No news is probably good news ,as Aim listed companies are renowned for lack of news , so sit tight and let things evolve . Talk of evolving Deepseek is the next incarnation off AI , knocking of Nvidia from the Topspot losi 600bn in a days trading . Reading between the lines Deepseek still has to use Nvidia GPUs to operate , yes they lost the topspot but are still worth 2.9trn dollars |
True, I can see the risk of it getting savaged as same old otherwise, despite the overall pipeline progress. |
Need to see some new contract news before the half year results. |
Thales has the head Iris2 comms contract. Looks like they are fitting their own quantum comms package for future use. If Ensilica has any part they will have to get signed pretty well now given the very tight delivery window. |
Half year results will be coming out next month. |
Yes Yump , signs of life so maybe a RNS in the offing, could be another 30m over 6yrs , fingers crossed. |
Time for some excitement I reckon. |
All good stuff. Climbing on very little volume. |
Nice to see some northward movement here. 2025 will start to be our year I expect. |
Not sure there is any read through on the low volumes traded.
I’m optimistic on another announcement in the next month or two, which should hopefully be enough to clear the risk of another share sale.
With GBP sinking there’s hopefully a bit of upside (and or protection) there too. |
I think "large" is a little optimistic. I'm seeing similar across other speculative small caps that I own. Presumably positioning for the new year. |
Some largish buys appearing today all of a sudden.
Perhaps news soon ? |
Some of the large Iris2 tranche 1 100 satellite subcontracts have been disclosed in the past week, so fingers crossed for Ensilica to get a feed out of this. |
Must be time for another contract RNS… |
Thanks VAL. looks like a long hold |
recent coverage initiated by Stonegate Capital Partners - nothing particularly new but it summarises the investment case well. |
Interesting post by Peterr3 regarding the Iris2 Projectb. Contracts placed with Thales for 290 Satellites by 2030, This is a short timeframe for completion of the project ,albeit the will use the Ariane 5 rocket for space launch into low and medium orbit . This means that 3 different types of Computer need to be designed for the satellites and to be built .Would imagine any bidding process for ASICS wil be swift and as Ensilca have the AST 5000 in space already , it probably right to assume they will be one of the bidders . There maybe multiple ASIC designs for this type of contract , so could be worth anywhere between 50m to 150m Euros , so let see what Pans out |
Down 7.7% on Nasdaq fall but the reality is there was no serious buying or selling going on today. The stock lacks institutional support and is not particularly on larger private investors radars as far as I can see.Newsflow has been good recently, the main problem since IPO has been cash for backward loaded contracts and Sondrell demise impacted sentiment.I continue to keep the faith but I think patience is needed as potential will only become obvious with results in these markets |
I was happy buying at .45, Xmas bonus today. |
And have been adding during this expected Xmas selling. |
Important news was that the IRIS 2 head contract was signed by the European Space Agency on 16th for 10billion.IMO EnSilica is in the box seat to deliver in a 290 satellite contract and already has a working relationship with key consortium members. They probably have already been asked to bid.I expect this to be the big news for Q1 2025. |
Fairly quiet over the last week , will they close out the third deal before Christmas. Here’s wishing everyone a good Christmas and New Year , see you in January Paraone signing off until then |
 Agreed, any direct shareholder returns should be a long way down the list of uses of capital for years to come. Likewise debt should be increasing now and for a few years; it is how companies grow. Investors in the UK seem to have forgotten how growth works, though perhaps generations growing up with the megacaps will be more tuned into the mechanisms and concepts.
Many jaded local investors seem unable to distinguish the different types of non-self-funding companies, putting all smalls into the same bucket. Those that have growing revenues and product or products with traction are totally different to those with no sales but a promising idea. Nor are either like the lifestyle companies which many of the latter turn in to. In this day and age that early stage companies shouldn't be on the stock market at all, it is for VC to take on that risk.
Back to ENSI - the market clearly liked the mention of upfront payments, and the "doing what we said we were going to do" in terms of contract awards. The mountain of gravy(!) that is the supply period is really starting to build. The portfolio is expanding and success breeds success, where companies find it much easier to award contracts to established providers.
Looking at the chart I would think the correction is over with very likely clear progress over the low of January this year when we come to lap. The March high is a tougher hurdle and that is going to be very dependend on broader economic conditions and London market sentiment. |
Yump would love to see an very large share price , if it happens dividends are a by-product of the share price and represent a percentage of profit, larger the price , bigger the profit equals dividends , larger pension |
I don’t want dividends. I want them to grow enormous first. Just copy the US. Occupy the space. Become the go-to business. The share price will be much more impressive than dividends. |
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