Member Info for Tracylied

Interesting split from the MMs with just ARDA moving off 19p. I think that they will try to hold this bad whilst they try to take stock.

https://telecoms.com/507553/vodafones-openran-plan-in-ireland-small-but-significant/

Opening the door to OpenRAN in 5G networks. However it will not just be rural where OpenRAN wins as density and volume are really where open wins. Yes the big players want it all but simply they can't have it.
It is a bit limiting to be focusing on the phone providers as Telecom will be so much more in the future.

If it had fluff attached it would be £1+ and I would have 50000 shares. As it is I am quite happy.
Investors are discovering the sector that is clear to see. Some will filter down through association and recommendation. I don't think that it will take many investors discovering Ethernity to get it moving.
A rising trend will bring people in, the sector has watchers.

http://www.fiberhome.com/en/mobile/news/34/686.aspx

Interesting stuff from Fiberhome. Ethernity are Fiberhome have a joint product and FiberHome are using ACEnic-100. I suspect that Fiberhome will be writing code and developing end to end systems based on Ethernity products and firmware.

I think that they are desperate not to show Blue because it will bring buyers. Very little stopping this going to 30p in my opinion

I just googled streetviewed Swansea. I can't see the sheds but I am seeing lots of terraces of houses. I don't think that I have ever been. I overnighted once at a marina on the other side of the estuary with a huge lock to stop it drying out. It rained solid the whole time I was there and the water was brown.
That's as close as I have been to being Cheryl from Swansea

If I ever had to disclose you would find out that I am Cheryl a housewife from Swansea. I am withholding my Welsh accent to throw you off the scent.

No. Any feedback. I hope that we get some coverage. My signal is horrible here at anchor.

Blue will bring buyers. Squeezing now.

. 5p premium and the order book is unmoved. Clearly they have a bit of stock but do want to release it.

2 sells this morning. We really need a functioning market environment for a sustained rising trend.

MMs now paying 20.70 for shares whilst the quote remains at 19p.

Not surprised that they will be happy to receive payment in shares as they are inside and cannot buy.
I suspect that they non execs will be holding those. The cash conservation policy still makes sense despite the recent institutional investment.

https://telecom.economictimes.indiatimes.com/news/telcos-5g-revenue-to-reach-3-7-trillion-overall-5g-market-at-31-trillion-by-2030-ericsson/79261136

Huge

https://www.fiercewireless.com/wireless/marek-s-take-openran-s-bubble-about-to-burst

The US still hasn't warmed to OpenRAN. I don't see this as a bad thing. Yes it's a big market but it is also a market with many domestic operators. They seem very fragmented and I suspect that Ethernity will get components in with several of those operators. There is a distinction between the Network Operator and the Telecom vendor that appears to be missing in the US.
All I read is about the mobile phone market and National network.
Private networks hardly ever get a mention and they are clearly well behind in their thinking.
The bulk market will be one thing but the money is in the edge coming to 5G in the private environment. This is all about need and is problem driven.
There will be many requirements for internal systems and integrators will win this business. Nokia, Ericsson and others won't be approached.
Many operators are fighting over the US and for my money they can carry on doing that.

Sell above the mid showing as a buy. Trend and momentum tip are rising trend to establish. Crazy time to sell.

Desperately low volume again but these small buys do add weight. Next buy will be at full price and any sells will be at mid or above. Once this level breaks it will skip towards mid 20's hunting for sellers.

Now above the mid at 20.55/21.88.
I feel that the price is snagged on a obstruction here and once cleared will move up.
It is probably because one MM is holding 90% of the stock or has filled a large buy and is now holding it back.

20.50/21.90 currently

Indeed they are often rotated as they should be seen as independent of the board acting in the committee for remuneration on behalf of shareholders.