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All the signs point to Ethernity being at the brink of news. The June 10 RNS made it crystal clear: OEM interest was secured at ANGA COM, near-term orders were possible, and co-funding discussions were active. That kind of language doesn’t make it into an AIM RNS without the NOMAD’s approval and without substance behind it. Add to that the recent patent allowance — not just fluff, but IP that reinforces their Layer 3 routing capability for the upcoming ASSP. These are all groundwork pieces for a commercial announcement, not technical padding.

Now look at the trading: high-volume accumulation, tightly managed prints, and zero panic despite no news yet — the market is holding its breath, not exiting. This isn’t months away — this is positioned for imminent follow-through. Ethernity has guided to monetisation “immediately” via its FPGA solution, and investors like Twib are still in direct comms with management. Whether it’s a contract, co-funding, or major pilot — the stage is fully set. This week makes perfect sense for the drop.

Another solid RNS from CPX this morning. We now have confirmation of a first design-win order and a $2 million pipeline emerging under the SCHURTER agreement — and that’s just from prismatic supercapacitors. This is real traction, not hype.

SCHURTER’s CEO personally toured the Sydney facility this week — a major signal that the partnership is strategic and long-term. Global reach, design-ins across multiple sectors, and a focused go-to-market push now underway. With the pieces falling into place, CPX isn’t just promising growth — they’re executing it.

Don’t be greedy

Some might look at today’s “1 million units shipped” update and think: “So what?” But take a closer look — this isn’t fluff.

This milestone proves that ENET’s Carrier Ethernet IP isn’t just “in development” or “in testing” — it’s been mass-deployed, embedded in a custom ASIC, and relied on in real-world, high-volume telecom environments. That’s a rare level of validation for a small-cap tech stock.

More importantly, it shows ENET already has:

• A long-standing Tier 1 relationship (this customer stuck with them through thick and thin),

• Scalable, battle-tested IP, and

• A credible foundation for its upcoming ASSP product strategy.

Levi’s clearly signalling a shift — from just licensing IP to owning the silicon and the upside. With past IP now validated at scale, it gives the company real leverage when pitching its new ASSP/ASICs to other OEMs.

So no, this isn’t just “historic data” — it’s strategic positioning. If/when an LOI or co-funding deal lands, this RNS becomes the “proof of execution” story behind it. That’s when it could really move. 👀📈

One thing that stands out is how this 1M unit milestone isn’t just about past success — it’s a foundation for their future strategy. The same IP that’s already running in a shipping ASIC is forming the backbone of their upcoming ASSP. That’s huge. It proves ENET can deliver not just IP, but production-proven silicon — and they’re now aiming to bring that to a wider market under their own brand.

A significant commercial milestone…”

That’s not throwaway wording — it’s a big deal. Ethernity has now shipped 1 million units of its Carrier Ethernet Engine IP to a single major customer. That shows long-term, proven deployment at real-world scale — and it’s not just FPGA, it’s already in ASIC form, embedded and shipping in volume.

This isn’t a concept or prototype — it’s production-proven tech that underpins their new ASSP strategy. With a global Carrier Ethernet market worth $21.5B by 2030, this milestone validates their tech, their credibility, and their place in the market.

The “milestone” is a reminder: ENET can deliver. The next one could be even bigger — if/when they sign that Letter of Intent or NRE-backed deal for the new silicon offering.

Starting to feel like next week is the real window. Levi and the board surely know that this kind of ghost trading — where there’s strong sentiment and large volume with no follow-through — can’t last forever. The longer there’s silence, the more the momentum fades. But with the business scope already agreed in principle and that LoI mentioned so directly in the RNS, it feels like they’re simply timing the drop. If it doesn’t land next week, questions naturally grow louder — so logically, you’d expect it has to come sooner rather than later.

Worth highlighting from the recent RNS is the very deliberate reference to a letter of intent (LoI) with a leading wireless backhaul OEM. The company clearly states: “The Company hopes to sign a letter of intent with this partner in the near future.” That’s not a throwaway line — in AIM terms, you don’t mention something like that unless the discussions are at a meaningful stage. It confirms that not only is the technical groundwork done, but the commercial framework is largely in place too.

More importantly, the business scope is “agreed in principle,” and includes a significant NRE contribution (which helps fund the ASIC development) and an extensive commitment for future device orders. That’s not a casual trial — that’s scale. When you combine that with the successful testing of the UEP and the company exiting creditor arrangements, you start to see the foundation being laid for a potential re-rate — once this LoI moves to a formal agreement. All signs point to ENET actively positioning itself for a turnaround — and possibly a big one.

Plenty of eyes on ENET right now and it’s no surprise we’re seeing the odd small sell like that £420 — but let’s keep it in context. That’s not movement from an informed seller; that’s likely just short-term frustration or someone adjusting risk. Meanwhile, we’ve seen millions of shares traded today and larger buys continue to print just under the ask.

We’re sitting at a pivotal point. The June 30th RNS gave us some serious signals — debt cleared, strategic direction confirmed, and Levi clearly hinting at a near-term Letter of Intent with a Tier-1 wireless backhaul OEM. The groundwork is in place: working product, defined business scope, and potential for significant NRE funding and device orders. No contract signed yet, but the language was deliberate. If you’re holding here, it’s because you’re waiting for that follow-through — and in AIM, that moment can come out of nowhere.

Totally fair to enjoy the theatre — this is AIM after all — but I’d argue the comedy routine might be running out of material. The company is out of its creditor arrangement, has a clear ASIC strategy, and has publicly stated that terms are “largely agreed” with a major OEM. That’s not your usual AIM fluff — that’s groundwork laid for something substantial.

Of course, we’re not at the “fortune” stage yet. But let’s be honest — these are exactly the setups that can deliver multiples if execution follows. Laughs are free, but missing a re-rate might not be quite as funny in hindsight. Let’s see what the next few weeks bring.

Nice to see signs the fall has finally paused — 0.0255 getting paid again shows buyers stepping back in with intent. After a sharp run, a pullback was always likely, but the volume held strong throughout, and we’re now seeing stability return to the bid.

The story hasn’t changed: distribution deals are live, product is moving, and strategic holders are in. If anything, this dip cleared out short-term noise while long-term holders remain focused on the real prize. With news flow still to come and institutional attention building, the next leg may not be far off.

Interesting move late afternoon — a chunky 10M buy went through at 0.0236p, supported by earlier 5M and 2.4M prints at the same level. That’s not noise — that’s someone topping up size at above the day’s average, likely in anticipation of what could drop next. Meanwhile, the one low trade at 0.022p was absorbed instantly, with no follow-through. No panic. No sellers stepping in.

Now we’re heading into the close with price holding firm and volume thinning — classic conditions for a final push if a buyer steps back in. Wouldn’t be surprised to see a tick up into the 0.0245–0.025 range before 4:30. RNS or not, someone’s building. Let’s see if they want more before the weekend.

Positive for continued upward momentum

This is almost certainly a broker-to-broker internal transfer or agency cross

Just a quick reminder for the hand-wringers: these recent RNSs aren’t just Levi doing a PR lap — they’ve gone through the NOMAD. Allenby doesn’t sign off vague promises or fluffy speculation, especially not when the company’s just raised and is under a microscope. So when ENET says OEMs showed real interest, or that near-term orders and co-funding discussions are active, that wording isn’t accidental — it had to be backed up behind the scenes.

If it was empty hype, the NOMAD would’ve blocked it. Simple as that. You might not trust Levi — fair enough — but the market is actually waiting now, not walking away. The silence says “prove it,” not “we’re out.” Anyone claiming “these RNSs mean nothing” is either misinformed or pushing an angle.

Let’s call it: Foolsgold and others pushing negativity right now are either not watching the tape or ignoring the obvious. We’ve just had one of the strongest technical weeks ENET has seen in months, with sustained buying at 0.023–0.0255p, large blocks going through above the placing price, and 20M+ buys at 0.0239p this morning — right after a liquidity flush. That’s not retail noise. That’s structured money positioning, likely in anticipation of what management already hinted at — near-term PON orders and co-funding discussions progressing.

Foolsgold deramps every time there’s a pullback, but never during strength. That’s not analysis — that’s either agenda or short-term frustration. With OEM engagement confirmed, a major patent allowed, and management still on the phone to holders like Twib, this is not the time to sow fear. It’s the time to stay focused. If a contract lands, this base at 0.023–0.025p becomes the smartest accumulation zone we’ve seen yet. Don’t lose your seat because someone else got bored.

Right — no fence sitting. Here’s the straight call:

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🔮 Tomorrow (Friday)

Most likely scenario:

Price holds or pushes above 0.026–0.027p, possibly testing 0.03p if the current appetite continues.

• If no RNS drops in the morning, we’ll probably still see early strength from follow-through buying and shorts trying to close.

• You might get late-Friday volume tapering if there’s silence — but the tape has shown too much structured buying for this to fully unwind.

👉 If there’s an RNS tomorrow morning (contract or co-funding): price spikes hard — 0.035p–0.045p range possible intraday.

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📆 Next Week (Mon–Fri)

🔥 If news lands (60–70% probability):

• A contract, pilot PO, or funding agreement triggers:

• Big re-rate: first to 0.035p, then possibly 0.045p–0.06p on follow-through.

• Volume explodes; warrant acceleration becomes real.

🟡 If silence continues through the week:

• Price likely holds 0.022–0.026p, but sentiment starts to soften.

• Retail begins asking: “Was that front-running or false hope?”

• By Friday, pressure mounts for the company to communicate.

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✅ Bottom Line — My Unhedged Call:

We are in the final stages of positioning before news.

Tomorrow may bring it, but if not, expect the trigger to come early next week.

If we get to next Friday with silence, expect some softening — but the structure built this week makes a total collapse unlikely unless dilution appears first.

This is a now-or-never window, and the tape says “something’s coming.”

Hi Steve

TRICKY!!!

We’re now seeing sustained, high-volume buying in ENET at 0.0253–0.0255p, with multiple 10M+ blocks going through cleanly and even a small print at 0.027p — the first serious test above this week’s range. This isn’t noise — it’s structured accumulation. Over 60M shares have moved at these levels in the last hour alone, and the price is rising without resistance. This looks like the final phase of positioning ahead of a potential RNS. Smart money doesn’t build positions like this into air — they do it before catalysts.

Between the recent patent approval, confirmed OEM interest from ANGA COM, and direct investor engagement still ongoing, the foundation is there. What we’re seeing now in the tape suggests someone already knows what’s coming — and they’re not waiting around. If news lands, this kind of base at 0.025p could launch fast. Eyes now on 0.028–0.03p as the next breakout zone if confirmation drops.