@WizardofWindsor Great insights from CEO "We almost have too much technology for the resources that we currently have. We have about 6 revenue streams potential"
~£4M market cap
https://t.co/NIhNJGz3Cn
Fantastic news today for $ENSI
Expected another contact in the value of $50-70m and we see today’s one for $75m
There is still $250m + in the pipeline and growing
I expect the share re rate to continue
See below for a high level reminder of what to expect
$ENSI $ENSIF #ENSI
1/3 $ENSI $ENSIF
Worth a quick recap on EnSilica
The below slides come from the recent presentation in February
The key takeaway here is they have stated they expect to secure 30% of the $400m pipeline within a few months
Therefore you should expect further contract announcements valued around $50-$70m in the near term
They already recently announced a $50m contact
They also state that space activity is at an all time higher. Remember they supply the chip to $ASTS
£20m of non dilutive funding from the ESA and UK Space agency cannot be ignored especially with the spaceX IPO momentum
#ENSI $ENSI $ENSIF
$ASTS Learned about markets and price action in crypto. There you get inmune to volatility and you understand that when it picks up in a strong trend it goes higher and more violently every day.
Pullbacks are violent as well but shallow compared with the trend.
Asts is getting there, picking up momentum. We gonna visit Ath's soon.
#asts #markets #investing
$ASTS AST5000 ASIC chipboard developed by UK LSE stock listed Ensilica $ENSI #ENSI $ENSIF
The company is only valued at £120m mcap and is seeing a rerate at the moment
Revenues of £30m and growing fast and a pipeline of £400m
The price is still below its highs and it’s only up around 100% from the lows
One of the space related stocks yet to fully rerate
$ASTS #ENSI $ENSI $ENSIF
$PL $FLY $RKLB $LUNR
$ASTS Imo tomorrow 61s are given closing the mentioned gap. I believe enough buyers will step in to change the direction here. NFA*
#Asts#markets#investing
If you missed out on the huge gains from $SIVE $FTC $IQE and many others
I think we could well see a similar move at $ENSI #ENSI $ENSIF
It’s started to move off the ground floor price but at £80m market cap has a lot of room for growth and is very undervalued compared to peers
I wouldn’t be surprised to see this sitting nearer to £300m market cap soon
Let me know your thoughts below?
CEO (who owns 17%) interview from last week is here
https://t.co/KIKs8b6Z3o
Corporate presentation is here
https://t.co/9WyxcNweUO
@investwisely321 Nice to hear that CEO has no intentions of selling and that he knows $ENSI is crazy undervalued. At < 100M market cap I can't think of a better asymetric opportunity in the market. Now US investors are discovering $FTC because of NASA etf. Wait until they find this gem 🛰️
An £81M chip company just listed on US markets.
→ £250M contracted long-term revenues
→ £400M sales pipeline
→ Contracts with the UK & European Space Agency
→ A £5M gov quantum security contract
→ An Edge AI chip worth $50M+ in production revenue $ENSIF / $ENSI 🧵👇
Want exposure to the space sector with the upcoming SpaceX IPO?
UK listed Ensilica $ENSI valued at just £75m is showing tremendous value
See the below clips taken from the recent company presentation
Ensilica trades at a forward price-to-sales multiple of roughly 2x - strikingly low compared with peers in the ASIC and satcom spaces that often command 5–13x.
Based on the above metrics you should be looking at a market cap of c£150m - £390m - and that’s without factoring in future potential and the red hot space sector
LSE AIM ticker : ENSI
$ENSI #ENSI
Could we see the UK stock following a similar trajectory to recent winners $FTC $IQE $RPI
$FLY $ASTS $LUNR $RKLB $PL
$Space $stocks #LSE #UK
$ENSI #ENSI volume on Friday suggests it may be ready for a run
Simple a very undervalued UK stock
Could we see a breakout and run up like we have seen with $FTC and $IQE recently?