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I think that sort of comment re the tweet is typical and understandable from folks who’ve not looked at ENET in any depth. That’s their loss, although it’s fair to say the tech is not the easiest to understand and there are no current broker reports outlining the investment rationale and some forward numbers. I’ve had more or less the same response from other experienced investors, so something, imo, is missing in presentation/ir. In fact it has to be, otherwise we wouldn’t be sitting at this absurd m.cap.
Good thing is the current level of sp offers exceptional and relatively low risk returns, imo.
Itching to buy a few more, I need a round number and currently it’s a horrible number!
Sergi was that a typo. The contract "non 5g" this most definitely is a 5g product.
I agree that the margins will be high. Like Tarana this is an Ethernity invention, a product of a problem solving approach to deployment. They identify the bottlenecks and solve them. This is why they are unique. Both the DU and UEP go way beyond the boundaries of the product.
In the DU they house some of the CU challenges like IPsec. They are so smart with features like secure tunneling.
The UEP-60 is a product but here they have customised it of this indoor unit application. This is the giveaway as to why it's 5g. This is effectively a indoor radio set-up. So an airport, lots of barriers like walls, signs etc. Outside 5g won't penetrate. So rather than run fibre they set up say 50 radios and connect using this kit to multiple DU then they network to the CU off site then by fibre or wireless to the network.
The other significant deal for me is the Indian venture. Yes delayed a bit but they have a good head start.
I was expecting your comment Tracy haha.
Yes, I mean, is not DU/UPF or ACE NIC card
I didn't expect Ethernity to be involved in radios but here we are. More money more money more money.
I think that it demonstrates the versatility of this UEP product. Ideal for wireless backhaul here we have it adapted forward in the ecosystem.
It's very clear that actually there are very genuine Open providers. Ethernity are unencumbered and leading.
The share price disagrees with this but take my word for it Ethernity are way out ahead in UEP and DU. £2 now I wouldn't be selling and some losers are checking out for peanuts.
I rarely look at advfn but there's definitely some confusion there.
Tarana and Ethernity has a wireless broadband product. It's currently aimed at the service providers in the domestic market. This is home Internet.
The UEP-60 and 300 in the Indian Contract is a virtual Cell Site Router on fpga to run on a server. This is 4g and 5g which gives a massive market as much of India is still 3g.
It means a Telco investing in 4g can step to 5g with the same kit although they may (will) need more density for 5g.
There's a suggestion that the two are in competition, absolutely not.
The bonded technology from the Ethernity patent has just started to deliver. I suspect that looking forward most of the data connections will be wireless. The ecosystem has many opportunities for wireless and each is a new Ethernity product. Back,mid and front haul. Indoor units (just announced), Tower to Tower, mobile Tower for events capacity. Satellite to Tower, Satellite backhaul.
Please feel free to add. Really I think that we'll see Ethernity bonded wireless in minimum 4 processes from data in to data out.
This one patent could keep a business in R&D for years. What's it worth? $100m, $200m.... currently valued maybe $5m.
The more product it generates the more it's worth. It's unique to Ethernity, the market is buying it and the timing is perfect.
Even with rubbish IR they will still be hugely successful.
You could well be right TL, I struggle to get my head around all the acronyms. Think it’s best if I stick to broad picture stuff, as anything more in depth and I’m struggling. I’m sure I’m not the only one. I do, however, grasp the scale of the opportunity here and ENET’s fantastic positioning to take advantage of it.
Out of interest, are you self taught in your knowledge of all things 5G/Networks etc , certainly you have a great ability to explain it to the less technically minded of us. Feel free to ignore, just curious.
My background is investigation both forensic and criminal. Skills learnt have really helped here. Actually some of what we see now I saw in January 2018 but not much. I have been ahead of the curve and now I can see round the last bend and right down the straight
It doesn't matter what the subject is if you study and find well placed people you can learn a lot.
Thanks for the reply TL, appreciated
You’ve obviously studied well , yes I can see your background must help.
I’m pleased this forum has had the benefits of your undoubted skills, thank you.
Sergi, just to confirm this guy is not an analyst, he is retired, runs a portfolio and has the twin petes weekly podcast in the uk, I occasionally listen on a walk as it's like a couple of guys chatting investments over a beer down the pub.
He is a bloke who clearly enjoys researching companies (a few hours a day) and running a portfolio is a hobby as well for monetary purposes. He is however focused on ftse 100/250 and was surprised he even gave a tweet on ENET, although clearly not from a position of knowledge even though he worked in Fujitsu in IT. Hopefully he will do so more research and talk about ENET on his podcast.
thanks skid
If tomorrow doesn't bring +20% this share is broken. The price is so far from anything that values the opportunity I guess that it must look to some too good to be true.
When a share fails to achieve fair value over a sustained period it's easy to think it never will.
Buy, hold and have faith that this can't stay hidden for much longer.
It's amazing the way enet stays under the radar. Some shares just go stratospheric for no obvious reason whilst some do nothing. There may be a light bulb moment at some point but I wouldn't like to predict when.