Member Info for skid35

Mickey.

You really just make stuff up - no factual backing to anything you say.

Aimgambler - yeah, watched that interview - probably best to see what was said at the previous ones and then see the execution. DL has a track record of over promising and seriously underdelivering.

A good idea to check out the RNSs on 6th and 20th March 23 and see the progress on these as well.

Until we see the $$$ (effectively the tarana run rate) this is just a toss of a coin.

Would absolutely love

1. A tarana order which gives a view of the full year run rate

2. News on the Chinese deals so that the stock has value

3. Something else……

A share cap in the mid term of 10m, no more stupid fund raises would suit me.

PoC.

So a total guess, no backing.

The current share price and market cap assumes a further po from Tarana. A $1m order taking Enet to the end of q2 will unfortunately be a whoosh the other way.

PoC.

"contract news anytime by all accounts".

Please explain.

1. Tarana - value and period over which it will be used

2. What else

Pretty material buy there, must have a good level of confidence !

Assume open market but haven’t seen this size of deal go through.

Wadogara.

Yes, its based on no news as thats what its been since IPO (excluding Tarana). Plenty of interest, talking to customers, at WISPA/MWC with a stand, word of deals with Cisco and Juniper in private meeting, ongoing trials, cash calls stating they're for working capital for major deals, updates in reports saying the future is bright / on a firm footing - all which has lead to nothing.

So what has now changed (excluding Tarana) ?

No, 100% dont work for ENET.

Longy,

CFO neither here nor there as long as they dont replace her role as VP finance (what a joke) but doesnt need to be and shouldnt be a board seat.

The position / function ENET most need is a strong business development VP to match tech with customer need, ENET are really not in the position to attract the best talent. I cant see them doing any worse than BK whose major claim to fame was the WISP brothers interview with a bloke who looked like a cross between Sherlock Holmes and the washington Shamen.

Watching.

"Patience is required", exactly and ENET doesn't has a shareholder base with any patience now and looking to hold for a couple of days/ a week. Before massive dilution management, institutional shareholders plus key PIs with a long term view (the latter two sold out) there was a tight register.

Since IPO ENET has not signed a new deal (not follow on order) with any material revenue.

All those who thought DL had a list of contracts on his desk ready to sign on the TSP exit didnt understand ENET and the market in which it operates.

Those pointing to the two "contracts" while in TSP didnt understand what these adjustments to existing contracts represented.

So without contract news we have a share register essentially full of tik-tok traders who are looking for a quick in and out, but without news for an out who can just see a drifting share price and the opportunity cost of other potential trading opportunities.

Without news in the short term there will be a gradual sale from these holders and without new buyers share price falls.

Trying to boost the share price pointing to an average book keeper being made CFO is comical, real news is needed.

I think you're wrong - when you have zero backlog coming into the year who needs orders - they just need to announce a new board member each week which should do the trick

You got a decent price !

I'm not a city boy so really dont understand how the MMs work AIM small caps, if your price is a buy the others look correct as buys. Why today is the buy price so low.

Agree with your medium term views on ACRM - the pricing just seems weird at the moment.

Watching - why is it an excellent choice , it is out of necessity and a limited pool.

Firstly, they cannot have another expensive CFO like MR whose salary was on par with a $20-30m company, and they dont need someone who pretended to have IR skills.

Second, what decent finance person would join ENET with a board they doesnt do governance and dis functional leadership team.

Third, from history there is little chance of receiving an annual bonus at ENET, and share options (compared to US tech companies in Israel) are meagre.

I have heard the CFO is a decent accountant who only works 9-5 on the absolute dot - but thats it and with ENET thats all you need at this stage (without the CFO salary).

They have always needed a hard nosed, commercial, technical COO.

Seen the lows and the further lows.

Prior to CFO, promoted from Director of Finance to VP Finance with a CFO above - in a business with a couple of million.

The company does not need another flash harry MR "acting" as a CFO in publicly listed entity, at this size it just needs a "good accountant" which they appear to have, however the board need to do their role as the questioning the SLT in lieu of a CFO.

Recent financial actions are the result of necessity, not great financial planning and execution.

The requirement to have $X cash to exit the TSP at that point in time, and the requirement to have $Y cash to see them through the year are two completely different numbers.

Panman.

It's not a contract win.

It s additional functionality and features which increase the addressable market for the product. Not sure of the market share of Google mail vs outlook?

Just wonder what the "loss of office" ££££ were ?

Agree RTW seem a much better manager.

Glad the U.S. Vultures came out worst than ordinary holders.

Donotpanic.

An important few words in the RNS on Ilan "new opportunities" not existing pipeline, these will take 12-18 months as a minimum to contract.

RNSs this week on existing contracts? Of the three existing material contracts two are on a run rate quarterly royalty reporting and the value of the q4 RNSs will not be repeated.

Aim.

Yeah, absolutely expert on the financial, commercial, contractual, business model aspects.

We could do with the real network techie on board here .

Irrespective of expertise unless you are an insider in ENET or a potential customer who understands the value ENET provides, you're basically tossing a coin on a high risk / high reward investment.