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Certainly be interesting to see if our round number seller comes back. I have suspect that it's someone who bought a few on news and now thinks that the share price will retrace.
It will not take many days like today small volume but only buying for supply to dry and the price to begin a steady climb. I see nothing between here at 102/103.

https://venturebeat.com/2019/07/09/google-acquires-enterprise-cloud-storage-provider-elastifile/

Yes it does. A big change from last year when really 5G and edge solutions were tomorrows challenges. Now it's very much a reality and mainstream. Certainly last year we didn't really know if Ethernity were in the path of the next step up but now we can be sure that they are waiting with the correct solutions for the broader market to catch up. Evolving markets are something of a gamble but Ethernity are very much in the existing market also with the best solutions of any provider. Once they land a couple there will be a flood of business.

https://www.ethernitynet.com/blog/mwc2019-shanghai-was-all-about-5g/

The US deal is for the UEP40 and in the closing stages. This will be volume over margin, probably £1m up front and royalties. Looking at the US majors we are talking in the millions of subscribers. Even 50c a year per unit will be massive. As it is programmable then this platform can be adapted and used for many years once deployed creating millions over the years.
Then they are in talks with a client for the UEP200 yet to be released. There will be others in the pipeline for sure.

The value attached to Ethernity doesn't look like that which should be attributed to a company in the closing stages of a deal with a T1 US vendor for Internet access 5G and microwave on the UEP40. UEP200 will be available soon and for the existing provider market it will be a game changer.
We can expect a chunky upfront payment and years of royalties.
The time to get the best seat at the feast was in the 20's but even now this is a absolute bargain. The chart will go vertical and buying on news will be impossible.

I think quite soon we'll be able to identify the Korean OEM that are producing the Ethernity fpga gateway as now we know that they are using HP COTS servers. Just 4 official service providers. I would guess that it is a whitebox arm of one of those providers.
We know that they have been in full production for 2-3 months already. I can't imagine why they would do that without a order book.

https://pulse2.com/exabeam-acquires-skyformation/

I don't think that it will be long before Ethernity has current clients sniffing around.

http://www.fiberhome.com/en/operator/product/217/568.aspx

Fiberhome appear ready to deliver the fit NG already with it now in their product offering. It's going to be interesting to see how quickly this sector ramps up.

The 3831 sell on Friday was bought at 52p on 18th June. So took a 8% loss.
Maybe they just got bored or need the cash. There seems to be a round number seller trickling shares into the market. We are range bound until this passes. Once we are clear or on next news the share price will increase.
I added again in a modest way last week and I will be doing the same this week if we stay around 50p

That's clearly not right. The term public is a bit loose. Major shareholders account for 78% and they are not nominees. The declared insider list is quite long and includes major shareholders.

According to yahoo 27.5m are held by those with declared "insider" status.
78% are held by major shareholders according to the share register. I think that there will be maybe another 10% with large institution or pension holdings.
It doesn't leave many. I know where another 130k are and not one has been sold as the number increases in small chunks.
If a buyer turned up with maybe 100k they could increase the price 10%.

Can't rise until the 20k seller is finished then even small buying volume will create a steady rise. This is the downside of a very tightly held super low volume share. Just a few million in public non insider hands so 20k chunks have a disproportionate effect.

Yes crazy stuff. I watched the proactive interview again this morning. It's 11 minutes that keeps on giving. The US contract is in the closing stages and it comes with known numbers if deployments in a existing market also a substantial payment as commitment from the huge vendor. This will provide huge ongoing income for Ethernity for years from this unique platform.
Also they are talking to another vendor for UEP200 to sign up for another huge contract.
There are other providers in this market but they don't offer this type of platform with all the unique functions. It starts with Internet access but can include many other functions to so we can expect additional income streams once deployed.
Hard to ignore but so far the share price remains unimpressed.

I believe that it's based on what we know already. Not long ago with almost nothing known or achieved they were 180+. I can see with tight availability and volume £10+ a share in the long term and dividends starting from H2 2020. With clear visibility on royalty and costs, no debt and cash held why not.

Me too. Still 30k at 20p was a real bargain not that long ago. I think very soon we'll look at 50p as a crazy bargain. I think £2 would be cheap right now. I added before the rise and will add again into what I believe will be a sustainable rise to £1.02 in the short term. I hope that the US deal announcement holds off until H1 results late summer. That will fuel the next leg after a stronger H1 performance.

I see that Fiberhome have released a ultra wide access solution in Brazil. They are very much in the Ethernity sector with this product and you have to wonder at the possibility of Ethernity products forming part of the offering. The performance and the challenges are exactly what Ethernity have been talking about.

I don't think that it will take much to establish a uptrend.

Volume dried up to pocket change now. I think that needed to happen after the recent rise. 50p well established now so it should be a platform for a sustainable rise.

Very true. I believe that £2 right now would be undervaluing the opportunity.