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Of course nothing has changed. Just another day in the dark with no information. Has to change at some point but the longer they leave it the more expectation they create. We approach H2 where much is flagged. Let us see what they deliver. Clocks ticking...
Been busy.
Sittin and waitin.
Sold zero shares.
The story is unchanged... price just bouncing around because 5G selling and people impatient for news.
All very predictable.
What will the results be? Feast, famine or 'fish and chips'?
I reckon the last.... the fireworks will start H2. CV has slowed things down so delays in updates expected... but they are only delays and will not affect all ENET business.
You dont have a 4-20 bagger on your hands if the path to good profitability is crystal clear... still a great risk/reward play.
Jesse Livermore:
Learn how to sit tight
After a wild and lengthy rollercoaster ride as a speculator, Livermore believes he has found the secret to his success. It’s obvious he’s excited by this discovery, which he eagerly shares:
“After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: it never was my thinking that made the big money for me. It was always my sitting. Got that? My sitting tight!
“It is no trick at all to be right on the market,” he adds. “I’ve known many [traders] who were right at exactly the right time, and began buying or selling stocks when prices were at the very level that should show the greatest profit. And their experience invariably matched mine; that is, they made no real money out of it. [Traders] who can both be right and sit tight are uncommon. I found it one of the hardest things to learn. But it is only after a stock operator has firmly grasped this that he can make the big money.”
TL...I appreciate where you are coming from and already appreciate your considerable input. I now wait patiently. Best Wishes
Yes lots if opportunity for Ethernity to be involved. TechMahindra are the company that I had pencilled in as being likely for the Indian OEM that they are working with.
Re not suited to it…..
‘As I said, I might re-invest….’
Marcal, are you familiar with the term irony at all?…..
Maybe my mad cap theories have a little bit of substance to them then!!
Great link there Sergi, that would be a guaranteed usage of enet product ….Shirley!!
Indeed the DU and vendors engaged is a gamechanger super niche.
What we have seen was a sell down on reversal and this after FOMO gripped the market. News tomorrow maybe but the reality is that it will all come out eventually.
Think this is worth another read
3 Tier 1 service vendors Requested this.
OpenRAN on its way.
9 February 2021
ETHERNITY NETWORKS LIMITED
("Ethernity" or the "Company")
Ethernity Networks Delivers ACE-NIC100 to Major Server Vendors
Ethernity Networks (AIM: ENET.L), a leading supplier of data processing offload solutions on programmable FPGA (field programmable gate array) hardware for accelerating telco/cloud networks, announces today that, following requests received from three Tier-1 server vendors, it has delivered its 5G Distribution Unit (DU) FPGA implementation on top of its ACE-NIC100 FPGA SmartNIC for telco OpenRAN trials.
The server vendors will evaluate Ethernity's existing DU offering while the Company continues working with them on an upgraded version that will entirely account for the operator's specific NIC requirements within the OpenRAN deployment.
The DU implementation is based on the same ACE-NIC100 hardware, but offers ten 10GE/25GE ports, which is a unique offering compared to the standard two-port NIC card. It is equipped with in-house Sync technology to deliver the required timing to the Radio Unit (RU), as well as support for nine RUs per single DU NIC. Moreover, the DU NIC comes with an option to include complete router functionality, enabling cascading of multiple virtual DUs at a single location. This eliminates the need for an external cell site router, resulting in substantial CAPEX savings for service providers.
The server vendors will focus their efforts with Ethernity to prime an offering to service providers committed to an early rollout of OpenRAN technologies in order to achieve cost savings and world-class services. The Company believes that its Router-on-FPGA-NIC provides a unique offering that is capable of meeting telco operators' 5G DU demands.
The DU testing requests, initiated on recommendation of major European and North American service providers, are in line with telco operators' plans to move to OpenRAN and the increasing demand for Distribution Units, as detailed in the following link: https://ethernitynet.com/market-for-dus-in-openran/.
Ethernity CEO David Levi said: "We are seeing great strides toward the implementation of OpenRAN, along with the continued anticipated demand for FPGA-based virtualized routing and other telecom applications. We are excited by the progress we've achieved and the inroads we've made toward meeting the Company's growth ambitions. We believe that with our available technology and by integrating additional functionality on our existing DU implementation that will result in additional savings for the operators, we will maintain our edge over the other solution providers in this market."
gharri
Share your feelings re the DU development. Could be absolutely massive for ENET. I was more than surprised news of the three tier 1 server vendors (Feb?) was deemed to be a RNS NON. Now whilst I don’t want want the CE had for brekkers to be a RNS, which seems to be the case with some co’s, ENET are somewhat understated.Rather be that than OTT.
Yes, think someone remarked he wasn’t suited to it here and so it proved to be correct. Anyway, that’s more than enough on that subject, we move on, thank goodness.
uhlf - I share you're sentiments, but thinking about its better they get out, if they can't handle the ride.
This is a small nano-cap AIM, no glitz no glamour here - we know they'll do well with the tech/proposition/ patents etc etc , but it isn't going to be straight line to £3-5. If those who've left can't see what ENET have done with Tarana, and how that is game changer for a company this size, they won't see the 5g/DU pieces etc.
Repeating myself but i strongly believe Ethernitys 5g DU solution is a game changer for this companies fortunes.
Cheers
My heart goes out to those that threw in the towel!
Impeccable timing! LoL!!!
Geri I am aware but this is not a discussion for a public board. The company has told us of many things in the pipeline. When they are reveal ready is another matter and how secure they are is another. We can assume that some information is extremely commercially sensitive some may have national security implications.
Ethernity will reveal what they can when they can in the appropriate manner.
They walk a thin line here and so do we all. Until the company reveal the sum of their works we can only guess and place our investment accordingly.
All too exciting for me .. up and down like the proverbial on ENET these days, I'm used to a static SP! Time to shutdown the work laptop and have a beer in the sun i think..
TL...you mention @1247 that you are aware of several "catalysts" in the pipeline. Are you able to share them with us or will we have to be patient and wait for a formal announcement? My immediate concern is Gaza blowing up again.
Last chance before 10%
Level 2 weakening
I stepped off because I had information about a seller and I had already flagged my expectation. I am back because I know he has finished. I don't know what else is going on but the share price is too cheap over anything other than a immediate basis and will rise stronger on news.
All that’s happened is the enet team checked in on this board to find TL threatening a few weeks off and the likes of me spouting out heat stroke ridden hokum mixed with messages about sitting on eggs!!
Would love a Thursday special to be served for breakfast . Atb everyone
Back in December when they needed shareholders to rally the price for the warrants they were good at updates. When they needed more they named Tarana.
I have made this point to them as they created an expectation.
I don't understand the nervousness, all AIM companies are rubbish at updates and IR,there will be sensitivity on some of the forthcoming partnerships I would imagine
Nothing has changed from my POV,we just sit back relax.
Ma nishma
The market thinks it will be 7am tomorrow morning and they could be right. The company are tight lipped and professional as ever.
The share price will be back to 50p in quick time I have no doubt
Not sure how they can issue the f/y results and not bundle an update with it.
But I guess we will see
TBH, don't care how they do it, so long as it is detailed rather then the general all on course one of last month.
maybe last month's was our update!? Hope not.