Ethernity Networks Share Discussion Threads

[dplewis1] 08/12/2020 20:51

You wouldn't get one. If the fund went below 3% that's the last you'd hear of them so they are long gone

[greg the grinch] 08/12/2020 20:00

re: overhang, I guess we will find out in the next week or so.

No zero holding RNS from from Miton yet.

[dplewis1] 08/12/2020 17:34

It seems like whatever overhang there was has gone. Certainly if it goes above 30p for 5 consecutive days and people are forced to convert the warrants then there may be some selling. I have some which I won't be selling on conversion, depends how many are like me and will simply hold

[greg the grinch] 08/12/2020 16:56

It will be interesting to see if this price rise brings out any selling volume from warrant holders - or the seller we have had for a while, or have they gone?

It is times like this I need a crystal ball.

[dplewis1] 08/12/2020 13:53

Still NT to buy

[dplewis1] 08/12/2020 13:46

The IP alone is worth over 25m

[alcopop] 08/12/2020 13:43

Still a piffling £10m market cap. Ridiculously undervalued given the size of the opportunity and the market leading IP that Ethernity have built up over the years. Won't be under the radar for long I'm sure.Alca

[dplewis1] 08/12/2020 13:42

Yup you can sell at 27p

[matt123d] 08/12/2020 13:36

Looking good

[dplewis1] 08/12/2020 13:09

Some decent buys going in, offer due a tick up

[greg the grinch] 08/12/2020 11:15

OpenRan is a big winner for ENET - anyone can cobble together a solution from any combination of component vendors - ENET it seems have at least one product that is best in class and more coming. LSE thread details this very well.

Regardless of the potential for forward selling from warrants I have bought more.
My thoughts are when some really good news breaks, any sellers will be absorbed. There is not a massive amount around and they expire in approx 6-7 months. A decent amount of the warrants will be in sticky hands that know we could/should be at a MC of £100m in the near future, which I define as 3-18 months.

The price may well bounce around mid 20's for a while, maybe I could get some a bit cheaper, but news can break at any time and this is not a boat I want to miss. :o)

[dplewis1] 08/12/2020 10:38

Even if they have a very small percentage of that market this will be a very good investment over the next 2 or 3 years.

[escapetohome] 08/12/2020 10:01

Britain eyes leading role in new $21bn mobile technology
OpenRan is seen as a way to steer networks away from high risk vendors


Source telegraph newspaper

I wonder if enet could have a role to play.

[greg the grinch] 07/12/2020 16:46

It is going to be interesting to see how the warrants play out... will we seeing some forward selling or will the new shares go into sticky hands?

Hmm.. the fast money selling could put a cap on prices for a while, but blockbuster news might absorb all the warrants quite quickly.

[gerihatrick] 02/12/2020 13:24

The 2 key tipster sites that might cover it are Techinvest which is due this weekend and only covers up to Tuesday this week. The other main candidate is Small Company Share Watch and he released his December edition last week and next one not due till January 7th. So nothing from those two till January at the earliest. Neither has ever commented previously.

[greg the grinch] 02/12/2020 13:18

On a risk/reward basis, the current share price is arguably 'cheaper' than it ever has been.

:o)

[greg the grinch] 02/12/2020 13:01

I bought more after the pullback......... I missed the 8AM start... a lie in cost me +2p on each share.

I dont think there will be much or any sort of a pullback from here. I was not prepared to risk losing out on another top-up.

This news is tipster worthy so all it will take is one decent tip or a decent contract with numbers and up we go.

Also how many shares can the seller have left? Shares are going into sticky hands so a rise on a decent set of results eg a £2-4m profit should propel us to CLX prices i.e. x6-8.

GLA

[matt123d] 02/12/2020 12:08

Interesting, thanks. Knowledgeable guy.

[dplewis1] 02/12/2020 11:57

Yep he's dallo from the LSE board, really nice bloke

[matt123d] 02/12/2020 11:54

David Allen likes them!

[escapetohome] 02/12/2020 11:49

Very very pleasing, dropping a little after the rise, but this will move if investors and media appreciate the progress that has been made outlined in today’s rns.

[trendspotting] 02/12/2020 10:55

Im in.

400% growth over H1 2020 and 2019 is significant to highlight how promising their business is trending with latest 5G tech.

The fact they are meeting market expectations and are showing 400% growth tells me that we are in for some strong movements.

- 10M market cap
- Cheapest 5G stock on AIM
- 400% trending growth
- Warrants at 30p and 40p respectively
- Cash flow good (with warrants) therefore no placing.

What's not to like here.

Suspect this will move once investors break down the RNS.

[matt123d] 02/12/2020 09:42

Gap fill to 30p the next obvious level.

[justtrying1] 02/12/2020 09:32

Wnt take long for it to drop to 20p eitherBig seller waiting to dump