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https://www.news24.com/fin24/companies/ict/mtn-rolls-out-r300-million-project-to-capture-fibre-starved-communities-20210421
First deployment beginning of May.
MTN has the rights for the whole of Africa. It is clear why they will start in their own back yard. The rest is a challenge but there is maybe a dozen countries they can move into very quickly with local players. Tower coverage and power reliability will be a major problems.
Africa in many ways is the hardest market globally.
I think that we'll hear of more US deployments very soon. I expect that regional providers will be taking up the government grants for suburban connection. Two have been awarded already to interested parties.
I suspect that the 5000 units over 12 months will grow substantially.
Herotel also do aerial fibre. However you have to be able to see their tower from your roof. Maybe they need to talk to MTN.
https://www.sdxcentral.com/articles/news/nokia-pilots-through-open-ran-turbulence/2021/04/
Have to laugh at the notion that OpenRAN is not ready. It's Nokia that are not ready
https://regtechafrica.com/mtn-rwanda-to-list-on-stock-exchange-in-may-2021/
MTN establishing in Rwanda. The demographic of Rwanda will be a prime hunting ground for hard to reach Internet coverage.
I bought my first shares today since 20p. Still way, way too cheap.
The share is in a rerate and it will trend up. That doesn't mean that it will move every day or every week. It will go down and up. It is a normal ebb and flow and means very little. I think that we'll see £1 within 3 months.
It has been a beautiful day here today. Still warm and the sun will be setting soon. News tomorrow???? Maybe.
If we can get a positive BU focusing on the developing position with the field trials in China, then I am inclined to agree that we could easily see £1 within three months. Of course, if those trials have been delayed for any reason, or haven't gone as well as hoped, then the picture could be very different. I'd just like to have some indication. Time will tell. GLA LTH.
Molineux Ethernity has 3 game changer opportunities. Really it takes one to get to £1.
Hi Tracylied, I completely agree but I'm focusing on the one that may be the furthest along. If/when we get the BU on the ACE NIC developments I'll then start moaning about the DU project! I'm just joking btw! GLA LTH.
2 mire days and the 30p warrants will be executed. It seems is going to happen...
GLA
I don't know which may be the closest first sales in China or progress on a DU product leading to deployment. With the DU I see it as two fold, first it is a solution for the service providers the server manufacturers have engaged then it is commitment to a new product for their server family.
China will start small for sure. It is important for someone to be thinking beyond the mobile smartphone market to industrial applications. This is where Ethernity, 5G and virtual Edge solutions will come together.
Interesting stuff!
https://www.fiercewireless.com/operators/dish-makes-a-splash-picks-aws-to-host-5g-ran-and-core-industry-voices-chua
kind of puts Nokias prehistoric viewpoint into perspective lol. great stuff!!
https://internationalfinance.com/mtn-planning-spinning-fibre-financial-services-units/
So we learn that MTN do have Africa wide reach with established presence in Benin, Libya and Nigeria. This is in addition to Rwanda and South Africa.
MTN are expanding rapidly at multiple locations. These are currently serviced mobile networks with cell towers. Internet coverage is a challenge and FTTH will be very rare creating opportunity to deploy air fibre economically. MTN are a very diverse organisation with huge continent wide reach. It's only a matter of time before air fibre is on the agenda.
MTN operate in 22 African Countries with mobile networks including Tower ownership, fiber broadband and now air fiber.
Revenue from data is $3.3 billion a year. Total generated by all businesses is around $17 billion. Their largest market is Nigeria followed by South Africa.
They have businesses in Iran and Afghanistan through JV.
MTN are listed in many African countries and listing in others very soon. I suspect that we'll see the Supersonic airfiber in South Africa model replicated across Africa.
I note that in the UK there are 3 new regional ISPs targeting hard to reach locations and locations covered by BT copper.
Would be great to get some Tarana UK tie ins . Would that be possible via BT?
I suspect that an ISP would use Openreach at the tower then distribute that with G1. Ultimately they need a hub to connect into.
The ISP does last mile connection which is always the most expensive part. They buy data, access and tower space and then resell to their clients through billing or packages.
With G1 that can be last 15km in line of sight. 4km from the tower seems to be the max range for non line of sight at any practical speed. So in one 90° arc they can handle up to 512 connections simultaneously. However I don't know if that's the case with faster speeds. Each 90° segment requires one Ethernity flow processor solution.