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Greg concentrating on one aspect is not a strategic perspective. It's exactly what is lacking here.

I always think 3-4 moves ahead in everything I do however one can't account for stupidity. The chart said 70p and now it says 30p.

Shameful walk down. Ethernity shareholders punished for a prostitutional placing. Whatever you think of the management strategy the share price says it all.

Sergi unless the Ethernity management are party to the leads and approaches to Tarana which I very much doubt really they are just responding to orders. However to see what's coming you can't look at the orders. The $2m total is firm orders. It's a very small part of what will be as new deployments come on stream. I doubt very much that the Ethernity board are informed about contracts or deployments just numbers and deadlines.
I know directly much of what is happening at Tarana and knew about a new substantial deployment 2 weeks ago.
Ethernity will sell thousands of SoC to Tarana over the life of G1.
Development of G2 is happening now and Tarana believe that it will be released in 2023, so probably 2024.

Recently under promise under deliver. However I believe that $6m revenue this year is still on despite the company suggesting that some will roll to next year.
I think that as far a Tarana goes I know more than they do about pipeline.

My post from 1st October

Tarana wireless 01 Oct 2021 20:29
I have been digging around for information on the Tarana deal and these are my findings.
520000 connections since April.
1400 base nodes installed or projected for 2021 globally. Connections will rapidly increase as new locations come onstream.
Expected revenue for Ethernity at current production around $750k 2021. Headline cost around $500 a unit.
Ongoing income. Yes but I can't get guidance on it. Over 5 years I expect each installation to realise $1000 to Ethernity.
Exclusivity. No but it's a adapted solution on a unique product. Ethernity has many SoC connected globally.

I have a very excited contact in California who loves to tell me how awesome the kit is and how they have multiple engagements that are very close to deployment.
Watch out for the satellite link up coming soon that will also involve Ethernity backhaul.
This is why I don't get the placing now

Tarana has just started. This week they will announce a global distribution agreement to engage all those smaller providers. Tarana will manage the multi million subscriber potential networks of which globally there are many.
This is a absolute game changer. The tech has been proven again and the results are miraculous. Enough to divert deployments like RTA which are ongoing.

Why didn't they project it? It's out of their hands so how can they project it. They respond to orders not enquiries. Tarana may tell them about pipeline but that's not orders so how can they pass that on to the market.
I posted here two weeks ago about the 500k in 6 months. I also mentioned the number of base station nodes projected for this year. I also mentioned the big deployment in the US which is immediate.
The unit value is $500 plus an ongoing payment which amounts to an additional $500 over the next 5 years.

2022 I believe that Tarana alone will produce $6-9m revenue. Currently just $1.28m is projected.

https://www.lightreading.com/5g/rta-taranas-tech-game-changer/d/d-id/772534?

https://www.businesswire.com/news/home/20211004005298/en/

Here and many industry sources.

I am surprised that nobody has mentioned the new Tarana contract I flagged two weeks ago.
Deployment starting today across 21 states in the US.
I don't know how such an event doesn't get discussed here.
I have been working on this for a couple of weeks and can tell you that it will produce around$6m for Ethernity over 18months from just this deal.

The point is the timing of the placing not the validity of the requirement. It's not looking at what is happening to the share price and taking a strategic perspective.
It's about releasing information only when they need something. The future is just the same.
It tells me that there won't be significant revenue until H2 22 or why else would they do this now as they should have cash in hand by the time they need it.
So last time they waited too long this time they were too early and weren't watching the market.
Simple bad timing.

The strike price is fundamental to future valuations. I don't like these deals. You never know who is inside including on this board.

Bid you miss the point. I suspect that you are not the only one.

Spike to 54. Yes it was a spike because of the placing otherwise it would have been a sustained rise. Clearly the 100k seller from 41p for 900k was just washing their shares into the placing. They sold some at 48p. Easy money if you have 35p shares coming.
So Dallo what you are saying is that they made an unfortunate mistake that has devastated the share price and reversed a rare strong rising trend.

Yes financially positioned for the next stage so as previously stated late 22.
As we know Ethernity are not a hardware company. Component purchases are an ongoing thing but the cost of fpga is very modest.
As I said at the time there is a missing piece of this jigsaw as Ethernity do not need cash from what we know and very soon will be cash positive

Too early to judge. The share price was 54p the placing was 35p. Whatever they do with the money it doesn't matter. The placing was set at a heavy discount in a rising trend for money they apparently don't need immediately. Surely waiting for the trend to advance and placing at 50 was not beyond their imagination.

No surprise to see it below the placing price this week. No bounce, no pulse and dead in the water. It's a sad situation.
Poor decisions and poor outcomes.
Yes it will turn up again and yes the investment case is overwhelming but the rest of this year we'll pay for this poorly timed madness.