Member Info for dallo

It would be a wonderful time for Ethernity to release some further solid contract wins and fire the SP toward a £1 .
We don't want another couple of months with no newsflow.
Momentum is critical in a micro cap like Ethernity and hopefully the management can reinforce the current wave of optimism with positive and timely RNS .
Looking good.
Imho

Bid
Puerto Banus not my gig ..too full of flashy corrupt wealth and sleaze.
Malaga very lively and historic with so much culture and fewer lager louts than the rest of the Costa del Sol.
Big buyer seems to have filled for now with c 500k bought over the past few days so we are back to sedate trading as we await some tangible developments.
ATB

01234
So young but yet so smart and erudite
Of course you are right ..those who took up the placing at 12p in July 2020 have made 36p or 300% return in 15 months.
The 199k late reported trade was a buy by a new investor who has acquired a major holding in the past 2 days and is the main reason for the smallish rise in the SP.
I am in the beautiful city of Malaga with Mrs Dallo and am enjoying the sunshine and alcohol .
Still believe only deal news will drive the SP higher but great to see new investors arriving.
ATB

What's going on?
Wow

Roddel
Welcome aboard and I hope you do very well.
ATB

Skid
One of the game changers for me was the grant of the US Patent in March of this year allied to Ethernity's existing US Patents.
It is unbelievably difficult to get a US Patent for IP in the techology industry and it has allowed Ethernity to secure it's niche advantage in part of the $ trillion worldwide 5G telecom market revolution.
At a miserly £23m market cap there are few better opportunities in the Tech space IMHO.
Hopefully we will be rewarded for our bravery but I feel the downside is minimal at the moment.
But you never know!
I see £1/2 by end of year and major traction in 2022/2023.
Only my views and please do your own research.
ATB

Addendum
Given that I personally have acquired 2.1 million and the band of brothers here and others a further say 3/4 million it is quite feasible that 5G has offloaded a fair chunk of its holdings to the dedicated small number of committed shareholders over the past year.
The investor base here is very small and tight so if we get some news and wider market coverage there could be wild swings upwards given the lack of liquidity.
Great news today on the UEP60 development and I am becoming increasing confident about a major SP advance soon.
As Mandy Rice Davies remarked about Perfumo
" He would say that wouldn't he!"
But I really think we are about to motor.
DYOR
ATB

01234
We would have to see the company's share register to really find out who are the shareholders
below 5%.
The so-called double-tap theory ,which based on my analysis involved c 600-700k of shares sales
in the past 4 /5 months, does not account for the c10m shares issued already to 5G with yet more still to be issued.
I have done my sums by reading every RNS involving share issues in past 18 months .
Summary
Shares in issue following the placing of 6.5m shares were.......39.2m
Shares issued via warrants/broker option/Peterhouse...............4.2m
Shares issued other than from above.........................................11.9m
Shares currently in issue 55.3m
Who got the 11.9m shares and what did they do with them .
No Holding RNS s so no amount of miserable double taps will do the job.
I suspect large amounts placed in friendly hands and maybe some sold.
I think my sums are broadly correct and open to correction but simple analysis suggests
that if 5G eventually puts in £3.2m plus the additional amount of £256k paid in already
giving us say £3.45m in total at an average 10% top-up on subscription ie £3.8m worth of shares
at say average subscription share price of 30p= 12.7m shares.
Seems I am not far off but guessing the average subscription share price.
That's my reading for its worth.

Fairview
Well spotted on my deliberate misspelling of infallible.
Well dunne.

Late reporting of a trade..the sad fact of life on AIM.
Anyway you pays your money and takes your chances.
At a £22 m market cap Ethernity is priced at a good risk / reward valuation imho.
They have done 3 very good deals since the strategic refocus involving much larger upfront fees and the prospect of sizeable recurring revenues.
The challenge for management is to accelerate the deal flow over the coming months/years and transform the investment case.
They have confirmed the company has sufficient cash to see it well into 2022 so now is the time for a major push to greater things.
I believe in the management who have so much skin in the game unlike so many other management teams in AIM companies who grant themselves outrageous options and salaries and promise the Moon ,Sun and Stars but take no personal risk.
That is is why I have gone big in Ethernity because I know Israelis ...they will fight to the end to achieve success.
They are made of sterner stuff than most people.
By the way I caution my fellow investors here not to think I am a genius or a great investor .
I have been wrong many times and am far from infalliable.
So please do your own research and don't invest more than you can afford to lose in what is still a high risk investment.
ATB

Nice move today
Lets see what Nasdaq does.
Interesting.

01334
Spot on
With more coverage and MMs behaving it would have got more traction and revealed that a major shareholder increased his stake again.
Ethernity is so off the radar that only c20 investors know about it.
Whether that is positive or negative we will soon find out.
We are either geniuses or fools.
The other half will have her views but I hope to surprise her.
Otherwise I will have to get out of the house!
ATB

You see how the MMs control the dealing in a small cap share like Ethernity with late reporting of my buy of 100000 shares ....still not reported .
It is a manipulation of the market.
Typical AIM but what can you do.

Puretech SP on Nasdaq marked at $54.15 or over £3.90 .
No idea what's going on here.
Bizarre

My new shareholding updated on Ethernity website.
Very efficient.

Skid
Only mentioned rights issue or new shareholder/ partner solely in the context of much increased revenues for 2022 and beyond and with a higher SP.
Increasing business volumes may necessitate a stronger Balance Sheet as the contracts get larger in size so fund raise is perfectly acceptable in these circumstances BUT only at a SP north of £1/1.5 imho.
Cheers

Kit low
You may try and get a payday loan this afternoon as the SP is beginning to awaken.
ATB

Sergi
I agree .
Clarity on 2022 and 2023 revenues driven by positive deal flow over coming 6 months will drive share through £1 plus when I suspect a fund raise via rights issue and/or significant new shareholder /partner.
So it is all about contracts now and I believe we will not be disappointed.
ATB

Uhlf
I am not a subscriber to this 5G double tap theory
I suspect it's holding has been split via an off market transaction with another connected party to avoid the 5% disclosure declaration.
If the people behind 5G are who we think they are I don't think they would be bothered releasing relatively small amounts of shares in an illiquid market.
Given that the time for disclosure is well past and the amounts of shares issued to 5G are way over 5% then an off market transfer is the most likely scenario imho.
By the way I would not rule out Chinese deals for Ethernity given that China is one of the largest investors in the Israeli tech industry having invested over $20 billion in Israeli companies mainly tech but also food and tourism in the past 18 years.
Over $18b in bilateral trade is conducted between China and Israel each year.
Despite US pressure on Israel regarding China particularly in relation to tech it cannot stop Israeli trade and influence which is expanding in the Middle East and eastward to India and China.
Today's meeting with Bennett and Biden should be interesting and maybe the US will promise more access to the US tech sector for Israeli companies plus increased investment in Israel to counteract China's influence.
A big geopolitical game in which Israeli can be a winner.
Dyor

Kit low
Time and tide wait for no man.
You have got til noon tomorrow to do your business...then the heavies are moving in !!!!
Atb