Member Info for Tracylied

The interesting part for me is that it's called "fund" but actually it appears to be a company. Fund suggests a way of investing often in multiple assets alongside others. However I believe that this is one individual or family that has taken an anonymous interest.

It has been a super week for Ethernity shareholders. The broad update was exactly what we asked for. The company are pushing ahead on several fronts and being met with traction from a market that is just waking up to the near term challenges. It is very clear that commercially Ethernity Networks are going to deliver. As predicted the prize will be small to start but will gain size rapidly from multiple directions.
2020 £2m 2021 £6+ mostly H2.
Beyond I see 2022 £22m+ Beyond increasing growth factor from global demand for 5G mass deployment.
The share price jumped and since has settled back a bit. A few profit takers again today and a few buyers. Profit takers will dry up and the share price will trend up. It is a classic response to a high volume day. Not many bother to research and become longer term holders but some do. Prior to news we have seen our daily trades average move from 5 to 10. We will see it continue to move up. On those quiet days trades are predominantly buys.
Shareholders obviously want to see the share price up and become impatient but remember that it has nearly doubled in a couple of months from all time lows. This trend takes time to establish and news firmly underwrites the reversal.

I believe that Ethernity has a unique market position, a unique market valuation and a unique opportunity ahead.

Good way to invest covert from a inside position. Just saying....

If we are guessing. Mine is that it's a means to market for a few larger Israeli Investors. Why would a fund from East Coast America be interested in a standalone investment in a Israeli microcap on a rogue market like the AIM. It doesn't add up, they have no regulatory protection and this appears a complete one off. I don't think that they have gone to this trouble to retail. There are thousands of distressed US shares that they could have muscled in on.

23/24.2 online.

Maybe however that will create a buying opportunity for me at there expense. Like it

IG will take 7500 @ 23

23/24 online. Volume available both ways. When sellers clear buyers will count.

It's simply the proportion of buys against sells that counts. 100k buys no sells will move the price.

Christmas and New year will bring low volume. I suspect that we'll get a OEM contract very soon to mass produce in China. An IP deal to use the DU product for production, sale and distribution in Asia excluding India and a CU product launch in January.

Long I think you will be proved wrong. Tide is out, news has settled. This is when measured long term buyers buy. If I had funds I would be a buyer today.
We'll see 25 trades mostly buys. The balance will push the price up on lower volume. It is a classic situation where value is added. Over the next two weeks we'll see 30p breached and extra shares triggered. This will create some liquidity and we'll dip back to 28 before moving through 30 to mid 30's.
That's how I see it

25.75 to buy. 2 MMs on 27. It won't take much to see a penny or two up today.

Often their website crashes which makes me smile.
The private networks are not a decision of public or private.
The private network is all about performance and spectrum.
Both are intrinsically linked.
A private network will bring the edge to the device. A public network is connected by fiber to the network. In a private network compute is done onsite and latency is zeroish. This requires a mini data centre in the network. It is like the difference between cctv and BBC.
The spectrum or blend if spectrum depends on the load and reach. Different Countries have different ideas. As an example from WiFi 5Ghz carries more data quicker but does penetrate walks and even in air has short range. 2Ghz carries less and travels further. 5G multispectrun is like using both at once, this will be the private network. Simple but makes the point.

I receive PMs from time to time from people who don't post but follow the thread. I receive one last night from a new holder and long term watcher. He/she turned buyer after the update.
The question is a good one so sharing here. If a tiny company like Ethernity can produce a market leading product why don't those worth billions build one better?
The answer has several layers. Ethernity has spent 10 years evolving the ACEnic-100. That experience and Patents cannot be replicated simply with money.
Ethernity are located in a strong skill hub with leadership that has true market vision. Yes they have mistimed some products but these are there waiting for the need to arrive. The portfolio is very rich with adaptable solutions that can be tuned and repurposed rapidly.
They are not precious or egotistical about the part that they play. They have often taken a slice rather than wait for a full pie. That has driven the development of experience and products. They have products to work with any fpga exposing a huge market.
Others have products. Intel for example just released a huge upgrade to their SmartNIC to bring them within range of Ethernity and now Ethernity has added more power and scalability to the range.
5G is all about but parts, large ASICs are losing ground and now best in class is sought at many stages.
UPF, NFV, DU and soon I believe CU the Ethernity are ahead.
Avionics switch, CSR and SDN are areas with huge potential and really for nothing here. The last three contracts were here. The avionics switch appears to be in certification process now and could be a huge seller if it crosses to civil aviation.
Compute inside a 737 or 320. VR on a plane. Compute in the ****pit.

http://www.fiberhome.com/en/mobile/news/47/696.aspx

http://www.fiberhome.com/en/mobile/news/47/696.aspxZhang Bin absolutely bang on the near future. Forget Brians complex remote operation in a Country that lets children die from hunger. The future of 5G is most definitely in the factory, shopping mall, campus, docks, stadium, farm and fisheries. Automation will of course lead to mass global unemployment but we cannot stop progress. Life will change and the optical network is the means.Ethernity are the low latency massive capacity key to this. Yes Fiberhome could have made their own maybe in 12 to 18 months but this is all about using the best from multiple vendor not one vendor doing multiple roles.

Buys and sells broadly even today, not bad after a jump yesterday. A bit of profit taking that will dry up.

Products will evolve including the ACEnic-100 which has recently been the basis of the Pay as you go scalable solution. The finance was important to maintain that lead.

I think that you will get 20x even on the tech wave without Ethernity delivering exceptional performance.
The fact that the ACEnic-100 has been selected over 2 other leading fpga based SmartNIC is demonstration enough that Ethernity are competitive. The DU solution is unique and as we now know attracting substantial interest. 18 months ago I said £5-10 a share from dividend and share value over 5 years. I stand by that.

I found Israel a great place to be. Despite covid I have been twice this year, three times if you count 10 days on the outer harbour waiting for bunkering when the Country locked down.
They are uniquely positioned to exploit global markets and there is a excellent talent pool.