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Looking ahead to mass deployment it's important to understand the margins and how they are made. Beyond breakeven, covering the basic costs of business margins will be near 100%. Ethernity will be responsible for building very few of the products. The code is their work but the hardware will be done by the OEMs who then integrate them into their solutions. Ethernity receive royalty and in many cases this will produce a 10+ year stream. It will make returns very easy to predict allowing for substantial dividend payments.

Maybe they have other rainbows to chase

5G is certainly not here or anywhere. Connecting a limited number of devices to 5G speed service is not 5G. It is like having a F1 steering wheel on your car and saying you have a F1 car.

I don't think that Ethernity will fear the larger competition. Certainly the smaller guy has the advantage here. The larger OEMs and fpga producers lack the versatility. Ploughing the centre ground is where the bulk market is.

I strongly suspect that the product they are working on is a turnkey product for the core as the need is looming and once users are on board with the ACEnic-100 based solutions for the UPF it seems a easier sell.
The key sells though are the OEMs and integrators. We know a couple of OEMs have built their solutions on ACEnic-100, integrators will for sure because of the neutrality and price.
We know that TietoEVRY and FiberHome have committed to ACEnic-100. We know that at least one of the three major Chinese Telecom are using ACEnic-100.
Snippets I know but the picture is building. Anyone can access ACEnic-100 through MITs and Techtronics. There will be lots of small developers and integrators looking to get in on the private network scene.

Skid I strongly suspect that the investment is required to attract several key personnel to deliver specific products for mass deployment. Ethernity are ahead of the current integrator requirements but the game moves on quickly. Sales will escalate rapidly and Ethernity need to be positioned for the natural progression rather than struggling to meet demand.
Largely hardware will be produced by OEMs as part of their product but with integrators and direct sales that won't be the case.
These times are hugely exciting and literally will produce a newstream that will show engagement then sales. Sales will drive the share price.

I think that it's impossible to buy £1.7m worth of shares without forcing the share price up. I also suspect that this is an individual close to the company and known to David Levi. I suspect that something pivotal has happened since the placing was committed requiring an injection of funds that couldn't be obtained by the warrants.
We'll have to wait and see what's in the pipeline but clearly something chunky is looming.

Indeed the observation was really about delivery on time as in the RNS for the listing of the new shares.

The new shares were admitted for trading on the 30th September 1335130. I assume as they are a fund that they will be holding them all for appreciation.

Yes but that is why I bought at 16 but not 18. Some lame profit takers I am not bothered about. I am not here for peanuts. I will only add on dips not sell as momentum stalls. I have seen many struggle to buy even £10k worth when a uptrend is established.

Typical AIM nonsense. Look back in 12 months when China is in mass deployment of 5G. The share price will be a couple of pounds by then. There is no point in trying to trade an illiquid share entering a high growth phase.

Level 2 tells us WINS want to buy your shares. SING and STFL took shares from the volume sellers.
This is the problem with larger buyers and sellers, it disrupts and stalls the market when really only 3 MMs are in the game and it's so illiquid. Multiple small buys will push the share price as they will be spread amongst competing MMs.
A volume buyer is rarely a repeat buyer and the MMs know that. They stall and squeeze a high price whilst closing the rest of the market down. 10000k shares seems to be the size to get a good price and strung together will move the share price.

Squeezing a few sellers out. I think that we are approaching the tide out position where it takes very little to push it up.

Indeed it's stupid. Their outlook is short term rewards are mid to long. Short term we can expect some return but the main event is going to be China Sales

The AIM is a tap either on or off. Right now it's off but with news we get a little dribble. I believe that it will take news of ACEnic-100 winning substantial approval for UPF in China. Given the multiple routes to market once approved sales are certain. They will start slowly for sure and but will scale quickly. China will be a larger consumer than the rest of the world combined for the next 2 years. Imagine being invested in a US tech excluded from this event. India and China will be very selective. Made on home turf a must for both.

I suspect that success will be made up of many small sales through many different routes. I believe that there will be approved solutions for scenarios and they will buy as they need.

In a up trend following positive news. Good luck with that. I doubt that you will be able to buy any volume.

From the market I don't think that is possible.

Bid agreed however it cannot last forever. I am thinking to take a few more for myself.

Yes it's a crazy response to it.