Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Didn't last long, but what was said was positive. Obviously there was caution due to the unpredictability of the speed of deployment as well as covid but they are not just sitting and waiting and sounded very busy. They cleared up my rather dull question about Miton (apparently group level has different disclosure requirements to fund level) and there was another PI on the call .. name began with a D but I won't disclose any more. Is it someone on here?
Thanks for the update, they should be at full throttle now.
Vendors, integrators and OEMs should all be engaged in testing with Telecom. Tier one. Next once those solutions are proven, contracted and mass deployment triggered Tier two. Telecom to client solutions will be needed. This will definetly be a big market for Ethernity. Then client to client as interactive applications demand bandwidth, low latency and super speed.
I am think VR where groups interact in a virtual environment. Not through a studied visor but on a whole room experience. How much data does that use? Absolutely huge and impossible without multiple fpga deployment.
I wonder when we'll get our first VR sporting event. Real match but sat on the touchline or in the stadium surrounded by thousands of supporters. Not canned but real. Now how many people can fit in the ground 1-2 million or more anywhere in the world.
At half time today 22000-0 is the score. I wonder how the MMs balance this.
There are 4 of them on the offer at 17 so must be some supply from somewhere.
4 left from 5 on Friday. I don't think that there can be many
Thanks for note bid. We need something to initiate the rally, hopefully that day comes soon.
So big D was on the blower too? Thanks for the update Bid .GLA
Yes I was wondering if it was dallo .. need to find a better way of contacting him other than a hopeful chat board post. Maybe I'll go premium for a month so I can DM him..
Bid
No I am not the big D in this case .
Still waiting to see whether there will be some positive news flow before any further moves by me....I would rather buy at 25/30p on the back of real progress being demonstrated than any additional speculative purchases.
Still cautiously optimistic .
Hi dallo ok well that adds to the mystery then - he certainly had a big holding which was in the ballpark of yours so I just made the assumption it was you. Yes understandable you are holding fire. David didn't speak for long but he understood that to get the SP higher would take deals and that they weren't just sitting about waiting for deployment to come to them. I think Q3 will be very interesting.
Dallo that would be convenient I am sure but I don't think that it will be possible. Once news breaks anything more than a couple of thousand is not possible. We have seen it many times.
I think that there is still a level of misunderstanding how this will play out. The Telecom won't announce anything, Ethernity will make no sales to Telecom. There will be no X number of sales over Y years.
Integrators have an array of fpga SmartNICs to choose from. They are proposing solutions to the Telecom on various levels with various performance indicators. That's what testing is determining now.
The integrators sell the solution, assemble the components probably through Techtronics or another retailer. Build the hardware and port the software onto the relevant location. Rinse and repeat thousands or hundreds of thousands of times.
Telecom will work with the integrators, Ethernity sales come through the network or Integrators and OEMs in China.
So knowing that what exactly are we waiting for as the pivotal piece of information....
Me. I am waiting on news from Ethernity that they are engaged in sales in China. The market won't necessarily understand that. When the share price rises will be when Ethernity gives guidance that their financials will be significantly higher than the previous. At that point the share price will jump towards £1. All in my humble opinion of course.
35000 sat on level 2 at 16p unlikely to fill.
A mixed day for me after buying end of last week I spent all morning wishing them up. Now I hear that my Swiss account is open and they say they cover Ethernity I now don't want them to move. Human nature
You’ll have to start taking a leaf out of your own book and ignore the sp TL ! I can’t lol
Med is all cold and heavy rain. Nothing else to do
Sorry TL does that mean you're looking to buy more?
Unusually warm in south east Blighty. God bless global warming
Bid yes I will be taking more. Probably not many maybe 50-60k over the next week or so. Small chunks
Ok good to know thanks TL. Will be interesting to see how the MMs react and if 50 or 60k shares will move the needle a bit. The persistent auction seller is very odd, I wonder if it's that Miton Micro Cap Trust selling down the dregs of their holding.. when I worked on the buyside I would quite often put a speculative block in the auction or a dark pool to see if I could get some price improvement
35k sitting in the auction again at 16 TL
35 and 50k at 16p has been on the ask side several times and not filled. I assume that the MMs are in no hurry to release what they have. If indeed they have any.
Got to admire their persistence. 35k back again at 16p. Hardly seems worth it for. 4p difference
Hmm so a 60k sell marked at 08:08 and a 50k buy about 50 seconds later!
Well they managed to get 16,985 away in that last intra-day acution.
I think that we can assume that despite 4 MMs on 17 that between them they don't have much to sell