Member Info for skid35

Really don't get the sponsorship of this event in amongst the absolute behemoths whose $ms spent of these events is just a few percent of their marketing budgets. They have the luxury to be able to do the thought leadership / general brand presence stuff without being near the breadline.

So why do it ?

Yes you get a speaking slot but this will be one of many and delegates pick and choose. Also, at this level, D L is the worst technical and sales communicator I have seen.

Product announcement / contract ? Firstly you only do this if you have a market ready product not one that required further nre. Tarana, no as they do this. something leftfield perhaps under very strict NDA?

The days of me thinking DL had a cunning master plan mapped out are long gone. But hope the pricing of the options was based on something close to signing outside tarana / uep2025.

He really is just an arrogant, deluded idiot.

So where does he think he'd get the money for designing and manufacturing ventilators, writing off £10m plus, paying his salary ? it is very difficult raising capital in the private markets, zero with his track record.

Investdonk.

A closed period doesnt prevent any news being issued, it fact this must actively be released.

It just stops Directors etc trading on better / worse results than market expectations, they still cannot trade on inside information

Castle.

Just so, so much misunderstanding here.

- gross cash irrelevant, look at net

- no the options are not bought at 1.5p so no cash inflow to ENET, they are FOC

- when I said there are no price targets for ENET and what you are looking at a 100% pile of rubbish why continue to believe and repeat it

Anything, honestly anything, useful to add?

The ratio of rns for options / cash raises continues to be 100x rns with real news on contracts.

Companies with world beating technology are constantly taking business, are subject to takeover interest....

Castle.

Sites such as simplywallst are worse than useless.

I think you are looking at 90 bags not 9 if you believe the brilliant algorithms in the background.

There are zero analysts following ENET (as every other AIM company), let alone 5.

Mickey.

Have you been taking lessons from Bozo Johnson in talking straight out rubbish ?.

Please tell me how ENET are "making" money in H1, even at an EBITDA level before the amortisation of R&D ?

Https://www.theguardian.com/environment/2024/apr/29/pfas-death-cardiovascular-disease

Will be interesting to see level of govn regulation, and how this impacts market opportunity.

Tricky - would love to get to 25p - and yes I do hold a drudge with individuals who blatantly lie (DL you know my email if your lawyer wants an exchange).

It would be at 25p if DL / MR had executed against what they stated was 100% baked in with upside on top just this time last year.

The past isnt the past , otherwise we wouldnt lock people in prison. It shows a pattern of behaviour which is the best we have of looking to the future.

From many years quizzing sales people on deals of a half billion dollar pipeline, there are people who deliver time after time and understand their partners / customers, end customers, markets, competition, external factors in forensic detail and mitigate. Then there are the DLs of the world "at the finish line" / "no brainer" / "we know more than anyone about telecoms" / "we are working with cisco / juniper" / "warrant price will be easily met" who dont do detail and just dont change.

Do some basic research - read the old annual reports / rnss.

Jim bob.

As well as having a juvenile name you don't appear to have a brain that's developed past a 4 year old.

As usual lets have your reasoning, otherwise a spillage in isle 6 to clean up.

ETH.

The pundits are those who haven't followed ENET and DLs promises of the rainbow just, just around the corner for years.

The three H2 orders last year were panic orders protecting their customer base not endorsements.

"When they come out of tsp there will be orders, the new vp sales will come with deals, the new non exec will come with deals".

Unfortunately as you and me know from the four contracts post ipo from three customers all have been cancelled.

I dont get the operational BOD members vs non execs ?

Seem far too high for non execs.

By the way.

Having worked in both Nasdaq / NYSE listed tech companies with their massive focus on quarterly earning, as well as one of the largest software companies backed by two private equity companies - being private is currently best for Tarana as their are fewer short term targets.

Tarana is not a start up, it already has a level of "volume" sales.

No this is not the case in the US as it is in the UK. It already has very supportive private equity investment and if floated would not have any problem with a listing.

Unlike most US tech which is asset light and higher margin, Tarana may require cash not for R&D splurges and sales / marketing overhead, but for working capital.

I think Tarana will wait for a 2-4 really exceptional quarters before listing.

Tricky,

If only life, and business, were that simple.

Difference between net and gross margin businesses. This business model is great if you've got a great capital allocation model which picks winners, balance sheet / cash flow aligned to enable this across different royalty baring products in the portfolio at different development / harvesting stages.

Not so great if you carry on spending millions of $ year after year where your initial capital allocation has proven to be very poor.

Hull.

Posters are consistently overestimating the influence of a non exec no matter how good. They don't close deals.

Tevet still seems really thinly spread. All depends on the state and sales stages of the pipeline when he joined.

Still seem some way away from even one revenue stream which gives steady multi m $ annual revenue like tarana.

Had my eye on this and wanted to buy in the low 30s but no cash two weeks ago.

When I dont buy a share the share price increases, when I do buy a share it goes down.

As usual its a pity they dont split orders into base renewal, renewal extensions and completely new business - with the ARR impact.

Seems the Akamai service has yet to ramp so hopefully this should provide further increases in growth Q2-4.

But very positive from the very competent and focused leadership team.

Yes - nice to see further RNSs.

Key is what level of revenue is P&L (real P&L not EBITDA where they capitalise R&D and then take out the amortisation) breakeven point and cash sustainability.

Hopefully 100% focus on cash and bottom line. I can see Basu getting excited, loosing focus and mucking about with projects that suck cash.