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A very upbeat message from Brian:
“ ENET Insights
Newsletter, April 2023
First the follow-up, then the follow-through.
In January, I commented on how the previous few months had been very positive for Ethernity. Well, the follow-up over the past few months has been just as positive.
First, we completed integration of our XGS-PON fiber controller into an OEM customer's board, which has enabled us to engage new potential customers about our XGS-PON device.
Next we announced the new UEP3808 Combo PON OLT appliance, which will offer immense flexibility to fiber deployments.
And then we completed integration of our Single-Port PON OLT MAC into our customer's FTTR gateway product, which earned us an invitation to the FTTH Council Europe 2023 conference in Madrid this week, where we have several meetings set up with OEMs.
And that's just on the PON side of the business! Our live demo of our Link Bonding technology at WISPAmerica was a huge hit, and we are deep in discussions with multiple OEMs who are interested in our UEP2025 as an Outdoor Unit.
Clearly, Ethernity has established itself as a vendor with whom OEMs are eager to brainstorm product ideas and to develop solutions to take to market.
Now for the follow-through on the buzz, in which we will convert all this follow-up into new sales. Stay tuned!
As always, I welcome your feedback at briank@ethernitynet.com, and I look forward to the opportunity to work together.
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All the best,
Brian Klaff,
VP Marketing”
Sad to check in and see the departure of some of the finest contributors to this board - especially TL who has been ever present since the wilderness years when there were only a few of us. Insightful posters that will be greatly missed and ironically, judging by recent RNS’s, just as Ethernity appears to be on the brink of great things. It’s a shame but I’m sure it won’t be for good. I wonder who will swallow their pride, be the bigger man (or woman) and break cover first. Keeping the faith, lurking in the background, as always.
Alca
Well said skid couldn’t agree more.
I’m a veteran investor from the very early days back when this was a very quiet board. Much prefer it the way it is now. One of the best boards on aim with some excellent regular contributors - aside from yourself, TL (obviously), uhlf, 01234, dallo, bid, longy, fairview, kitlow etc etc…
Everyone brings something different whether it be deep technical insight, years of small cap investment experience, or much needed humour at times. Its a pleasure to share the journey with you all.
For my part I sit, watch and wait, as the story unfolds.
Alca
£2 is certainly achievable this year depending on how the already flagged newsflow pans out in H2. This has so much forthcoming that its just a matter of joining the dots. A few of us have already done that but we are a mere drop in the ocean of investors in the wider investment world. What will be the penny drops moment that causes the dramatic rise to something representing fair value I wonder ? I love shares like this and have ridden the rollercoaster a few times before with other under the radar gems. Happy to sit back and wait for that FOMO moment. Go big go early has always been my mantra. Pound notes for pennies imo ....
Alca
Agreed uhlf. Friday plummet is a poor subject and rightly deserves to be bumped. Nothing has fundamentally changed from a company perspective, except that an opportunity has arisen to add at unexpectedly lower prices.
Pennies for pound notes.
Alca
The share price will ebb and flow with the vagaries of the wider market until we get further news, although we are clearly in an upward trend overall. Global markets are down across the board today due to rising inflation fears so it's no surprise we are similarly marked down. It was a day to switch the monitor off and go and do something more interesting instead. I constantly reassess my investments and this continues to tick absolutely all the boxes for me as it did when I unearthed it back in 2018. And with what now appears to be a pathway to cash flow positivity in H2 looks increasingly de risked. Market cap still a joke. Pound notes for pennies and all that. Keep the faith.
Alca
Remember David Levi our CEO founded Broadlight, a company that was eventually acquired by Broadcom for $230m in 2012.
He has vast experience, pedigree and let's not forget serious amounts of skin in the game here. This is his baby and he isn't going to let it go cheap.
It's been a great week but things have really only just started. Welcome aboard to our new investors, I've never known the board so busy and enthusiastic and it's great to see new blood discovering our hidden gem.
Time for me to enjoy a few cold beers in a nice pub beer garden this evening.
Enjoy the weekend all
Alca.
I'm sensing growing PI interest in Ethernity over the last few months. New faces joining the boards after discovering their incredible IP and inherent value here for the first time. The Tarana news is excellent and arrived leftfield. 5G news must be imminent from all of the ongoing collaborations and trials.
Real feeling of growing excitement here, and this board continues to be the best and most informative I've ever been a member of - a pleasure to read.
It really is a great time to be a long term holder.
Pound notes for pennies.
Alca
You are a year ahead of me bid! Long service indeed and if not a brass carriage clock, I think a t-shirt as a minimum is due.
I'm very buoyed by the surprise Tarana news, the market for their product with Ethernity inside is clearly vast.
More of the same please from their many other collaborations and the market will eventually start to work it out.
Pound notes still available for pennies for those with a medium to long term view imo. Patience needed.
Alca.
Well said trading1987!
It's exactly what I've been thinking after today's news.
Ethernity is priced to go bust. That clearly is not going to happen - far from it. Re rating is coming this year, for me that's a certainty. They are quietly going about their highly technical business out of the spotlight whilst other companies with pure hope value, vapour ware, SPAC vehicles etc get driven up to vastly inflated valuations on nothing but hot air. I love stocks like this - sow the seed at rock bottom prices and sit and wait for the rest of the thick as mince market to catch on. I can wait.
Alca