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It is happening then. Dallo just replace The name Xilinx with Ethernity and have a nice premonition for what’s in store lol.
https://www.datacenterdynamics.com/en/news/amd-acquire-fpga-company-xilinx-35-billion/
Dallo £1 is not my medium term expectation much shorter. I don't think that it will take much to reach that.
The technology is validated by the OEMs as far as Ethernity are concerned. It is now for the OEMs to take this tech and enhance it for direct sale into end users.
I would like disclosure on how many OEMs and integrators have it under test or development. Just raw numbers will help. Also some meat on the two global strategic partners that will open up the global market to Ethernity
Skid
Fully agree most of the band of brothers here are in for the medium term
I would like to see some concrete validation of the technology soon in the shape of actual deals/revenues and heck even see the SP move up from 16p bid.
Tracy keeps us all buoyed up here with talk of £1 a share which by the way would lead only to
a Market Cap of £43m....which in the context of a $ trillion industry is miniscule.
Still patient and cautiously optimistic but we need some action soon .
Dallo.
- Now we have the cash funding sorted I am happy to wait, but would like to get back to my average buy price of 30p asap so this is not a red mark on my portfolio
- Really surprised the Indian news did not make more of an impact, wondering if we would be here in nearer 13p without it
- As a company y totally under the radar, a recommendation from Simon Thompson ( not that I am a fan) would send this higher by 50%
- Glad that the board are not playing the usual aim pr game, ramping this up but just getting on with running the company
- Due to the tightness of shareholding s this should rocket on any good news, I think all the main contributors on this board are medium term holders and have been through enough, and understand the potential, not to take a 20% gain
Certainly no miracles required. The progression to maturity of the sector will carry even the losers up significantly. Market leaders with massive leverage will grow many multiples. I don't think that it will take much to move from here to £1. Certainly I would not be surprised to see it in the near term. Any sniff of sales in China could double the SP overnight. Adoption by one of the major China Telecom as a vendor of choice and £1 will be an easy target.
Given the delays squeezing the price and the likely ramping up of industry noise investors will see Ethernity as a bargain under IPO.
It does look like a late reported sell worked through. It forced the share price up and it is likely to continue that course to 30p in the absence of news.
I hear what you are saying Dallo but with the greatest respect I’m not sure a miracle is needed?The proof that the cutting edge tech that enet have is being used in a profitable manner within the new 5G sector is what we haven’t had and most definitely need . If you still believe then that is defo more achievable than a sign created by the big man upstairs !! Hear your frustration for sure though . Atb
Gentlemen and ladies
We need a miracle to get this SP moving.
No investor Interest whatsoever.
£7 million market cap ..one of the lowest in the whole UK Stock Market tells all.
Hope fading here but have to hold on and hope for the best.
And they got a fair price.
Interesting delayed trade at the end there - must be a sell given the quotes I saw earlier but promising the bid didn't crater afterwards
Same news but seems to be circulating a fair bit. Wonder if the pr firm are still being used?
https://aithority.com/internet-of-things/5g-technology/ethernity-networks-announces-5g-du-vrouter-solution/
Yes good progress on no news and poor volume. Order book unmoved but clearly there isn't much competition now and the fallback is 21p. 21/18 I guess. Long way for this to go but we have to start somewhere. In many ways action on no news is the true barometer
Full ask getting paid, do we finally have the 20's back in sight?!
That will be to cover an outstanding fee. Happened to me once I didn't top up in time and they traded to recover their fee. Probably linked to the small trade before.
Who the hell sells or buys 8 shares.
17.25/17.75 squeezing now.
"By utilizing our vast experience and field-proven router data plane on FPGA with our unique Router-on-FPGA-NIC offering, Ethernity is in a strong leading position to assist and optimize the building of 5G networks,” said Oded Bergman
Strong leading position. Unequivocal.
Yes 50k against 10k again small volume but it's overwhelmingly in the right direction. The MMs are getting a bit more confident now and will absorb any selling. Just a matter of time.
Interesting thought process. If the share jumped to 50p Monday would you be a buyer or a seller.
I have a feeling that many would be buyers.
Bidding 17p now
Bit more coverage on their new kit. Not heard of the website but they have 50k Twitter followers:
https://www.helpnetsecurity.com/2020/10/23/ethernity-networks-5g-du-vrouter/
A bit off topic but good to see the virus restrictions being lifted in Israel. Doesn't really affect Ethernity as they are all fine working from home but still good for overall business and sentiment I think
16.85/17.75 currently. Despite no change in the 5/4 MMs position I guess that they actually don't have lots of shares. I think that if they want to tempt a seller they will have to be proactive above the mid.
To clarify about one contract leading to another an integrator tasked with network to mobile RAN won't be engaged in the DU or CU but a OEM will very likely want a family of products. Ethernity will be much more attractive to OEM if they lead in several aspects of their market. Commiting to ACEnic-100 will be much easier with a broad suite of solutions. This is a big investment from Ethernity but it is absolutely necessary to stay ahead as a specialist. We have seen several huge names enter the arena, they will sell on being a one stop shop so Ethernity have to be genuinely better to allow their OEMs to compete for business.
It's important to recognise that the Vrouter in the DU is a totally new solution not a upgrade on any previous solution. The is a ACEnic-100 based solution for the distribution unit. The previous Vrouter was a network appliance. This is a totally new field for Ethernity. It is very possible that data could eventually channel through three ACEnic-100 based devices in the UPF, DU and CU. I suspect in the near future we'll see a CU solution. I suspect that many OEMs will base their products on these task built SmartNICs and simply add sector specific code to market a very specific solution.
I like the way they are thinking, broadening the market is crucial to success as one contract leads to another.
Available today with 3rd party software and Ethernity code to follow. Sounds like they tested concept on existing Vrouter software. Another massive new market opens for ACEnic-100.
Excellent , a few more scraps
‘The Ethernity vRouter solution is available today for 3rd-party vRouter software integration and will be available in Q1 2021 for field trials with Ethernity’s own vRouter software.‘