Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Interesting points around security. Will create opportunities as well I would imagine
https://www.mobileeurope.co.uk/hacking-5g-is-too-easy-security-research-labs/
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.
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
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."
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/
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/