Ensilica Share Discussion Threads

[paraone3] 08/5/2024 10:51

Speculative buying ,somebody probably heard a whisper , you know how fickle punters are , maybe a fly settled on there Jam Tart

[jaf111] 08/5/2024 08:13

Signs of life this morning…..any reason???

[paraone3] 12/4/2024 11:18

Beware Wolf in Sheep’s clothing, Iqe have been promising for years and never delivering . There is only a limited upside in wafer manufacture and even supplying to Apple could not turn their fortunes around , the real money is in the end result semiconductor as shown by companies like ARM &Nvidia , so stay well clear off IQE.

[crosswires] 12/4/2024 08:57

AMT, IQE have switched momentum roles with ENSI, hopefully you’re still invested over there. Strange stagnating share price performance here, might be worth buying some more and sticking it in an ISA for a few years. Wider market doesn’t seem to be looking at them for whatever reason…

[gopher] 20/3/2024 17:45

I’m sure that no one here buying on dips , the appointment of second broker shouldn’t have been greeted with a fall of 3p.

[valhamos] 18/3/2024 11:16

A nice little buy-the-dip opportunity there.

[gopher] 18/3/2024 10:44

Exactly and the others warrants will be exercised in due course. Markdown assumes that early redemption of warrants is to sell the resulting shares in the market.

[premium beeks] 18/3/2024 09:31

It's cash in the bank for the business of course, so a net positive for operations.

[owenski] 18/3/2024 09:23

Still 3m warrants out there, that'll dilute from 78 to 81m. Which is no big deal I guess.

[longtallsally] 18/3/2024 08:49

60p here today ;)

[boadicea] 15/3/2024 09:13

Buyers everywhere are on the scarce side.
Given the nature of the attention this attracted in late February, i.e. a number of short term traders, this is likely to remain in a slow drip decline until a possible spike on the next contract announcement. The question for potential investors is how low will it dip? They may see anything around 60p as a good buy - or wait and miss the boat.

[crosswires] 15/3/2024 08:27

Sadly not enough buyers of this share, pretty disappointing price action since the mid 70s.

[triskelion] 13/3/2024 18:48

#257 "However they remain dependent on a quantity of expensive short term finance"
Interesting - I was wondering why Paul Scott had said the balance sheet was "weak", as a furtive rookie glance hadn't signalled anything obvious to me.

[powereddrones] 09/3/2024 06:31

One for the weekend.

I can usually spot an opportunity early. The time has got to be right!

If you look back at the threads I've created "PEPE" and "VIST" these are a reminder that I can see it before it happens. PEPE has 10x bagged and VIST has 3x+ bagged.

You can see when I created these threads if you do a search. It was lonely on those threads.

How to spot? Look for a junior participant and check the group and the whole market are moving in the right direction. I believe the stars aligned again.

NVDA has exhausted it's current run towards 1000 this week. It wasn't ready to clear it - reaching an intra day high of $974. This is a dip the story isn't over - the dip may last longer than a day of course!

[premium beeks] 08/3/2024 19:51

Broadcom are screwing their VMware customers, I expect the outlook isn't too rosy.

[powereddrones] 08/3/2024 19:49

It's recovering now. AVGO Down 4.97% Everything still looking strong. Buy the dips.

This is going to run all the way to the US election. It's show time! (only my opinion of course)

[paraone3] 08/3/2024 12:37

Not all is well at Broadcom , posted 40% y on y results for 1st quarter revenues and investors were not happy and the shares dropped . This despite their 2 biggest customers heavily involved in the introduction of AI into their products . AI does not gaurantee the doubling of their shares .

[premium beeks] 06/3/2024 13:15

Yes, every little helps ;)

[j777j] 06/3/2024 13:13

New British isa announced £5 in uk cos

[premium beeks] 04/3/2024 11:39

Moving back up nicely after initial flurry.Would be nice to see this into triple figures, certainly possible on current newsflow

[powereddrones] 04/3/2024 10:24

ARM holdings market cap is $145bn

SMCI is $50bn, and will be included in the SP500.

[powereddrones] 04/3/2024 09:41

It certainly won't do any ARM