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Would like to see consolidation well above 50p. We can expect some games as stock is so tight.

https://www.proactiveinvestors.co.uk/companies/news/222255/ethernity-networks-soars-as-major-chinese-networking-firm-selects-smartnic-hardware-for-its-broadband-network-gateway-222255.html

So Ethernity will have 2 stands at MWC Shanghai one in Hall N1 and the joint stand in N2. Smart idea as Ethernity have much to promote this year.
I see that our Chinese partners are now also in Thailand and have a commercial presence in most of Asia.

http://www.fiberhome.com

I can't see how this makes any sense below £2. No dilution since the 130p IPO topping at 180p on really no progress. Now we have huge game changing events looming so clearly the SP should be above IPO.

Let's see what comes out of MWC Shanghai

The 10's of millions of households is a huge opportunity. No figures connected hence the website update.

I guess that the new contract announced today will move this much higher. Great news.

That would be a huge disappointment to me. I stick with £3 in November. Called it a long time ago and since everything is well on track except for the share price which will certainly catch up.

Looks like they are out of stock

The share price will do a lot of rising over the next 12 months in my opinion. I don't think that it will take long to breach 50p

I believe that Ethernity are in the evaluation stage with many customers globally. Yes evolving market but Ethernity market position is exceptional in my opinion.

Working with big additional customers one of whom is a big Chinese vendor. Its a virtualisation solution delivering their solution with our smartnic. This is a evolving market. Ethernity also have their own solutions like the new universal edge platform for the Internet access market.

Closing stages with a US T1 OEM vendor, very big. The US vendor is very excited by the Ethernity solution which is very cost effective. This goes into a very huge existing market.

It does provide a opportunity to reward exceptional performance if that were appropriate.

How many times have you been in a share and after years of struggle they land a decent outcome. First thing the management do is reward themselves. I remember a CEO called Bob Foster who effectively stole from shareholders then wasted millions of shareholders money on his own personal follies.
Here the management will reward themselves with dividends in a very big way as they are major shareholders. However as shareholders they will reward us as well.
They will have visibility over royalty payments and costs so with no debt will pay dividends very early in the profit cycle. I believe that could be 2020 and definitely H1 2021.

Just a matter of when now. Entry or top up price is within our control the rest is not. Sub 50p it is a outrageous bargain. I have added more over the last 10 days. Modest but at multiples will be very useful.

The bit that I found most exciting is where customers come to Ethernity from Intel solutions that don't work for them. Now put yourself in Intel's position how much would you want Ethernity's patented technology. If this becomes a trend it will create huge pressure.
It's not going to be long before "powered by Ethernity" or "ethernity inside" is seen on white box servers.

There were 3 different contracts eluded to in the interview by my count. 2 suggesting near term which ties with "there will be others this year" previous information.
Interims in September will provide more meat. Now it is MWC Shanghai looming.
I think that we can expect a challenge on 50p in the next few weeks.

£1.50 is just above IPO. I stand by £3 in 6 months. Certainly it will only take a few serious buyers to reach £1.50.

"Huge revenue", "huge Chinese vendor" & "substantial growth".
Kind of hard to ignore