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Dallo we are the smart money. Scalable, upgradeable and economical. Gentleman we are going to score big with 5G mass deployment.
David is extremely switch on to how this will go and Ethernity are uniquely positioned.

I agree. Ethernity has always stressed that the ACEnic-100 is an affordable SmartNIC. Ethernity are in the middle of the offering, the mass of the features and will capture the bulk of the business. ACEnic-100 is extremely flexible as well. Most of the others are designed to a function the ACEnic-100 is adaptable to multiple uses.

The focus for me is the fact that in Asia the leading region systems integrators have built solutions using the ACEnic-100. Those systems integrators are now deep in testing with operators. These mass deployments will be in 2021. I believe that some will be buying from Techtronics and some from Fiberhome. Some will have the vanilla ACEnic-100 which are a couple of thousand each at the centre of their solution others will be using Ethernity bolt ons. They will be more expensive and will attract long term royalties and fees for upgrades.
The numbers will be initially in the thousands but will escalate tenfold year on year for at least 5 years and probably 10.
It is easy to become amused by the share price rather than distressed if you know that you have a winning hand.
This is just the start for 5G, Ethernity and the share price.
We played a little game last night (we don't get out much). Each person had to think of a use for 5G and a improvement that 6G will bring.
Surprisingly we thought of loads. My favourite is the virtual care environment for senior living. Allowing independent living at any location. VR and AR could provide real experiences from a safe environment. Definitely 6G will allow VR environments to interact and likely 5G will too.
The gaming and adult industry turned up loads as did the emergency services.
I will continue to focus on the way forwards knowing that Ethernity will play a bit role on many levels that will amount to minimum £20m profit in 21-22 and possibly much more.

I took a long break from the AIM and only came back for Ethernity. At one time the share price was ahead of the events and now it is behind. Certainly the scale of the anticipated revenue growth here would have the share price reflecting that. Here there is less than nothing. I have a fallback position for value when profit is actually announced but I hope to see substantial increases into that. Certainly above £1. The share price should be well above that now and really is crazy given the market position and size of the market.

I can only assume that they wish to access UK shareholders and not international investors. It is possible I am sure as international investors make up nearly half of the total UK investment but most will be institutions not individuals.
I have been offered vehicles where I don't actually own the shares but my goal is dividends and long term value.

I have opened a new trading account which allegedly allows me to access the AIM from anywhere in the world. Interestingly anywhere but Israel. It was really the only exclusion on the application.
Assuming that I can I will be buying more hopefully very soon.

They are a competitor in several areas. They use the same fpga and approach problems in a similar way. I don't think that they have routes to the Chinese Market like Ethernity but if course much will go on behind the scenes. It's extremely likely that integrators and OEMs will take elements from many sources, this is disaggregation.

We are well used to quiet here. I think that we can say again that 99.9% of the short term money has gone already. This gives us a point to build from.
Interesting article there really aren't many players in this sector. On first glance there appears to be but many are very specific and don't have a flexible offering for 5G. We are seeing disadvantage going to the big names as they struggle with real disaggregation unable to let go fully of the ASICs ideal.

Last year the interims were a couple of weeks after the AGM. The AGM is later this year, hopefully because they are super busy.

Fiberhome look to be offering 2 routes for Telecom to connect to 5G at Tier one.
SDN/NFV based solution, that we know uses Ethernity as part of the BNG which is the collaboration. We also know that Ethernity has virtual products like Vrouter on a nic and virtual switch. This will use ACEnic-100 for sure.
The second option is a FIThaul solution that uses SmartNIC in the DU and CU. Don't forget that Ethernity were very recently talking of a whole new market for ACEnic-100 in the DU and CU.
What we need to know is how embedded the ACEnic-100 is in Fiberhome product family. Also the relationship between Fiberhome and the leading Telecom in China. They appear to be the leading provider but I don't know at what level. Will integrators come to Fiberhome or will Fiberhome be the integrators. My gut says both but confirmation would be good.
I am sure that a lot is going on behind the scenes right now.
Often news is magically released before a AGM especially if the share price is in the toilet to deflect the questions of unhappy shareholders.

Interesting that Fiberhome have 2 new products with very similar advantages and properties to Ethernity. I believe 100% that they are using the ACEnic-100 family in these solutions. FitNet and NFV solutions. I strongly suspect that these will form major parts of the 5G jigsaw in China.

Yes good advice to check in to the AGM.
The AIM is a bit off my radar and I have thought several times already that they have enough to add some speculative value. I know from a few friends in the UK that things are quite grim at the moment with many experiencing financial hardship.
I am an investor in people and I bought in here because I was unable to invest in this situation any other way. The AIM is a rotten market for sure.
Despite this the fact of profit will be hard to ignore.

I have been investing some time trying to make sense of the Techtronics distribution arrangement. It is made difficult outside of China because everything about Techtronics is in Chinese so searching becomes very difficult. Clearly they are a huge company. They supply many household names and market leaders with just in time components for mass manufacturing. Techtronics along with Fiberhome will be the route to market in China for Ethernity. Both have huge reach and cater for the Tier one and Tier Two markets.
Techtronics is not just a sales outlet or network they have extensive technical support capabilities. Ethernity as per the RNS will receive expedited payments from Techtronics which I suspect will eat the margin a bit. The market is truly huge and it is important for Ethernity to secure a large percentage.
Steve Deng at Techtronics says "We are confident that the ACE-NIC100 will be instrumental in enabling deployment of optimal 5G performance.”
I think that he is absolutely correct. I believe that most of the major Telecom will be basing their solution on the ACE-NIC family of products from Ethernity.
Mass deployment in China has been pencilled with dates several times already but H2 2021 is still looking firm. Between now and then much will happen including testing and commitment to an array of interoperable products. The course is set by the major Telecom providers and the rest of the world will follow.
The share price doesn't support it but this is a massive time for Ethernity.

That 50k is back. Not seen it for a few days. I guess it's in auction at 16.5. I just don't think MMs have much stock.

It's a market in slow motion.

Indeed a bit of exposure is needed.
In the meantime the ask has creeped above the mid on 2 small buys. A few more and the MMs on 17 will retreat.

True. No volume so nothing to move forward on. The MMs need something for traction.

Yes hence the need for a dual listing. Tel Aviv would attract a lot of informed investors.

Same problem I had. Many apps and online platforms advertise UK shares but it is only the 100 or 250. Even those like Revolut do the same.
I found one in Luxembourg but they only deal with EU residents.

Dallo you hope you are wrong. Yes you are wrong.
The investors who should be picking this up now will find it nearly impossible to buy on the AIM. It's a major issue for the valuation foreign investors will find it very hard to buy the AIM.
Certainly I have spoken with several Israeli investors who have given up trying to find a international platform to buy AIM shares through.
The UK investors are limited and have almost no knowledge of this sector. They don't understand the potential market or Ethernity position in the market. The only thing that they will understand is actual profit. Absolutely no reason to be below IPO right now.