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It's going to take a while to filter through inevitably but even increased noise can lead to targeted investment. I don't think that it will take much to create excitement

Lots of opportunities here for Ethernity Networks

https://www.zdnet.com/article/predictions-2020-edge-computing-makes-the-leap/

3 months since we were told to expect multiple new contracts.

"The Company anticipates concluding agreements over the next six months with Tier1 OEM customers in the Cable Modem Termination System (CMTS), Fiber To The Home (FTTH) Broadband deployment and Ethernet Access Devices (EAD) markets, as previously stated, with rollout and production plans now anticipated for 2020, with mass deployment beginning towards the end of 2020"

The contracts into developing markets like the Korean server and fiberhome will produce income in tandem with any new contracts. The model is extremely versatile and the tech works with other solutions to accelerate performance. It's not a one trick pony. Multiple tricks on multiple ponies in a evolving market. Costs and spend us low and can easily be covered by other work even if the world stops turning. In fact the way I see it is that electricity would have to stop flowing for Ethernity to miss a slice of the next generation.
They are uniquely placed and contracts are commercially sensitive so disclosure is a problem. The next step appears to be in motion globally now and Enet are also stepping. The increase in events and industry talk tells me that the crunch is close and interest will turn to deployment.
Personally I see the biggest threat to the share price as the UK listing.

Absolutely zero chance of it going bust. Absolutely zero.

Or indeed sometime after. They have said that they will only announce once deals are done so possibly even on deployment. I don't think that they are in any hurry to release news. Frustrating but I think that there is a lot in the pipeline. Certainly the sector is moving now.

I think that there are grounds to question the sense of any large capital investment at the moment. Bank interest is non existent and easy profit is hard to come by. On the plus I am in good profit on my early purchases and breakeven on my last two which doubled my position. I believe that there is much to come and it will have a disproportionate effect on the share price. Once rolling this will gather value quickly. Happy to wait and I don't think that we'll have any indication when and how big.

The events are all about engaging new clients not shareholders. It's not easy buying enet as a non uk resident. They need a more accessible listing for sure.

They did say anticipated in H2 Then spoke if several different product opportunities in the next 6 months from September. Deployment in 2020. I just hope that they don't hold back information on the pretence of commercial sensitivity. Fact is that it's going to be a bin fight to deploy with working solutions and competition will be busy watching their own deployment and early mover advantage will be long gone.

Holding this share is a bit like fishing. Long periods of intense boredom with a prospect of nibble. Hopefully we actually get a bite then land a fat contract.

I think that they take quiet a bit too far. I see no point in talking it up from management but this is a highly technical arena and explanation is required.

Exactly 2G tech added to 4G to slightly improve things in poor coverage.
The edge of the future is all about where the data is actually processed. Not in the centre of the network or data hub but actually very close to the device you are using. It's fundamental to the advantage and Ethernity's opportunity. We just don't know how many Edge applications there will be. I believe that even non crucial functions will be at the network edge very soon.

Yes at the moment it does. I think that we have seen evidence that they really don't want to release information unless forced like the situation with fiberhome. I believe that they are in process with multiple projects but they won't talk about them until signed and delivered. Even then they seem to want to disclose at results time. This is a sector full of commercially sensitive arrangements and alliances. Not great for the AIM when they generate just two pieces of news in 12 months. I think that there is nothing in the share price for speculation and spin which for some is a good thing. They do need to seriously engage shareholders and consider moving away from the UK only listing. The AIM is largely barren nowadays.
The sector is on the verge of the next generation and there is plenty of uncertainty over timing and scale. However I see the opportunity growing each day. I suspect that we are still 12 months from the broader market committing to solutions.
The noise has definitely increased around edge deployments and solutions, that is the precursor and tells us it's coming. Timing is everything in investing and any drop back will be met with buying I suspect

I think that everyone is sitting and waiting. Either it heads up on news and I suspect we get a rush of interest and buying or we stagnate a bit longer. Stagnation will produce some drippy sells which I will take some of sub 40p. Still very hard to call the timing.

Busy week with events in California and The Hague. Europe and the USA are two areas well behind from a tech point of view. I think that the USA and California will suffer from reduced data centre growth as compute moves to the edge. I suspect that many existing functions will move to the edge along with new demands that can only run at the edge.
Crazy time to sell in my opinion

It's not Ethernity ramping up their attendance more the events are multiplying as there is a explosion of interest. I believe that any participant in the sector will benefit from the rush

I think that US contract news will double the share price. I see this share as loaded. MMs should still have some stock and any sustained buying will put us on the leader board. We need some exposure and with very few shares in free circulation the share price can move very quickly.

Mass deployments expected next year. I suspect late next year is realistic. This is new market deployments. I believe that we'll be hearing a lot about this sector and any stock associated will be hot property.
I believe that it would be right now without brexit and the stagnation of uk investing.
I would like to see a Israeli listing as buying in the UK from Israel is not a easy thing.

Mid June David Levi tells us that they are in the "closing stages" of signing a contract with huge revenue that the client is excited about. 5 months later virtual dust and tumbleweed blowing through the RNS screen.
I have no doubt it is coming..... or it has completed and we have not been told.

https://www.google.com/amp/s/seekingalpha.com/amp/article/4296838-korea-h-w-server-sales-continue-crush-records