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I think that if you see how hard it is to acquire shares in Ethernity then it will seem quite unlikely that this is a simple transaction vehicle. I suspect that this is a Israeli investor and I have been thrown a couple of likely names. It will have been impossible to buy on the market as 5 small trades represents an average day here. If it is an Israeli investor then in the very small world of Lod tech estate they will definitely know exactly what is going on at Ethernity.
This share has suffered from MM disinterest in making a market because volumes are low. I am hoping some of the extra placing shares make their way to the market because without supply it isn't going to increase except on news. We need a sustainable refloat back to IPO to make any sense.

A few sells so some volume to help the MMs out. We really need a functional market to firm to allow for a rise. May see a bit of profit taking from short termers. The share price will trend up from here given the massive derisk the market can see from the RNS.
Just a matter of time.

25.25/26 currently online 2 MMs at 27.28+ bar those

2021 expected revenue £6m. Most in H2. H1 2022 I believe revenue £12m very likely. Interim fractional dividend triggered on profit with predictable increases experienced. Full year dividend based on 2022 Year end profit of around £25m.
That's how I see it going. 2022 onwards the only way is up.

Yes I read that as 60% is already in the bag from legacy and recurring royalties. The remaining 40% is projected to ACEnic-100. However timing is everything. I believe that once sales start mid 2021 they will double every 3 months. I believe that will happen through China deployment. In 2 years we'll see India and US deployment gather pace. The curve from there will continue to head up at a sporty angle.
"Ethernity inside" could very well become a very popular thing.

I had assumed that Ethernity would secure some special situation work for the public network with sales through integrators on private networks. However I now wonder if they will secure bulk deployment on the public network as well as OEM and integrator deployment.
Interesting still is now the DU product. ACEnic-100 accepted as THE SmartNIC not A SmartNIC on the RAN what about the DU. Mass user case, little or no competition on the DU. Ethernity can seriously clean up here.
I am expecting a CU solution soon that will allow Ethernity of run Tower to network with ACEnic-100 powered solutions.
I am excited.

I wonder what this really means.

"Testing of ACE-NIC100 fully integrated within 5G deployment - selected over two major SmartNIC competitors' offerings. Larger scale commercial field trial now expected in 2021"
Tested by whom and for what. So Ethernity selected from 3 fpga based SmartNIC under test. I guess it confirms that ACEnic-100 is the best SmartNIC on the market in the 5G deployment scenario.
So was this a Telecom or the Telecom industry in China. They do cooperate on many levels to deliver cost savings.
This could have been a RNS on its own. Field trials is no doubt a demonstrator network in a urban environment. I wonder now instead of the 1-3% of the market that I had pencilled in for Ethernity if the 3 major Chinese Telecom have committed to ACEnic-100 as their primary solution.
If they have on the public network they could acquire 50-75% of the sales.

I believe that the RNS with the amount and date of entry is disclosure enough for the AIM. However Dallo is on the website now as a major holder but the fund does not appear.
I suspect that the fund is just a vehicle for Israeli investors or an individual investor. It is extremely difficult to buy the AIM from Israel and in fact difficult resident outside of the UK. Certainly buying in quantity is very difficult and it upsets trading with poor liquidity and few MMs.

Lots in todays announcement but for me this is the star.
"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".

This is a very new piece of tech. Actually not yet ready on Ethernity hardware. We'll see very soon a CU product. The market has doubled and will double again. Difference is that this is without competition. An absolute game changer.

Tier one is the current market put possibly tier two and three are where the biggest savings are for the customer with ACEnic-100. Tier two Telecom to Telecom is where integrators will shine over OEMs. These will be off the shelf solutions bolted together to the design of the integrator. This is the market where end to end will sell. Tier three only on private networks I think. Telecom to customer is a established protocol. In the private network it is all new. The nature of private which is potentially much more critical than general consumer needs low latency and power, Ethernity are leaders here.

An excellent day, the rise does not really start to address the valuation to future earnings disparity but it is a start.
I have really spent the last six months broadening my knowledge with the help of two contacts in Israel who are in the industry. Not at Ethernity but with associates at Ethernity and very close by. They are in a position to see the local interest growing, to see the pressure to fill key positions.
The update today lays bare the multiple avenues they pursue. ACEnic-100 is extremely versatile and Ethernity are using it in half a dozen specific solutions. We are seeing the early signs that ACEnic-100 is a leading product testing out favourably against direct competitors. This is a fact, OEMs will want a winner in their solutions. Ethernity will get upfront and ongoing fees from mass deployment that will keep on giving for many years. We'll see predictable substantial recurring profit that will drive a healthy annual dividend. Certainly in 3 years it will be more annually than we paid for the share in the first place.

We said at the time that the broker note was wildly wide of the mark. It ignores the pending revolution and massive ramp up of demand

Yes well done Dallo. If I had the funds at low teens I would have done the same. My shares are not far from £100k now and nearly back in the blue. Those I invest for around £80k and plus 16% so smiles all around.
The next few days will see volume drop off and that's where we'll see the trend establish.
The business is exactly where I thought they were. I believe that 2021 will be a very positive year and we'll see a cash profit. I project along with the 5G market that revenue will double every 3 months from Q3 2021.

Lets see where we are Friday. I think that we'll see a firm up trend develop

Showing 2 RNS is the second Dallos 3% disclosure.
Great buying op now.

Long fair value right now must be equal to IPO minus dilution as a minimum. That accounts for no contracts, no IP, no awakening market for 5G, no strategic partnerships, no go to market partnerships and no evaluations won. So what's that ground zero figure? About 85p I think. Add in anything else and a pending gold rush for 5G £3 would not be unfair.
Next week, next year who knows but it is firming up now.

Just STFL then 30p

Anyone selling look out of your window. A van with guys in white coats are coming to fit you a new jacket.

STFL at 28p. They will all be joining them soon enough.

Just PEEL then away