Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Was this Croda ‘beauty parade’ in Q4ever mentioned by SBTX/SA?
If it was, if it doesn’t happen, will this be the first thing that SA has not delivered on?
Seems unlikely for this year now, it sounded to me from the last news that the Croda development was somewhat delayed, perfectly understandable.
Is the sp weakness due to lack of timely Croda news?
01234
One of the first things I did when new to the board and ENET was question the 5G deal and suggested it was clearly set up for 5G to onward sell the shares. I was firmly rebuffed by TL and dallo, then the Penny dropped a few weeks later that 5G had received a notifiable stake but not declared, hence they are sold!
Absolutely no blame from me to TL or dallo, but it’s an example of always dyor and trust your own instincts!
TL is/was good on the tech explanations but can’t forecast a hurricane at 5 yards! No offence meant their either. It’s interesting TL uses ‘contacts’. I’ve done that in the past, till I realised they only tell you what they think you want to hear.
RNS is the only things that count!
Bit of a mixed bag from ENET this year, but firm progress has been made. In all honesty I think the company has transformed itself over the last two years. The signs are all there for massive revenue growth, but inevitably it will probably take a little longer than we would like.
The market cap is very low, I don’t think it will take too much news to bring those warrants in.
atb
uhlf
ETH
If you know how these boards work then presumably you won’t get taken in by any of the utterances on here. Probably a waste of your time ready any of it. The only sure way is to dyor, do not trust anyone but yourself.
But if the suggestion is ENET are selling ‘snake oil’ or fake goods or something, then that is bang out of order.
Tarana, G1, Tieto Every, the company’s products and solutions, trials with Tier 1 server manufacturers etc etc, they are all real enough as is the orders that have come through in increasing frequency and size this year.
Thanks dallo.
Unfortunately ENET now have something of a track record with ‘misses’, and twice in three months is, how shall we say, unfortunate.
They might have to change their somewhat bunker approach to IR to clearly explain the prospects going forwards.I think a broker note would help in that respect, as investors have no idea if we’re taking $5m, $10m or $20m next year. They need to up their game considerably.
ETH
Never believe what’s posted on a BB, not without doing your own research! TL had some great technical insights but forecasting re contracts/sp was not one of his strengths, that was and is pretty obvious.
I used to make a point of speaking with the management of companies I was invested in. Other than to obtain matters of fact I never bother now. I’ve yet to meet a pessimistic CE and they tell you what they think you want to hear. So never any mention of delays, placings, resignations, loss of contracts etc. The best and only worthwhile news comes not from BB posters, but in the shape of a RNS!
good luck
uhlf
ETH
Sounds like you’ve been taking TL’s forecasts to heart.
You have to learn which bits to take from which posters, imv.
As we’re all invested here there is naturally a positivity bias.
Haven’t said all that, could be a great 2022! But always dyor etc etc
atb
uhlf
Don’t sound long term at all to me. Sounds like it’s all coming together very nicely, sensible action taken by the management in securing critical components.
If long term is next year, then maybe, but that’s in a few weeks time. 2022 will be a tremendous year for ENET.
Just need to read that rns carefully.
Key Shareholders now updated, dallo now with 2.5m.
Shows how on the ball MR is! Not sure if the trade has yet been reported on AIM!
5G IF unchanged, despite almost certainly selling 46,000 on 03/12 and another 45,000 on the 06/12. I suspect next declaration for them will be the sub 5% one.
Well done dallo and what a great supporter of the company you are as well. It’s good to see major shareholders adopt best practice as well, but, sadly, your fellow major shareholder, 5G IF, doesn’t share that view, mores the pity.
snap bid!
Looks like the usual ENET ‘own goal’ at work again. Just a tad more encouragement at the EGM May have been helpful. I assume they will do a TU at some point, but , as we know, these guys are a law unto themselves and will go their own sweet way.
Mind you, the c £8m in warrant money should be a big enough carrot for them to ensure they get the correct message and newsflow out.