Member Info for B_Positive

Some fair opinions.

My opinion differs for the following reasons.

Very undervalued.

+Debt free

Source 29th May 2025: Ethernity Networks Ltd (AIM: ENET.L; OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce the successful completion of all creditor payments under its previously approved settlement arrangement.This milestone demonstrates the Company's commitment to financial discipline and operational stability. The Company continues to make progress with its commercial strategy, including its FPGA-based UEP solution for both the Wireless and PON markets, as well as the development of its planned ASIC business.

+$1,000,000+ raised

Source 1st May 2025: Ethernity Networks Limited (AIM: ENET.L) (OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce a fundraise to raise £800,000 (approximately US$1.06 million)

+$700,000 has come in through contracts in just the first 4 months of the year

Source 23rd April 2025: · In the first four months of 2025, total cash collections are expected to be approximately $700,000.

+Another $1,000,000 due from warrants - awaiting RNS

Source 1st May 2025: Exercise of the Warrants in full (excluding the Broker Warrants) would raise an additional £800,000 for the Company.

+Royalty payments expected to increase in 2025 over 2024 - see RNS.

Source 23rd April 2025: · One of Ethernity's royalty-based customers has successfully completed the initial deployment of several thousand units as stipulated in their agreement. As a result, the Company anticipates an overall increase in royalty payments during 2025 compared to 2024.

+Tier 1 Aerospace Renewal due

Source 13th March 2025: It is anticipated that the contract will be extended by an additional $290,000 to allocate dedicated development resources for additional functionalities beyond the original scope, with implementation planned over the next three months. Combined with the remaining $160,000 from the original contract, the additional $290,000 will bring the total anticipated collection to $450,000 in the near term. The Company anticipates further revenue from the Customer during H2 2025.

+PON and AISC contracts underway with leading vendors

Source: 10th June 2025: The Company held pre-scheduled meetings with several leading PON vendors at the ANGA COM fibre access exhibition and conference in Cologne, Germany last week, and is pleased to report promising levels of interest in Ethernity's planned ASSP offering. Based on these discussions, the Directors of Ethernity believe this engagement could lead to near-term orders for the Company's existing integrated FPGA-based UEP solution.

+Other wildcards

Source: Awaiting RNS

Mcap just £1M.

Could we be moments away from an update on the SMT?

If it comes then I could another move like last year coming which was 4-5x quickly.

I remember a comment from someone in here earlier in the year which stuck with me stating whenever they have invested into companies trading far below the known NAV they have always done well.

It's not just that which gives me confidence to tie up some cash into Mindflair, but it's also being able to do it at such a low market cap into a company that has significant exposure into the most booming sector in the world now and for the forseeable - Artificial Intelligence.

Combining both together, discounted entry, booming sector alongside the fact they have proven the model with a 6x ROI with the Get Visibility sale and diversification I am keen for more shares down here.

RNS tomorrow and lets smash 1.5p

Keeping it on topic

Sources provided, all factual and all from RNS over the past few months.

Criminally undervalued this company.

+Debt free

Source 29th May 2025: Ethernity Networks Ltd (AIM: ENET.L; OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce the successful completion of all creditor payments under its previously approved settlement arrangement.This milestone demonstrates the Company's commitment to financial discipline and operational stability. The Company continues to make progress with its commercial strategy, including its FPGA-based UEP solution for both the Wireless and PON markets, as well as the development of its planned ASIC business.

+$1,000,000+ raised

Source 1st May 2025: Ethernity Networks Limited (AIM: ENET.L) (OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce a fundraise to raise £800,000 (approximately US$1.06 million)

+$700,000 has come in through contracts in just the first 4 months of the year

Source 23rd April 2025: · In the first four months of 2025, total cash collections are expected to be approximately $700,000.

+Another $1,000,000 due from warrants - awaiting RNS

Source 1st May 2025: Exercise of the Warrants in full (excluding the Broker Warrants) would raise an additional £800,000 for the Company.

+Royalty payments expected to increase in 2025 over 2024 - see RNS.

Source 23rd April 2025: · One of Ethernity's royalty-based customers has successfully completed the initial deployment of several thousand units as stipulated in their agreement. As a result, the Company anticipates an overall increase in royalty payments during 2025 compared to 2024.

+Tier 1 Aerospace Renewal due

Source 13th March 2025: It is anticipated that the contract will be extended by an additional $290,000 to allocate dedicated development resources for additional functionalities beyond the original scope, with implementation planned over the next three months. Combined with the remaining $160,000 from the original contract, the additional $290,000 will bring the total anticipated collection to $450,000 in the near term. The Company anticipates further revenue from the Customer during H2 2025.

+PON and AISC contracts underway with leading vendors

Source: 10th June 2025: The Company held pre-scheduled meetings with several leading PON vendors at the ANGA COM fibre access exhibition and conference in Cologne, Germany last week, and is pleased to report promising levels of interest in Ethernity's planned ASSP offering. Based on these discussions, the Directors of Ethernity believe this engagement could lead to near-term orders for the Company's existing integrated FPGA-based UEP solution.

+Other wildcards

Source: We await RNS. :)

Mcap just £1M.

I feel this time this will overcome the ceiling at 1.5p for many reasons.

1. Bigger portfolio

2. Better portfolio

3. Quickly growing portfolio - see IR

4. SV in Exit mode

5. Model proven with 6x ROI for Get Visibility

6. Bigger AI sector now

7. IR close to make its big splash

7 reasons, but plenty other reasons too.

1.5p has proven to be a sticking point but all the moves by the company will get it over at the next attempt I feel.

Of course there is the potential for a BTC Treasury announcement too and that combined with the rest will send this well over 5p without issue.

Closing another position and adding some more here by end of today.

Hope they don't drop an RNS intra-day

The 10th June RNS stated leading PON Vendors

The Company held pre-scheduled meetings with several leading PON vendors at the ANGA COM fibre access exhibition and conference in Cologne, Germany last week, and is pleased to report promising levels of interest in Ethernity's planned ASSP offering. Based on these discussions, the Directors of Ethernity believe this engagement could lead to near-term orders for the Company's existing integrated FPGA-based UEP solution, and lead to longer term adoption of Ethernity's forthcoming ASSP once available.

The addition of PON functionality positions Ethernity to address a wide range of vertical markets, including:

· wireless backhaul, utilizing the Company's patented Layer-1 wireless link bonding technology;

· carrier ethernet switch/router applications; and

· remote and centralized PON OLT deployments.

AI sector has grown considerably since 2024 in 2025 and is going to grow again in 2026, 2027, 2028...

Market totally asleep chasing crypto and ignoring this debt free, cashed up well diversified business that is trading at a 200-300% discount to its intrinsic value. :)

They will come here shortly.

MFAI is sitting here now debt free with over 25 AI projects and there big one has seen the valuation more than triple compared to the when it was last factored into the company NAV.

So I think this company should be trading well north of 5p

1. The net asset value will grow alongside with every single out of the 25+ AI companies

2. Get Visibility alone returned a 6x ROI for Mindflair. Which is a great example of how companies sell well above the asset value

MFAI confirmed the receipt of £2.6m in cash from the successful realisation of its investment in cybersecurity provider GetVisibility. The disposal represented a return of 6.0x on the total investment made into the company directly

3. It's normal for companies to trade ABOVE NAV not under it

4. The last NAV update only had Infinte Reality at $5B and we now know its somewhere around $15-18b

5. IR is much closer to floating on Nasdaq

6. Mindflair cashed up

7. Mindflair debt free

8. AI booming sector

9. Mindflair has proven the model with GV and the only AI company to do so in the small caps

10. Building from an excellent position from strength with both highly advanced projects and very promising start-ups

Market totally asleep chasing crypto and ignoring this debt free, cashed up well diversified business that is trading at a 200-300% discount to its intrinsic value. :)

They will come here shortly.

MFAI is sitting here now debt free with over 25 AI projects and there big one has seen the valuation more than triple compared to the when it was last factored into the company NAV.

So I think this company should be trading well north of 5p

1. The net asset value will grow alongside with every single out of the 25+ AI companies

2. Get Visibility alone returned a 6x ROI for Mindflair. Which is a great example of how companies sell well above the asset value

MFAI confirmed the receipt of £2.6m in cash from the successful realisation of its investment in cybersecurity provider GetVisibility. The disposal represented a return of 6.0x on the total investment made into the company directly

3. It's normal for companies to trade ABOVE NAV not under it

4. The last NAV update only had Infinte Reality at $5B and we now know its somewhere around $15-18b

5. IR is much closer to floating on Nasdaq

6. Mindflair cashed up

7. Mindflair debt free

8. AI booming sector

9. Mindflair has proven the model with GV and the only AI company to do so in the small caps

10. Building from an excellent position from strength with both highly advanced projects and very promising start-ups

Next RNS or two will rerate this hard from this level

The AI sector was lukewarm last year as the market hadn't woken up.

This year its considerably stronger.

Next year will be even better.

With no debt and with over 25 companies in the portfolio this company is incredibly well positioned I feel.

Onwards and upwards.

We are going to find out very shortly what all the progress of the massive portfolio over 25 AI companies is worth.

Not much stock left under a penny and being taken.

BTC treasury potential high

New NAV coming

Infinite Reality/Napster exit

Big money here to be made from here

Likely sitting at around 200-300% discount to NAV

No debt

Cashed up

25+ AI projects

Looking for 5p+ near-term

I have stong conviction with this one.

Sources provided, all factual and all from RNS over the past few months.

Criminally undervalued this company.

+Debt free

Source 29th May 2025: Ethernity Networks Ltd (AIM: ENET.L; OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce the successful completion of all creditor payments under its previously approved settlement arrangement.This milestone demonstrates the Company's commitment to financial discipline and operational stability. The Company continues to make progress with its commercial strategy, including its FPGA-based UEP solution for both the Wireless and PON markets, as well as the development of its planned ASIC business.

+$1,000,000+ raised

Source 1st May 2025: Ethernity Networks Limited (AIM: ENET.L) (OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce a fundraise to raise £800,000 (approximately US$1.06 million)

+$700,000 has come in through contracts in just the first 4 months of the year

Source 23rd April 2025: · In the first four months of 2025, total cash collections are expected to be approximately $700,000.

+Another $1,000,000 due from warrants - awaiting RNS

Source 1st May 2025: Exercise of the Warrants in full (excluding the Broker Warrants) would raise an additional £800,000 for the Company.

+Royalty payments expected to increase in 2025 over 2024 - see RNS.

Source 23rd April 2025: · One of Ethernity's royalty-based customers has successfully completed the initial deployment of several thousand units as stipulated in their agreement. As a result, the Company anticipates an overall increase in royalty payments during 2025 compared to 2024.

+Tier 1 Aerospace Renewal due

Source 13th March 2025: It is anticipated that the contract will be extended by an additional $290,000 to allocate dedicated development resources for additional functionalities beyond the original scope, with implementation planned over the next three months. Combined with the remaining $160,000 from the original contract, the additional $290,000 will bring the total anticipated collection to $450,000 in the near term. The Company anticipates further revenue from the Customer during H2 2025.

+PON and AISC contracts underway with leading vendors

Source: 10th June 2025: The Company held pre-scheduled meetings with several leading PON vendors at the ANGA COM fibre access exhibition and conference in Cologne, Germany last week, and is pleased to report promising levels of interest in Ethernity's planned ASSP offering. Based on these discussions, the Directors of Ethernity believe this engagement could lead to near-term orders for the Company's existing integrated FPGA-based UEP solution.

+Other wildcards

Source: We await RNS. :)

Mcap just £1M.

Feeling it

+Debt free

Source 29th May 2025: Ethernity Networks Ltd (AIM: ENET.L; OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce the successful completion of all creditor payments under its previously approved settlement arrangement.This milestone demonstrates the Company's commitment to financial discipline and operational stability. The Company continues to make progress with its commercial strategy, including its FPGA-based UEP solution for both the Wireless and PON markets, as well as the development of its planned ASIC business.

+$1,000,000+ raised

Source 1st May 2025: Ethernity Networks Limited (AIM: ENET.L) (OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce a fundraise to raise £800,000 (approximately US$1.06 million)

+$700,000 has come in through contracts in just the first 4 months of the year

Source 23rd April 2025: · In the first four months of 2025, total cash collections are expected to be approximately $700,000.

+Another $1,000,000 due from warrants - awaiting RNS

Source 1st May 2025: Exercise of the Warrants in full (excluding the Broker Warrants) would raise an additional £800,000 for the Company.

+Royalty payments expected to increase in 2025 over 2024 - see RNS.

Source 23rd April 2025: · One of Ethernity's royalty-based customers has successfully completed the initial deployment of several thousand units as stipulated in their agreement. As a result, the Company anticipates an overall increase in royalty payments during 2025 compared to 2024.

+Tier 1 Aerospace Renewal due

Source 13th March 2025: It is anticipated that the contract will be extended by an additional $290,000 to allocate dedicated development resources for additional functionalities beyond the original scope, with implementation planned over the next three months. Combined with the remaining $160,000 from the original contract, the additional $290,000 will bring the total anticipated collection to $450,000 in the near term. The Company anticipates further revenue from the Customer during H2 2025.

+PON and AISC contracts underway with leading vendors

Source: 10th June 2025: The Company held pre-scheduled meetings with several leading PON vendors at the ANGA COM fibre access exhibition and conference in Cologne, Germany last week, and is pleased to report promising levels of interest in Ethernity's planned ASSP offering. Based on these discussions, the Directors of Ethernity believe this engagement could lead to near-term orders for the Company's existing integrated FPGA-based UEP solution.

+Other wildcards

Source: We await RNS. :)

Mcap just £1M.

When the company had much less cash and still had debts it was trading higher than the current share price.

Now in a significantly stronger positon.

Turnaround underway and 10-20x bags on a good RNS

A transformational few weeks ahead here

+Mindflair update

+Napster update

+Potential for BTC treasury

Terrible

+Debt free

Source 29th May 2025: Ethernity Networks Ltd (AIM: ENET.L; OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce the successful completion of all creditor payments under its previously approved settlement arrangement.This milestone demonstrates the Company's commitment to financial discipline and operational stability. The Company continues to make progress with its commercial strategy, including its FPGA-based UEP solution for both the Wireless and PON markets, as well as the development of its planned ASIC business.

+$1,000,000+ raised

Source 1st May 2025: Ethernity Networks Limited (AIM: ENET.L) (OTCMKTS: ENETF), a leading supplier of data processing and PON semiconductor technology for networking appliances, is pleased to announce a fundraise to raise £800,000 (approximately US$1.06 million)

+$700,000 has come in through contracts in just the first 4 months of the year

Source 23rd April 2025: · In the first four months of 2025, total cash collections are expected to be approximately $700,000.

+Another $1,000,000 due from warrants - awaiting RNS

Source 1st May 2025: Exercise of the Warrants in full (excluding the Broker Warrants) would raise an additional £800,000 for the Company.

+Royalty payments expected to increase in 2025 over 2024 - see RNS.

Source 23rd April 2025: · One of Ethernity's royalty-based customers has successfully completed the initial deployment of several thousand units as stipulated in their agreement. As a result, the Company anticipates an overall increase in royalty payments during 2025 compared to 2024.

+Tier 1 Aerospace Renewal due

Source 13th March 2025: It is anticipated that the contract will be extended by an additional $290,000 to allocate dedicated development resources for additional functionalities beyond the original scope, with implementation planned over the next three months. Combined with the remaining $160,000 from the original contract, the additional $290,000 will bring the total anticipated collection to $450,000 in the near term. The Company anticipates further revenue from the Customer during H2 2025.

+PON and AISC contracts underway with leading vendors

Source: 10th June 2025: The Company held pre-scheduled meetings with several leading PON vendors at the ANGA COM fibre access exhibition and conference in Cologne, Germany last week, and is pleased to report promising levels of interest in Ethernity's planned ASSP offering. Based on these discussions, the Directors of Ethernity believe this engagement could lead to near-term orders for the Company's existing integrated FPGA-based UEP solution.

+Other wildcards

Source: We await RNS. :)

Mcap just £1M.

When the company had much less cash and still had debts it was trading higher than the current share price.

Now in a significantly stronger positon.

Turnaround underway and 10-20x bags on a good RNS

Of course.

+Debt free

+$1,000,000+ raised

+Over $700,000 has come in through contracts in just the first 4 months of the year

+Another $1,000,000 due from warrants - awaiting RNS

+Royalty payments expected to increase in 2025 over 2024 - see RNS.

+Tier 1 Aerospace Renewal due

+PON and AISC contracts underway with leading vendors

+Other wildcards

Mcap just £1M.

When the company had muchless cash and still had debts it was trading higher than the current share price.

Turnaround underway and 10-20x bags on a good RNS doable from this capitalisation.