Member Info for bidnolid

Lead times coming down for FTTH kit

https://www.lightwaveonline.com/business/market-research/article/14293255/ftth-supply-chain-issues-easing-fiber-broadband-association

https://twitter.com/ethernityn/status/1654124431755599872?s=46

From Spirent Communications TU this morning:

We continue to secure many large 5G contract wins as the development of this technology and network deployments remain firm structural drivers underpinning our growth.

Lifecycle Service Assurance
As the quarter progressed, we saw increasing engagement from our customers around 5G lab and live network test and assurance. We also secured an important Open RAN (O-RAN) win from one of the leading and pioneering customers in this developing technology.

Napa recently announced a strategic partnership with Netscout. Not a bad route for Ethernity to give them a bit more clout

https://www.napatech.com/media/press-releases/napatech-and-netscout-enter-strategic-collaboration-agreement/

Down 35% in 2023 so far, following a 75% swoon in 2022. Something tells me the market is not convinced that this time it's different.

The recent flurry of decent volume days seems to have died, back to virtually zero trades again. Really hope the results aren't in June but more importantly could do with one of those "multiple follow-on contract wins" DL mentioned coming through .. they need to prove that this time it's different.

Interesting article from the conference in Madrid last week:

https://www.fibre-systems.com/news/ftth-conference-2023-will-pon-prevail-over-point-point

TL:DR - yes, PON will prevail

Quite a good article on the appeal of FTTR

https://www.verdict.co.uk/fttr-home-connectivity/

https://twitter.com/ethernityn/status/1633201012948312064?s=46&t=4oYZRIYys4AioCkxEUG8-A

CLX down 30% and SPT down 10% .. good that Ethernity have got their revenue warnings behind them now..

Results worth a look at:

https://www.londonstockexchange.com/news-article/SPT/full-year-results-for-year-ended-31-december-2022/15864019

"We have proactively engaged with our customers and the feedback reiterates their intention to continue to develop and implement their 5G infrastructure, and we therefore expect momentum to improve in the second half of the year."

https://www.prnewswire.com/news-releases/ethernity-networks-introduces-the-uep3808-combo-pon-olt-301757861.html

Took a fair chunk of the placing there

Fred - not long to apply, close of play tomorrow to put your order in:

To subscribe for Broker Option Shares, Existing Shareholders and other qualified investors should communicate their bid to Peterhouse via their stockbroker as Peterhouse cannot take direct orders from individual private investors. Existing Shareholders or other interested parties who wish to register their interest in participating in the Broker Option Shares should instruct their stockbroker to call Peterhouse on STX: 76086 or 020 7469 0938 or 020 7469 0936 or 020 7220 9797.  Each bid should state the number of Broker Option Shares the Existing Shareholder wishes to subscribe for at the Issue Price.

Hello 7p.

Interesting comments from the CEO

https://marketing.napatech.com/acton/attachment/14951/f-92093322-1a39-40ec-a017-591cd73f0b67/1/-/-/-/-/Napatech_Q3_2022_Interim_Management_Statement.pdf

It's too easy to get conspiratorial on these boards, there are other explanations than a single person buying a stake you know.. I have bought a few blocks but I also know others who have bought a few grands worth, however Amati are still a seller so it will take a couple more months to chew through their remaining shares.

It is private investors, because I have been a buyer and I am a private investor.

That is hands down the most embarrassing outcome of a fundraise I've ever seen.

https://www.lse.co.uk/rns/MWE/q3-2022-financial-results-kf78q0rxyubks7h.html

Some positive comments around the easing chip shortage as well as the Indian market. INDIA .. YES, DIDN'T ETHERNITY HAVE SOMETHING IN INDIA ONCE..