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Given multiple OEMs with clients building out networks Ethernity will have production orders flowing and sales flowing. How will they report them.
Without scheduled quarterly updates we should be expecting very frequent news. Up to now no because there was no pressure on the service providers. Now many have contracts signed and they need to be sourcing solutions. Now Ethernity push on open doors. Selling now won't be difficult.
So yes given the model we should never go a month without news. That will probably be that way for 2-3 years.
There's the choice. Quarterly or on the fly.
Of course uhlf. Some here want an RNS every Tuesday haha
Be well happy with that skid!
Re the DU news first half, they didn’t even RNS it,
It was RNSNON.
Ridiculous, imo.
Yes, I know, nomads, not a contract etc etc.
Any other company and this would have been shouted from the roof tops, the full works.
Our guys? Not a chance. Perhaps 5G had their snouts in the trough.
All imo.
H1 we effectively had just two meaty rns (Tarana and acenic to server manufacturers) together with the expected order embedded in an update, so 3 real pieces of business news.
I am looking for about 4-6 meaty rns for H2 which are order related.
rns every day!!!! You’re having a laugh Sergi, which I assume you are.
I think the expectation is for regular newsflow and updates. Given the level of activity, as described by BK, I think that is a reasonable expectation.
And not to score ‘one goals’ re the UEP deal.
They did to get their IR act together, otherwise TL’s shareholder acquaintance won’t be the first to vote with their shares.
tracy
intense for the company does not mean RNS every day. Silicom is a good peer and same sector like it or not
Let’s hope we hear something from the next few ‘jam
Packed’ months. No more tease, delivery please!
"The upcoming months, meanwhile, are jam-packed with new product
development, customer meetings, and (COVID permitting) in-person trade
shows, hopefully spreading Ethernity's unique product offerings throughout
the telecom industry"
ITX have been brilliant if you got in when they were a penny I'll give you that.
Fairview
Re other stocks, there are plenty with fantastic potential and not so tardy with news flow.
My interests include SBTX, AGL ITX and INSG, who have just had another very nice announcement this morning.
The above all have global potential, well funded, stable management, growing revenues in some etc. ENET sure isn’t the only bar in town.
I still think ENET are right up there on the m.cap/potential scale, but they simply have to deliver in this half, imo.
Silicom and Ethernity have really nothing in common. Ethernity are absolutely flat out with work at the moment. They are about to deliver multiple new products that we know about into an immediate market. Ethernity do not make volume of the same thing they're designing, creating, building and testing new ideas for future products. This is long cycle and now we are at the contract stage.
Deployment will start early in 2022 but provision of equipment is in full flow now.
New equipment (UEP) will be complete in the next 8 weeks. 3 DU solutions with major server vendors Will be ending build and going into test in a few weeks. They need a test environment so a test 5g network. Deployment will need to start early 2022 if it's dish. It's going to take time to build out DU locations and network the DUs even if they use wireless. European Telecom and Service providers are on similar timelines.
Ethernity are changing right now. They're transforming from a client by client model to a mass market model. This means that solutions virtual need to marry with their hardware. They will no longer be designing hardware to the contract at hand. They are now entering the mass market.
DU sales with 3 service providers will be 20000-50000 units at deployment. Scaling up will continue that requirement for several years from those contracts.
UEP. A huge market awaits. We know that Ethernity expect volume sales once the product is complete (within weeks). I believe that testing will be minimal as this is a progression product and performance will be from design. Ethernity has been in this market for a long time with the Avionics switch so has plenty of history of delivery.
I think that it's nonsense to expect the summer to be quiet.
Think global CPU supply is still having a knock on effect on all Tech Co's.
Hold steady & plenty of support at 40p.
Imo
Thanks dallo
Hope you recover from your unwelcome cv19 dose.
Yes, the ENET guys have got plenty of skin in the game and that is welcome, but perhaps it’s also a reason for their perceived arrogance and half hearted ir efforts.
My investment time scale is much shorter than yours, I want to see significant progress by the end of this year, so they’ve got 5 months from me to communicate adequately and deliver on all the promises, less vision and more deliverance is what I want to see. I don’t need the funds anytime soon, so I’m happy to wait longer, if they buck their ideas up, deliver and communicate.
And do another deal like the 5G funding deal and that’s me out, no thanks!
imo
Bid
Being going to that Algarve since 1976 when there were few roads no developed tourist resorts.
Albufeira a bit too touristy for me with Irish bars and English breakfasts.
Staying in Vale do Lobo this year.
Used to have a lovely 4 bed time share apartment in Penina golf course in the 80s and my neighbour was Twiggy the 60s model and icon.
Used to bump into Cliff Richard on a regular basis as his villa was beside us and we were going there for 15 years.
I like Portimao and even Faro old town but Lisbon and Porto still my favourites in Portugal
Christ I am such a ***** of a name dropper.
Good lad dallo, glad you're feeling better. If you're near Albufeira on your trip I can recommend a lovely restaurant called Evaristo, it's on a nice little beach and you go up and choose your own fish which they then grill for you. I shall be going there as soon as we are allowed to travel and Ethernity shares are at 2 quid..some faith required but this team are the best in the business.
Mascarosergi
Feeling good and back on my self prescribed medicine of Guinness and cigars much to the chagrin of Nurse Betty( wife).
Off to Portugal on Saturday for 2 weeks so I hope my Swanee River ( liver) is ready for more serious post Covid stress testing...being Irish I don't expect too many problems but have to watch Nurse Betty...she may cramp my style .
Just send her shopping as usual!
01234 meant to say "us pasty brits" me included!
Thanks Sergi and Skid for giving this pasty Brit a good slap around the chops. Atb
Guys, keep calm. I do not understand what's going on here. I just hope that some are not using this chat to put pressure on the mgmt for their own and personal interests.
The UEP contract is going to be announced one day but maybe until October it is not closed. During summer it is usual that we have no news here.
I would be concerned if Silicom or other companies were progressing while enet was not. Silicom announced field trials with TEF for 5G deployments almost one year ago and still we have no news. And btw, earnings and call in a week. Let's see
I think that Q4 should be the time when we have news if no more delays in the sector. David cannot fight against the sector, remember that, not everything is in the mgmt hands.
Frankly, I do not expect significant news this summer, and maybe the stock will be down. Mid and longer-term, nothing changed
I bought a few shares today and just released my thesis at SumZero. It seems that there is a lot of activity but that means nothing.
I would not overthink more about the short term...
Imho
Dallo I hope you recover very soon
ATB
Tracy.
Where multiple deals are announced in the same rns and signed on different days there can only be one that is material.
They would have to announce they have signed the deal they alluded to, no two ways about it. To me they clearly haven't signed the deal, but really surprised if is taking so long after they stated the price to the nearest $10k. Also agree they would have to state if they have lost the deal.
A lot of nervousness today and this week - seems like to Sun has got to pasty brits, apart from tracys mate taking a profit nothing has changed.and I have added.
As dallo says this is priced below IP. 100% agree with fairview, show me another stock like enet, there simply isn't one.
I used to be a little nervous on ENET but tarana was a game changer in backing up the share cap. Having said that h2 is the time for rnss, even if as I believe the market still mis prices the potential.
Hope dallo will be well enough to partake in a drop of the black stuff soon.
Fairview we have seen it many times on the AIM where multiple contracts are announced. Let's not think that they were signed on the same day. If the deal fell through then they would be telling us immediately. By disclosing the deal and value I don't know if they have satisfied the immediate requirement.
Oh no Dallo sorry to hear about that, hope you are recovering ok and still have your sense of smell? I have a friend who caught it last year and still can’t notice any odour whatsoever . Kind of important for some of the finer things in life ie food and drink. I had my second jab this week and feeling ropey from it.
Funny the in love with a share rule , I typed a message today about the fact that I think we’ve all kind of broken that golden rule in one way or another, guess it just depends on how fickle we are. Me certainly , checking for the 7am news drop every bloody morning only to be disappointed time and time again lol. Come on my sweet sweet Israeli lover let’s get it on!! Atb everyone , actually quite a bit of buying today including uhlf well done
No way TL have to disagree with you there. In commercial closing legal discussions is not the same as signed. That would be a total breach of AIM rules to sit on that, as can be seen from the drifting share price.
Dallo I am not sure that they have to announce immediately as really they have already announced its existence. The pay is not until 2022 so I think that they could sit on it.