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To reward themselves they also have to reward us. First dividends will be at maiden profit I suspect.

Yes I think that longer term £1 will look very cheap. Short term 30p is hard to ignore.
Assumi g they have done what they have indicated then we are not far from news capable of considerable increases. The facts need to be disclosed. How many OEMs are making aceNIC100 and marketing them. How many are sold. How many of the last generation are upgrading now. Much industry sensitive information to be disclosed.

Yes mugged for £3200 I guess somebody needed the funds. Approaching value for me now.

I think that the company are in the exciting times now but it's taking time to filter through. The tech world has taken some very deep breaths before stepping into the next generation. However once a few step they all do.

Just not Ethernity market the majority of the deployments will be whitebox. The big brands are going to suffer.

Interesting when you look at the patents that they are the property of Ethernity Networks Limited. Any acquisition would be huge if those patents drop in the advance tech path. They sound quite general in the text.

Clearly things are moving at quite a pace now and this will increase massively over the near term as the wide market see what the leaders are doing.

With this share so illiquid any further buying I do will be in small chunks. We need some confirmation that interest is converting to orders then we will be away.

Who knows, what we do know that the company are very busy and interest in the solutions are at a all time high. We do know that the mass market is moving towards the problems that Ethernity hold the solutions for. I have little stress over the short term movement.
I expect the share price to be much higher quite soon. Hopefully I can take some before that happens.

The market has changed and now they are pitching to a very different market. However it is the global OEMs that will ultimately be selling.

https://www.ethernitynet.com/blog/fpga-questions-and-answers-part-ii/

It would be good to know if our Korean server manufacturer was a full production yet. In theory there may be up to 8 smartnic on each server so numbers could be very large. The bulk of the edge servers will come from whitebox manufacturers in my opinion and some of those will be powered by Ethernity aceNIC100. Others may have 3 party FPGA nics but still run Ethernity firmware and security.

It is always difficult with emerging opportunities to quantify size and timing. Clearly David and Co saw this a long way off hence the complete change of direction for the company and the IPO.
I believe that the scale is much larger than first thought and that is why everything has taken longer than hoped.
I suspect that news of contracts with OEMs has already been flagged and won't be released except in summary in the results and upon completion.
Clearly the goal is to have a global manufacturing and sales presence managed and funded by well established manufacturers.
I suspect that they are well on the way to that now.

I guess it depends how long the share price stays below £1.

Not me yet. I would like to at this price but still waiting on funds.

They forecast positive cash flow next year. I think H2 was much better than H1 but cash will be lower no doubt. When I have got a reply about cash burn I was told that they don't anticipate raising further funds.
However I suspect that depends on the scale of any opportunities. Right now inhouse component production will be minimal. OEMs will be investing in production, tooling, and marketing and sales.

Me too and the reason I like it is because they will want to reward themselves with dividends at the earliest opportunity

Look back over any giant leaps and they all started slowly. The industry is still coming to terms with a giant change of direction. Large established household names could be bypassed in the next step. FPGA and Ethernity will pay a big part but will be largely through established OEMs. It has created a lead in delay whilst they get on board but it means that Ethernity make no production investment so no dilution. It also avoids any tariff situations.

The blog is not aimed at shareholders.
I don't think that big news will look very big. Really we need news of the aceNIC100 being placed with more OEMs to be sold with their servers as a package.
We know in Korea they are in fill production this quarter but we don't know numbers and we don't know sales figures. Clearly this is not a trial or a limited run so numbers will be significant but this must be replicated globally now.
Ethernity are very poor at recognising ways to release news to the market.
However when there are so few PIs and mass institutional and management holders it may not be seen as a priority.
No point in being frustrated unless you need to sell. I will be a buyer again soon as I don't have enough of these.

Sounds like it was super busy at cloudfest. Lots of background noise from the crowds near the Ethernity stand. 100-400g on a smartnic is a huge leap but seems to be where Ethernity are going now.
Clearly we need some sales numbers in due course but I suspect that they will be well cloaked in the figures for the current period.
As for the results that we wait on niw they should show increased revenue and increased costs.
I hope that we don't get more special situation contracts and they push the model with OEMs and get ethernity products into whitebox servers. That certainly is happening in Korea but we don't know about the slower developing markets like USA.