Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://www.eejournal.com/article/how-long-will-it-take-for-the-chip-shortage-to-ease/
It's important to understand that shortages are not universal. Those with the big squeeze are the latest fabs where demand and supply has the biggest margin to make up. Ethernity use established FPGA and processors that have been around for many years. ASICs suppliers have huge issues because their product is very defined by Ethernity can use FPGA from many sources.
Auto makers have it even worse because of the tight specifications and design constraints.
However the FPGA is a very small part of the product price. It's what Ethernity do with it where the value is. If the supply cost increases the efficiency becomes more of a factor. Ethernity use cost effective FPGA and very cheap quad core ARM processors.
Ethernity will benefit from a squeeze and it raises the barriers to entry.
It's a no brainer really. The window was closing on cheap shares and they can see that as before the placing the trend is well established. Yes they made a very strong profit, yes it was very poor for shareholders and certainly it was linked to Tarana in my opinion. Of course nobody will ever admit it and soon it will be all done.
The more you dig the more you find.
80p is a very short term target longer term this will be £5-10. The cost base to revenue ratio forward will unlock huge profit margin on revenue $10m+. Certainly 22 will deliver substantial profit that will drive this share next year. It's very likely to be £2.50+ in 12 months in my opinion.
Given increasing revenues and exploding sector interest from investors. Liquidity will tighten again as long term investors come to this cash generating share. Ethernity just need to release recurring orders and revenue news from existing contracts with OEM products gaining sales.
That chart is very close to what I have post placing. Pre placing it was just sooner. The projection has so far played out. This move stalls somewhere just below 70p for a week or two then moves to 80+ on a news item. Of course the timing of the news is somewhat fluid. They will certainly want to get through these nonsense RNS first so to build a stage.
MTI are a global wireless vendor through resellers. Many of the resellers are for military products however the future for them is 5G antenna as it's a market that will produce huge growth.
This is typically the type of vendor that Ethernity wireless backhaul solution and actually several other new products like UEP would package with. It provides both sides with huge leverage in what's really a specialist market.
MTI are antenna vendors. This product would be used with a product that Ethernity produce. Typically a large Antenna vendor would offer a complete solution like the IDU using Ethernity technology under their name.
It shows that the antenna market is moving.
We'll definitely see commercial antenna vendors using Ethernity products for wireless backhaul with bonding.
It's interesting with Tarana. They now have a North American reseller who will no doubt move quickly to secure business with the small wireless service providers.
I contacted RTA who said that I can receive a fiber like wireless connection at my "home" address near Denver even though it's not on their 13000 mile fiber network. How can that be are they planning to lay new fiber..... apparently they have a new wireless product on their Gigfast network. No I said as I am surrounded by trees, no problems they said.
I think at that point they were getting a bit suspicious. I learnt that they are offering 3 different speeds and all will be available in my rural location.