Member Info for bidnolid

Unbelievable stuff really if you watched it - a procession of Starlink satellites just went overhead in London. Must have counted 20 of them. If you think global 5g internet coverage is a pipedream then look at the sky. Amazing.

Looks like a few people have followed you in.. almost getting interesting here!

Actually having thought about it this was about 1.5 million shares towards the end of last summer. Think it was WINS that took them at 38p

I'm pretty sure it's all down to the MM that took the lump off Garraway. Can't remember the exact amount now but 600k shares might be a ballpark figure. I think they've been drip feeding those for a profit ever since so as soon as they are the supply is going to dry up, I don't think they can have many left.

12k traded up in the auction - don't see that often.

Thanks Bongan I must admit I'm not hugely familiar with Gartner but I'm glad to hear they are completely independent. My hope is that most semiconductor providers will read this and if they didn't know about ENET before they will certainly know about them now. There is a lot to like about the write up but the fact that Ethernity can do all this and reduce opex and capex will surely get the attention of anyone working in procurement!

Ethernity's ACE-NIC100 provides flexible IO capabilities with hardware acceleration to optimize virtual infrastructure for performance, scalability, power, and cost, while offloading VNF, security, and overlay networks to reduce OPEX and CAPEX ..

There isn't an official number currently - search the OVB hashtag on twitter and you get a range of different estimates!

Very nice RNS. Ok it's not directly revenue generating but this is a big endorsement of what Ethernity are doing. Well done team (probably a nice pat on the back for Brian Klaff!)

https://www.bloomberg.com/amp/news/articles/2020-04-15/apple-launches-new-cheap-iphone-to-boost-sales-ahead-of-5g-model

Later this year for iPhone 5g line - they are the bellwether for mobile so once that lands then it's game on for 5g coverage.

Also where is the supply coming from? Is this still from when an MM bought that tranche off Garraway?

Interesting move. He was over 10% in SLN so wonder if he will just take 5% here.

LOL was about to ask if that was you dallo. Your top ups are half my entire holding!

There was a 10k and a 9,999k which were both intra-day auction prints

Eggscellent easter reference there dallo. Fantastic news though - China is the market they have the most advanced talks with and Fiberhome are huge.. could see some serious numbers coming from there soon.

Sorry double posted by mistake

How do you mean exactly?

I do - how do you mean being played masterfully?

Ok it's there now 21,314 buy at 35.85 which is the reason for the small rise in SP

So looks like a 14k buy at 36 and a 15k sell at 34.3 however my eikon terminal shows 50,314 traded so I guess there just be a 21,314 trade in the pipes somewhere!

Agreed on the source of funds if required being a director loan. It's a tricky one now - has been marked down a few % by the MMs but the situation is that revenues could be forthcoming from China (significantly engaged) quite rapidly as they return to normal conditions. It's only the other markets that are impacted really.. any weakness is a buying opp IMO.