Member Info for Tracylied

The sign up suggests it's more for potential users of the solutions rather than shareholders or future investors. I suspect that there will be a light reading piece resulting from the event.
Great to see some promotion at last. I know it is because the products are now market ready and the company has received a massive increase in enquiries.

I am sure they will but there won't be buying at 20p by then. The company say that the broad direction is towards their products and they have patented technology that enables the next generation to be cost effective. I personally buy that without knowing the ins and outs of the technology.

https://www.proactiveinvestors.co.uk/archives/sector/tech/presentations/118/Local

It's very clear where Ethernity expect growth to come from.

There may be supply available but we have seen very few sells over the last month. Buts outweigh sells by 4 to 1 so either there are trades not reported or a very large sell pending. Small sells pushed the price down but there seems to be a reluctance right now to add anything to price.

A sea of blue for this sparsely traded share. I do wonder how books are being balanced given the overwhelming buying. Yes low volume and small trades but they all add up

I wouldn't say preying for good news. I think that it will take a major deviation from the current industry course for Ethernity to miss out. They are in a small part if the market potential as specialists of the Telco cloud but they can and have secure contracts from parts if their offering and from bespoke applications.
All to play for from 20p, after all many paid 130 and above with must less going on and much more uncertainty. Since then they have completed a tested the products, the market has moved closer to the ethernity technology and the share price is 15% of the price. What's not to like.

I think that the buy volume is overwhelming and even with low volume sells are still needed. There is no liquidity for any large buys. The share price will move up on low volume.

Hopefully there are some boutique investment funds attending. I have been to many and they rarely amount to anything but good to see them making the effort at last.
Even a £500k investor would struggle to get any shares and definitely not below 50p.
I live much closer to Israel than the UK so won't be going along.
It's a very strange mix of ASX listed and one private company.
Good thing is that it generally results in a video and more promotion.
I do know that they are ramping up the investor side because of the massive increase in activity at the company rather than in response to the share price.

http://www.ethernitynet.com/uncategorized/the-growing-importance-of-the-network-edge/

I see that Nokia have made some changes as they state that the 5G Era is accelerating. Massive opportunities in 5G for Ethernity as it makes many more applications possible that will require huge data volumes. Ethernity solutions are right in the sweet spot. It won't take much to kick off interest in anything vaguely 5G related.
It's not just a new generation but the first generation where plug in box suppliers won't have the solutions to hand. Hardware will be remotely programmable rather than fit and forget.

Interesting to see the Proactive RNS. Hopefully David can get the message across. I don't think he is the best option for presentations but it's not his day job..
Unusual way to announce it for a company that just a few months ago did not release an RNS for a new contract.
I wonder if they have turned a corner now.

The IPO was all to change the way the company worked. They have been in business a long time but the IPO allowed them to move up the value chain and develop their own complete products. They still have legacy contracts.
In January they informed the market that the requirements for their technology was not moving as fast as they hoped. SP dropped and has continued to slide ever since.
Now Ethernity are ratcheting up the industry promotion as the leaders are now looking to the next generation of solutions. 2019-2020 this company will attract a lot of attention.
Funded for the next couple of years and income expected to grow rapidly.
I have been bold and stated £20 a share mid to long term. Crazy from here but at 150p would not look so bonkers.

The company has several products that are ready for market now. Basically they accelerate and traffic flow data. They speed up and manage information so it reduces costs by about 80%. They also have products that allow processing at the edge of the network rather than in a data center often thousands of miles away. This allows for fewer servers and CPUs to complete the same function or many more functions in real time. Important for things like automated vehicles as delay will result in accidents.
They can either use their firmware on third-party hardware or deliver the whole package.
It's important to understand that Ethernity will probably never actually make many commercially customers are equipment manufacturers and they use Ethernity ideas and pay royalties. This means access to mass production is free and quick. No factories to build and tool. These products will be make along with the customers product.
They do much more but it gives an idea.

So 120k of buying doesn't attract any movement yet so often a microscopic sell sends it down. Plenty of blue days ahead

Just a couple of days until the Proactive Investor event and I have seen nothing to promote or even mention it. I assume that someone is bothering to come over to present so why not tell the world about it. I have been to many of these events and the audience is largely made of existing shareholders. However there could be nobody at this one.

They are indeed leaders in the Telco cloud edge technology. The share price has no connection with the quality of their product and their position in the market.
The reality is that the cloud edge is a new playground and Ethernity are there waiting for the main party to begin. They have stated that they have developed the solutions for the next step in the evolution which is 2019-2020. Of course the big players are positioning themselves now hence the interest Ethernity are receiving. They expected the market to move quicker hence the announcement in January that began the collapse.
My view is in no way rose tinted, in fact the complete opposite. I don't know how many participants will want to accelerate functions on the edge and how many will want a product configured for the Telco Cloud so I have to consider the amount currently using traditional data center functions. However slash costs by 80% and many new applications become viable.
The contract just released with a upfront payment worth more than the entire first six months revenue is just a small indicator of what's to come. Royalties will have that repeating every six months. Note that is not for a physical Ethernity product just for the firmware which has been ported into another system.
This type of deal was of interest to one OEM and will be to hundreds more. This is just a sideline for Ethernity but could in a very short time produce major income multiples of the current cap.
Now the products that the IPO were all about have been developed and tested. The main body of the market has not yet arrived. The leaders are seeking the next move and Ethernity believe that they are placed with "patent" held applications right in the path with must have solutions.
Now you tell me what a couple of trades from investors has to do with any of that. The share price is driven by news and the expectation of more news and supported by profit. That is coming. Ethernity are unlikely to actually ever physically make any product that you can hold in your hand. The next generation will be about accelerating and constantly evolving existing and new hardware. It's about making the ridgid flexible. This fact alone is going to make progress accelerate rapidly at the speed of new ideas and imagination rather than a speed dictated by Cisco and the like. This is a environment that Ethernity will lead in, they are already placed in the front of the pack and will take a large chunk of a huge market. However even half of one percent of the Telco cloud will be worth hundreds of millions.

So in summary the market has not yet arrived, 2019-20 will see orders and mass production (not necessarily by Ethernity) of ethernity technology. Each use will produce a royalty. As we have seen it is also likely that each use or opportunity to earn a royalty will attract a upfront fee.
The investors know very little about what is to come in the next generation and really why should they. I believe that £20 is likely if you

The main issue is that the technology is difficult to understand. Not the actual method but more the requirement. Clearly the industry is moving away from global household names producing plug in boxes to access fibre or complete a function. Those boxes that take years and millions to develop are no longer the solution to the fast moving challenges ahead. It's not just the time but the cost and inflexibility. Ethernity have the answers to some of the questions and the answers are not fixed but capable of changing with the evolution of the requirements.
Of course they are not the only company who can resolve these issues so Ethernity have made themselves leaders and experts in one part of the market. That market is part of the Israel US connection which they are well placed to exploit.
Unfortunately being below any measure of value does not guarantee that value will ever be restored. Many see it as a negative to buying a share whereas us here see it as a plus.
I don't think that cash funding will be any concern right now as the options are many without recourse to the market for funds. I don't think that we will see any dilution below IPO price.
The demand for solutions is increasing and the next step is well flagged. The bulk of the market moves slower than those they are engaging now but they will tread the same path soon.
I am talking here of a small part of what Ethernity do and can offer. Potential is massive and the share price today is just a snapshot of madness.
I stand by £20 a share long term.

The buys continue to roll in and these shares that are being sold now have to come from somewhere.

Agree with that but the market is the buys and sells. It's the confidence in buying and selling that determines the movement of the share price.
They say that they are funded well into 2020 and I think that will prove to be correct.

I think that it was a fair assumption based upon the cash difference in the 12 months from $18.2m to $11.9m however it's not the full story as it covered a period of transition which is always expensive.
I don't think that it will take much to see a profit with ongoing royalties and likely expansion to the contracts.
It's a situation where someone has to go first and the whole industry will know who has what and if it's worthwhile.