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Look at Yosi Albagli's CV from RNS 10th March.
A builder and seller of Hi Tech businesses and a veteran of the Israeli navy.
We may have overlooked the importance of his appointment after the previous old boy English Chairman.
Musings from a sunny clime.
I note Yosi is conducting and chairing the AGM with Mark Reichenberg.
Do I detect that Yosi may be be more than a passive Chairman and may be more proactive that we think.
I know that the Chairman conducts the AGM but I don't think this guy is here to take a back seat.
I think we may have underestimated his potential involvement given his status in the business community in Israel.
Just meanderings from Portugal after a few beers.
Could be wrong but I don't think so.
https://www.digitimes.com/news/a20210726PD200.html
What a ridiculous story. Whilst building out a 5g network spending 100's millions with limited coverage which company is going to make a profit.
Looking at the market, the solutions available and the little we know about the Ethernity product it's clear that Ethernity will sell in volume. There is an issue with waiting on new products and that will always be an issue. Ethernity need to get across the scalability and ease of reconfiguration.
I had a question yesterday about why would anyone by G1 when in 2023 they can have G2 from Tarana. This is always the case but G1 has a very broad appeal right now and we don't know which aspects will advance in G2. However it won't be units carried for sure and most service providers will not be anywhere near G1 potential in the next 5 years. I believe G2 will be engaging the commercial not domestic market.
Agreed
I still have total faith in the UEP contract being signed. Don't see any reason why not.
I don't see why August is a bust. Last year we had new contracts in August and early September. Plenty going on globally at the moment. If other shares are quiet now is a good time to make some noise
If Ethernity can attract 10 or 15 new investors, even modest £100k investments then 5g can exit. This is where I am seeing the limitations right now.
Multiple updates sounds good after the bread and water diet with not much bread!
Time to buy is now, imo
I’m waiting on more funds.
I would guess little point releasing news in August, might as well wait for max effect in the Autumn.
Other than the fabled UEP contract where, presumably, questions may be raised at the agm as to its elusive whereabouts.
I don't think that we'll be waiting long for contract specific news (not UEP). Certainly over the summer. Ethernity are now so diversified with their portfolio of solutions that we can expect multiple updates.
Q3 and 4 should bring contract commitments for mass deployment next year. Production orders will be lodged long before.
ENET stranded on the rocks of boredom , we await the AGM message, if any.
On the bright side, enjoy the summer and look forwards to some autumn news, we hope. Other than the interims.
https://www.sdxcentral.com/articles/news/microsoft-rakuten-vmware-execs-reject-open-ran-criticism/2021/07/
Alli
Ethernity thinking from 18 months ago.
The industry and progression is exactly on course with the expectation of Ethernity. Ethernity are extremely well positioned and the challenges of tomorrow are engaged today.
Well I’m sticking with it as well, never sold a single share and added the other week.
There’s a lot of aspects about the co I like, just a shame they can’t get the relatively easy one right.
Perhaps it’s a pact with 5G, keep that sp down till we say so.
Might make sense.
Indeed aiming it at shareholders is missing the point. They need to actively engage a wider audience.
I too would rather they spelt out exactly how much enet could be making if some of these deals come off. I have my shares so no reason for me to want ambiguity. I just get the impression that they are going to be ultra cautious and investors will need to join the dots. They are certainly holding the sp back with this approach which is obviously frustrating. If people want to chase returns elsewhere that is their choice but I'm sticking with enet.
I would rather he just told everyone to make it completely clear why anyone should buy into this company
Cipio seem to be happy enough holding on for the past few years, don't see any sign of them bailing. If you join the AGM you might get to ask what Mr Levi is very very encouraged about..
Disagree fairview. It’s up to any listed company to explain the investment rationale . What would be the thinking in just leaving it to investors ‘to join the dots’ and they may or may not get the correct picture. That’s absolutely bonkers.
If they do that they might as well name themselves take it or leave it plc!
At least no selling today. I'll settle for that while we wait for next contract. I think if the market understood enet it would be a lot higher. I think enet will just let the contracts do the talking. It is up to investors to join the dots.
Market lacklustre in general for small caps across the board.
Generally shares which are performing now are those badly oversold , so they bounce strongly.
Jam tomorrow companies no matter how good the story are struggling.
Wow
Are we heading for a full day of zero trades?
Ethernity now totally off the radar .
Needs a boost.