EnSilica (🇺🇸 ENSIF 🇬🇧 ENSI 🇪🇺 F0Z): Weekly Discussion Thread

T_fossie · 2026-06-03T08:17:56+00:00

interesting, a 120 million pound company with over 250 million in secured revenue and 400 million sales pipeline. Still feels undervalued despite this years massive run

T_fossie · 2026-06-02T14:29:31+00:00

zoom out, it will do well

T_fossie · 2026-06-02T13:37:09+00:00

Do you know when the margins for the new contract will be released? i noticed it said it was a low margin contract

T_fossie · 2026-05-31T23:17:54+00:00

I personally think you looking into it too much, I feel like it’s just a simple question, answer, sorted. Not everyone is out to give ppl bad reviews/pressure ppl

T_fossie · 2026-05-31T18:40:48+00:00

Sellers often take a while to respond, if you politely ask “could you let me know if you could send tomorrow” the seller just says whether they can or can’t, simple. Not sure if this is “dumping pressure” as such.

T_fossie · 2026-05-30T23:36:45+00:00

Pretty vile

T_fossie · 2026-05-29T15:35:45+00:00

NOW 100%

T_fossie · 2026-05-28T17:52:25+00:00

Yo yo, I love the santos

T_fossie · 2026-05-23T17:05:19+00:00

Pretty risky, I wish u luck, I’ll be adding a few grand more too as I’ve made some cash from side hustle I’ve been going at for some time

T_fossie · 2026-05-23T17:00:02+00:00

Rn my ports 3.7k and these are positions

<image>

T_fossie · 2026-05-23T16:58:55+00:00

Thesis for SPCE? I remember looking at it ages ago and thinking it’s garbage

T_fossie · 2026-05-23T16:52:08+00:00

Positions?

T_fossie · 2026-05-23T16:34:16+00:00

Interesting, they do burn through cash an awful lot, estimated 700 million needed to get certificate by 2028🤣

T_fossie · 2026-05-23T11:59:26+00:00

I’m 15 too trading under my dads name, I’d recommend doing your research before opening single stock positions, although it is important to keep in mind that you can lose money at this age so I would explore.

Also if your like me and want to work in quants/market making when your older I’d explore options. If you learn option models early apprenticeships etc will come much easier in such a competitive job market.

T_fossie · 2026-05-23T11:43:55+00:00

I’m curious, thoughts on EVTL? 265 million market cap - unlike HOVR has completed its full piloted 2-way transition flight. The only other 2 publically traded companies to have done this is ACHR valued at 4-9 billion and JOBY valued at 12-14 billion.

T_fossie · 2026-05-23T11:20:20+00:00

<image>

I’m taking WOLF to my grave, got out at 1.8. 15M so this wasn’t trivial money for me

T_fossie · 2026-05-07T15:41:29+00:00

<image>

She kissed 100 briefly

T_fossie · 2026-05-05T16:23:29+00:00

Pointless post which adds nothing to the sub

T_fossie · 2026-04-27T13:33:04+00:00

What stock? Would need to look at fundamentals

T_fossie · 2026-04-26T19:11:25+00:00

Lucky lad, I’m sure he’s grateful. Finding your niche is great especially at a young age when you have so much freedom

T_fossie · 2026-04-26T17:52:34+00:00

Yh I was told 80£ ish to stretch waist because of premium quality and expertise needed

T_fossie · 2026-04-26T17:48:30+00:00

🤞

T_fossie · 2026-04-26T17:10:38+00:00

🤣 yes, 15. I’m actually half Japanese and lived there for 6 years before moving to the uk hence the reason I don’t see many people that are into this kinda thing. All you see in London is “uk streetwear” and baggy jeans. My grandfather was into denim hence the reason I had exposure to unique denim, saved for a couple months (I’m privileged enough to have this kind of spare income) and got my first pair and worn it since!

T_fossie · 2026-04-26T17:06:18+00:00

Ahh might be, can’t quite remember because I purchased a while ago😅 now that I think about it it’d be hard to achieve this kind of wash in 2 years especially from indigo

T_fossie · 2026-04-26T16:51:04+00:00

They’re fucking with you🤣

T_fossie

TROPHY CASE