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Sorry, yes I do know it’s ‘Tarana’ and not the capital of Albania! Damn auto correct at it again!
Interesting to read the views of PR and TL on this subject.
I’m certainly not qualified or knowledgeable enough to proffer and opinion on the tech side of things. And I guess what most investors want to know is is this a significant deal and does it have the ability to contribute many times the initial $400k order?
As we must assume commercial sensitivities have prevented ENET from telling us nothing beyond the bare bones of the deal, we are left to make our own minds up.
I don’t think it’s too hard to see that Tirana look like a player of significance and volumes should be impressive.And even based on estimated low unit costs, this deal should accrue much needed revenues to ENET.
The talk surrounding 5G is an interesting speculation and one that does make sense albeit there could be other explanations for 5G.It would help if ENET did a read between the lines type interview, but let’s see what happens going forwards. The fact that Tirana were happy to be quoted in the release is perhaps yet another indicator that ENET are an important supplier in their G1 development.
Ethernity CEO David Levi said: "We are very pleased to see Tarana progressing with our solution through multiple field trials and now entering mass deployment of their product. Our contribution to their G1 product helps carry intact their extremely high performance in the RF domain over into the IP domain, which we are confident will help this innovative technology gain additional traction with operators the world over. We are looking forward to supporting Tarana in their rapid commercial ramp."
Rakesh Tiwari, Tarana's VP of Product Management, said: "Our collaboration with the Ethernity team has certainly made a significant contribution to our end-to-end system design. Our ability to easily customize packet processing on the ENET platform to meet our application-specific needs has made it a superior choice over off-the-shelf ASIC-based switches."
Re patent date: I am simply going on published data and the distinction between the appeal board's favourable decision (Aug 2020) and the actual award of the patent. The appeal board is an adjudicator, it doesn't award patents... In fact I read somewhere that the board's decision is actually a "legal opinion." From that perspective I can see why Ethernity waited for the formal award before announcing the patent - at least that's what I think happened - happy to be corrected!
Re G1 & latest Ethernity patent:
Ethernity's patent works at the ethernet layer - it is based on a network of source and destination routers. Tarana's design on the other hand works at the radio layer based on multiple beams and multiple receivers.
G1 is built on the same core groundbreaking RF research as Tarana's earlier products. However G1 is specialised for last mile broadband wireless access and tuned for easy installation and cloud deployment.
PR on another point about sub 6 not being allocated spectrum I think that you will find that it is now. Certainly many places have been auction sub6 since 2018. The text is quite old so I guess things change.
PR I saw that link to the patent however there are public documents awarding the patent on 24 August 2020 copied to Davids Council in the appeal. Do you think that he didn't know anything about this. It is not inconvenient at all ashe clearly knew the date it would be recorded. I am sorry but your argument appears flawed.
PR can you explain why G1 is not based on Ethernity patent. I see the link for AA2 but we know that was a multi band array and G1 is not. AA2 was nothing like G1.
The Ethernity part is not about the signal it is about labelling the data, identifying the received data assembling it and overlaying the streams to check for missing data.
AA2 was about throwing signals out on multiple spectrums and using whatever arrived missing data irnot. The Ethernity patent is nothing like that.
The data is inconvenient but "30-March-2021" is what it says! Ethernity were either on it quickly or a few months late! I defer to any explanations.
As you can see the actual patent awarded is very different from that applied.
The wireless multipont connection is the ethos behind Tarana solution. It is what makes it unique.
Awarded on the 30th but reported at 7am on 30th still the 29th on the West Coast and and 1am on the East. Ethernity were on that quickly. I think not.
The method of stripping and reassembling the data stream is what's detailed in the patent. The same goal as the patent to parcel and reassemble the stream
Nlos was in Absolute Air. Ethernity are in loved with G1. The approval of the patent was delivered in August 2020 by email to the applicants according to the handling agents. G1 is nothing to do with Absolute Air
Tarana's NLoS technology has nothing to do with Ethernity's new patent. It is based on RF and antennae design introducing advancements in beam- and nullforming and interference cancellation. Tarana's research, which is more than a decade old, was in unlicensed spectrum hence the core focus on interference management and adaptive filtering. AA2 operates in unlicensed spectrum.
As detailed in the RNS this is the best in class RF tech coupled with the best in class IP tech - Ethernity improving the end-to-end solution with world class packet processing.
I imagine it is exciting and comforting to assume G1 is based on Ethernity's new patent but that is not the case. And the patent was indeed awarded on 30-March-2021 according to USPTO data. It's true the appeal board rendered a favourable "patentability" ruling in Aug 2020 but the appeal board doesn't actually issue patents.
PR the difference is AA2 is sub 6 which is the mobile spectrum. It comes at a cost. G1 is in a "public" spectrum, a free and often crowded spectrum. G1 excludes others by filtering and blocking.
Absolute Air 2 is the improved version of their first solution Absolute Air. Absolute Air 2 is a market leading product and until now the best available. There are half a dozen similar products on the market.
G1 totally reinvents the wheel. The main difference is the way Ethernity divide up the signal into 6 streams. The streams are sent along tested routes. If there's a hurricane and trees are blowing around maybe 2-3 arrive as the others are disrupted. These 2-3 are assembled and all are used. If 6 arrive they are overlayed and used.
This is what Ethernity brings and is what's in the patent. This is why I say that Ethernity will be getting a good chunk of cash. This unit services up to 512 houses simultaneously. I think $5 each house is very cheap. It costs $600 to put fiber to a suburban house.
Simply Tarana’s G1 doesn't work without Ethernity. This is why I say 5G fund are Tarana. They have so much to lose.
uhlf - see link below (from 2014) for some AA2 specs. Apparently AA2 also features 6 NLoS links. Presumably G1 has a higher aggregate capacity and obviously we know it incorporates Ethernity's packet processing pipeline on FPGA.
I think you can get full product specs by signing up to Tarana Private - I haven't yet.
I’m afraid this is where I’m showing my ignorance.
Is AA2 a mk1 version of G1, or are Tirana marketing two products , AA2 and G1?
Uhif the G1 is much better than the AA2. Range, reliability with 6 signals sent on multiple tested routes and load. G1 is the ultimate solution and we could easily see the 5000 double
"Tarana is now fulfilling orders from service providers for large-scale commercial deployments of G1, requiring supply of 5,000 units of Ethernity’s ENET Flow Processor over the next 12 months. Further growth is expected in 2022"
This is all we need to know when your share price is on the floor knowing that it will soon be on the ceiling.
Another article re Tarana
Worth reading the whole article, this is the last paragraph;
Virtually every customer trial and deployment yields exclamations like “I’ve never seen anything like this!” and “This has to be seen to be believed!” The fact that they are now proceeding under large-scale contracts with multiple tier 1 customers in the BWA segment is testament to their revolutionary advance in the state of the wireless art.
Ethernity is certainly off the radar and misunderstood. Even their place in the market is misunderstood. It is not glamorous to make things happen for someone else's solution but it is extremely profitable. You cannot see it, touch it or even buy it so it is out of sight and out of mind. The success of others means success for Ethernity. Success of many means huge success for Ethernity and this is very much the model. Looking forward Ethernity need to be very careful about how they grow on a tight budget. Solutions are high margin on the software and firmware. The ACEnic-100 and flow processors require investment to construct and deliver, mass production will squeeze this cost considerably but require initial investment. I am sure this is all in hand but it will be very interesting to see how it goes.
I am certain that Ethernity will get 5G orders this year, I am also certain that a DU product will be launched by several major server manufacturers using Ethernity solutions. I am also certain that we'll soon see the launch of a complete CU solution bringing together the security and routing functions. This will we powered by ACEnic-100.
I feel certain that we'll be rewarded for our patience.
"The smaller the better
The more illiquid the better
The least institutionally owned the better
The more misunderstood the better
The less talked about the better
You make money by driving through the fears of other investors." (Source: Microcap twitter).
Whilst I post very infrequently, I'm an avid follower of this BB which is, IMO, a great source of information. So many thanks to all contributers.
Im surprised by the share price not moving up by much more than it has, to reflect this week's news, which seems a great technical development and business opportunity. A development which appears to facilitate the access to and accordingly democratisation of fast, reliable and cheap internet access.
But the market hasn't figured this out, as yet, and that presents a great opportunity.
They have many OEM contacts I am sure for mass production. I don't think 5000 in a year counts as mass production. I guess that up to now there has been a few hundred units for testing. The component assembly is going to be a simple build for sure.
Agreed or are you talking about Tarana TL ?
I would hope ENET sub contract manufacture to one of the big beasts, absolutely no need to keep this in house and divert management attention. Still involves cost but doesn't eat up working capital as much.