Member Info for skid35

Great RNS

- significant value recognition

- ability to continue to hold in sector as an rtw holder, rather than selling and having to deploy

How many times.

1. They are holding investments for clients in invest ment trusts not on their own account.

2. This is b####r all % of their AUM, it doesn't register at 100th of 1 percent

3. It's Miton, Miton !

So, their only real UK institution which backed them to the hilt until now, has chucked in the towel 100%.

Even astra zeneca, microsoft, google have macro level and company specific risks. To say a company such as KMK, with its history, has addressed all risks is simply ridiculous.

Better to say the balance of risk / opportunity has changed - time to mitigate the former even further and execute on the latter.

LG.

Amongst the Kindergarten level of debate which has taken over here, a reasoned list.

There is a difference between the indian and chinese OEM positions, the chinese look in breach whereas the indian doesnt.

All the tictok investors here trying to create some FOMO.

Surprised we haven't seen an RNS this morning, its like posters here are just making stuff up.

Mike,

The RNSs last week and this morning very welcome, but considering the potential of the RNS last week thought the market response "muted".

Still believe the market is looking for the company to show it is run in an operationally efficient manner in the short / medium term in results from existing contracts - an extrapolating this efficiency in high margins, tight fixed cost and working capital management onto a future portfolio of growing and widening income streams.

Short term executional excellence will drive the share price.

A Tarana order and cash from "a client" are completely unrelated an separate events.

BillyB.

Do you know how far in advance you have to book for one of these tech trade shows ? No thought not.

Tarano ?

Is that a new energy drink ?

I could comment on most of this, but keep it to the easily disprovable.

Assets of £50m ?

About a fifth of that mostly tied up in intangibles which should have been significantly impaired years ago, debts which are not collectable, and stock which they can't sell.

Prospectator.

You really don't appear to have a clue about anything related to ENET or the CEOs ability to execute either operationally or strategically.

Like our friend patt and 504 on the other board don't understand business development and pipeline management, time taken from initial discussion through to contract and then cash measured in multiple years. On top of this companies don't embed IP in their stacks with flaky suppliers irrespective of escrow and IP access.

Your absolute naive level of understanding on the Chinese payments incredible, I think they were past asking their credit control team to ask kindly for a payment a few months ago.

God we have some idiots with no knowledge here.

ENET is not Nasdaq listed.

Flava. Do some proper research, what they have said in this video has proven to be incorrect.

QS.

A lot of new posters without a history of DL with direct communication, presentations etc.

As most techies somewhat on the spectrum (this is not an insult) and without a decent CRO they have really mis understood individual customers and markets, as well as what I now know we're very deliberate lies in naming two world leaders he said they were working with.

Hope there is more in this rally than a lot of tictoc traders in their mums spare room. Let's see.

I don't see it as a risk as he is top of the tree in insolvency.

He has backed himself before, but is holding heavy losses.

D L as an individual hasn't got the money to buy the company.

Stu.

These r&d type deals are based on direct cost plus a fixed % of overhead cost to cover corporate costs such as buildings - the % need a to be approved and probably on an open book basis, so low margins and no immediate exploitation of IP. But ensures high utilisation.

Ironknut - they are building a varied portfolio of contracts and just need to 1. Keep central costs static so gross margin from contracts is leveraged 2. Control working capital 3. Execute against the contracts.

As you say history says not, but I can see the early signs that the cfo and chair are starting to get a grip. Let's hope so.

Very, very clear someone trading on inside information yesterday.