Member Info for Tracylied

Even if Huawei builds the network Telecom will still need Ethernity to efficiently go about their business. Telecom sell services to individuals and businesses. They pay into the 5G network for data or access then they package services. However they have to allow/provide their clients access to the system. The reality is now that clients will actually be the system in the case of edge. The compute will actually be there in the same location or within a very short distance. That may be a box with 2 servers and multiple nics. Ethernity may we provide the nics. Depending what the client wants to do the may supply a choice of virtual products on the nic. These products can be added or withdrawn very quickly as a download. This is how Ethernity will make its money. Each product costs and then there are royalty, upgrades, changes and many other chargeable functions. Clearly the more nics you have installed with the right type of client the more you make as this evolves. The gravy train on these infinity upgradable cards is very long.

A couple of people have private messaged me about Ethernity and the theme is the same. I thought I will answer here.
Asking how if Nokia or Ericsson win a 5G contract how Ethernity benefit. How do ethernity have opportunities if a Country goes with one network.
True some Countries plan a national network with one provider others are going with Telecom finding a suitable partner often sharing locations. However if you imagine a Motorway Nokia or Ericsson build the road. Companies like Ethernity build the Service Stations, the tolls, the exits and entrances, the lighting, the cleaning, the maintenance, the traffic management and the Policing.
The network (motorway) is vital but it does not really matter who builds it as long as it works. The motorway creates opportunity for other businesses to attach by locating near, in this scenario Ethernity provide a superfast link to the motorway carrying lots of cars for 80% less cost.
When you see headlines about 5G selection or deployment it brings the end game closer.
Now Nokia build the motorway then the Telecoms use the motorway for their business. Maybe a haulage company (carrying data) or a coach company (AR/VR or IoT linking people, places and functions)
Ethernity provides the method for keeping the traffic flowing safely and making sure no section of road has a tailback. Responding to accidents and making everything work together. Saving huge amounts of Capex, power, space and compute.

However this share needs fresh blood, the liquidity seems to have improved a bit but still supply is tight with only small buys to about £5000 possible immediately. So far I have taken full advantage of this and now target doubling my previous holding.
Nothing has changed with the market, dilution was less than feared and the company is well positioned to take a big chunk of the business. Just 1% of the available in China will see the share price in pounds not pence. I think that 20-30% is realistic through third parties and licensing deals.
All starts in a couple of months. I can certainly wait and accumulate quietly.

We don't know who bought at 12p. I suspect as they want them to buy the warrants in due course it will be quite safe hands. I do know that it was not private Investors. I suspect that we'll find out soon. Personally I don't think that we'll see any placing shares sold for a long time.

Currently 12.8 to buy but just 5000 available online. Selling at 12.02 and 40000 online limit.

Long I can't see why but if it does I will join you in buying some. Nobody who just bought for 12 will sell for 10. Good that the spread is now properly represented

Every once in a while we get this crazy situation I can sell at 13.02 and buy at 13.00.

Really Skid I thought that the AIM valed the company. If you think that has very much to do with the BoD then you are wrong. They can only report it how it is. Yes they can flower it up which this management has never done but it amounts to the same thing in the end. Ethernity will be measured on the revenue they generate starting next year. The AIM is only interested in insignificant macro events. Facts like the size if the pending market and Ethernity position seems to pass them by.
They have taken a chunky pay cut, bought on the market and supported in a fundraising. I don't know what else you want in the way of commitment.

It will be interesting to see if we get any volume selling through today. The MMs expect some given the balance of buys to sells. Normally they would close the price down to stop it but with overwhelming buying they may have to balance close to 13p.
We may get disclosure of a new volume holder from the placing. It must make David mad seeing years of work flushed at 12p. Even though he has taken some his average must be £1 or so.

It already below the placement price of 18p

I have to assume that the market makers have a supply through the placing pending to cover these shares.

I have attached just took a few more at 13.2p. I will buy every day below 15p

I don't see why. Are they retail shares? Certainly those with the directors are not. Looking through the trades the buys outstrip the sells by a few hundred thousand.

Good question. I guess that we have to view positive the fact that the Directors took a substantial pay cut and deferment to preserve funds. We also have to take positive David bought 59000 shares at 40p very recently. Also that Directors and staff participated in the placing in a substantial way. I guess knowing what they know they were happy to invest whilst taking a pay cut.
They understand the scale of the opportunity and the risk at this stage so near deployment.

13.02-13.22 currently online. I can buy 5000 and sell 30000.

In my mind it's simple. If they deliver 10% of what I believe they will then the share price will be a couple of pounds. If they excel the sky is the limit. Certainly £10-15 in dividends and share value. I have expect them to be somewhere between the two.
They are in front of an open goal.

Good to see some new faces on this board. Ethernity is attracting plenty of interest especially the ENET D which is a real solution for today's challenges to deliver tomorrows tech. The development value of these products based on patented concepts is many multiples of the current cap. In fact the current cap is equivalent to one IP license in a moderately sized Country on one product.
I know that many still can't see what's coming in the industry and how close it us now.
Ethernity must be in delivery for the lab test samples for the big 3 Chinese Telecom.
The market is huge and Ethernity need about 1% of it to make this worthwhile. They are certainly in the top 5 and in many specific areas they lead. Certainly router on a nic and L3 are absolute differentials that no other will replicate. Certainly not on a standard nic anyway and at the same price. I believe 20-30% is well achievable.
You may have guessed, I don't look at the AIM nonsense, the micro events that ebb and flow the share price. I am more interested in the business case for the tech. Ethernity are absolute winners, wait and see.

Alco I am curious what difference does it make when the shares actually add. We know the price so unless they intend to sell immediately at 1p profit it makes no difference. I hope it improves liquidity but we have seen the last two days that buying is strong although mostly below the mid.

The sector is starting to attract attention and the share price is a long way below anything that makes sense. The price held in the 30's and 40's without news and certainly it can go back there very easily

Bid I don't agree at all. I don't think that we'll need any news to lift the share price to warrant trigger. People can see the 5G boom looming and like gold shares anything 5G will gain punters. The share price went down on finance which is now settled so no reason the derisk won't work the other way. Give it a week things will look different