerve ! Wondering whether you are now holding on until the next 6 months report ?

After the buys below 2 quid, even better to see these at the 3 quid level. Even better that it's two separate directors splashing the cash.
After a long time below 2 we appear to have moved to a new trading range.
As a podcast fan I have held for some time now and will continue to hold, now in a good level of profit. Just sitting right watching the rns s come in this year.

smithy, if you are into 5g shares check out ENET

Alca.
Always wonder what gets this wider market, I don't necessarily believe it is just news flow especially with enet.
- Being on the price rise leader board and curious investors clicking through.
- In the UK the ridiculous impact and slavish following of Simon thompson, questor, tempus, midas et c where stocks are bought without any further investigation.
- Just rising as part of a broader 5g focus.
- Gartner, forrester research showing enet as a real leader / magic quadrant et c
- A small stake being taken by a competitor
Due to the rightly held nature of the stock, and with the PI s on this board being 2-3 year investors rather than traders, when the initial rise does happen it will be rapid.
I have been buying for sometime now and don't believe I will buy again (although I have said this to myself on a regular basis), just going to sit back with the occasional bottle of red and enjoy the ride.

Jolly.
There is a lack of, or outdated, independent research form the likes of Gartner and forrester. Not just a good resource for technology buyers but really good for investors to gain comfort on the competitive position, especially where the technology is specialised.
As stated earlier would be great to have a new investor presentation going through strategy and positioning, as well as financials.

Came across this company in research.
Worked at icl / Fujitsu when Todd was fd and then ceo, basically bankrupted the company.

Wool.
Your thread this year has been that the share price performance is wholly based on the re commitment to 2021 profit, and that all investment or resourcing (even if it has a one-year payback) should be stopped - this in a company growing exponentially.
You now confirm this commitment has never been made and you were "led to believe".
As I've said before, just wait for the next rns which will provide a better basis for assumptions and estimates, rather than going down rabbit holes.

NO IT DOES NOT. Please read again, no statement on 2021 profitability on which all your views are based.

Forward looking statements on profit.
- for 2020 "each of the divisions is on course to reach profitability to reach profitability for the current financial year". This may mean the company is profitable overall but there are large central costs (board of directors) which are not allocated out.
- "We look forward to the future with a stronger team, more deals, more products and more importantly greater revenue and profitability".

These are deliberately vague, as I would expect as a shareholder given the stage of growth of the companies and the macro environment.

Coming from the IT industry, where there are so many bulls#####s using the trendy buzzwords, I am strangely reassured that David is not the greatest communicator. A deeply technical sale, which David has proved from his prior companies.

Wool.
You have constantly stated there is an RNS with a statement that the company will be profitable in 2021.
When asked for it you have copied part of the interim report which doesn't mention 2021 and doesn't mention the overall company being profitable.
"Where's my money" From this note it now appears you believe the price you have paid in the market for these shares somehow has made its way to OPTI and has been spent, just incredible.
I have tried to be civil but you really have no clue.

I honestly believe he is now just winding us all up.

Wool.
I have said this before.
Each of the divisions being profitable does not make the company profitable.