Member Info for trading1987

I first went in Jan 18 (so just over three yrs) - but the position has significantly increased since that first entry point.

To be fair - I am up 30% right now, with an average entry of c.24p.

Longy - I understand your frustrations, but you must understand that even in the next 6-12months, 5G won't be fully rolled out across globe (South Korea, China and maybe India might have made a good go at it). Really we are looking at the next 3-5 years for enet to fully realise their potential, and their kit to be utilised into the 5g solutions in Europe and the US.

well done - imho today marks the total de-risking of the current mkt val, and the best news its from a non-5g contract! Can you imagine the mkt val once we capture a very small % of the 5g market? Got to be in the hundreds of millions on p/e between 15-20.

I think there's some really powerful points being made by the posters this morning. IMHO this stock is pretty much de-risked in my eyes. Only risk is running out of cash, which has been significantly mitigated in the last 12 months. For an enet investor from here its "money for nothing and chicks for free"

agreed sergi - but it could only take one RNS to change the whole situation and ride us to £1.

wow Dallo!!! Its a prince or pauper trade for you..... i'm hoping prince (for my sake too!).

https://ethernitynet.com/cornerstones/seven-key-questions/?utm_source=2&utm_medium=3&utm_campaign=7KeyQs

New post on the site! Looks good.

Only fools selling - selling something worth £1-2 for 30 odd pence - doesn't make sense to me.

As they say , some market participants "know the price of everything and the value of nothing".

Mascarosergi - that is "Dallo" who posts on this board.

Imho - Enet is the best and most lucrative tech / 5g play out there. Buy shares in a business worth £15m, that has IP, patents and relationships with China telcos / tieto / india etc means that the value of the business is currently well ahead of that (just the mkt doesn't know about it). And there is a very simple reason for that - £15m businesses aren't on many institutional fund radars, its a nano-cap, and most inv. managers just won't have it pop it up, especially as their no independent analyst research. I believe this will come, once we head to profit and the investment community then wakes up to it.

As TL says, even if they capture a small % of the mkt (3-5%) over the next 3-5 yrs, Enet could be valued at anything between £250m to £1bn + (and have a "sensible" tech P/E of c.20).

Agree guys. Once a few RNS's land, chance to buy in the 30's will have disappeared, and this will start heading towards IPO price if it gets a good tailwind (i.e. good numbers for H1 in H2 21 + showcasing the pipeline).

Merry Christmas all! Thanks to all for the information on this board - its definitely kept me sane.

See you all in 2021, hopefully by the end of which the SP of this is north of 3-5£, and some very happy bods on this board!!

https://5ginvesting.live.ft.com/?_ga=2.221473821.424929839.1606387425-1477917423.1606387425&MID=1143022&RID=298726

could be worth registering - TL i'm sure you're best placed to understand this one!!

A 200k buy is very interesting - bonfire night (fireworks) could continue into tomorrow AM - ATB (here's hoping anyway!!)

Some will buy in one trade to avoid the trading commission costs for doing 5 trades instead of one (9.99 for each trade).

Great summary TL - a few nice RNS's between now and year-end would would be great - at least get the adrenaline flowing!!

https://www.raconteur.net/technology/5g/5g-competitive-landscape

David mentioned/quoted in an article on 5G in the UK

I think this is a great result. We've put to bed all issues around running out of cash whilst Ethernity go out there and win contracts for 5G work! So clearly a massive positive, a little bit of pain for us in terms of dilution, but lets be honest this company has little alternatives (given its size, and the stage of its life). The methodology of doing it in 6 monthly periods, gives the SP a chance to recover as they win more contracts etc, and not give the company away at this price.

And we all well aware David is very careful to not give his company away (given how much he holds), so will have thought long and hard before agreeing to this.

Key bit in this deal:
"Subject to successful execution, the OEM anticipates that the contract could lead to further significant annual revenues for Ethernity from the supply of additional ENET FPGAs and vRouter software licenses for large scale deployments".
If this deal takes off, and we get the Chinese telcos sorted by the end of the year, ebitda expectation of 15m for 2021, values the shares £5 on a p/e 15. If we really take off (e.g. ebitda of 150/200m sky's the limit).

Clearly much depends on how much news comes from the China deployment in Q4. If they announce contracts etc, with some level of figures/guidance share price will fly. If that fails, then as Dallo says loan, placing etc but hat won't be pretty for the SP - I hope Levi has a plan if deployment slows or is delayed.