Member Info for Tracylied

Looking back through the Ethernity Networks patents it's clear that David recognised the UPF requirements in 2014. The application was submitted and still holds that status in Ethernity's name. This will be part of a IP deal that we'll see towards the end of this year.

WINS still at 11/13. They are currently holding the price back. Those likely sells yesterday would not have gone to WINS so I wonder how many they have. I assume that they are supplying from the 12p shares.
I think that there may be a few T20 trades that they will wait to pass before walking back up.

Mentioned all players and many are just vaguely in the sector, I guess that they are getting as many search tags as possible to sell their report.

I think that they were sells well above the Bid. The price was slightly up prior to the trades and dropped back the evens. I think that they will wait out any T20's

Welcome Mick. I am expecting progress from a project mentioned here.
"We have commenced a process with two strategic world technology industry leaders to support the introduction and dissemination in the open compute industry of our 5G UPF offload"
I am digging for info on this and so far I believe it is connected to the Chinese lead standardisation. I believe that it will make the ACEnic-100 UPF a standard part of the tier one process in 5G.
Even the Americans are participating in this because if they don't it will be vhs and betamax all over again.
I was intrigued by this innocent two liner in the results.
This process is going on now and results will be soon as testing starts in a couple of months.
Of course the ACEnic-100 is not the only fpga based device but Ethernity hold patent and this is the most complete and advanced product on the market. In fact others just do bit parts.
Note that we know tier one vendors are already trying to build their own UPF on the ACEnic-100. I am in no doubt that Ethernity will grab a huge chunk of telecom talking to 5G, telecom talking to telecom on tier one and telecom supplying data to clients on tier two.

It is very British and I just don't understand it. The share price is low so I see the risk of going lower as minimal. At £2 I see the risk of going lower as High. Now I see very little risk, holding at 20p much less risk than at 45p where I have been.

I absolutely disagree the drop was a completely fabricated event. Only the AIM moves like that on fund raising. However it is not AIM scum who are buying here. I have two contacts both taking sizable positions now. They have never invested in a AIM listed company before. There will be more. People are noticing the disconnect and will drive the price back up.
I don't understand why people are so negative. This company has a huge chunk of a massive market before it for the taking.

Bid why? Just because of a couple of sells. I think that you need to get some perspective. Nothing negative here. The share price came down for absolutely no reason and is well below any value. The share price has lots of headroom with no news.

Indeed. The 15p window is closing. WINS still on 13p but ARDA chasing some shares now.
I strongly suspect that there are some T trades still out and they know it

11.60/12.55 currently. Casts doubtt on what those £10k trades were.
Online I can buy 8000 shares and sell 40000 with IG. Anything larger goes to the exchange.
ii I can buy 10000 and sell 60000 online immediate quote unaffected.

11.60/12.55 currently. Casts doubtt on what those £10k trades were.
Online I can buy 8000 shares and sell 40000 with IG. Anything larger goes to the exchange.
ii I can buy 10000 and sell 60000 online immediate quote unaffected.

Interesting day yesterday with buy/sell volume finishing even. Another rollover or Bed and ISA. Classically seconds apart and at the margins with fractional price difference. Despite the top MM holding the Bid at 11.5p all day the two £10 sells went through at 12p which means for the first time the MMs have paid above the bid for volume sells. That suggests an appetite for the share is returning. WINS still seem to have some left but it
wasn't WINS that took the 2x 83000 yesterday so likely it balance some books or contributed to a balance.
Seems a bizarre time to sell but we'll need to establish a market here to move from a that is happening now.

Bid 12p... Had I known I would have kept more powder dry but I have carried on regardless with buying as whilst the share price declined on finance dilution fears the company moves closer to pivotal events. This has wiped out the impact of additional shares issued. I will take another 28000 over the next week if it stays below 15p. My average is now very close to 20p and will be just below by next week.
I am very comfortable with that and will be back in paper profit soon.
It is just a matter of time now before Ethernity can announce some preferred supplier deals with major tier one vendors.
I believe that we'll see a new fpga focus to reduce the footprint and power use further for wearable or fabric devices. I know that Ethernity will be well placed and invited to build on that fpga into a NIC.

I think 21-22 will see a ten fold increase. Certainly 2021 late we'll see mass deployment but the provision for that will be made late this year into Q1 2021. Genuinely the opportunity is near term now and very many will see it.

Loose shares mopped up in two trades.

Dallo the early two were clearly a rollover. Seconds apart and off the price. The trade at 12p was probably a sell. However I suspect that it will be cancelled tomorrow as the figure was the same as the rollover.

Bid I think that it's still too early to inform the general market. There are plenty of people with knowledge to get this share price going. At least to £1 before exposure to the wider market. I am now really where I was 15 months ago viewing £1-2 as a short to mid outlook. The 12 months delay really squashed that and the finance squeezed from 40p to 12p. It produced a super opportunity but that won't be here much longer.

Bid your broker info is very different to mine. WINS have some left clearly but the price rises steadily. Online I can buy 5000 and sell 50000 with IG and ii.

Bid it was the same in China 12 months ago. It is a future European market. Currently there is money being made from existing services and no will spend on improving the offering. However like China it will mature and once one moves they all will.
It is pointless to base your negative view on something that there is no commercial pressure to deliver yet.

Yes interesting that Ethernity are so positioned