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The next 12 months isn't H2 2021. The 2 million is from existing commitments as a secure revenue stream. They anticipate card sales in the initial deployments H2 2021 in the order of 2000. We know that they are several thousand each. We will definitely see sales from Chinas three telecom if they pass the test.
There will be more, like the Techtronics deal which if successful as a third party seller will bring quick revenue.
hope it's not only an extra 2m over the next 12 months, that would be very disapointing. I suppose they can only confimr whats in the public domain right now and signed and sealed.
A balanced no frills report. 2m over the next 12 months lots penned for H2 2021. Still a long time to wait but the indications are definitely gaining strength.
https://businesstech.co.za/news/industry-news/413143/china-telecom-a-reliable-ict-partner-in-uncertain-times/
Huge player access to many Countries and lab testing Ethernity ACEnic-100 Q4 this year. Global deployments will be huge.
Dude you are not sounding boring. More please!! GLA
Much hinges on the performance trials by the 3 big Chinese 5G vendors. It is interesting to see the fpga applications go deeper into the core functionality and effectively triples the potential for sales. Also interesting that the ACEnic-100 is at the top of the current specification requirements. Likely many will be ACEnic-50 sales.
We have two strands at play here. The third party vendors overlaying their code on Ethernity ACEnic-100 and those who are looking for Ethernity to turnkey. Despite third party code it doesn't mean that they won't buy the virtual products from Ethernity. They are simply integrating themselves the Ethernity solution.
Once installed the royalty grave train leaves the station plus fees for new products, enhancements and any other changes of which there will be many.
You need to understand that this is just the system to enable everything. Using this system is actually where the market is for Ethernity, currently they are focused on the deployment of 5G but 5G is the access point only.
Beyond their are multiple wearables, sensors passive and reaction, local applications like factories, remote applications. These and many more my imagination cannot secure will require edge compute not just edge access.
Sorry to sound boring but Ethernity haven't even started yet.
The expected £4m from the anticipated sale of 2000 cards. The 2m in royalties expected in the next 12 months. That leaves 4-5m from advanced payments on contracts and or other sales. Then there is the potential regional licensing of IP which will produce cash and royalties. I suspect that £10m will be a Conservative figure given that we are entering a boom growth period. I expect many to pay to sit at Ethernity table. Year on year following we'll see growth in multiples. I believe that we'll get a dividend early in the growth.
Hello Tracey,
Out of interest, where did you get your £10m income from below please?
There are several royalties also expected 2021 and sales with tier one vendors. I think conservativly we can expect £10m revenue for 20-21. That should make short term finance easier.
Interesting that Ethernity think that they will install about 2000 ACEnic-100 cards in the initial rollout in 2021, it will take time to gain momentum but certainly we'll see multiple increases year on year. The value of the basic cards will be about £4m then the real money will come from the cascade of virtual products to run on the card. There are several royalties also expected 2021 and sales with tier one vendors. I think conservativly we can expect £10m revenue for 20-21. That should make short term finance easier.
I think that will be 4 months and a short term loan
Don't think I am going to be buying anymore until the fund raising is complete, going to see what happens there.
The little buy on the Bell was mine. Just continuing my buy when it's quiet in small chunks policy.