Member Info for Tracylied

The time to buy is when it's quiet and in small chunks. I have built mine with 37 buy trades so far. All small and all at or below mid.

Welcome. It won't take long to reach 30p. I think realistically right now it wouldn't look expensive at 90p

Looks like a few positions being reinforced today.

Definitely some more substantial buys creeping in. September to Mid November we averaged 5 trades a day removing news days. November second half 10 a day. Currently we are between 20-30. Yes some profit taking from low teens but it is only a matter of time now.
Ethernity has a huge market, a leading product and 5G will be a gold rush sector.

The thing is that these products are super elastic. The ACEnic is at the centre of these solutions and can be ultimately configured to do everything except make Tea.

Is this new Tech? It's a new way to configure the Tech to give something not previously available. The individual products have been adapted and joined into a total solution. The DU solution was the missing link.
The Ethernity thinking is patent protected. We'll see others going this route but are 12 months behind and will need to agree access to Ethernity IP.

"Ethernity’s 5G solutions are based on its unique patented technology that enables maximum networking features in minimal FPGA space. We offer our customers complete solutions that instantly upgrade networks to 5G performance, quickly adapt to their changing needs, improve time-to-market, and facilitate 5G deployment"
Ethernity makes a 4G network perform with like 5G. So do we still need 5G? Yes but in some scenarios gaps can be bridged.

https://ethernitynet.com/5g/
This is a real game changer.

In China the top 10 list for Tier 1 (Peer to Peer) appears to be reduced to Top 3. As expected Ethernity are winning over the other 2 in Trials. I suspect that this is on performance and cost.
This is Tier 1 so the link between Network access (Fiber often) and the RAN or edge depending on the scenario. Ethernity won't win in every case because every case is different but Ethernity being a fpga based SmartNIC specialist has many NICs in different configurations. They are ultimately elastic and can be used in part roles or end to end.
I suspect that we won't see much end to end in Tier 1 they have major resources and those that have embraced Open interoperability will not then go end to end from one provider.
Tier 2 and particularly Tier 3 we may well see complex solutions but someone like TietoEVRY and Ethernity or Fiberhome and Ethernity can deliver a complete Stub network or private network. The can be environmentally and or performance challenging.
Ethernity are extremely well positioned. All they need to do now is broaden the exposure. With the Israeli government supported marketing I am beginning to think that they have thought of everything.

The important aspects for me are.

The Ethernity SmartNIC based products have tested successfully with multiple OEMs and end users (Telecom) in China. Now Ethernity anticipate large scale field testing.

In Southeast Asia (outside China) a National Telecom has successfully integrated its open source-based 5G User Plane Functionality (UPF) software onto Ethernity's ACE-NIC100 FPGA SmartNIC and tested it against other tier-1 competitors. The operator is now progressing to commercial field trials utilising the ACE-NIC100 to reduce cost, space and latency, noting that the Company's router-on-FPGA NIC and forwarding engine was selected over SmartNICs from the top two tier-1 SmartNIC competitors.

One of Ethernity's partners was selected to develop customised UPF software for a private 5G network to a Chinese mobile service operator as part of the OpenUPF initiative, which will now be targeted primarily toward industrial and private 5G deployments. Ethernity's ACE-NIC will be used to meet the operator's performance requirements, by implementing the forwarding within the FPGA SmartNIC to reduce latency and increase performance.

Ethernity now has a manufacturing capability in India to export hardware outside of India in addition to the Indian Market.

The Company is receiving significant interest in its ACE-NIC100 for 5G Distributed Unit (DU) with embedded Virtual Router function, which product offering was announced on 22 October 2020. This includes multiple interactions with major server vendors and system integrators who anticipate incorporating the FPGA router data plan embedded in the ACE-NIC, into their offering.

Ethernity's ACE-NIC100 is currently being tested by a European vendor for use in 4G Gateways and to allow operators to easily scale their performance to 5G.

Ethernity are commencing a significant marketing strategy in China supported by a $185000 grant from the Israeli government.

Ethernity are progressing on many fronts and when tested against the competition are consistently proving the top performer.
Income will flow from OEMs, Integrators and Telecom over the next two years. It's all going to start small but scale up rapidly.

Surely just for a quick profit although I suspect that they think that the share price will rise steadily now and they will sell into that rise. Triggering the 3m shares will probably cause a few quick sellers to cover the investment. We can reasonably expect a temporary contraction.
If it were me I would take them now, sell at 30p in a few weeks, buy back at 25-26 between Christmas and New year.
What do I know. Certainly it has nothing to do with any risk or potential share value.

I think disclosure of first sales through OEMs and integrators will be the news the market waits for.

Definitely be a few buyers here over the next couple of weeks. High 20's over Christmas with no news I think.

ARDA at 23/28 will soak up any remaining sellers. Looks like they have a book to balance. The board is set to trip a few loose sellers today. I suspect that by Wednesday the up trend will continue without news.
I wonder what $370000 of marketing in China looks like, good to see support from the Israeli government of a foreign listed company.
"The Company is also engaged in marketing activities directed towards the Chinese markets and has received a grant from the Israeli government for up to $185,000 in contribution of up to 50% of Ethernity's marketing activities in the region"

24.2p currently to buy in small volume. Some shares available at the moment online. IG stops out at 12500 online.

The life is 12 months the accelerator clause is the trigger to call in funds or lose the warrants.

No that is when the company call in the warrants. You can exercise at any time. The mechanism is a stop end.

Only if they intend to sell them. Lot of trouble for a small profit

We do need to see some liquidity as the price continues to trend up. There will be slopes and steps. Slopes are much healthier for the sustainability and steps often result in at least 50% step back. The slope up will continue next week. Liquidity has always been an issue. It will become critical with more investors arriving. The sector as a whole will attract money. Media and industry noise is gaining some momentum. The market is now near term. Certainly by Summer we will see sales from initial deployment. Prior it will be design kit or like we have seen already Telecom internal network deployment. Mass deployment and sales of Private Network will be starting in the spring. This has now moved from long term to mid term 6-9 month horizon and that will bring interest. Of course 5-10% only of share potential will be realised in the next 12-18 months.

How many shares were actually sold. I am not seeing many.