Member Info for skid35

Jarv, completely 100% wrong, the valuation is in the IP and knowhow not the furnaces.

If it were just the interims rns today, the share price would be 2p

- firstly, even by KMK standards, the interims are an absolute car crash showing the BOD havent a clue on operationally managing a company. Inventories now at about 3/4 years, receivables about a year. They have to get this sorted as it appears they have zero control over the business.

- clearly the Siemens agreement is against this background, swapping out a more immediate return to one over more years at a ROI that is very suitable to Siemens.

- As what seems to be a firm deal with a reputable european, rather than chinese, company I assume this deal is watertight and is fixed price.

- share price reaction seems to be at last something concrete.

- bottom line impact needs to take into account intangible adjustment, but non cash.

BenNa, further research and being informed don't really go hand in hand with any of your posts. I dont believe you understand ENETs products if you think it can "integrate" with AI platforms.

Happy to engage with reasoned opinions.

You have said the risk / reward is fantastic. The risk, after the company has lost 99.94% since float, is you lose the lot. The reward is what and what level of probability do you assign to it?

Couple of mentions on Pods by Paul Hill recently.

Could do with a laugh eating my lunch and now provided when i saw 30 posts.

1. 2 posters who have done such detailed research they still believe the share cap is £400k (or m in one case). 2. BenNa again with a indepth understanding of AI and systems integration - your not Stephen Yiu are you ? 3. Posters requoting rnss with $35m, when has DL ever been remotely right 4. Contract news overdue, yes from when they floated at 140p 5. Serious buyers and rnss expected, risk / reward - as Jim Royle would say my %%%.

Nice to see the £60k buy rather than rely on share options.

Mickey,

Hope, even a stopped clock is right twice a day.

DL really has no where to go shortly. He has had a year to get the cost base in line with income, but as arrogant and deluded as he is (as usual) thought there a deal just around the corner and has failed yet again.

Remember Ilan on his proactive interview (6/8 months ago) on providing an unsolicited quote to a customer or even just costing it internally, if you have 0.001% chance of securing an opportunity it should be against listing rules to rns it.

Its not about the ratio of the contract size to market cap - its more about margin how this deal fits into the overall backlog / breakeven points with fixed and variable costs.

Good news is it is all 2025 income, the rigour on bidding should mean it is at decent margin.

Did wonder why they had put an investor meet in the diary on strategic stuff without a firm baseline on the current business which this clearly helps.

Dab808, agree the chair and cfo appear to have made a difference, but after the last cfo / legal counsel (have a look at his contribution to the tekmar share price) I think any change would be for the better.

Key is still working capital (especially stock of about 18 months sales) and the constant £1m plus write downs each and every year.

BenNa / equity-trader on X, an incredible lack of knowledge on anything. I thought the days of someone posting ENET market cap is £400k were gone.

Lotm.

Agree with fred, I don't think they could have got a placing away of any material value without a massive discount.

They did understand terms, but always believe a bit of business in the pipeline will keep the share price at an acceptable level, this time next year rodney....

No bank would or will.touch them so this isn't the line of credit. It's for suppliers, even out of tsp no sensible.will.give them credit but it does now give them authority to contract on a ringfence through put basis - tarana?

Amazed they have the cash to pay the tsp of they actually do, possibly decent royalty reporting.

As usual all speculation with DL in charge with his history. Anyone "speculating" on ENET still needs a massive risk of loss warning.

ETH, even though I hold a few shares still agree. Firstly to stop anyone else chucking a few bob in, second to stop the BoD getting the monthly gravy train cheque.

When considering a raise and discount to current price, the buyer needs to look at the risk premium of a cash runway in order to dispose of those shares in a volatile market.

If they ever manage 300-400 this goes straight out the door, so in the same position of zero cash in the last week of Jan with payroll due. So zero cash runway.

0.08p, very much doubt it.

Hopefully means there wont be a discounted cash raise, why buy in the open market otherwise ?

Jimbob, a reply with any, even just one, fact would be welcome rather than the 13 year old facebook comments. I comment when posters are talking complete rubbish.

The lack of understanding by some is incredible. X is hilarious, one recently bought based on a £400k market cap as the sole criteria before selling when someone pointed to it being wrong, as well as being caught out that it was an Israeli company.

Firstly, its not a CLN, and it doesnt make a blind difference NT being out - they have zero cash and effectively zero business. Any raise will be at a massive discount, and more importantly with the current share cap cannot be more than a few weeks of cash out the door.

A ceasefire is completely and totally irrelevant when your potential customers are virtually all US based. Business decisions are not made on this basis.

As Ive said before, does Don or any of the team actually turn up for work ?

What do they do all day ?

"Whilst we are disappointed by the potential reduction of FPGA orders from the U.S fixed wireless vendor, we believe that the future growth of the Company lies with the ASIC opportunity in hand..." has all the vibes of a 14 year old, I dumped her she didnt dump me.