Ethernity Net Share Price (ENET)

SKID

Whilst we have slight differing of opinion based on ENET history, both from a personal perspective and a time based perspective, the two new members of the BOD, will be influential with Levi. Based on your knowledge of him previously he was misguided or he trusted other BOD members too much. The new personnel will promote and introduce contacts for contracts I feel sure, to be signed off by DL, I presume. As a full BOD it is the job to work together on behalf of the shareholders.

Outlook

"Since the beginning of 2024, the Company appointed a highly experienced and knowledgeable VP Marketing and a talented and professional new CFO. In addition, two External Directors have joined the board, bringing deep know-how in finance, marketing, and strategy.

With a robust technology and IP foundation, a diverse portfolio of products and services, an efficient R&D structure, and recent additions of professional talent, the Company is now better positioned than ever to face the future and capitalize on the growing market opportunities"

"Ethernity EXPECTS to secure new contracts for our Carrier Ethernet and PON technology, in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established business. This momentum positions us for significant future growth as our OEM partners leverage our solutions to win market share and generate revenue for themselves. We anticipate this will translate into substantial new revenue opportunities for Ethernity in 2025".

Tarana

We are pleased to report continued revenue growth in 2023 from our U.S. fixed wireless broadband solution customer. "Furthermore, we are actively engaged in the development of a second-generation product for this customer. This development effort is ongoing in 2024, and we have been advised that the customer anticipates placing new orders for both the first and second generation products throughout the second half of 2024. The customer's rollout ramp-up plan for the second-generation product is scheduled to take place during 2025. We ended 2023 with two significant contract wins from existing customers"

The Military components manufacturers is on ongoing, scalable and renewable and will require US Government permissions, I presume.

ENET is well placed and better placed for new orders and as you indicate probably announcing in the second half of the year onwards.

Better placed and half glass full, for me.

Hull.

Posters are consistently overestimating the influence of a non exec no matter how good. They don't close deals.

Tevet still seems really thinly spread. All depends on the state and sales stages of the pipeline when he joined.

Still seem some way away from even one revenue stream which gives steady multi m $ annual revenue like tarana.

DOWN.

Simple , concise, stands in its own, cuts through the lies and hype.

Someone made a mistake with those trades !! 100k 😦

Skid, I know that you that Davit Levi is not a favourite person of yours but this is what was written in the RNS.

Your earlier days of Levi and ENET did not have Kunstler and Tevet with him, as he does now. I think the boat has had a high quality makeover.

April 19th 2024 RNS

David Levi, Chief Executive, said "During this past year, we achieved significant growth in revenue and gross margin, with a major turnaround in the second half. This success came despite facing headwinds from the global economic climate. Based on the scopes of work being discussed with potential new customers, Ethernity EXPECTS to secure new contracts for our Carrier Ethernet and PON technology, in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established business. This momentum positions us for significant future growth as our OEM partners leverage our solutions to win market share and generate revenue for themselves. We anticipate this will translate into substantial new revenue opportunities for Ethernity in 2025".

After the RNE comes the orders.