Enfis Group Share Discussion Threads

[battlebus] 05/8/2010 12:54

As ever with this share one sell and down she goes.

[daicaprice] 05/8/2010 12:47

Nice to see some good news and a bit of action, rather a long way to my £1.40 though!!

DC

Top, any chance of a direct to chart and posts button to save the scroll?

DC

[mike_f] 05/8/2010 12:12

Yes i have rivaldo, i was keeping eye and now it's risen over 15% from when i was looking lol Still on my watchlist but not dipped my toe in yet. thanks. Any guesses to today's close? Mcap is still very cheap. Fair value? c£3-4M perhaps? Just based on cash and technology?

[rivaldo] 05/8/2010 12:05

Excellent thread MikeF - thanks!

Not a bad day....but the m/cap is still only £2.6m.

OT : Mike, have you ever looked at GNG? Worth it imho - take a look at my updated thread header post there. It's on an ex-cash P/E of barely 2.

[battlebus] 05/8/2010 12:04

Thanks for the new thread MIKE hopefully a new start for both thread and shareprice. 100% will only be the start if results are reasonable.

[mike_f] 05/8/2010 11:52

Flying now 17/22, could we break the magical 100%? Still cheap mcap and the rise is only on a few buys, looking very good! GLA

[husbod] 05/8/2010 11:50

Bought some more this morning - averaging down as they say. None of them showing as yet so presumably there are other buys in the background.

[mike_f] 05/8/2010 11:13

Up again, now 15/20 and still valuing the company at under £3M with c£1M in the bank.

[mike_f] 05/8/2010 10:55

Hi Scott, how did you find working with Enfis and what do you make of their technology? Great to see them sign another large contract after the Yas hotel was such a success.

[scott1978] 05/8/2010 10:53

Ken Board was my final year thesis assessor. I did some work for Enfis for my final year project at Swansea University. I was looking at the effects on the wavelength of light from a particular colour of LED to see what different lenses did to the light & over what distances, this was back in 2004.

[hazl] 05/8/2010 10:47

no not yet

[mike_f] 05/8/2010 10:21

As requested by you rivaldo. Bit more friendly on the eye and don't have to scroll down for ages ;)

[mike_f] 05/8/2010 10:20

Enfis Group Plc is a United Kingdom-based company. The Company is engaged in the design, development, manufacture and sale of high power light emitting diode (LED) arrays and light engines. Its business is to develop semiconductor based light source modules and systems using the advances in semiconductor optoelectronic device fabrication, thermal management and optical design technologies. The Company supplies LED solutions for a range of lighting, industrial and medical applications. They are available in white, single color, ultra violet (UV), near infra red (NIR) and a range of multi-channel options. The Company's wholly owned subsidiary is Enfis Limited.

Significant Shareholders (>3%)
Wesley Clover 11.5%
Blackrock 9.1%
Robur 8.8%
Invesco 8.3%
Octopus 7.89%
Artemis 7.2%
Ken Board 6.3%
Dr. Andrew Nelson 6.2%
University of Wales, Swansea 4.00%
CFS Independent 3.9%

Ordinary Shares in Issue 15,162,863
% of Shares not in public hands 18.5%

Recent Press:

[mike_f] 05/8/2010 10:11

Hi hazl, yes i have seen it thanks, all funds tied up atm. You invested in here?

[hazl] 05/8/2010 09:57

mike have u seen cnr rns?

[mike_f] 05/8/2010 09:47

No probs mate, thanks.

[rivaldo] 05/8/2010 09:35

Battlebus :o)) Perhaps ENF will now get onto people's radar - particularly if the H1 results show a continued improvement,

Ta for the comments on VLE, which is so undervalued imo it's ridiculous - still trading at way below cash per share, let alone everything else!

MikeF. a bit busy today so will get back to you later.

[mike_f] 05/8/2010 09:26

Current market cap still just over 2M! Have you worked out a rough valuation for the co. and the potential value of this contract rivaldo? Seems very cheap at current price and I would expect more contracts to be won from Asia after todays news. GLA

[battlebus] 05/8/2010 08:40

Rivaldo you are now in profit! LOL

[battlebus] 05/8/2010 08:29

Hi Rivaldo are we now getting the notice of tasty investors! Love reading your informed posts on VLE etc. Trouble with this company has been the lack of info. Well done on your purchase to think i paid around that nearly a year ago and here we are.

[mike_f] 05/8/2010 08:26

As i couldn't get my original buy in but still wanting to get in with the potential upside being huge in here i have bought with a 1/3rd of what i was going to put in, just in for £400, see how it goes. Could be a great day today! GLA

[mike_f] 05/8/2010 08:14

oh rivaldo, it was you that ruined my early buy in was it? lol Git

battlebus, good luck. I'm sure it will pay off if you keep winning contracts like that! GLA

[battlebus] 05/8/2010 08:11

Hi Mike the big spread is a put off to investors and increases the risk any bad news could leave us with little but hopefully when we get back above 30p it will all be worth it.

[rivaldo] 05/8/2010 08:10

Bought just a few of these at 12.99p as a complete punt.

With £1m cash at the last Balance Sheet compared to a sub £2m m/cap, and with the reorganisation complete, the lack of shares could quickly drive these upwards quickly.

There were only 15k shares available online at 14.99p when I looked a minute ago!

The thread header post is terrible - can anyone start a new thread!!!

[mike_f] 05/8/2010 08:03

Good contract win today, been keeping an eye on this for a while, was going to buy first thing but now it's been marked up 19% on open, i can't justify a buy of 14.99p with a 50% spread. Well done to all holders though.