Member Info for dallo

What I haven't figured out is how many households/subscribers Tarana can achieve from each FWA unit.
Bloomberg said Tarana sold 4,000 units in 2021 on revenues of c$12m and is forecasting $100 m revenues in 2022 implying c sales of c35,000 units.
What Bloomberg means by units I am trying to ascertain.

Uhlf
Tarana sold c4,000 units in 2021 mainly in the final 4/5 months resulting in 4th Quarter revenues of$10m from zero in 1st Quarter and a couple of $million in the 2nd and 3rd Quarters.
They are forecasting revenues of $100m on sales of c35,000 units in 2022 growing to 100,000 units by 2024 or earlier with revenues of c$300m.
They hope to reach $1billion in revenues and over 100,000 units by 2026 following a listing on Nasdaq next year .
Tarana is fully funded to achieve positive cash flow following the latest investment round which values it at $1 billion so it is not unreasonable to suggest that it could achieve a market cap of $3billion plus on a listing next year.
Remember Tarana is a relatively small player in the FWA market which is dominated by the mega Telecom giants so the market for Ethernity could be much broader than just Tarana.
I hope I got my sums right this time.

Uhlf
Your analysis of the situation is very plausible and most probably correct.
5G continues to baffle and bamboozle us all.
Cheers

Despite getting my sums wrong ( I am on a bus) my question as to whether 5G knows how many shares it owns remains valid.
Strange to just state between 5 and 6%.

Double apologies
1% is c750,000 shares

Apologies
Texting on the hoof again..of course 1% is around 770,000 shares.

Uhlf
Speculative nonsense on my part regarding possible 5G/ Tarana takeover of Ethernity...5G just a investor supporting the company and endeavouring to make a buck like the rest of us.
What is strange though is that the website now showing 5G at between 5 and 6%.
If it is nearer 5% it must have offloaded c2.4 million shares in past days/ weeks and if nearer 6% it sold c 800,000.
Given that there has been miniscule volumes traded in the past 2 months it boggles the mind to try and understand how they did it.
Why notification of between 5 and 6% ....does 5G not know how many shares it has.
Bizarre stuff

According to Global Data Research Fixed Wireless Access systems for broadband and 5G are to grow to over 10 million subscriptions by 2026 up from 1.9m in 2022 or nearly 10% of all broadband connections in the US.
Worldwide growth in FWA is expected to be higher particularly in Africa ,India and Asia.
Tarana mentioned as a rising newcomer with all the mega Telecom giants piling billions into the infrastructure.
If Ethernity cannot get even a small piece of the action there is something badly wrong.
Very encouraging and I feel a lot more confident this afternoon.
Dyor

With John Malone of Liberty Global and Charlie Ergen of EchoStar backing Tarana and BT and MTN major customers and the the Tarana CEO saying it hopes to list the company in 2023 the future looks amazing for Tarana......what that means for Ethernity is the big question.

01234
Well now we know what will drive the Ethernity SP through the roof ....an increased order contract from Tarana.
Some US analysts are forecasting revenues of $500m in 2023 for Tarana.
I hope we hang on to its coat tails.

Tarana could be heading for a $5billion plus valuation if it lists on the Nasdaq in next 2 years
Meanwhile back on planet Earth Ethernity is valued at £18m on AIM.
DOH!

Uhlf
Great minds and all that...
What does Taranas $100m revenues mean for Ethernity.
The growth in 2023 and beyond is expected to be massive
Interesting

I get alerts on my phone re Tarana who have just announced today it has raised a further $170m to fund growth and now values the company at $1 billion.
It is forecasting revenues of c$100m in 2022 with major expansion in 2023 and beyond.
What this means for Ethernity is unclear but must be extremely positive imho

Correction
Private investor paid 11p in the placing when share price in the market was c7p.

Correction
Lanstead subscribed for 20m shares while Alora subscribed for 10.9m.
Apologies

Alora Pharma the parent company of Avion and Acella subscribed for 20 m shares at 11p.
Alora pharma group is a $1b private company and the CEO and major shareholder Art Deas is no mug.
Interestingly as well as Alora and Lanstead an existing investor ( unnamed) chucked in £150,000 for 1.35m shares at 11p in a placing accompanying the fund raise.
I wonder who this was and why would they pay 11p when the market price was cap.
I hope they know something we don't.

Uhlf
One of the key reasons I invested was the fact that Levi and Baruch have so much skin (money) and reputation in the game.
The Israelis don't give up without a fight so maybe we are all overstating the negatives here and they will surprise us with some good news soon.
Nature abhors a vacuum and so do investors particularly on AIM.
Come on Ethernity shine some light in the darkness of negativity!!
ATB

Uhlf
You have summed up very succinctly how most if not all long term holders feel at this time particularly with no contract news since October last.
I think if there are no positive updates very soon many LTH s will totally lose faith and move on.
We are not done just yet but badly need a major catalyst to transform the mood among investors.
ATB

Uhlf
Sadly I fully agree with everything you say.
Fingers crossed we are proved to be too pessimistic but not feeling very confident at the moment.

June 2019 SP 25p
March 22 2022 SP 24p
The management should be ashamed.