Member Info for Tracylied

It sounds crazy now but anything strong and positive will breach 50p and quickly make £1. £10 including dividends won't look so crazy then.

Certainly £1 is a reasonable short term target but mid to long must be multiples of that. With a unique market position of a essential product with a global market £10 does not look crazy to me.

https://www.ethernitynet.com/blog/filling-needs-at-network-edge/

I don't see it as relevant. Lots of reasons to sell and it is a bit of liquidity which is really needed.

I guess the 100k trade was weighing for the price a bit.

There does seem to be a industry buzz about the next generation that will undoubtedly be the biggest leap. Also a degree of fear from the big players. I believe that this will prompt strategic alliances and takeover attempts.

Good for them. The developers and staff are the assets to protect so good for them. Where I am the boss has bought 2 company jet bikes at the Marina staff can use, and gym membership and many other perks. It's worth it to keep good staff.
The results are a scheduled event and will have been logged for a RNS as a planned event so nobody needs to be available.
Weather has been great in Israel for a while now, and perfect for a jolly.

$11.9m one year ago. This will be until 31 December so plenty at that point. I think that they will have plenty to see to profitability.

Imminently I am sure. I suspect that results will be early June.
I hope that there will be cash left, a increase in revenue H2 over H1 and some information on production agreements.
I like the fact that they don't sugar-coat non news but the market cannot base decisions on a couple of updates a year with no figures attached. This industry moves in 5-10 jumps but that will change with field programmable and we will see development accelerate. It's going to be a major source of income post deployment. I think that we will see 100's millions Ethernity units deployed in various cloaks.

I was wondering when they were going to release that news. It's been on the MWC Shanghai Ethernity page for a while. I suspect that we'll hear a lot of industry chatter over the next 6 weeks or so. Clearly there is a strong undercurrent directing the lead technology but Ethernity are in my opinion still directly in the line of the wave.
I have still maintain that we will see huge sales. These may have started already but it is clear that the main body is still learning about the next step.

I must say that I see the share price as insignificant at the moment. It is based on absolutely nothing so why value or consider it. Only trends based on tangible information, profit/loss or pending situation changes are worth regarding. The trend has reversed on not even enough to buy a decent second hand car. Do you trust the opinion of those "investors" or your own research.
So do you conclude that market size, direction and Ethernity products and developments are just a illusion. The market is moving towards the Ethernity solutions now. How fast is a global question. Clearly in Korea Middle of 2018 a large whitebox server manufacturer thought that the time was right to invest in the production and marketing of the products for the Korean Market. The deal was announced a long time after it was done with the results. These take time to deliver but the company told us that there will be more this year.
So the company are in production in a large and advanced market, Korea are global leaders for sure.
Others will follow I have no doubt.

I have attached see this year as still very much on. We have never heard of anything previous to an announcement and I don't expect that to change. I think that we need to hear of the scale of production in Korea and sales /profit news. Obviously that is in H1 so will be another couple of months.
I believe that 95% of the Ethernity products will be sold cloaked either whitebox or within other solutions. The big point is that Ethernity are now a unique total solution supplier but not the only supplier with a total solution. However other solutions will have Ethernity firmware or firmware plus FPGA packets.
I believe that the share price is a total disconnect from the situation of the company and this is a result of the tiny volume. Some fear being locked in and unable to sell. I don't think that will be a problem soon.
I want to see a H2 improvement over H1. I also want to know about the cash position as if there is any raising I want to be part of it. I also want to know how advanced other mass production agreements are as that is a clear indication of the proximity of the requirement for Ethernity products. There is a demand but it is nothing compared to what is coming.

Part 3 of FPGA explained updated. It's very clear that FPGA in some form will dominate the future. Now Ethernity as leaders and in some cases only solution provider need to exploit market share.

Looking like a time to take a few is looming. I am expecting a positive forward looking statement in the results but I don't know how impressed the market will be.

I think that there are lots of good reasons to invest now. The price is crazy cheap, the mid to long term prospects are excellent with even moderate success set to deliver huge cash flow and near term dividends.
However this is forward looking and they are not going to promote that.

I don't see any connect between the share price and the value of the company. The microscopic trading of pocket change in slow time doesn't value the potential even short term. The company must attract new private investors. The substantial management and corporate holdings are fine but it leads to almost zero volume. In a rising trend it means huge gains are possible quickly but in the absence of news we drift in the wind.

They are still very much in business. I am assured that despite the silence progress is on track. I guess we wait for details.

It is 30 days or longer if the results are known but they are waiting on some elements to complete. This was the case last year.
There are some more industry events soon.

My email last week said "imminent" and talked of being in a closed period. I would expect it to be in the next few weeks but nothing much to base that on.

They are completely irrelevant until we get an update. Results are imminent and we can expect some forward looking information and hopefully some clarity on the scale of mass production in Korea.