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We have seen more of the UT trades recently. They are very common on SETS platforms but not here with micro volumes traded. The volume of the UT is often 10000. I think that we went months without one now we seem to have couple appearing.

The margins are massive beyond the establishment costs. As Ethernity will likely never mass produce anything themselves the costs are quite fixed. Beyond the establishment cost margins are 90-100% profit. This is certainly true of the rinse and repeat work like repurposing fpga with firmware a software already built. Third party builds will be a royalty so margins will be very high. OEM integration of Ethernity tech will be near 100% with scale.
R&D costs have already been invested and whilst we will see progress like ACE-NIC200 this type of development will be to order initially so extra costs are easy to quantify.
I am like this model, no investment in premises, staff, tooling, packing and shipping. Ethernity has companies knocking on their door to do all of that.
I agree that even if they suck at market position and reach they will still be worth many multiples of todays price.

I like the aspect that Ethernity are not the only route to Market. We have Fiberhome (China and India) TietoEvry, a mystery Korean Server manufacturer and now a mystery Chinese OEM.
These are not unheard of Israeli Ethernity Networks but existing suppliers and solutions providers with existing clients and reach into markets.

The 1m chart is looking very nice enter the left at 27.5 exit the right at 40p. A very pleasing bounce and likely with no news to ease at 50p in 3-4 weeks. Considering everything a decent performance with a now established rising trend. Solid buying, although low volume these are tightly held so liquidity must be very limited now.
I wish that I had more but I have a lot for me in risky times.

I have attached would like a few more. Not frightened to push my average up a bit as tangible progress seems to be made now. Certainly personally I have had a couple of false starts with this company. Much has been down to the AIM and the investing environment in general and some down to delays in the technology uptake.
We are definitely entering a phase of huge growth and Ethernity will get plenty of exposure directly and indirectly.

Surely they would have gone long ago.

I did the same early January and buys to sells was about 5:1. What am I missing?

So how are the books balanced since Christmas. Way way more buys than sells

Maybe shown to be wrong but the use of reach shows me that there is not a fundraising going on in the background. In most cases a fundraising requires a period of static share price to negotiate a realistic strike price. Given that they are supporting the share price like never before with information I see this as a indication that they now want to get the share price moving. Speculating that this may be leading to some fundraising later in the year at a higher price. Maybe

Again very good use of the RNS reach facility. It really puts this information into the lap of the market. David as always has confidence but he is in a position to see this playing out. I also believe that Ethernity are on the cusp of a huge rerate based on the looming new markets that they are in. They don't just switch on we are in the build up but once it gains traction everybody will want to be in.

https://youtu.be/6UDVFHzKgf4

I do like this as a very simplistic explanation of what Ethernity bring on a fpga. Now the ACE-NIC100 has a router on nic option it is a unique sector leader.
Next step I suspect will be the ACE-NIC200. Although as we have seen not everybody needs to go bigger or faster, scalability is most important.

Short term money will just cap any rise on news.

I think that they have to be careful to attract the right kind of money.

I don't think that Trump or America has any credibility left as a leader in anything. They have been behind the curve and will remain so.

In times like these cash is King. Having some when others have nothing.

I have attached strongly suspect that the India market will be nearly all Chinese.

I think that it depends how robust the private investors are. If they need cash then they will sell at any price. Personally I have businesses closed but I am a long way from danger.

Hardly surprising given the working from home and the extra time people have stuck in the house. Crazy times

I am most interested to find out who the Chinese OEM is that have tested Ethernity code on their own fpga. Interesting that they have chosen to manage it like this. Not buying the Ethernity off the shelf product or not writing their own firm and software. Seems to me that they are a substantial business that recognises the best in class. Big enough to design and manufacture their own fpga based nic hardware presumably in volume.
I suspect that it will be 3-6 months before they start gaining traction on this product as far as sales and manufacturing volume goes. Certainly income will be end of this year earliest for Ethernity.
I wonder how the fitBNG sales are going for fiberhome.

They took their stance - 1.5 and closed - 1. With so few players and MMs we have become used to this way.
I don't have a clue how they are balancing their books. Certainly this year as last year way more buys than sells.