Member Info for bidnolid

Follows on from David's interview and the blog yesterday..

"following requests received from three Tier-1 server vendors, it has delivered its 5G Distribution Unit (DU) FPGA implementation on top of its ACE-NIC100 FPGA SmartNIC for telco OpenRAN trials."

Brian churning out these blog posts recently..

https://ethernitynet.com/market-for-dus-in-openran/

Still very well bid and any volume on the ask will shift this back into the mid 30's easily. Dallo the whale did you manage to buy any today?

Sorry I pinched that 5k at 32 :)

That was the closing valuation on Friday. I actually tweeted Ali to congratulate him and his response was very bullish..

https://twitter.com/holdmybeer13/status/1358476925858152449?s=21

More confirmation on Open RAN.. can't remember if already posted apologies if so. Interestingly it's written by an Israeli tech CEO of Cellwize.. how about a collaboration with Ethernity..?

https://www.forbes.com/sites/forbestechcouncil/2021/02/02/the-5g-open-ran-revolution-freedom-for-mnos-a-better-deal-for-customers/?sh=2731bb3465a3

"In what may be the most critical aspect of the revolution for MNOs, open RAN frameworks, such as O-RAN, will release them from the long-bemoaned vendor lock-in problem that they have experienced for years. 5G O-RAN will be based on collaborative code that can be run on less expensive white-label kits or even public clouds, enabling MNOs to put together the network that works best for their customers. They would no longer be tied to the quirks of the vendors that sold them their equipment."

Who knows.. 30.8 could have been a buy. As dallo says we know we're bored when we're poring over individual trades. Let's hope those field trials are going well it would be lovely to see an order for a couple of thousand cards.

Another day another couple of delayed 100k trades.. interesting these are being done in the background and no movement to the SP

Just spoke to my broker (got through after 5 rings btw..lol) and it is very well bid. Multiple blocks of 50k at or just above 30p, so while it may look like it's weakening I do not think it will go sub 30p..

This was a day traders play thing over a year ago.. I saw one of them comment on twitter (something like 'oh crap wish I'd have held ETX!').

Seriously though , up 18%? Why is this suddenly so in demand?

What the one from George? No it's still there, although I have seen admin delete similar posts on other boards

Oh yes i remember that one, seemed a bit of a panic buy at the time (and proved to be so). Are we just going to gloss over the new poster (with 2 comments to his name) that said Juniper is running the rule over ENET? !

I seem to remember from an AGM (I think it was the 2019 one) that there's an issue with directors adding significantly more as David and Shavit are deemed to be acting 'in concert'. So I didn't think Mark could just go out and buy a large chunk of shares as it would push them over 30%. I may be wrong on that one, but it was something like that (I may have glazed over at that point)

There's a really aggressive algo order on this.. between 9:36 and 9:37 it went nuts just lifting every offer in sight. Whoever is buying wants them in a hurry

Bid has done well to stay at 30p given that lumpy 150k sell

Very tempted to buy a few more here but could drop a little more as you suggest.. it's feast or famine with ENET and the best time to buy is between news when everyone is getting a bit anxious.

Disappointing close.. although another 100k buy seems to have gone through delayed. I do like the 'revenue recognition is expected to commence in Q1' .. only 2 months left of that now.

I agree dallo, we're by no means 'activist' shareholders but it's good the company have an open dialogue and are clearly making efforts to improve the perception of the company as well as having great products. Speaking of which there's a piece by Brian I just found, hopefully it's new this time..

https://www.isemag.com/2021/02/telecom-disaggregation-network-edge-2021-trend/

Impulse is your enemy when investing. Unfortunately time horizons used to be measured in years but since the advent of the get rich quick and Robinhood crowds they are measured in days. Very difficult for a company like Ethernity to know how to communicate - they are clearly in the mix with loads of their products but unless you're releasing news on an almost weekly basis people drift away and take their money with them. The December RNS spelled out the opportunity but still people cannot hold their shares.. frustrating for us as long termers

Sorry I've got my knickers in a twist here.. ignore. I think these are old and have been reposted