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The revenue from the emerging markets will be 2021. I assume that they have been paid for the ace nic 50 delivery. Certainly everything that they are doing with China 5g external deployment will be 2021 revenue. However once in we can expect long term recurring revenue.
I can't see any reason to mark the price down as it is business as usual.

Yes further action. The inevitable solution to the problem of overstretched funds. The cut in directors renumeration is a clear signal in my opinion that they are looking for ways other than dilution at this very low price. Although for most of us it makes little difference as we are somewhere near our average price now.
My money is on a $5m loan from the directors.
The R&D capex is not huge and we can expect to see income lifting to meet expenditure as time progresses.

The limitations are not with Ethernity but with others. It seems that they don't want to be raising funds at this low level and are working other solutions. Directors pay cut will help a bit. I suspect in due course the directors will make a loan to the company rather than dilute their own holdings. That is if they can genuinely see a cash positive environment looming.

I was unhappy when I saw it back at 50p. I will be taking some over the next few weeks. No rush to see 50p again.

I know one crazy and she claims that wi-fi gives her headaches. However she walks around with a EMF meter tutting at the levels. Clearly the stress is causing her headaches.

I will take more but not in a huge hurry as the market is really struggling to gain any traction.

Maybe some holding off with their ISA allowance.

I can't see how they balance their books. Since Christmas it's been heavy on the buy side.

The reason is trend. One big buy is done but small sells can become a flood. A big buy broken into 10 small chunks would cause a response.

The MMs often markdown in the afternoon knowing day traders want to take their money out for the next big thing. They will let it rise once they think all the froth has gone. Really we should upward trend but how many times have I said that.

Yes but they see it falling further and likely cannot afford to be locked in. I guess people are at home with time on their hands trying to earn a bit but ultimately they will lose.

I assume some short term money is getting burned at 32p.

Always a bit twitchy when you have a company with a unique product. You have to ask yourself why the others have not taken this road. Ethernity have been marketing the router on nic for a while and now it appears that some are seeing the absence of a physical router as the way forward. Certainly the performance is similar in some aspects and the space power savings are large. Also it is adaptable and flexible.
I suspect that we'll see mass adoption and this single innovation will produce multiples of the current cap. The router on nic is a tiny part of a comprehensive end to end solutions suite Ethernity now offer.
Basically Ethernity have now completed the full package and looking forward I expect to just see tweaks and upgrades which will cut R&D spend massively.

David Levi, Ethernity Networks CEO, said: "The order to provide ACE-NICs to a major Chinese operator and the new project kick off demonstrates the further progress of its UPF offering into the Chinese market. Part of their consideration was a requirement to use our Router-on-NIC capability, which delivers innovative offload technology that can connect to any virtualised environment without hardware dependency, which is not currently supported by anyone else in the market. Ethernity is focused on increasing 5G UPF customer engagements now that we have the best-in-class system solutions to address these needs."

Who knows what it really is or why it moves. Maybe a seller. Many will be desperate for cash.

What is interesting about today's announcement regarding the Chinese OEM is that they will manufacture their own fpga hardware but use Ethernity firmware and software. This for Ethernity is really a licensing deal. Design and develop firmware and software for them and get paid for each fpga the Chinese OEM sells. What is more every time this evolves Ethernity can redevelop and redeploy remotely. They never touch the product. No production cost or risk. 100% margin from tweaks to existing code.
So now it is not microcap Israeli Ethernity selling to the Chinese market but like Fiberhome before it is a substantial trusted Chinese brand selling to Chinese in China.
I think that we should be super confident with this investment.

I don't think that it will be long before China becomes the largest economy. I suspect that China has more control of the US dollar than the US does. The US is destined for a reality check. Only in Holywood are they a great nation. China is the place to be for technology. Europe then North America.

The deal with the Chinese OEM for the integrated fpga offering is jam tomorrow the other we must assume is jam today. Not sure what a internal 5g network is but clearly this is a clear signal that this is happening and happening now.
I love these OEM deals as the reach is huge and the competition will know it is Ethernity for sure.

Just in time for the new ISA allowance

Absolutely pointless trying to trade this. Liquidity will tighten very quickly. I think that it was tight anyway. It won't run to a pound in quick time but certainly once any short term money leaves it will enter a rising trend.

Strong news from just one if the many opportunities. China is a huge market