Member Info for B_Positive

The technology is worth at least a few bob.

The revenues and cash exceed the market cap.

The debt is cleared.

Advanced talks with world leading vendors for $16mil investment for ASIC alone.

US Aerospace keepts extending.

0.1p only a £5m mcap

Levi sold his former company Broadlight for US$230M.

Https://www.lightwaveonline.com/fttx/pon-systems/contact/14188104/david-levi

David Levi is the CEO and founder of Ethernity Networks. Prior to Ethernity, David was granted two U.S. patents regarding GPON protocol-related inventions. He founded Broadlight, which created BPON and GPON components and was acquired by Broadcom for $230 million.

I'm feeling some news this week

Pick which one first:

1. Contracts given what was mentioned in the trading updates with multiple new avenues

or

2. Takeover bid as company is debt free with sought after technology used by Tier 1 US vendors across sectors such as Aerospace

Levi sold his former company Broadlight for US$230M.

Https://www.lightwaveonline.com/fttx/pon-systems/contact/14188104/david-levi

David Levi is the CEO and founder of Ethernity Networks. Prior to Ethernity, David was granted two U.S. patents regarding GPON protocol-related inventions. He founded Broadlight, which created BPON and GPON components and was acquired by Broadcom for $230 million.

Gold project targeting has proven over 90% recovery rates and is targeting millions of ounces.

Even 100,000oz of gold x $3,300 gold price = $330,000,000 MILLION.

Massive massive undervaluation of ORCP considering the stable.

Even just achieve 1/20th of the MINIMUM exploration target of 2.5mil oz, which is 125koz we are looking at an in ground value of:

US$412.5 MILLION

At a gold price of $3300.

Meanwhile many predict a $4000+ gold price this year.

The results from this phase confirmed an exploration target of 200-250 million tonnes at a grade of 0.4-0.6 grams per tonne (g/t) gold, translating to an estimated 2.5 to 4.8 million ounces of gold. Subsequent metallurgical testing indicated promising gold recovery rates, with up to 90.4% recovery over 72 hours

Then do the math on if they get over 1,000,000oz....

Wow they appear extremely.confident about this test and the prospect of a national NHS rollout, along with global expansion...

Look at at NHS cost savings and lives it would save

We should all be rooting for this companies success

This tells you everything

Ethernity Networks (AIM: ENET.L; OTCMKTS: ENETF), a leading supplier of data processing semiconductor technology for networking appliances, announces an extension to its $1.05 million contract signed with a Tier 1 U.S.-based aerospace system products provider (the "Customer"), details of which were first announced on 28 June 2024.

On 13 March 2025, the Company announced that it anticipated an extension to the project and we are now pleased to confirm that the licensing deal with the Customer has been extended by an additional $290,000, bringing the total contract value to $1.34 million. The additional work will be dedicated to the development of additional functionalities beyond the original scope of the project, with implementation anticipated over the next three months.

The Company anticipates further revenue from the Customer during H2 2025.

Now debt free on top.

Turnaround in motion and it will be explosive with newsflow.

Lets see if it all kicks off from next week

I see this as a great time to build a position in ORCP. From the bottom up.

Very very low cash burn here given JV partners are covering the cost across the project portfolio. Probably won't see another raise until Q4 going by previous, at which point it can be done from a considerably higher level than present.

Whats stunning is if they evenachieve 1/20th of the MINIMUM exploration target of 2.5mil oz, which is 125koz we are looking at an in ground value of:

US$412.5 MILLION

At a gold price of $3300.

Meanwhile many predict a $4000+ gold price this year.

The results from this phase confirmed an exploration target of 200-250 million tonnes at a grade of 0.4-0.6 grams per tonne (g/t) gold, translating to an estimated 2.5 to 4.8 million ounces of gold. Subsequent metallurgical testing indicated promising gold recovery rates, with up to 90.4% recovery over 72 hours

Then do the math on if they get over 1,000,000oz....

1-2 months ago people were piling into this and the share price went over 0.06 from this level.

What's changed 1-2 months later?

+Tier 1 US Aerospace extension

+Further US Aeropspace contracts signalled

+Talking to 4 other vendors, with 1 very advanced, pending announcement

+Semiconductor plans

+Excess cash raised to clear outstanding debts and to secure new deals

+Massive deal in the work$: Ethernity estimates that the value to a wireless vendor of Ethernity's existing FPGA based UEP-2025 offering is between $16 million to $25 million.

Combine that all and it warrants much more upward trajectory then the usual 200% from this level.

Now all to play for with positive business momentum and a good recovery story unravelling.

CEO with a lot of skin in the game and thus incentivised to get that thare price well well up.

Levi sold his former company Broadlight for US$230M.

Https://www.lightwaveonline.com/fttx/pon-systems/contact/14188104/david-levi

David Levi is the CEO and founder of Ethernity Networks. Prior to Ethernity, David was granted two U.S. patents regarding GPON protocol-related inventions. He founded Broadlight, which created BPON and GPON components and was acquired by Broadcom for $230 million.

£25m cap or 0.5p will look very cheap given the technology.

Levi sold his former company Broadlight for US$230M.

Https://www.lightwaveonline.com/fttx/pon-systems/contact/14188104/david-levi

David Levi is the CEO and founder of Ethernity Networks. Prior to Ethernity, David was granted two U.S. patents regarding GPON protocol-related inventions. He founded Broadlight, which created BPON and GPON components and was acquired by Broadcom for $230 million.

So it's no surprise he's loaded up so many shares.

Would expect a few buyers are lurking and want the technology and IP.

Won't take much for this present market cap to look absolutely ridiculous.

Even a $500k-$1m contract would again validate the tech in a big way, such as the Aerospace extended contract has and cause the market cap to correct probably to the £10m market of 0.2p.

So imagine if a bigger contract than that just came in out the blue and the rise that would come.

*Small size contract drops next week and can settle at 0.10-0.15p, or just a £5-£7.5m cap, whilst being debt free.

*Mid size contract drops next week and can settle at 0.20-0.30p, or just a £10-£15m cap, whilst being debt free.

*Large size contract drops next week and can settle at 0.30-0.50p, or just £15m-£25m cap, whilst being debt free.

Other aspects to consider:

On 13 March 2025, the Company announced that it anticipated an extension to the project and we are now pleased to confirm that the licensing deal with the Customer has been extended by an additional $290,000, bringing the total contract value to $1.34 million. The additional work will be dedicated to the development of additional functionalities beyond the original scope of the project, with implementation anticipated over the next three months.

The Company anticipates further revenue from the Customer during H2 2025.

Https://www.lightwaveonline.com/fttx/pon-systems/contact/14188104/david-levi

David Levi is the CEO and founder of Ethernity Networks. Prior to Ethernity, David was granted two U.S. patents regarding GPON protocol-related inventions. He founded Broadlight, which created BPON and GPON components and was acquired by Broadcom for $230 million.

Talking to 4 vendors for ASIC plans, one advanced with sum of $16-25m on the table.

A lot more too - see Voltha.

Very very big market and avenues

Nope the company is on the verge of unlocking serious value in their projects.

I see this as a great time to build a position in ORCP. From the bottom up.

Very very low cash burn here given JV partners are covering the cost across the project portfolio. Probably won't see another raise until Q4 going by previous, at which point it can be done from a considerably higher level than present.

Whats stunning is if they evenachieve 1/20th of the MINIMUM exploration target of 2.5mil oz, which is 125koz we are looking at an in ground value of:

US$412.5 MILLION

At a gold price of $3300.

Meanwhile many predict a $4000+ gold price this year.

The results from this phase confirmed an exploration target of 200-250 million tonnes at a grade of 0.4-0.6 grams per tonne (g/t) gold, translating to an estimated 2.5 to 4.8 million ounces of gold. Subsequent metallurgical testing indicated promising gold recovery rates, with up to 90.4% recovery over 72 hours

Then do the math on if they get over 1,000,000oz....

3.6b new shares were issued

9.3b shares churned since issue and rising.

New shares successfully churned.

*Small size contract drops next week and can settle at 0.10-0.15p, or just a £5-£7.5m cap, whilst being debt free.

*Mid size contract drops next week and can settle at 0.20-0.30p, or just a £10-£15m cap, whilst being debt free.

*Large size contract drops next week and can settle at 0.30-0.50p, or just £15m-£25m cap, whilst being debt free.

Other aspects to consider:

On 13 March 2025, the Company announced that it anticipated an extension to the project and we are now pleased to confirm that the licensing deal with the Customer has been extended by an additional $290,000, bringing the total contract value to $1.34 million. The additional work will be dedicated to the development of additional functionalities beyond the original scope of the project, with implementation anticipated over the next three months.

The Company anticipates further revenue from the Customer during H2 2025.

Https://www.lightwaveonline.com/fttx/pon-systems/contact/14188104/david-levi

David Levi is the CEO and founder of Ethernity Networks. Prior to Ethernity, David was granted two U.S. patents regarding GPON protocol-related inventions. He founded Broadlight, which created BPON and GPON components and was acquired by Broadcom for $230 million.

Talking to 4 vendors for ASIC plans, one advanced with sum of $16-25m on the table.

A lot more too - see Voltha.

Very very big market and avenues

This tells you everything

Ethernity Networks (AIM: ENET.L; OTCMKTS: ENETF), a leading supplier of data processing semiconductor technology for networking appliances, announces an extension to its $1.05 million contract signed with a Tier 1 U.S.-based aerospace system products provider (the "Customer"), details of which were first announced on 28 June 2024.

On 13 March 2025, the Company announced that it anticipated an extension to the project and we are now pleased to confirm that the licensing deal with the Customer has been extended by an additional $290,000, bringing the total contract value to $1.34 million. The additional work will be dedicated to the development of additional functionalities beyond the original scope of the project, with implementation anticipated over the next three months.

The Company anticipates further revenue from the Customer during H2 2025.

Now debt free on top.

Turnaround in motion and it will be explosive with newsflow.

Lets see if it all kicks off from next week

"The remaining balance under the Creditor Settlement Plan, of approximately USD 400,000".

Current trading:

· Following the successful delivery of the $1.05 million contract with the Tier-1 U.S. aerospace customer, Ethernity received an additional order from the customer in March 2025 valued at $290,000.

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

· 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.

Cash raised in 2025:

US$1.06 million

+

£88,750

We can therefore deduce:

+Creditor settlement plan now fully repaid.

+Well capitalised, more so than anytime in the past 12 months with excess cash from aerospace contract extension + current trading + money raised.

Bonus:

+Talking to 4 other vendors with 1 at an advanced stage.

+Semiconductor plans

+Massive deal in the work$: Ethernity estimates that the value to a wireless vendor of Ethernity's existing FPGA based UEP-2025 offering is between $16 million to $25 million.

Onwards and upwards.

Technology very undervalued.

Cash on hand and revenues exceed the current market cap.

Very very low cash burn here given JV partners are covering the cost across the project portfolio. Probably won't see another raise until Q4 going by previous, at which point it can be done from a considerably higher level than present.

Whats stunning is if they evenachieve 1/20th of the MINIMUM exploration target of 2.5mil oz, which is 125koz we are looking at an in ground value of:

US$412.5 MILLION

At a gold price of $3300.

Meanwhile many predict a $4000+ gold price this year.

The results from this phase confirmed an exploration target of 200-250 million tonnes at a grade of 0.4-0.6 grams per tonne (g/t) gold, translating to an estimated 2.5 to 4.8 million ounces of gold. Subsequent metallurgical testing indicated promising gold recovery rates, with up to 90.4% recovery over 72 hours

Then do the math on if they get over 1,000,000oz....

The latest trading update suggest updates on multiple avenues coming.

A mid-sized contract and we have a 10-20bagger.

A large contract and much much more than that.

Whats stunning is if they evenachieve 1/20th of the MINIMUM exploration target of 2.5mil oz, which is 125koz we are looking at an in ground value of:

US$412.5 MILLION

At a gold price of $3300.

Meanwhile many predict a $4000+ gold price this year.

The results from this phase confirmed an exploration target of 200-250 million tonnes at a grade of 0.4-0.6 grams per tonne (g/t) gold, translating to an estimated 2.5 to 4.8 million ounces of gold. Subsequent metallurgical testing indicated promising gold recovery rates, with up to 90.4% recovery over 72 hours

Then do the math on if they get over 1,000,000oz....

Let's see if we get news next week.

I feel something can't be too far off. :)

Nope. MRE and Mining Licence within days and weeks.

Copper project drill results coming.

Hydrogen presentation next week.

All coming together to form a very major set of projects which are actually being drilled by JV partners.

The results from this phase confirmed an exploration target of 200-250 million tonnes at a grade of 0.4-0.6 grams per tonne (g/t) gold, translating to an estimated 2.5 to 4.8 million ounces of gold. Subsequent metallurgical testing indicated promising gold recovery rates, with up to 90.4% recovery over 72 hours

So if 100,000oz of gold x $3,300 gold price = $330,000,000 MILLION.

Then do the math on if they get over 1,000,000oz....

To add to this, remember:

The results from this phase confirmed an exploration target of 200-250 million tonnes at a grade of 0.4-0.6 grams per tonne (g/t) gold, translating to an estimated 2.5 to 4.8 million ounces of gold. Subsequent metallurgical testing indicated promising gold recovery rates, with up to 90.4% recovery over 72 hours

So if 100,000oz of gold x $3,300 gold price = $330,000,000 MILLION.

Then do the math on if they get over 1,000,000oz....

Beaub11 why so panicked spending your morning here in such desperate fashion?

Gold project targeting has proven over 90% recovery rates and is targeting millions of ounces.

Even 100,000oz of gold x $3,300 gold price = $330,000,000 MILLION.

Massive massive undervaluation of ORCP considering the stable.