Roundtable Discussion; The Future of Mineral Sands. Watch the video 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.
Sorry for typos I am being thrown around by a ferry wake trying to type
We are seeing momentum and definitely fresh money. £20 late report in red is a buy. We have seen money invested here this weekend I don't think that many of those read my posts so clearly slowly the message is spreading.
I hope that we ride this wave a bit. The chart shows 65+ looming.
Tracy
The faithful here see the potential ramp up in revenues from deals already announced but Mr Market hardly knows we exist with no broker coverage or financial media write ups .
The tech is difficult to understand for the investment community at large and the miniscule revenues mean we are overlooked by investors apart from the 15/20 band of brothers here and on ADVFN .
I think awareness is increasing slowly and soon we will be on the radar of a much larger audience but management has to deliver which I am sure it will.
Imho
I think that the problem is that everyone is looking for a blockbuster deal that Ethernity simply doesn't need. Look at the 2yr chart and the trend is well established with 2 bottoms.
It's important to recognise that UEP-20 is not one deal this one product can be used in at least 4 processes within the ecosystem and with multiple vendors. The trial announcement made it quite clear that it was about opening this product to multiple vendors and Integrators. The 1000 units will produce about $1m but that's just one opening order from one source. We'll see multiple sources, multiple uses and huge sales. UEP-60 adapted for Indoor units. Expected sales 10000 units a year. One OEM multiple contracts for them.
When Ethernity say that they expect more orders it's all they can say.
The next few years will be made up of receiving the rewards of the last 2 years work. These OEMs are going to sell into a hungry huge market.
Tarana is smallish maybe $5m next year. What would $25m revenue do to the share price.
I am looking for sales numbers now
Tracy
I still feel the market needs more visibility on 2022/23 revenues before it will significantly rerate the share.
We are making progress but no blockbuster deal (s)as yet even though Tarana , UEP 20 etc revenues could grow significantly but the markets needs firmer numbers not optimistic read throughs.
I feel momentum is building now and we will get
further contract/deal/ production announcements very soon.
I am hopeful of 5/6 such announcements over the coming months.
Then we will be on our way imho.
DYOR
Still 53.80 online for 10k shares.
You’re watching as closely as me :-)
Ask paid
Sales and production orders really is what I want to see. I don't care if there aren't any new contracts as we have plenty already to reach £5 with sales.
It would be a wonderful time for Ethernity to release some further solid contract wins and fire the SP toward a £1 .
We don't want another couple of months with no newsflow.
Momentum is critical in a micro cap like Ethernity and hopefully the management can reinforce the current wave of optimism with positive and timely RNS .
Looking good.
Imho
53.40 to buy.
Double tap, another 55,000 shifted.
Slightly enhanced by the UT from last night, but it's nice to see another rise..
Opened +2p as we expected with the UT yesterday.
Feels good for 10+% today.
I said last week that we should leg up to 70p in the near term. The correction will continue I think until £1 on just modest updates.
Q4 is trial quarter and mass deployment will follow immediately. Risk through trial is very low as with UEP-20 it more of a demonstration and interoperability opportunity.
UEP sales will ramp very quickly, Tarana SoC will explode before Christmas, UPF and aceNIC card sales will start in Asia end Q4. DU adaption and trial will be concluding in the near term with live network deployment in testing. We'll see a household name launch a DU adapted industry standard server within 3 months.
We'll see wireless backhaul adaptions and sales to a major satellite vendor (in my opinion) very soon to be used in conjunction with G1.
Doesn't take much imagination to see all of that looming.
But where will we finish?
Mystic Meg anyone!
Looks like we are heading north short term anyway
imo
We'll start +2p tomorrow,...
My contact has 340k now. Had to say I told you so. Although his target was average below 50p why pay more than you need.
We’ll see a DD or a big D at least today….Shirley
Think they will avoid a rns situation , can’t see them changing.
c 55m shares, 5% is 2.75m shares, so if they activated all the £1.14m at, say, 40p a share that would be 2.85m and require a holding rns. Clearly, based on past performance, they’re not going to do that.
When they do press the button re the £1.14m be good, if they don’t intend to hold, which seems unlikely, if they just transferred them on. They’ve probably already done that with at least some of their millions, imo.
Eventually they will be history. Increasing news flow and increasing trade volumes means they could be out relatively quickly. Hope so.
GLA
Would that be an rns uhlf?
I note kcowe from advfn has accumulated 660k shares, think that has happened over the last few weeks.
Assume most of that has come via 5G.
News could put 5G under a bit of presssure, in terms of a rising sp and they may want/need to activate all or some of that £1.14m subscription.
Inevitable really
And some good volume!!Nice….
Wow, 11.5% up..