Member Info for Tracylied

I would like to see more OEMs take ACEnic-100 to build their product on. We know of two major integrators but more would be nice. It is a numbers game.
Sales will flow through OEMs, Integrators and through third parties like Techtronics. Very little will come from Ethernity. Some integrators no doubt will resell the Ethernity UPF for royalties.
The sales will start end Q4 and build up through 2021 into mass deployment. 2022 we can expect volumes 10x 2021 as users connect.
The pay as you go option will be highly attractive.

Yes and it will be like that until it happens, then it will be too late to buy any.
This type of investment takes a certain view. These are times to accumulate before the events. If my first funds clear today I will pick up a few whilst it's quiet

They will carry stock and have access to immediate stock. Ethernity are paid by Techtronics not by the end user so payment will be swift which helps now. Currently integrators and OEMs will buy maybe 5 units to play with to build their product on. Some of the development is virtual on standard development kit. That is one of the big advantages Ethernity has.

Skid they are huge. The part of the business Ethernity are with supplies just in time components to the manufacturing of electronics industry. Companies like Samsung. They source, integrate and supply over the long term guaranteeing available at the right place and right time.
Many household names use them to source, power circuits, processors and components. Like RS but on a bigger scale and to industry leaders.
They are well connected to Telecom.

Many years ago I bought into a rubber recycling business in Mexico. Bit random but it looked well priced. They were seeking finance to build a plant to recover rubber and to make the product for manufacturers. The company was Spanish and listed in Spain. They secured funding and I got in at a good price and added over about 12 months. In that 12 months they built the plant. The day before it opened the share price was at a all time low. They built on budget, the market was strong and confidence was high. The price was low because speculative money was leaving and a new investor type had not yet arrived. Within 6 months they had ramped up and were selling profitably. Now the new investor type arrived. Derisked and hunting dividends.
Not hard to overlay that experience here.

Fiberhome and TietoEVRY are our scale opportunities for sure. OEMs when successful at securing business will be more modest but Ethernity could secure the bulk of the market through this route. Certainly in China UPF is likely to require 300000 units simply for that function. Then the DU and CU requirements will add much more. This huge potential market will provide both sales revenue and ongoing income.

It's important to understand the below. As has been suggested here about waiting for big contracts it just won't happen like that.
We have seen two Asian OEMs contract to the use of Ethernity's ACEnic-100 to develop their solutions upon. We have seen TietoEVRY and Ethernity join forces to market a joint product. We see the 3 major Chinese Telecom recognise the need for these solutions. At least one has committed to an ACEnic-100 based solution.
The OEMs, integrators (like TietoEVRY) and retailers with extensive tech support like Techtronics are our route to market.
Hence there won't be any modest deals like we have seen for the old business model. What we will hear about is product line, engagements and then sales figures.
It is important that we all know what success looks like.

"With the disaggregation framework that is progressing within the CSPs, they create inhouse software development teams with the intention of delivering their own inhouse UPF software based on open source frameworks, or to purchase the UPF virtualised software from one vendor, and server and FPGA SmartNICs from another vendor. In such a case delivery to the CSP will be dealt with by system integrators, such as TietoEVRY, server manufacturers, the company's OEM customers, or other channels that will supply and support the deployment at the CSP. In any event the Company does not plan to sell its products directly to the CSP for large scale deployment and intends to deliver to the market through the above channels"

China is such a hard place to acquire information. I really want to know who the large Chinese OEM is that has developed their UPF solution on Ethernity ACEnic-100. The reach initially (12 months) is expected to be up to 2000 units. It won't take many of these to make sense financially. Generally the consensus is that 2022 will see 10x the volume deployments of 2021. Of course that won't just switch on and we'll see evidence of ramping up for sure. Question is at what point will we see interest from the market. I don't think that it will be anything David says or a broker says about Ethernity. I am patient and will be here for the main event with enough to make the 5 year journey worthwhile.

Yes looks that way. Better day for volume but still desperately low. Buys and sells here are needed to push the price up.

It is how I have always done it. I think that my largest trade was just a couple of thousand

What we need are multiple small buys. A large buy just stalls this share. £2-3k multiple purchases go through and create movement.

I think that we can assume that despite 4 MMs on 17 that between them they don't have much to sell

Got to admire their persistence. 35k back again at 16p. Hardly seems worth it for. 4p difference

35 and 50k at 16p has been on the ask side several times and not filled. I assume that the MMs are in no hurry to release what they have. If indeed they have any.

Bid yes I will be taking more. Probably not many maybe 50-60k over the next week or so. Small chunks

Med is all cold and heavy rain. Nothing else to do

35000 sat on level 2 at 16p unlikely to fill.
A mixed day for me after buying end of last week I spent all morning wishing them up. Now I hear that my Swiss account is open and they say they cover Ethernity I now don't want them to move. Human nature

Dallo that would be convenient I am sure but I don't think that it will be possible. Once news breaks anything more than a couple of thousand is not possible. We have seen it many times.
I think that there is still a level of misunderstanding how this will play out. The Telecom won't announce anything, Ethernity will make no sales to Telecom. There will be no X number of sales over Y years.
Integrators have an array of fpga SmartNICs to choose from. They are proposing solutions to the Telecom on various levels with various performance indicators. That's what testing is determining now.
The integrators sell the solution, assemble the components probably through Techtronics or another retailer. Build the hardware and port the software onto the relevant location. Rinse and repeat thousands or hundreds of thousands of times.
Telecom will work with the integrators, Ethernity sales come through the network or Integrators and OEMs in China.
So knowing that what exactly are we waiting for as the pivotal piece of information....
Me. I am waiting on news from Ethernity that they are engaged in sales in China. The market won't necessarily understand that. When the share price rises will be when Ethernity gives guidance that their financials will be significantly higher than the previous. At that point the share price will jump towards £1. All in my humble opinion of course.

4 left from 5 on Friday. I don't think that there can be many

At half time today 22000-0 is the score. I wonder how the MMs balance this.