Ensilica Share Discussion Threads

[vatacarma] 09/3/2023 08:46

Retail Offer to raise up to GBP0.5 million

[vatacarma] 09/3/2023 08:45

EnSilica PLC Placing & Subscription Raises GBP2m & Retail Offer

[paying4it] 21/2/2023 18:53

I respect your views and opinion and if you're correct then it may be that the industry takes longer to perform In my view the uk must take the steps required to be self sufficient I won't try to justify my investment in this stock in particular as I may have chosen the wrong company to invest in but reading various articles the sector looks promising for profit and growth A Google search on the future semiconductor industry gives lots of positive results for the next few years at least Is it a good time to invest in the semiconductor industry?Based on a report from Fortune Business Insights, the global semiconductor industry is expected to more than double in size from $527.9 billion to $1.38 trillion between 2021 and 2029. This means chipmakers have the potential to be fantastic long-term investments.12 Dec 2022New company investments will lead to more domestic semiconductor production and innovation, which will help avert future chip shortages and ensure the industry meets the growing demand from sectors like the automotive, data storage, and wireless connectivity industries. The automotive industry, for example, is estimated to be responsible for 20% of chip demand, and the wireless communication industry is projected drive 25% of growth by 2030.[1] The strong growth drivers of these sectors will power demand in the chip industry in the next decade.In summary, while the chip industry is notoriously cyclical and experiences brief periods of weakness in the short-term, the long-term prospects for this critical sector are incredibly bright. Chips are key to the big emerging technologies, such as AI, IoT, and 6G. They are essential to breakthroughs in medicine and innovation in medical devices. Our electric grid and climate solutions all rely on these tiny pieces of silicon that have become so important to our lives. And that reality will not change in the short-term or the long-term.

[garth] 20/2/2023 21:00

On the basis that the industry figure is not stated as pa, and in the absence of further context, I am assuming it is a three year growth figure, implying that ENSII will outperform.

[paying4it] 20/2/2023 20:10

Sorry I meant 46% p/aChips are in short supply and that could get worse if china tries to take Taiwan by force I thought now was a good time to have a chip maker in my portfolio and chose this the stock was cheap and rising Wishing I had got in earlier

[garth] 20/2/2023 07:44

Paying4it

re. 34,

"Looking ahead, revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 46% growth forecast for the Semiconductor industry in the United Kingdom."

Is the UK forecast p.a. or over the full 3 year period? If the former, do you consider the implication to be that on the basis of a 21% point lag behind industry forecasts there are better options elsewhere, or that forecasts here are too conservative?

G.

[paying4it] 19/2/2023 18:42

EnSilica ( LON:ENSI ) First Half 2023 ResultsKey Financial ResultsNet income: UK£322.0k (up by UK£322.0k from 1H 2022). All figures shown in the chart above are for the trailing 12 month (TTM) periodEnSilica Earnings InsightsLooking ahead, revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 46% growth forecast for the Semiconductor industry in the United Kingdom. Info from simplywallstreet on Apple stocks appSorry don't seen able to bring the chart across Interesting times ahead

[paying4it] 17/2/2023 19:49

Nice upward trend today let's hope it continues Gla

[volsung] 17/2/2023 08:25

Nice contract. Onwards and upwards

[paying4it] 09/2/2023 19:27

And down it continues almost at my entry point now Though about selling out this morning but couldn't it just came up saying the trade would need to be handed to one of the members of the team to see what price was available so decided to keep them rather than wait for ages and get a lower price Looks like I will be keeping them or ( wait for it) yip you guessed it getting a lower price ?Usually no news is good news but beginning to wonder where this'll end up

[petewy] 01/2/2023 13:40

Any reason for the drop.

[petewy] 16/1/2023 10:42

Moving up again.

[volsung] 29/12/2022 16:29

Ends the year as my best performing stock

[1watty] 17/12/2022 22:17

Mentioned again by Midas in this weekend's Mail on Sunday

[smraynot] 22/11/2022 17:30

Fabulous day and still another day to go before the AGM. Expect 100p+ tomorrow. AGM will reveal the massive upside and multi bagging revenues. This could well hit £10 in the next couple of years imhho.

[smraynot] 22/11/2022 14:39

Looking strong.

[leewink1] 21/11/2022 15:47

Looks a bit ramped here, I'll hang fire I think

[smraynot] 21/11/2022 13:09

Joined the fun leading up to the AGM Thursday.🚀🚀🚀8640;🚀

[timbo003] 21/11/2022 10:22

Thanks watty, here's the link

[1watty] 21/11/2022 09:21

Today's rise probably because of write-up by Midas in yesterday's Mail-on-Sunday

[timbo003] 21/11/2022 09:13

I wonder if there will be a trading update with the AGM (this Thursday) which could account for today's rise. The AGM is being held in Abingdon at 10:00, so I might go along to that

[solarno lopez] 17/10/2022 08:18

EnSilica PLC Final Results

[solarno lopez] 05/10/2022 08:06

Results due