The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Hope his graph predictions are better that his English!
https://www.lightreading.com/cloud-nativenfv/how-new-crop-of-vendors-is-breaking-into-5g-core/d/d-id/767513
Interesting...
Apologies for the rudeness I genuinely hope that is an accurate prediction. Always great to get a nod too especially on a page like light reading
https://telecom.economictimes.indiatimes.com/amp/news/japans-nec-in-talks-with-indian-telcos-for-5g-based-openran-deployment/81112335
Looking like there will be huge open opportunities in India. Ethernity are well positioned with a Indian OEM using Ethernity technology in their products. Also the manufacturer capability in India for the Indian and global markets.
Very encouraging to see Ethernity mentioned in that light reading article. "If any of these little guys start taking off, the big guys can buy them,"
Agree with your take bidnolid
We seem to be there right in the mix, rubbing shoulders with all the right folk. Everything seems geared up for scale, just need some confirmations and then we’re off to the races!
I think that the piece doesn't understand how it will be for these smaller solution providers. They will ultimately be component suppliers in many different products. I would be surprised to see Ethernity winning any 5G or server business in their own name. Ethernity could be in a high percentage of solutions with minor roles in each. This can still produce huge financial reward on volume and very little investment or effort. No winner will take all. This is the whole point of OpenRAN. Nobody will have a percentage of the market because even in a system integrated by a major player they will still have multiple products from smaller players.
Noise starting to come from my contacts. I think that we'll hear very soon something we can all hang our hat on.
No ramp just my experience.
Hi TL that all sounds very encouraging.
You mentioned over a month ago, I think, that there might be 2 non 5G contracts in the offing, whilst cautioning info was from an untried source or words to that effect.
Is the latest noises linked with the above or something completely separate? If separate, do you think the two possible contracts still have legs?
Any info appreciated, also appreciate that none of this is written in stone!
thanks
uhlf
Was expecting the rnss from mid / late q2, and then to be nice and regular. Anything else is a nice bonus.
Tantalising TL. Here’s to a good week ahead hopefully . Atb
Yes indeed thanks for the heads up TL. Should provide a nice little hors d'oeuvre until the main course commences later on in the year.
Alca
I suspect some is around the DU delivery to the 3 server manufacturers. A team from Ethernity are in contact with and working with R&D teams at the server manufacturers. It's a strange dynamic as the server manufacturers are by default working together.
This will create noise I am sure but I think that there is much more.
I am encouraged to believe that two non 5G contracts are in the pipeline.
Several weeks ago I was told of foreign suits at Ethernity I don't know what that's about but seems unusual in covid times. I think that we will find out soon.
Thanks for the further info TL, much appreciated.
Sounds good and exciting times ahead!
I’m slightly gobsmacked we are still sub £20m market cap in what is a bull market for a lot of small caps in green economy/ healthcare/tech.
I wouldn’t blink too much if we were sitting at £1 right now, far from excessive for the current situation.
Just a question of time, I think the re rating will continue and interest in ENET is growing.
GLA
TL
Who are you? Can you give us some background on those who are new to the blog?
Thx
I am just a Private Investor here. I have been to Israel several times since I started to buy here January 2018. I have made several contacts in Israel with I cultivate. I am semi retired, I invest largely in people who establish small business across Southern Europe.
I research extensively in the Telecom sector currently. I have created a network of industry contacts who work within the field.
I hold 280k in my name and invest for three others.
Thx TL
I always favour good news release on a Tuesday. Enough time for 2-3+ days and a settle back. Then the weekend for people to read about the detail and buy Monday morning.
Maybe this week or next but it can't be far now.
Some see you next Tuesday isn’t waiting until Tuesday it seems!
Let them miss out. I don't care.
Buys going through @ 36.744
The lull before the storm!
Don't be too disappointed if there isn't news, they've only recently delivered the DU kit for testing it seems a bit early to be getting an update on that. Just print out the Dec 2nd RNS, it's very reassuring ... "revenue recognition is expected to commence in Q1 2021" however in my opinion news will be skewed to Q2 and Q3 as field trials and procurement decisions get concluded.
I am expecting news of maiden 5G network appliance sales and engagement with OEM for UPF solutions around ACEnic-100 and Ethernity code.
Non 5G or DU I am not bothered about or excited by. The DU solution is the star of the show. The early version is delivered and it will take 6-9 months to create the final draft. However prior to that we can expect a contractual arrangement hopefully with a design win payment of a few million. This is the game changer as the DU requirement is huge and Ethernity could sew the whole lot up.