Member Info for mickey1122

Something is in Juno

With Namibia now firmly in play which was messaged in today’s RNS it gives the company a two pronged attack .

Morning. JC everything laid on nicely

Welcome to enet . Even a broken clock..,,,

Skid we were all Santiago

If your talking above an RNS and ramps, imminently I would refer to this post on X two Todays ago.

https://x.com/valueaimtrader/status/1976659693717332166?s=46

Big move today with Omar highlighting Chevron’s renewed push into the Walvis Basin, and it’s hard to overstate what that could mean for GEO. The majors are finally shifting their attention north after the monster oil finds in the Orange Basin, and if Chevron is now engaging with licence holders in Walvis, that’s a serious validation of the basin’s potential. GEO still holds historical interests there, and while the company’s focus has been firmly on the Juno gold project, this development suddenly shines a light on another potentially valuable part of the portfolio. It’s easy to forget that GEO has deep energy roots – this isn’t new territory for them. With gold pushing $4,000/oz and oil sentiment heating up on the back of Chevron’s move, GEO finds itself with optionality on two fronts: a possible Tier-1 gold system in Western Australia and a reawakening oil province where major players are now circling. That’s rare at this market cap. If Juno delivers even moderate assays and the Walvis story starts to build, GEO could go from quiet junior to serious multi-commodity contender almost overnight.

Https://x.com/valueaimtrader/status/1978113126743548354?s=46

So, in short: Baxter is not a majority shareholder, but he holds a 20 % stake in the Juno licence (exploration licence EL08/3497) via the joint venture with Geo. He also holds consultancy shares in the parent company as part of his agreement.

If you like, I can pull up the exact number of shares he holds in GEO overall (not just the JV licence) and estimate his percentage of the total.

Ticking up

Interesting day

Celebratory RNS Mon or Tues imo

Should we all invest ?

On Q

You green guys never get bored ya boring zeros

S. Tier-1 OEM Customer

The Company's leading U.S. Tier-1 OEM customer has now surpassed several thousand deployments of Remote OLT (RoLT) units containing Ethernity's IP, with approximately 40% of the total volume shipped in the last 12 months. This achievement meets the initial contracted volume threshold. As deployments continue, the Company anticipates securing recurring revenue beyond the original agreement.

The Customer has indicated that it intends to engage with the Company in discussions concerning the development of two next-generation RoLT platforms, which would incorporate additional functionality to be provided by Ethernity.

Progress with New Customer Engagements

New U.S RoLT OEM engagement

Following the submission of a commercial proposal, the Company is in active discussions with another leading Remote OLT vendor seeking to migrate their existing OLT design to Ethernity's PON technology. Technical evaluation and solution alignment are progressing positively.

New European RoLT OEM Customer

Following multiple meetings with a European OEM over the last two years, the Company has recently aligned with this possible customer on a technical proposal that leverages their existing platform to deliver a flexible, FPGA-based PON solution. Commercial terms have been agreed, and execution is now pending with the customer's final internal approval.

New Potential PON ASIC Collaboration

A major European semiconductor vendor is currently evaluating a potential ASIC fabrication based on Ethernity's PON technology, following a quotation request from a leading PON OEM system supplier. Technical and Commercial Discussions remain at an early stage, and the timing of execution is yet to be determined, however it demonstrates a need for Ethernity's IP for execution of variant ASICs for Broadband, Mobile and Carrier Ethernet market.

Whilst there can be no guarantees that these contracts will be signed, the Directors are pleased with the recent progress in commercial discussions.

Strategic Wireless Backhaul Opportunity

The Company strategy continues to be to initiate a groundbreaking, low-cost, high-performance ASSP project in the coming months. The Company continues to engage with a leading wireless backhaul OEM on various execution strategies, with a goal to converge on the best joint route for execution.

David Levi, CEO of Ethernity Networks, commented: "We are pleased to report meaningful commercial progress across multiple potential licensing engagements based on our existing solution and technology, and growing interest in our PON and Carrier Ethernet solutions on top of the strategic wireless backhaul opportunity. As the industry continues its transition to open, flexible, and programmable access platforms, Ethernity is well-positioned to lead with our robust IP, proven deployment, and trusted customer relationships."

also anyone who’s lost there ****** here and still posts needs to see one 2

We were all believers now we need a deal

He definitely listened when was told to calm it down. Personally I’m expecting news next week. Could be very active here.

News expected coming days

Again