Member Info for Tracylied

I assume that it's a weird uk public holiday today with the market closed.
Its been a very relaxing Christmas in Egypt. If you don't like Christmas go somewhere they don't celebrate it.
A few more days then heading to Gib for winter repairs and cheap fuel.
2021 will be a ride for sure.

This trend has further to run. 40p is near term and a certainty. We'll see some profit taking at 50p that will push us back into the mid 40's.
We'll get news of sales in the spring from Private network sales. Much like the internal network sales earlier this year it will be small numbers but potentially many of them.

If you break them all down it's another day of overwhelming buys. We need this up to exceed 36p and we are away to mid 40's.
Back on dry land for a couple of days in the winter sun of El Alamein.
Have a thoroughly excellent Christmas. Thanks for the company and putting up with me.
Chezza.

Prennie it's not a one trade deal as 5 MMs were holding stock. Multiple buy trades erodes reserves across the board.

+70k on the buy side. This erodes the MMs position and with a few days like this the rise in SP is inevitable.

The small rise today was made yesterday. A 10k seller will be welcomed by the MMs.

If you get bored over the holidays watch Brians interview again.
Try to ignore the idiot interviewing him. It is worth watching alongside the recent update both combined tell you all you need to know.

https://ethernitynet.com/investors/

Nearly 100k more buys than sells so far. Days like today are very positive for the long term appreciation of the share price. This allows sellers to exit in a orderly way within the liquidity.
What a year it has been.

31.98 online with IG for trades up to 5000 shares, beyond no quote. 31.08 to sell 100000 online quote. Days like today nibble away at the MMs resilience and are much more significant than response to news. Moving up on no news days will happen in the new year.
This Telecom enabling sector is small but will attract huge interest very soon. Smart money are buyers today.

I think that goes for the whole sector. The good, the bad and the ugly

It's helpful stuff. They are now 6 months away from financial sustainability. Beyond profit will increase rapidly. Projections for spending year on year show large compound increases. Certainly Ethernity are placed in the early phases of spending.

95% uptake. Some not paying attention to be expected. Those are likely to have moved on already. I suspect that most will not be sold but some will be sold into the next rise I am sure. Liquidity has always been a problem and any functionality of the market short lived.
We are still seeing elevated volumes even at a quiet time of the year with many distractions.
2021 will be a very good year for Ethernity shareholders.

Normally we have 2-3 buys for each sell over a sustained period. The MMs seem to balance that somehow. The days with lower volumes are really those that have the most influence longer term. It is about setting up the balance. Now is the best environment under which to buy in small trades. I will take more between Christmas and New year. When buyers arrive in the new year the balance will already be weighted and will skip up 10-15% on nothing.
Ethernity and this sector will gain universal appeal in 2021.

The share price rising is inevitable on sector interest alone. We have seen a volume seller and many smaller buyers. I suspect that the buyers have more to invest and the seller won't be doing this for long.

The volumes are less reactive to news than previous and that will become more obvious as time goes on. We are seeing more sector curiosity for sure. I don't think that we'll get contract news as the mass deployments are orders not contracts.
I suspect that quarterly trading updates will be established as the sales commence and ramp much like mine production data.
OEMs will launch ranges based on ACEnic-100 but it won't mention ACEnic-100 in the specs so these reports will be the only information.
I believe that the financial performance will speak for itself. No hurry at all.

Geri looks good. The ACEnic-100 was tested independently by Chinese Telecom against two other leading smartnic products.
The main advantages are programmability, one the fly, remote and almost infinite as needs change.
Power consumption, space, capex, running costs, maintenance and performance.
The $6m is made up of 60% contracted income, the rest from likely additional orders from contracted income. In the spring we will see Private networks sales I am sure. In the summer we will see sales from mass deployment in China. China are committed to open RAN and will adopt SmartNICs in the DU.
Sales will multiply quarter on quarter with millions of radio networks required for China alone. Each ACEnic-100 starts at $2000 and goes up with virtual functions installed. Ethernity make money on sales mainly through third parties using ACEnic-100 in their products. Margins are high and in some products 100% profit.

uhif it's very simple. The tech is market leading, the market is huge and current. The stock market is stupid, it creates and follows trends. It knows very little about the products behind the price. It's not difficult to outsmart stupid. We just have to guess when stupid realises that they are and invest.

It looks from Level 2 that several, possibly 5 MMs took some of the two volume sells on Friday. Certainly the 6% drop was a result of the sells weighing all day on the book. Even with those sells the last two weeks has seen 2 buys for each sell on published trades. This morning the market opens with 5 MMs on 33. The market looks settled over the normally low volume Christmas and New year period.
It has been a tough year at Ethernity. It has provided great opportunity and most have taken it I am sure.
I sit here now with more shares than I thought possible and a small paper profit.
Ethernity has positioned itself in a product and market leading position. Multiple opportunities await with substantial markets looming real in the next few months.
2021 will be the pivotal year that transforms Ethernity. We'll see initial sales in the spring and mass deployment starting in the summer. 2021 especially H2 will show a cash profit and multiple opportunities.
Now is a excellent time to position for that. Minimum outlook should be 18 months and ideally 3-5 years. My advice is to take enough to make a difference. I don't have a huge holding but at £3.20 it will be €1m which will buy me my next boat.
3-5 years I believe £5-10 is very possible.

Some challenging roles have been filled recently. They are enlarging the headcount to meet the anticipated exponential increase in business.
R&D is ongoing but the key products are delivered with just one piece missing. Israel and particularly the Lod area is a hub of talent and there is huge competition for quality.
Some of the vacancies may be aspirational and some are for depth.
The recent finance was largely about maintaining and building the key parts of the team.
Currently Ethernity are actively looking and I expect that to be the case for 5 years plus.
The growth cycle of 5-6G will be 10-15 years.

Like Ethernity it's all about the future growth becoming near term. Ethernity are a couple of months from initial orders from Private networks. These are where integrators will select the most suitable components for the solution. It's easy to see the multiple opportunities for complete or partial integration of Ethernity products in Private networks. Mass deployment will follow H2 2021. We can expect orders inthe European summer for mass deployment. It will start in tens of units at a couple thousand US each for the empty shell product. However the real prize is the flow applications and fabric. This is 100% margin sales and can be deployed, redeployed and customised rapidly.
The model is designed for rinse and repeat high margin low investment returns.