Member Info for Tracylied

Hate it Dallo. Ethernity had two big question marks. Finance short to mid term and the ability to attract the highest quality human resources. They now have both. This is true recognition that they are expecting big things. How else could a fund become involved.
I can't help wondering if they have been attempting to cap the share price since the last rns. I suspect that we'll see some strategies deployed five days before strike from both sides.

Or he buys more. He won't be alone. This week has transformed this share

Bid way less diluting than the placing and warrants.

I think that from here we are in a no lose situation as shareholders. It is just a matter of how much we get back. Either a good chunk sooner or a huge chunk later.
Clearly this is an excellent deal. Maybe too good

So VSA were talking complete nonsense then. It really shows that the brokers know very little. The management are building a very strong company here and really this is the first thing to address. They will extend their reach and clients can be confident that Ethernity has the means to compete and stay ahead.
I welcome this deal and so should the market. Much uncertainty has been addressed. Really we are now well ahead of where we were at 60p

This would have been much better than the placing and warrants. It shows that Ethernity will be making substantial investments to develop the range and diversity of the products.
This will ensure that Ethernity remain market leaders.
Discount under 10% and shares are unlikely to end up on the market. In this environment this is an excellent funding option. It grows with the company and the share price.

Looks very positive. Escalating price based on actual value

"We have commenced a process with two strategic world technology industry leaders to support the introduction and dissemination in the open compute(r) industry of our 5G UPF offload"

This is extremely interesting. Two Industry leaders working with Ethernity to support the introduction of Ethernity's kit into Open Compute environments. Why would they do that?
Very simple because their products under development and available now cannot move forward without acceleration and flow management from Ethernity's UPF.
We can see that relationships are building and third parties (big players) including Ethernity in their plans. Yes they may also be hosting others but there actually aren't many with any neutrality. Most are tied Politically, geographically or because they have been swallowed by major players.

"In early June 2020 we received a further order directly from another Asian service provider planning to deliver their own UPF control and offload, with Ethernity's ACE-NIC, the UPF data plane. Assuming the deployment plan is successful, commencing in the second half of 2021, this may lead to 500-1000 ACE-NIC card sales in the two years following starting of deployment"

I wonder if this is for the Philippines which is moving away from Chinese kit and looking to produce something in-house or from the west.

They are normally super close and a few seconds apart. The actual volume has already processed at the original purchase so it's actually sold and bought without affecting anything. Much like a bed and ISA. It will drop 250k shares when it is sold finally. However I am sure that a MM or more than one gas already used the 250k.

I knew it was due. It means that they have paid again to keep their stake live. Probably another 10 or 20 trading days.
It means that they expect the price to rise. Yes so do I.

Without the warrants they will be forward accessing income from any new contracts. If the warrants aren't triggered then something has gone very wrong. In reality they have the products ready to go the costs in R&D moving forward will be modest.
Unfortunately people writing these reports don't deploy any vision and their expectations are low.
I don't see £5 as a moonshot target IPO was 130 the share price was at 180. Hardly a long term jump from there. Rather than viewing that as a moonshot I view the fall as the crazy event.

Indeed and this is where my £5-10 3 year target comes from.
130p to 500p would have been a great return but 12p to 500p will be epic.
It may be hard to believe now but once sales are confirmed channelling through OEMs and integrators as they win orders confidence will increase as will the share price.

Skid don't forget that the share price will be 30p and stable by then. We may see some selling between 20-30 to pay for the options. However liquidity has to be welcomed.
Dallo imagine how the integrators and OEMs like Fiberhome will feel if it moves that slowly. These are billion dollar companies and this is their next big opportunity. 2021 will be very close to £9m and 2022 £70m.

17.4/17.25 current live price. Plenty of buying but plenty of shares available apparently. Now may be the best chance to get shares before it closes down

I don't think anything sub £1 would succeed and likely for those at IPO £1.30. I think unless they were part of the placing it won't happen.
The valuation was quite stupid it is based on the assumptions for tier one only. However how do you have tier one without tier two and B2B.
It is also based on a small share of the market and a slow rollout. Clearly densely populated areas are going to go straight to volume at tier one then upon sales on tier 2.
Unless deployment delays until H1 2022 we'll see volume sales in H1 2021. 8000 cards in H1 2021 is very achievable through 4 or 5 routes to market. That equates to 80m users if just tier one. However we also have core requirements and tier 2 requirements to sell into. Also we are just talking about China here.

Yes all about WINS today. The others aren't in the game. WINS took a few at 18 now they play the other side at 18.5
This won't last long.

Quick call the Police someone got mugged for 19p.
That is to cast doubt about the 18.3-18.4 trades. Looking for sellers they are.

18-18.3 now. WINS aggressive this morning. I think that they may have a sniff of 250k from the rollover or a few shares from elsewhere.

Level 2. Still just 2 on 19 1 on 20. 21p bar those.
I don't think that it will take much more to break.