joeb12

01/2/2025 09:49

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Can you see now why these stocks have dropped ?

I suggest you lot take on these concerns seriously rather than brushing them aside carelessly!!!!!!

premium beeks

01/2/2025 09:35

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I doubt deepseek is about to develop custom ASICS.But thanks joeb for the Chatgpt narrative below, obviously AI generated!

joeb12

01/2/2025 09:30

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Question - what has the Ensilica board done to reassure investors (including me) after the hugely damaging Deepseek developments ??!!!!

valhamos

01/2/2025 09:10

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slicethepie - if you cannot substantiate your comment or else retract it by Monday then you will join the filter list. I may be doing you an injustice but this board is attracting posters who like to express negative thoughts just for the fun of it so I am having to use the filter button a bit more.

joeb12

01/2/2025 06:05

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Good luck dealing with Deepseek!!

premium beeks

31/1/2025 22:49

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From a more positive chart view, the 3 year has a real pivot point here - we are right on a decision point imo!

premium beeks

31/1/2025 22:41

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Yes the thread seems to have gone off-piste somewhat. Not surprising with the drip over the last few days.

Chart wise it's got 39p written all over it at the moment. It would be easy to trade it but that's not what i'm here for - although appreciate i'd prefer this to get on with the reason I invested - to go to 3 figures and make a lot of cash!

Volume is still very low and i'm sticking with this as the reason for the drop - buyers sitting on their hands whilst news comes and a poor market this week for tech stocks in this sector. To put the volume in context, I expect many of us here have todays volume in their portfolio, it's very much loose change in the corporate scheme of things.

If I was running my slide rule over the company as an investment I would firmly stay on the sidelines myself, happy to miss out on the start of any breakout if that should come. As a holder at a higher level I guess I await and take the profits when eventually they come.

Have a great weekend all!

peterrr3

31/1/2025 21:50

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I don't know what the fixation is with him anyway. He is irrelevant to the success or otherwise of Ensilica.

yump

31/1/2025 17:35

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I looked at Trackwise before investing here. The only connection I can make is that Hodgkins bought 10000 shares before he left.

On first glance, it appeared that the difference between here and there, was partly that ENSI are not building factories. That in itself looked to be a strategic error, given that outsourcing is pretty much the lower-risk way.

(I did also see that thread was started by someone who seems to have a track record of multiple shares that bomb out in a few years, which would have bankrupted me if I had bought all of them.)

valhamos

31/1/2025 17:14

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How did he destroy Trackwise?

Here are some facts - can you supply some in return?

Mark Hodgkins worked with Trackwise since 2016, was appointed director on 28 December 2017 and resigned on 22 August 2022 having announced his intention to leave in September 2021. Paul Cook, his replacement, had been CFO designate since January 2022.

In 2021 the Company secured a large order from an UK EV OEM on the back of which investment was made in new manufacturing facilities. From March 2023 onwards there were a number of announcements that this contract was being delayed and eventually cancelled in the month prior to administration.


Now over to you - please give me the facts as to how Mark Hodgkins "destroyed trackwise".

slicethepie

31/1/2025 16:38

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Look at his track record

joeb12

31/1/2025 16:13

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Useless ?

The share price would be 90p otherwise.

valhamos

31/1/2025 16:02

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And what is wrong with the chairman?

slicethepie

31/1/2025 15:51

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For me it is the chairman, replace him and this becomes investable.

valhamos

31/1/2025 14:32

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joeb12 - filtered.

premium beeks

31/1/2025 12:44

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The problem is the market is so thin at the moment.We need volume. That will only come with news or this crossing someone's radar.

peterrr3

31/1/2025 12:30

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Joeb they trickle fed the placements because they didn't have a LOC large enough to cover. They now do for all except the largest contracts. This time last year I was a little concerned, much less so now. Management have too much skin in the game, some fully paid, to dilute if at all possible.

premium beeks

31/1/2025 12:29

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Yes Ged, a closed mind and all that eh? The mark of a moron (I'm presuming I'm one of the hidden posts there)

ged5

31/1/2025 12:25

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Hi Yump, good to see some posts. There seem to be a lot of hidden posts on this thread. Some say the filter is closing your mind to other views. But when no view is offered it's time to filter. Don't usually post about other posters but there are a couple of perennial clowns posting here. 9 hidden posts this morning.