Member Info for Tracylied

It's adrift at the moment awaiting a steer from news. It will be along soon. A few sellers a few buyers.
Trials Q4 of DU with deployments having started on other parts of the ecosystem.
There are very few Open deployments large enough to interest a Server Vendor to build a custom product. It's obvious to me which they are and once released the story will transform the share price.
There's no reason for Ethernity not to give full details. The server vendors know, their clients the ISP know because they sent the vendors to Ethernity. There's no reason not to tell the market as soon as we have first order numbers.
Yes they will be modest first maybe $2m design reward and $1m first order but they will grow quickly.
Like Tarana and the UEP-60 after the initial order more will follow as deployments gather pace.
I don't care if Ethernity reach a fair value or not. I believe £2-3 would be fair now £5-10 is almost a given. Would that be fully valued or fair.

Contracts are not really what we want here. Production orders or deployment.
Contracts for development Ethernity has many. Deployment is near term. There are several major contracts in trial starting in a couple of weeks. These will convert to production orders in Q4 21-Q1 22.

Yes I agree. Heading into a huge event like 5g and the global wireless explosion the share price should be ahead of the curve. We are not on the same page as the curve. £2-3 really is where this should be with market share looking substantial.

However the market won't see it until it's right in front of its face. Until then we are stuck with this nonsense valuation.

https://spacenews.com/dod-a-challenging-customer-for-fast-moving-satellite-broadband-industry/

Moving at a pace. Race is on for first boots on the ground.

So why are BT bigging Tarana up. Greg Wyler. Why are BT supporting Greg Wyler. Oneweb. Why did Wyler invest in Tarana, because LEO is easily obstructed and to be viable it needs some way to distribute.
Why Ethernity. Because they work with Tarana and IPO'd to be in this position.
Why 5G IF some anonymous entity turned up to bail out cash strapped Ethernity. Because Tarana needed that nice switch which needed investment to deliver.
Maybe it's just me.

Ok you have all had long enough to make the obvious link. Is it just me.
BT. We know BT are using G1. We know that they are supporting Tarana in the Webinar to tell others how great it is.
On 27 June Oneweb announced that BT will be there outlet in the UK. BT are tasked with extending rural broadband.
We know that BT are using Tarana G1. Another circle closes.
I am looking at this from many angles and it's running like I saw it last year. The situation revolves around several key players. Ethernity are engaged with these people and very much on their radar.

So what do we know now that we didn't before?
How real is the Wyler Ethernity connection?
So we now know that Oneweb are going down the wireless backhaul route and using established providers. Obvious both really.
Wyler Ethernity. If you remember my posts during the early covid days about American suits at Ethernity. I know that this is connected. I know that Greg Wyler was traveling because he was quarantining in Malta when I was there.
We know that for 4 years Ethernity and Tarana were working on G1 and now G2.
We know that Wyler is a huge backer of Tarana and publicly promotes them.
Then look at the timing of the wireless backhaul solution. Look at the timing of 5g IF funding to protect the Tarana supply chain.
Too many links.

This is obviously much more advanced than we know and we'll see deployment very quickly.
Repeated across the Oneweb coverage area with local providers so winner takes all. The bonded wireless solution is an absolute winner here.

This is exactly the scenario I explored for wireless backhaul through the Ethernity link to Greg Wyler. AT&T are obviously a huge distributor of Internet services but this is a global opportunity and the missing link for Oneweb.
The method definitely has the missing link of total reliability of connection, Ethernity has the unique solution.
Greg Wyler the founder of Oneweb is a major investor and supporter of Tarana Wireless and I believe a influencer of 5G IF.
The circle is closing now. I think it extremely unlikely that Oneweb will use a proprietary provider to connect wireless backhaul as really there aren't any and it's very much against their access for all goals.
I wrote a series of posts on just this scenario when the wireless backhaul solution was first released. Ethernity has remained a clear leader with unique protected wireless bonding.
I believe in addition that once Oneweb connect to areas with no infrastructure for economically viable physical connection distribution for broadband will be wireless.
It fits the brief and last mile fiber with wireless backhaul just makes no sense. Here we bring in the Wyler Tarana connection.

Dream scenario for Ethernity.

https://spacenews.com/oneweb-and-att-partner-to-extend-fiberlike-coverage-across-united-states/

Perfect opportunity for Ethernity. Ethernity has their bonded wireless backhaul solution which makes the wireless base station or Tower a reality. Adapted for Satellite link and explored for exactly this scenario it's a unique solution that leads the market.
https://ethernitynet.com/solutions/wireless-backhaul/

Also we can see opportunity here for Tarana. LEO to tower then the last mile or multiple miles using G1.
This is big news.

Someone gone crazy with 800 sells. Can sell 10k easy on IG

I can honestly say that we have never seen the share price move before big news. Of course the news pending now is much larger but sources are much more diverse.
I think literally news could land at any trading 0700. Zero to hero

James I don't think that it would move before the announcement of the DU contract on the basis of the contract. There are 3 server vendors all I assume on different timelines. Then Dell who has two deployments. We need to remember that those in the know in the UK are zero as Ethernity are doing very little there at the moment. Certainly as a US citizen it's very tough to buy the AIM.
Anybody involved on the vendor side wouldn't know when Ethernity would announce. Dell for example has disclosed servers to Dish but won't ever talk about Ethernity. The solution will be theirs and not Ethernity. It will be for Ethernity to disclose and at what point that is I don't know.
They have told us that they are working with 3 server vendors to build a complete DU solution for their clients. The information is out there and there will definitely be a contract. I guess that they will announce a production order like Tarana.

Depends on the window I guess. However I think that we have seen several events totally capable of doubling or more the share price and a flat response.
What I know is coming should take us from 40's to £1+ in quick time but that doesn't mean it will. Already the price should be multiples of the current.
A DU contract is looming with a deployment in Q2 and that should do it...but will it.

James I bought the bulk of my holding at 12-17p. 70% in fact 12-17p.
I am not inside. I have several contacts at Ethernity, they either work there or their partners do. I have one at Tarana now.

With Ethernity it's very hard to buy unless you are a UK resident. Anyone working at Ethernity find it almost impossible to buy on the market. The platform I use which trades only in auction with no instant price excludes Israel. I know of one Israeli investor who buys through a rellie in the UK. Not recommended as it's money laundering and they may drop down dead leaving you with nothing.
So anyone in the know will find it tough to capitalise quickly.

An interesting point is the main commercial deployment that we are aware of Supersonic will install around 500 base nodes in the first 12 months. So that's 25% of the $2m. The rest are several deployments in Australia that I can find nothing to support yet and test locations. These locations will convert to orders. Some will be quick others like those linked to Federal funding will be 6-12 months.
We'll know more when the distribution agreement is in place. Then we'll have visibility over the product.

It's not a matter of believing. It's a matter of knowing either what's not known by others or not understood and valued.
This is investing 101.
Research and more research gives you the advantage. You can believe it or not you are already here, it's those not here yet that need to discover Ethernity.
Much will never be spelt out by Ethernity. You will never know who the units are for specifically.
I am telling you this is happening so you can look forwards and understand what will happen. Once it does it will look obvious. These things always do.
We are in a period of extreme change and the valuation doesn't reflect that and why should it. Speculation is non existent here.
A backwards looking valuation based on days when the product had no market.
I encourage others to make contacts and be proactive. The market will respond to RNS but you don't have to wait for the spoon to reach your mouth.

It's Tarana news. The Ethernity aspect is covered by $2m orders.
BT has huge global reach in 180 countries but the G1 is a very specific product and BT are just another ISP.
I can tell you that they have much bigger fish on the line for wireless broadband. In fact by the end of the year they will have more than 40 deployments in progress. Currently they have more than 20 in trial with plans to launch like Supersonic has.
G2 I believe will be a commercial product for industry and high performance home use.

This information is intelligence I pick up. It's not news, that can only come from an official source but it doesn't mean it's not fact.
As an investigator I used this type of information all the time. Can't take it to court, can't discuss it really but you can work back from it to find your evidence.
Tarana has huge potential and they are talking to everybody. They have hundreds of regional WISP wanting to try G1. Tarana are stalling until next month when they will have a retail distribution agreement in place.
I stick with $5m 2022 from Tarana.

Bid I suspect that they will let the orders do the talking......