Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Delighted with this signing of Julie Kunsler best value signing since Seamus Coleman.
This lady moves in all the right circles and her being part of enet team in this new setup bodes very well.
Thanks Guys but its really thanks to PATT ...... and now to the website because I know some PON Details are on it !!
https://ethernitynet.com/
!Ethernity offers network appliances and devices that integrate PON functionality onto an FPGA SoC, providing the programmability to address the ever-changing demands of an evolving market."
https://ethernitynet.com/products/pon-devices/
Now take a look at Ilan Tevet wrote (and is in the BLOG section) about the WISPAmerica visit in March this year.
https://ethernitynet.com/wisp-america-takeaways-the-42-billion-rural-broadband-opportunity-and-why-enet-is-your-key-to-success-2/
Here is part of it .....
"This is where Ethernity Networks (ENET) comes in. Their experience in Carrier Ethernet, xPON, and system-on-chip components positions them perfectly. They can provide cutting-edge solutions for both fixed wireless vendors and ISPs looking to embrace the hybrid model. ENET’s leadership in switching and xPON technologies allows them to tailor cost-effective solutions for diverse deployment scenarios. No matter the specific needs of a rural community, they can offer a solution that leverages the strengths of both fiber and wireless, including support for wireless transmission over xPON to allow extension of wireless antenna closer to the customer . What truly excites me is ENET’s OEM-focused business model. This collaborative approach ensures a smooth transition for vendors, ultimately benefiting rural communities by accelerating their access to high-speed internet."
When things come together !!
Lowering energy consumption has been a keen theme with operators.
Everyone wants to or is at very least being told to reduce energy and carbon footprint n nall that jazz.
Seems like enet has a few ducks lining up nicely. Right time n right place, enet was this planned or just good fortune.
Kinda keep thinking back to TSP and thinking this is why enet was allowed to continue.
Blue Monday for who,?.
Lowers energy consumption.
Also 100g PON. Thought 50g PON was the newest kid on the block. The on n on noes the PON
https://youtu.be/CWJnPhjOCOI?si=UODznQ4oQroVW85h
Tick tock indeed Mickey. Nice one for sharing the link on hull.
Blue Monday inbound.
Tick Tock for real here
Very strong Buy imo
Good pass on Hull thank you. A good find. I like the summary at the end which states,
‘PON-based fiber access is growing around the globe. There continues to be new, large opportunities for PON equipment and component vendors. In addition, POL is gaining momentum, reflecting PON’s penetration into the LAN market. The PON component and equipment market continues to be in the “growth” stage’.
And the hint at contracts in last RNS will land v soon imho. Ultra fast (see what I did there!) growth story.
Thanks to PATT on Adfvn
Julie Kunstler writes and in depth article and Ethernity Networks is mentioned as a new entrant into the multi regional PON OLT Solutions Market.
Nice bit of weekend reading.
https://www.ofcconference.org/en-us/home/news-and-press/ofc-blog/2024/january/pon%E2%80%99s-momentum-continues-an-overview-of-market-dyn/
Yup Benjamin Netanyahu
Same I just done a dummy sale for nearly 2m share and it offered me a quote.
Someone has to be loading up
1.1m sell just went through but still getting a quote to sell over 2.5m. Big order placed to buy maybe?
I was hoping for a deeper blue, with 9s and 5s and even 1s. Ah well, have to wait until Monday.
1.10 would be okay.
Looks like the predictions of this going blue have turned out correct today.
Ps that red trade is a buy
Tricky,
If only life, and business, were that simple.
Difference between net and gross margin businesses. This business model is great if you've got a great capital allocation model which picks winners, balance sheet / cash flow aligned to enable this across different royalty baring products in the portfolio at different development / harvesting stages.
Not so great if you carry on spending millions of $ year after year where your initial capital allocation has proven to be very poor.
Always believe daffy 😜
There seems to be an unlimited supply of 0.85 on the ask. Not sure it will rise much more today.
...
I'm surprised MREX is sill on the ASK after all those buys.......
💰💰💰💰💰
Basically a license to print money, no real stock/inventory required either. Enet has a cash cow here.
Agreed, I reckon this will finish blue today, this is going to be one of those decent recovery stocks for 2024 :))
Could be...
Margins
The gross margin percentage increased to 61.9% in 2023 from 54.4 % in 2022 reflecting an increase of 7.5 percentage points which is mainly attributed to the increased licensing revenues which carry a 100% profit margin.
Rlb and pwill ya broke me I got some more under 0=8p showing red