Member Info for mickey1122

Soz guys

Let's go

“In the near future” is a deliberately vague phrase often used in corporate communications and RNS announcements, especially when:

• A deal or development is well advanced

• But not 100% finalised or signed

• And the company wants to signal imminence without giving a specific date (which could breach regulatory or contractual obligations)

In context of Ethernity’s RNS:

“…hopes to sign a letter of intent with this partner in the near future…”

It likely means:

• The LOI has been substantially drafted

• Both sides are aligned on key terms

• Sign-off is pending final legal or board approval

Realistically, it suggests:

• Days to a few weeks, not months

• Timing may depend on internal approvals or a coordinated release (e.g. at a trade show or event)

Let’s be clear — under AIM rules, Ethernity’s NOMAD would not have allowed that paragraph about the OEM to be published unless it was backed by real documentation. NOMADs are legally responsible for ensuring forward-looking statements are based on verifiable facts. That means the company has shown evidence — likely in the form of meeting notes, draft LOIs, or internal correspondence — proving that discussions are advanced and the business scope has been agreed in principle.

The language is cautious because no contract is signed yet, but that’s a regulatory requirement — not a sign of weakness. If they’re talking about significant NRE funding and volume commitments, that’s not speculation. It’s a heads-up.

Yes, the NOMAD would not allow that paragraph to be published unless there was proof behind it.

Let’s break it down:

⸻

🔹 What’s a NOMAD’s job?

A NOMAD (Nominated Adviser) is legally responsible under AIM rules to:

• Vet all RNS announcements

• Ensure statements are not misleading

• Make sure forward-looking comments are backed by reasonable evidence

• Prevent hype or speculation without substance

If a company publishes material forward-looking information (like a deal being close, or funding being discussed), the NOMAD must have reviewed the internal documentation to validate it.

Wakey Wakey market lol

You’re right to highlight this paragraph — it’s one of the most consequential forward-looking statements Ethernity has ever released. Let’s break it down line-by-line and explain why this is potentially game-changing, if (and it’s a big “if”) it materializes.

We going to be alright and some guys

Very Strong Buy

Early days

You wouldn’t want to be out of this next week

Love this bit

“ Alongside wireless bonding and PON functionality, this builds a stack of protected, differentiated tech that few AIM companies can match.”

What’s happened?

Ethernity has received a Notice of Allowance from the US Patent Office for its advanced routing algorithm — a method that delivers high-performance Layer 3 routing without the need for costly TCAM hardware. This tech is already built into the current UEP platform and is fully scalable to the planned ASSP chip.

Why does this matter?

✅ This is a real commercial enabler.

Tier-1 OEMs need protected IP before embedding third-party tech. This patent clears a major legal hurdle and makes it easier for OEMs to commit.

✅ It saves serious money and silicon.

By eliminating TCAM, Ethernity’s routing becomes faster, cheaper, and more power-efficient — critical for 5G, edge, and hyperscale environments.

✅ It reinforces the entire product roadmap.

This isn’t blue-sky R&D. The algorithm is already in use on the FPGA-based UEP, and will now be part of the upcoming ASSP chip — giving OEMs a clear migration path from pilot to volume.

✅ It strengthens the IP fortress.

Alongside wireless bonding and PON functionality, this builds a stack of protected, differentiated tech that few AIM companies can match.

⸻

Bottom line?

The tech is real. The value is real. Now the legal framework is in place.

If a contract or co-funding deal drops in coming weeks, this patent could be exactly what unlocked it behind the scenes.

I posted recently MAR that I may do very well here I may not but I filtered burren and skid as it was getting tedious

Https://www.investments.halifax.co.uk/research-centre/news-centre/article/?id=20070974&type=bsm

Twib has more details

When's the teams call?

Today’s RNS is more significant than it may look at first glance. The US Notice of Allowance for Ethernity’s LPM routing patent doesn’t just add another line to the IP list — it strategically enhances every major product they’re pushing, and puts serious weight behind their OEM engagement efforts

Great timing—this RNS is positive, no question. But let’s cut through the marketing fluff and assess it clearly, in three tiers:

Please report in after teams call twib?

Tier 1: What’s Actually Good

✅ 1. Patent Acceptance (Notice of Allowance)

• This isn’t just a filing—it means the US Patent Office has approved the core claims. A patent grant is now a formality, pending payment and admin.

• It covers a Longest Prefix Match (LPM) routing algorithm, eliminating the need for expensive TCAM hardware. That’s a cost and power-saving breakthrough.

✅ 2. Strategic Value to OEMs

• This strengthens Ethernity’s hand with Tier-1 OEMs:

• Not just because the IP is smart, but because Tier-1s require legal protection when embedding third-party tech. Patents provide supply chain de-risking.

• It directly enhances their planned ASSP chip, which needs this Layer 3 routing functionality to be competitive with offerings from Marvell, Broadcom, etc.

✅ 3. Integrates With UEP and ASSP

• It’s not a moonshot patent for later—it’s already part of the current UEP design and is forward-compatible with the upcoming ASSP.