Member Info for skid35

FS, its 95% about channel / partner management and "modern" marketing / branding - something SOH and OPTI have been very poor at.

B Positive - you forgot its RENEWAL WEEK with the follow up contract, you need to add that "fact" in with the others.

Steve.

If the technology was ground breaking it would already be selling in the hundreds of $m, or if there was the the potential for this it would have numerous suitors offering 100s of $m and a massive earn out for DL.

So we have US and Chinese companies pouring billions of $$ into R&D with the best and brightest engineers, existing channels / partnerships, top class management and sales / marketing - yet a company with a history of failure and the turnover less than a legitimate turkish barbers somehow is leading the next tech revolution.

1. A bit like saying well done to someone coming out of jail, they were in TSP due to complete incompetence. They have taken £2.4m from shareholders while in TSP, nothing to congratulate them for.

2. Just read any RNS since float and then look at contract failings and cancellations. "Operational stability" with one $300k order in a year.

3. Their UEP solutions, on the market for years, have sold nothing.

4. After ftth, pon, server du etc.etc the latest strategic direction where, even if they had any IP, is simply unaffordable. If there was anything of any value ENET would have been snapped up. So where are they, estimating how much it might cost a.customer who they appear not to be talking to.

5. No, just the usual fluff we have seen since float.

Back to Nvidia. It's like me making a choice between Beyonce or Dua Lipa falling other themselves for my affections.

- it's not a start up, you can't use that excuse for zero contracts, zero backlog, zero revenue.

- All post IPO contracts cancelled with ENET kicked out. The aero stuff isn't covered by patents and is not advanced tech, and is loss making.

- Non of their patents make a bean of revenue.

- Contracts, apart from a few k on aero, are not being "worked".

- Its a pity ENET doesn't have any with any value.

- He wasn't there for 10 years - probably kicked out by co founders or funders demanding professional in charge

- Cash for a few weeks, no one would ever provide debt finance

- Global reach - new york, paris, Peckham ?

The share price is down 80% this year alone, and 99.9% plus from float at 140p due to uninterrupted incompetence and failure. It’s at all time lows, a one hour movement is nothing to crow about, let’s see the how the share price at any cash raise is further trashed in the next few weeks.

Mcadder. So you waiting for the renewal order this week as well from the investing and business guru that is b positive.

New uncle - are you waiting for the much heralded (by B Poisitive) renewal of the order from this time last year then this week ?

Newuncle - its not info flow of any value, merit, understanding or intelligence and by repeating it over and over and over and over again doesnt change the fact that it has no value, merit, understanding or intelligence.

B Positive.

You're looking at a market with massive growth potential, and then comparing one company which is has a design win with substantial royalty streams once a month and knows exactly whats its doing with a compotent BoD / management team, with a company that has one order in the last 12 months for less than $300k and a bunch of part timers and a BoD who couldnt run a school tuck shop. Its not a ringing endorsement is it ?

Well - at least its renewal week for ENET !

When David Allen had over 3% I know the then CFO bent over backwards to keep him onside, this was when they appeared to have a decent order backlog and pipeline.

I can't see they have anything to say at the moment, no backlog, no cash and a non existent backlog.

Burren, you've got to remember according to B-Positive its "renewal week" where one time contracts get renewed every year.

The "elrico guild", what a complete joke of an individual. Zero business knowledge, zero analytical ability - seems like he's just off his bin lorry round, led up the garden path and praying for SOH.

"Elric derangement syndrome" ? Has there ever been a poster on the whole of LSE who has a.more elevated view of himself.and his abilities ?

Capital markets day presentation now on investor meets platform.

No, just looking at the ENET share price over 3/6/12 months and can't discern a share price recovery.

Debt free is frankly irrelevant, any customer sees a company that doesn't have the financial clout for anything.

"On going talks", refer you to every business update from float on talks, trials, interest - this time the talks are for products that don't actually exist.

How much value has been extracted from prior patents ? This one is the same.

C an I have his dealers name....

Showing how much business ensilica are winning vs zero for ENET isn't the winning endorsement you think it is.

Piper - apart from his $20k a Montana are you congratulating him about ?