focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Yes Rick
That 1.2mil seller, i think ya have messed up.
Onlyprofit
Are you suggesting insider trading?
Well read David. I never like to see interviews read off a script. No mention of their huge deficit.....
Shorter version
"Based on the scopes of work being discussed with potential new customers, Ethernity expects to secure new contracts for our Carrier Ethernet and PON technology, generating approximately $2.2- $3 million in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established "
More precise wording, than previous, suggesting the deal(s is/are very close to signing off.
Carrier Ethernet and PON technology is a key focus for the company.
Julie Kunstler is a PON expert with a very large contact base.
Ilan Tevett is a marketing and business development expert
These guys are here, with ENET, for a reason...."GROWTH"
The team is going over to America for a major conference Network X and David Levi speaks May 22nd 2024 and ENET is a Silver Sponsor of the event.
How nice it would be to go to the event with contract(s) signed.
Dotting the i's and crossing the t's, in play, imo
Significant rise in MCAP on the cards.
"Based on the scopes of work being discussed with potential new customers, Ethernity expects to secure new contracts for our Carrier Ethernet and PON technology, generating approximately $2.2- $3 million in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established "
More precise wording, than previous, suggesting the deal(s is/are very close to signing off.
Carrier Ethernet and PON technology is a key focus for the company.
Julie Kunstler is a PON expert with a very large contact base.
"Julie Kunstler has over 30 years' experience in the communications components, equipment, and software industry, having served as an executive, venture-fund investor, analyst, and board member. Most recently, Julie held the position of Chief Analyst - Broadband Access Intelligence Service for Omdia (a division of Informa Tech), covering the fixed broadband access industry ecosystem. Prior to joining Omdia, Julie served as VP Business Development for Teknovus, a venture-backed broadband access PON (Passive Optical Network) chip start-up, where she assisted with fundraising, corporate strategy, OEM agreements, and its acquisition by Broadcom"
Ilan Tevett is a marketing and business development expert
"Ilan brings with him over 25 years of diverse experience, encompassing key positions in Sales, Business Development, Product Management, and Marketing. Throughout his career, Ilan has focused on hardware, software, and SaaS networking and security solutions for communication service providers, utilities, and government organizations, cultivating enduring and profitable relationships with technology partners.
Most recently, Ilan served as one of the founding members and Chief Marketing Officer of Iron Nation, an emergency venture capital fund established to support Israeli startups affected by the conflict with Hamas. Prior to that, he spent six years as Vice President of Marketing and Business Development at RAD, a global leader in access solutions."
These guys are here, with ENET, for a reason...."GROWTH"
The team is going over to America for a major conference Network X and David Levi speaks May 22nd 2024 and ENET is a Silver Sponsor of the event.
How nice it would be to go to the event with contract(s) signed.
Dotting the i's and crossing the t's, in play, imo
Significant rise in MCAP on the cards.
ReplyRecommend (3)Report Post
TrickyEFC Premium Member
Posts: 9,574
Price: 0.90
No Opinion
New board new plan of attack20 Apr 2024 17:45
Outlook
While 2023 presented its share of challenges, Ethernity successfully finalised its UEP as a complete system product. This marks a significant step forward, enabling us to evolve beyond offering just FPGA SoCs and provide comprehensive solutions which all integrate ENET implementation of FPGA SoC, hardware and software application. This shift empowers our customers to achieve faster time-to-market and accelerate revenue generation. Previously, de
This is going to rocket imo
Impatient or money call.
Ticks all the boxes
Why would someone sell when according to you the good news (new contract) is around the corner? Think about it :-)
Better.out than in 💪
"Based on the scopes of work being discussed with potential new customers, Ethernity expects to secure new contracts for our Carrier Ethernet and PON technology, generating approximately $2.2- $3 million in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established "
More precise wording, than previous, suggesting the deal(s is/are very close to signing off.
Carrier Ethernet and PON technology is a key focus for the company.
Julie Kunstler is a PON expert with a very large contact base.
"Julie Kunstler has over 30 years' experience in the communications components, equipment, and software industry, having served as an executive, venture-fund investor, analyst, and board member. Most recently, Julie held the position of Chief Analyst - Broadband Access Intelligence Service for Omdia (a division of Informa Tech), covering the fixed broadband access industry ecosystem. Prior to joining Omdia, Julie served as VP Business Development for Teknovus, a venture-backed broadband access PON (Passive Optical Network) chip start-up, where she assisted with fundraising, corporate strategy, OEM agreements, and its acquisition by Broadcom"
Ilan Tevett is a marketing and business development expert
"Ilan brings with him over 25 years of diverse experience, encompassing key positions in Sales, Business Development, Product Management, and Marketing. Throughout his career, Ilan has focused on hardware, software, and SaaS networking and security solutions for communication service providers, utilities, and government organizations, cultivating enduring and profitable relationships with technology partners.
Most recently, Ilan served as one of the founding members and Chief Marketing Officer of Iron Nation, an emergency venture capital fund established to support Israeli startups affected by the conflict with Hamas. Prior to that, he spent six years as Vice President of Marketing and Business Development at RAD, a global leader in access solutions."
These guys are here, with ENET, for a reason...."GROWTH"
The team is going over to America for a major conference Network X and David Levi speaks May 22nd 2024 and ENET is a Silver Sponsor of the event.
How nice it would be to go to the event with contract(s) signed.
Dotting the i's and crossing the t's, in play, imo
Significant rise in MCAP on the cards.
Outlook
While 2023 presented its share of challenges, Ethernity successfully finalised its UEP as a complete system product. This marks a significant step forward, enabling us to evolve beyond offering just FPGA SoCs and provide comprehensive solutions which all integrate ENET implementation of FPGA SoC, hardware and software application. This shift empowers our customers to achieve faster time-to-market and accelerate revenue generation. Previously, deploying products based on our FPGA SoCs typically took 18 months. With the UEP all integrated system, the time to revenue or deployment from sign-off can be dramatically reduced to just six months. This enhanced efficiency positions Ethernity to capitalize on planned customer wins and drive near-term growth.
By transitioning to a system-based approach, Ethernity unlocks significant value for a broader customer base. Our comprehensive solutions, combining powerful FPGA SoCs with Ethernity's semiconductor expertise and application software, eliminate the need for in-house product development by our customers. This empowers companies without extensive engineering resources to leverage our technology and quickly launch their own solutions. This strategic shift positions Ethernity to strengthen its market position, expand its OEM customer base, and attract new partners who can significantly contribute to our revenue growth.
Based on the scopes of work being discussed with potential new customers, Ethernity expects to secure new contracts for our Carrier Ethernet and PON technology, generating approximately $2.2- $3 million in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established business. This momentum positions us for significant future growth as our OEM partners leverage our solutions to win market share and generate revenue for themselves. We anticipate this will translate into substantial new revenue opportunities for Ethernity in 2025.
This is due to enet being in bed with a global expanding company.
Tarana are growing massively and that means ongoing increasing revenue for enet. Remember why these where allowed to exit the TSP so easily. 1.6 million debt arrangement offer interest free over 1yr and they paid one lot of $400k of already. The companies that use enet tech did not turn and run they supported them and allowed them to get to this turn around point.
From latest RNs, have posted before but it's golden.
'Continued revenue growth from that USA based fixed wireless juggernaut and also actively engaged on a second generation product'
We are pleased to report continued revenue growth in 2023 from our U.S. fixed wireless broadband solution customer. Furthermore, we are actively engaged in the development of a second-generation product for this customer. This development effort is ongoing in 2024, and we have been advised that the customer anticipates placing new orders for both the first and second generation products throughout the second half of 2024. The customer's rollout ramp-up plan for the second-generation product is scheduled to take place during 2025. We ended 2023 with two significant contract wins from existing customers:
Steel I know you follow me on every single share I buy into so you can follow suit and make some money. Great tactic. You must of made a mini fortune this last 6 weeks as we have seen winner after winner.
You are most welcome, but don’t hide the fact that you are doing that with the abuse.
Lots of love and 💋
Rick123
Ethernity Networks will have presence
Etherity Networks are a Siver Sponsor.
David Levi is a speaker on a panel of fou
"Feasting on Fibre and PON"
Julie Kunstler, PON expert, and officially a ENET NED I am sure will be there adding to the ENET profile.
This is a large gathering for networking.
ENET has a PON infrastructure in place within its product range. I suggest Ilan Tevett will also be present to market the products, as he was at the recent WIZZAmerica conference.
PRICK123 total 🔔end
Team leader of the blue day pumping brigade
A hole
Steel and ExMS what an absolute pair of 🤡s.
Err let’s put a p in front of Rick, err we are so hilarious.
Total idiots!
David Levi speaking
Check it out.
https://tmt.knect365.com/light-reading-network-x-americas/speakers/david-levi/
I don't like mms
Rick123
Well I missed an “s” apologies. Did you miss a “p”? If so 1-1.
Shall we reconvene in 12 weeks? Not much happened so far this year huh? 🤔
I see you’ve got the pumping prick123 on this board now
He’s on every blue board pumping like a W⚓️