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Interesting in the insights newsletter released today ;
"We're working on perfecting our offerings for the CU and the DU, as well, such that before long, it'll be possible for Ethernity to accelerate existing 4G NFV solutions using its FPGA SmartNIC throughout the 5G Open RAN network. These are truly exciting times!"
Alco that was the detail I was talking about the other. The FPGA potential extends well beyond the virtual threshold and into the core. It will triple the need for fpga solutions. As expected David has seen the need before the rest and has diverted R&D to produce a solution.
I am excited by that but now I am starting to explore the fpga case in wearable devices. Believe me I can't quite get my head around the scale of the market. Fpga and importantly the virtual solutions driven through fpga is a huge market. I was focused on width and speed but I think that size and power requirements will be the big deal when it comes to selection.
Haven’t read such confidence from Enet before! Exciting times ahead .
I think that as the steps fall into place we will see FPGA flowing data and hosting virtual functions in many environments that even the company haven't considered yet. I believe that we'll see more smaller FPGA in IoT applications. I believe that FPGA will move away from just server applications to the other end of the process. Flowing and packeting at the source.
Very exciting time
To a very large degree it is accepted that the base band unit has split into 3 parts. Yes there are possible scenarios for architecture and I think that we'll see many different solutions splitting and joining the DU and CU or collocating. Some are better in certain scenarios and connection availability.
The virtualised CU is accepted and with lower split points becomes more challenging this is likely to be where Ethernity will pitch as they will be unique in this area.
The 5g we have seen so far may have in most scenarios achieved bandwidth and speed but we are talking about very small deployments with often very limited coverage. They are 5g but really the kind of thing that you may find in a smart city district nit a national rollout. Mass deployment is where Ethernity are so don't fear this is all ahead of us. All the vendors face the same issues most are going the same way to solve them. They will all involve FPGA acceleration and hosted virtualisation. Without it they simply will be 4g.
I can't think how they accelerate existing 4g NFV solutions through 5gRAN but they seem to think they can.
I believe that we are seeing a change of pace for Ethernity, more articles more noise as the opportunity looms real and large.
I like the market intelligence sector of the newsletter it shows how Ethernity has the opportunity to be involved in big number solutions. Just 5g deployment enough to achieve the speeds will take 130000 fpgas for China. This is a theoretical number based upon everybody living in even distribution so in reality it will be multiples to achieve coverage. Then there are many places without network sharing so multiples again. Then private or hub networks provide many more.
Ethernity's kit is already in deep testing with Vendors. Share price is in the basement but the business is in the clouds. So much to come and it starts very soon
https://www.barrons.com/articles/these-2-wireless-stocks-will-benefit-from-5g-bernstein-says-51594230897
"The Company now has a direct relationship with three major telecom service providers in China - China Mobile, China Telecom and China Unicom - all either planning to use an FPGA SmartNIC offering for 5G UPF, or already under development in their laboratories for integrating their own open UPF software to be offloaded by the ACE-NIC"
Lab testing Q4 however reading between the lines they will either use ACEnic-100 and Ethernity UPF or building their own UPF to run through ACE-NIC100. As they will be starting mass deployment 2021 onwards it is late in the day to make material changes.
After the UPF we can expect Ethernity and the ACEnic-100 to play a part in the RAN solution. One contract and commitment to mass deployment over 5-10 years will be a company maker but I believe that Ethernity will take the lions share through third party vendors. Except bit parts as some have huge R&D budget. What they don't have is the patented solution. Also expect IP deals especially link to short term finance.
Tracy
Still here , waiting for Godot .
No news flow whatsoever but still hopeful of a breakthrough in deals and financing.
The market is pricing Ethernity at a pittance with no interest in the shares apart from the stalwarts on this board.
With no news there is nothing to do but wait and be patient .
My god the market is really asleep at Ethernity's potential. But its a nice open goal for the people on this board - we should be able to clean up.... get your avg down to 20-30p easily at this rate!!
28k shares buy doesn't move the price but a miserable 10k share sell drops half a penny.
I think that I may get a sub 20p chance early next week if there's no news.
Dallo we are in rich water with all our lines out with our best bait. I am massively encouraged that the finals named the Chinese potential. It shows that they are close to mass deployment and no longer silent running
Tracy
I admire your optimism and hope you are proved right.
I am here for the rise ( or fall) of Ethernity to the very end as I cannot offload my near 3% stake in the market given the
the lack of liquidity.....it is do or die now.
Looks like two possible outcomes of either stellar growth or a trade sale at a low price to the Chinese imho.
I am hoping for the former.
TL I also think this has a high chance of hitting the teens again.. I'm not aware of any contracts that were being negotiated so anything material could be a few months off.
Yet again a joke of a drop. Were not oversold, it’s just over reacted and why not , the mms can make more money when it comes up again. When I started doing this stupid aim game my impression was that the Day traders were the baddies chipping away at the growth of companies share price . I now see that is really the least risky strategy and in fact it’s a lot less of a gamble! I mean why not talk it down a bit Bid to get your average lower . This is my opinion . If a company like ethernity with A ridiculously low Number of shares , who are experts in a cutting edge sector about to pop and have genuine global reach can’t reach a representative share price At some point then None of them can. It needs to transcend this mm and aim *******s Bull****. Hang in there people !!
I see no chance of a sale now, the process is too advanced and the company too intangled with others. Any Chinese interest will have to be minority. The diversity of associations makes in my view only one of three outcomes.
The market is huge and Ethernity gain a big share and the value increases probably 30x over a couple of years.
The market is huge but Ethernity fail to gain traction and the progress is disappointing. However compared to what we have now we still see the share price rising as Ethernity seek to find their niche on third party services.
The third I see as very unlikely that there is some kind of management and major shareholder coup and Ethernity delists.
Dallo I don't see it as Optimistic, I am very grounded. I do a lot of sector research. I am in contact with people who are in the industry and are excited by Ethernity. Several of those contacts are in Israel. It is not a guessing game but the timing has been very uncertain. Now it is getting much more certain.
01234 I had no intention of knocking Ethernity with my comment or trying to talk it down - it's done a perfectly good job of that on its own! It's more out of sheer frustration that I'm quite heavily down on a company I've got a large (for me) investment in. It checks so many boxes but has been a terrible investment so far, so much so that I'm not allowing myself to buy more until their financing for the next year is sorted.
My bad Bid am equally frustrated! The enet band of brothers must remain stiff of upper lip in these times lol! All the best to everyone
Agreed. Sit tight and wait for news is my position. However long that may be. I won't be panic selling.
Would love to be building a position down here in the bargain basement but as stated I'm already fully loaded.
When it moves - due to its illiquid nature - this really moves.
The short term funding issue will continue to suppress this until either it's resolved or significant news lands.
They have the tech, they have the market.
I. Can. Wait.
Alca
I guess my view is different to every one else. I see derisked here and as the share price rises so does the risk. At that point news of revenue and future royalty will need to support the growth. Down here I see no support needed to underwrite the derisory valuation. I see no prospect of a placing whilst the price is so low and short term finance will be the way to go. I suspect that it will be linked to a IP regional licensing deal.
How good the deal is will be a strong indicator of the value of the IP. Given the diversity of offering and the way they are identifying and pursuing the stages there will be many waves of value. Only Ethernity delivers they will be in a great position for the next stage. There is no vendor lock in that is the point so at each stage Ethernity can resell their old rope just with some new knots.
Interesting that people in Israel have a really hard time investing in the AIM. I hoped for a TASE listing but I think that opportunity has been missed already. I know that they would have huge local interest
Derisory is the word TL.
Market cap a miniscule £6.5m.
A nano cap in AIM terms.
I get the feeling (more than a feeling) that the market cap is laughing at David and the team. I believe that will be a motivator because so far they look like a bunch of losers. Losers with a world class product in the next step market worth $1bn+. Time will tell and the AIM doesn't have a clue about this.
I get the feeling that the few punters ( including myself) on this board are either totally mad or the market is .
The company with the (possibly) the smallest market cap on AIM and is priced at the value of a small high street deli is either the greatest mispriced investment opportunity in living memory or about to go tits up.
It is one of the biggest punts I have taken recently
and with just about $200,000 left in the kitty
it will the mother of all comebacks .
The market is pricing the company as bust but something tells me there will be a sting in the tail.
I have never seen a techology company like Ethernity valued at petty cash with its patents and cutting edge products ignored by everyone in the
investment community.
Are we being conned or are we about to reap the rewards of one of the greatest undervalued opportunities of the past decade.
You pay your money and take your chances.
The market is currently saying we are fools
but the likes of Cipio Partners don't make too many mistakes and the Israeli tech powerhouse
is not used to failure.
Best to all here...it is one one of the exciting and nerve-wracking investments I have ever made.
Success or failure is the story of life ...which one will this be.
We will find soon.
How many here have been following this but still don't grasp the opportunity. Most if not all. I am seeing it emerge probably just a few months since Ethernity saw it. They are listening to the market and responding with solutions ahead of the curve.
So now take that outside of this small group to your average punter will see nothing but last year's tiny financials and a chunky cash burn. They see small fry contracts that are really just sidelines until the main event starts. It's not hard to see why the share price is a mess.
We are missing nothing here. The tech is excellent and the opportunity is genuine. Some have said that the bug boys will squeeze Ethernity out but reality is that won't happen. The big boys will also be using ACEnic-100 in their in-house solutions.
All we need is time. I am not interested in the share price, I am a continuous small time buyer at these levels but truth told I have enough already.