Member Info for Tracylied

I guess that I am researching and developing a completely different company to everyone else. Tarana is small compared to UEP which is the Industry hot topic at the moment. The DU will be around Christmas and will gain traction quickly into Q1 US deployment.
The UEP news was huge. This is a whole family of products and Ethernity are clear Industry leaders. UEP will be £50m a year in 2 years time. Next year maybe£10m.

Sorry for typos I am being thrown around by a ferry wake trying to type

We are seeing momentum and definitely fresh money. £20 late report in red is a buy. We have seen money invested here this weekend I don't think that many of those read my posts so clearly slowly the message is spreading.
I hope that we ride this wave a bit. The chart shows 65+ looming.

I think that the problem is that everyone is looking for a blockbuster deal that Ethernity simply doesn't need. Look at the 2yr chart and the trend is well established with 2 bottoms.
It's important to recognise that UEP-20 is not one deal this one product can be used in at least 4 processes within the ecosystem and with multiple vendors. The trial announcement made it quite clear that it was about opening this product to multiple vendors and Integrators. The 1000 units will produce about $1m but that's just one opening order from one source. We'll see multiple sources, multiple uses and huge sales. UEP-60 adapted for Indoor units. Expected sales 10000 units a year. One OEM multiple contracts for them.
When Ethernity say that they expect more orders it's all they can say.
The next few years will be made up of receiving the rewards of the last 2 years work. These OEMs are going to sell into a hungry huge market.
Tarana is smallish maybe $5m next year. What would $25m revenue do to the share price.
I am looking for sales numbers now

Still 53.80 online for 10k shares.

Sales and production orders really is what I want to see. I don't care if there aren't any new contracts as we have plenty already to reach £5 with sales.

53.40 to buy.

Opened +2p as we expected with the UT yesterday.
Feels good for 10+% today.

I said last week that we should leg up to 70p in the near term. The correction will continue I think until £1 on just modest updates.
Q4 is trial quarter and mass deployment will follow immediately. Risk through trial is very low as with UEP-20 it more of a demonstration and interoperability opportunity.
UEP sales will ramp very quickly, Tarana SoC will explode before Christmas, UPF and aceNIC card sales will start in Asia end Q4. DU adaption and trial will be concluding in the near term with live network deployment in testing. We'll see a household name launch a DU adapted industry standard server within 3 months.
We'll see wireless backhaul adaptions and sales to a major satellite vendor (in my opinion) very soon to be used in conjunction with G1.

Doesn't take much imagination to see all of that looming.

We'll start +2p tomorrow,...

My contact has 340k now. Had to say I told you so. Although his target was average below 50p why pay more than you need.

Inevitable really

Could easily leg up 20% from here. The share price is and absolute gift. Now I have doubled my average price. I expect to be saying that a few more times over the next 18 months.

Not a huge amount of stock available despite the 100k. One can take 15000 at 48.40 online then it's away to 49+.
I am surprised that it's still sub 50p but I have been surprised regularly since 2018.

More US funding passed yesterday for immediate deployments. Confirmed to me a few minutes ago that more than 10 of those are using Tarana G1 as there delivery vehicle.
The market outside of the US is huge and Tarana will be naming a global distributor in two weeks time. This distributor will drive global sales for small and medium sized deployments. Tarana are retaining the multimillion subscriber providers in-house. Between now and Christmas Tarana will commence multiple mass deployments for G1 in the home broadband sector. Sales will be driven by the smaller deployments as the Ethernity part of the product is in the initial install. G1 is still viable at 50 or less potential subscribers per base unit in hard to reach locations. Many places have funding available for remote location coverage.

800k since 26th August. We have seen very few double taps in the last 3-4 weeks so this may be their preferred method. Prices from 40-48.

The data from trials which are hosted by third parties like ISPs in their live environments are transferable to similar products and offset the need for further trials. It's important to understand that at these multiple products before and after the process are tested for interoperability. This produces a list of immediately interoperable products. Many integrators will use this when designing the ecosystem.
A few trials like the Teleco in China will lead to card sales but most will lead to OEMs launching a ready to go product which is 95% Ethernity DNA

To make it clear at the point of trial the client is committed to the product and the product is already designed into the ecosystem.

The private network market is the bulk of the potential. Every Ecosystem will be different but each has the same challenges. Ethernity has products covering the radio to the Central Unit.
The need is definitely there. Private networks are just getting going now but it's clear that in many cases private networks will be nationwide or very intense. Private networks will be the largest 5g providers eventually.
Ethernity will sell nothing directly it will all be through OEMs and Integrators. OEMs have opportunity to produce market leading products using Ethernity and Integrators have opportunity to reduce hardware, running costs and Capex whilst providing the highest performance.
Products like the UEP family are adaptable to different roles and will feature from the tower to the CU in different roles.
Every product works at launch the question is does every other product from every other vendor work with Ethernity. The answer for UEP-20 is yes as we have just been told.
Although 5g has standards it's not plug and play standards. Adaption is necessary and Ethernity products are extremely adaptable. This is not ASICS the pathways are not written the products are functional platforms.
Ethernity has multiple trials during Q4. These are not to see if it works or even to see if the customer likes it. Trials are about the end to end ecosystem and sets parameters. Ultimately it exposes bottlenecks and performance barriers.
It's possible that the market doesn't understand this but the result will be the same. Huge volume sales from a market hungry for solutions. Ethernity has a family of problem solvers.

What we are seeing is a very healthy exchange of interest. So we have sells and buys, many of them more chunky than previous. It's a flushing of shareholders to bring in new money for the next leg up. 50p to £1 seems to make sense but I suspect that buyers today are more interested in the derisked Ethernity with near term profit than when many of us were buyers in the teens purely on the rebound play with the knowledge that it was just too cheap. I still hold that view. The starting point was too low and progress we have seen is easy worth £1.50 a share right now. So the only valuation is this AIM nonsense, so be it. Right now it fails to understand the model and the position however it's now becoming much easier to understand. I believe that the AIM will never get it right but that doesn't matter to me. The AIM gave me the opportunity and I took it. I feel like I stole them and if they never reach full retail I don't care. I bought them off the back of a lorry and they don't need a US listing to reach £5-10.
I saw this a long way off and I can honestly say that I saw it coming but it's way better than I hoped. The depth of the portfolio and the size of the market are too good to be true...
and there in lays the problem.