Member Info for skid35

Mickey.

By “researched” do you mean skim read the RNSs from the last six months ?

Contrary.

I am not a holder although expect shortly to be so.

They are competing with US companies here in the UK and these are probably a bit light.

One of the senior people in activeops used to work alongside my brother, my brother is to say the least not easily impressed by said this person is the best sales director he has ever worked with.

Cns provides some on premise products to akamai to incorporate in their service offering.

Wouldn't be surprised if akamai bought out juniper / Hps stake.

Cns focus on a specific specialist so market in ddos rather than the total market addressed by generic products from Microsoft / aws etc.

Impressed with the recent presentation. Seemed to imply they were unsurprising themselves against their features.

As usual with AIM, it doesn't seem to make much difference if you perform well, have cash in the balance sheet - really not too sure what the catalyst is for a general rebate if companies such as cns - lower interest rates, takeovers of tech in the £100m range ?

Bill,

That's not what profit is.

Bill.

As any accountant knows there is no such thing as "all history now" as the accumulated history is in the balance sheet and number of shares in issue.

What do you mean by cash positive at the end of 2024 ? They still have cash in the bank end q4, over 2024 they have FCF, they exit 2024 with a FCF positive quarter. If, if, the orders come flooding in for a late q2 or q3 contract with revenue q4 most of this will be debts on the balance sheet.

What are you assuming in the cash flow on the chinese stock and debt ?

Bill, it wasn't a "loan".

I think DL / MR gave back door assurances to Bergen on the state of ENET which proved, lets just say, "dubious", and they personally as Directors were on the hook.

Just put in my buy for the retail offer, nice and easy on ajbell. Not sure whether to keep or sell if the share price is at or around 12p in the coming weeks.

Would have liked to have seen directors put in material amounts here but can’t see it.

Well jet sets 1p (not sure where his posts went) faded badly, let’s see how Trickey 2p cop tomorrow.

Trickey.

I think virtually everything you have said here on ASICS/FPGAs is completely and totally wrong.

Trickey.

As I’ve said before the 2023 royalties should not be used to extrapolate forward, as they include consideration for licence misuse in prior years.

1. a day up a few % points, a day down a few % points - completely inconsequential

2. yes really look forward to your post at market close today for JS and tomorrow for Mickey.

Trickey.

To get to 2p today / tomorrow there needs to be news.

If you believe the "update" and "interview" means that they are that close to signing a UEP2025 deal can you put me in touch with your dealer, you're taking some great stuff.

A Tarana additional order or forward view for 2024 on Tarana - I think this might as it provides visibility of cash and a very high degree of certainty but surely a lot of this built into the share price.

Funny how none of you have met, conversed or looked in their eyes of the management team when they have frankly just been making stuff up and lying through their teeth, but seem to trust them more than your parents.

Hopefully Mr Ling has some inside info on the Chinese deals. Essentially written off in the share price.

There are no analysts covering ENET, or indeed any company below half a bn market cap. House brokers don't count.

Similar to simplywallst just a really really bad and basic algorithm in the background using out of date info, not worth the paper it's written on.

Fireblade.

Firstly the reporting currency of ENET is $ not £, you will never see £ in an ENET RNS.

It literally doesn't say that contracts are about to be signed.

Mcadder.

How about you answering the question.

What do you think is built into the share price, and then what is coming down the track to take this higher - deals, values etc.

Trickey.

How about answering the actual question rather than doing a Piers Morgan ?

As Hull, and the company have pointed out, the advantages and growth of PON. However this is an established market, established players, established agreements where ENET hasn't sold a dime.

So the question is what is the ENET USP, and is their offering sufficiently differentiated from current competitors to outweigh dealing with a company such as ENET with its "history" and balance sheet.

I dont think any of us here are qualified to answer, unless we have a Telecoms analyst from Gartner or a telecoms techie from a competitor / potential customer.

Trickey.

The sales pitch is never easy. I think DL thought this with his "at the finish line", "no brainer", "we know more than anyone about telecoms" stuff and simply doesn't understand the decision making process in customers.

Ilan has the CV of someone who does a weekly in depth pipeline call and detailed sales evaluations.

We just need some independent view of the tech from Gartner / Forrester or even better a contract with guaranteed volume sales (not a contract with fluffy words)

Some misunderstandings here.

ENET doesn't manufacture fpgas or asics.

You cannot convert or upgrade an fpga to an asic or vice versa after the fact, but based on the application you may be able to load the same applications to both.

Asic hardware is generally cheaper than fpga hardware, therefore there is a unit tipping point where the marginal cost offsets upfront cost.

Where ENET does supply the fpga / Asic as these are COTS, standard volume products anyone can buy them including the customer their margin is minimal, all of the margin (effectively 100%) is in the ENET software which for the same application will be the same.

So if, if, ENET state the customer is using an ASIC it is good news as the customer has a strong expectation of on going volume providing an on going run rate X quarters into the future, but bad news as what is loaded is probably less complex at a lower price point.

Bit breezy out there and a few energy gels consumed. The single track road out the back of Turville (vicar of dibley) up the hill stunning as ever.

"Indicated an interest" doesn't scream waiting for a signature and not even at the "advanced negotiations with 4 oems" from 15 months ago, best read the two uep2025 business update rnss from last year.

I think Dplewis (someone at the meetings with DL and MR with me) on opportunity management on advfn "DLs handed a few business cards at a conference and thinks that counts as pipeline. Almost exactly the same language he used in previous updates over the years when nothing has materialised".

Hope I'm wrong but not holding my breath.