Member Info for bidnolid

These guys are making a bit of progress, shares up to 16 Krone from 10 Krone:

COPENHAGEN, Denmark - Sept. 1, 2022 - NapatechTM (OSLO: NAPA.OL), the leading provider of programmable Smart Network Interface Cards (SmartNICs) used for Data Processing Unit (DPU) and Infrastructure Processing Unit (IPU) services in telecom, cloud, enterprise, cybersecurity and financial applications worldwide, today announced an extension of its sales and marketing collaboration initiatives with AMD that will make Napatech's hardware-plus-software SmartNIC solutions available to AMD customers worldwide through both direct engagements and global channel partners.

On the plus side anyone with warrants can set fire to them when the cold weather arrives to save a few pounds off your heating bill

rest of it pretty ugly though .. shares down 7%

The SmartNIC market is forecasted by industry experts to grow rapidly over the next five years and is ripe for further
consolidation

What happens after that.. capitulation, new all time lows and another raise from 5g ILF?

Damn right we're looking for good news! Or even any news?? Unfortunately it's another classic AIM placing where some positive sounding statements to raise the money have turned into many months of silence. Then a wishy washy video blaming the SP collapse on U.K. political instability and inflation.. lol. Strange how other London listed tech shares have fared much better. I can't see how they can trigger the warrants with this level of delivery, a 6 bagger before end of Q1 23 seems very unlikely

Would have been highly suspect if an rns arrived after a +20% day but at this stage investors will take anything other then consistent falls I think

https://www.bloomberg.com/news/articles/2022-07-12/israel-s-tech-industry-warms-up-to-us-investment-over-china?#xj4y7vzkg

Not much sign of improvement

https://www.autonews.com/manufacturing/slow-progress-made-microchip-shortage-delivery-times-fall-june

"Field-programmable gate arrays, or FPGA, lead times remain “maxed out at our 52-week cap and are likely THE most constrained part in the ecosystem,” the report said. Susquehanna added that FPGA shortages affect networking, optical and telecommunications gear."

Good grief.. the quiet summer months?! Glad there was such a hectic H1, I really need a breather.

He's spreading a bit more than disinformation if the latest scandal is true..!

Some interesting commentary about how difficult it is for small vendors getting a slice of the open RAN pie though -

The RAN – in particular – is a very difficult market segment for small vendors. No matter how open the interfaces are, no matter how disaggregated networks can be, operators will try to keep a limited number of suppliers and continue to prefer large ones for most of their networks to protect their investment.”

https://www.sdxcentral.com/articles/interview/nec-boosts-5g-open-ran-si-capabilities/2022/07/

It's looking rather sad.. plus there's the traditional summer quiet period looming although not sure how we would tell the difference.

Well Allenby were fairly quick on the dd, now let's see if there's a bit of contract news forthcoming (it's been a while)

There's David - maybe he was hiding behind the winning post earlier?

https://twitter.com/ethernityn/status/1539608594731130882?s=21&t=VAIKV37rG6nDu4YtgeMJ4g

https://www.sdxcentral.com/articles/news/qualcomm-seizes-cellwize-to-boost-5g-ran-game/2022/06/

Not heard of them before Skid, although I see their shares are down 40% in 2022 .. almost as much as Ethernity's..

https://rcrwireless.com/20220503/5g/dish-picks-ceragon-for-5g-transport

Ethernity get a mention

https://www.businesswire.com/news/home/20220531006044/en/SmartNICs-Summit-Has-Successful-Debut

Fresho Secures USD10 Million in Series A Venture Funding Round - MarketLine
07-Jun-2022 22:51:43
Fresho Pty Ltd, an Australian cloud based software platform for the food industry, has secured GBP8 million in Series A venture funding round from Primorus Investments, Capital Zed, Andrew Sypkes, and Second Quarter Ventures

Fresho's user base consists of restaurants, hotels, hospitals, cafes, schools, farm shops, QSRs and independent retailers.