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If indeed we are in a closed period I look forward to the update. They have disclosed a contract in advanced stages. I suspect that this company will always be pending release of news.

What I would like to see is the company using a very small percentage of funds acquired at 130p used to buy shares from the market even up to 65p. It makes simple economic sense. They have plenty of cash to see them through the current market price who produce an instant financial advantage and they can hold in treasury to feed a illiquid market once the share price starts to rise.
Poor liquidity will produce extreme spikes once the full extent of the potential becomes evident to the market.
They have estimated profitability in 2020, the R&D is in place and the sales team is established globally. The costs are simple to quantify. It would show huge confidence in income from contracts like the one just announced if they assigned even just £250k to treasury purchases. It would be a clear sign to the market to say that they don't think that they are fairly valued.

However if that happened I would be gutted as I see the share price well above 130 in the mid term.

It's always difficult with these micro technology companies because the assets are only valid today. They need to continually develop their products to retain their valuation. It's not like they are buying Copper or Gold in the ground which is tangible. That can produce some extreme valuations.
Much at Ethernity is about the geography, personal networks and the development team. It's hard to say if the intellectual property would continue to progress post takeover.
Clearly if a large end user wants exclusive access to the product and anticipates substantial royalty payments to Ethernity then buying out is the best way they will go.
I suspect any valuation right now will need to be minimum of the IPO valuation.

I think that Ethernity's solutions are in the next step for evolution. Ethernity have the best in class solutions but they are not standalone. We will see more relationships formed before mass roll-out is a reality. I believe that we will see more contracts in the short term but the real rewards will come from much larger contracts. Ethernity own solutions and will simply license others to produce them for themselves for a royalty. Super 100% profit business model. It's maturing now as the world prepares for the future. Ethernity will not be the only similar provider but even 1% of the market will generate 100's millions.

Not a small business when you include the subsidiaries like telco systems. They are in Israel and the US just like Ethernity and both are in the same market. These companies are more aligned than competitors. The ENET solutions are used with other systems. Without those installations Ethernity have no customers.
Ethernity have made strategic alliances already to deliver solutions and this is definitely the way the developments will go in the future.
Ethernity are geographically and religiously aligned with all the major players. They will be swallowed up in due course no doubt but hopefully they will have time to reach £20 before that happens.

Yes it is, maybe they were looking at a shortfall or had a better offer. Really these IPOs are based on thin air and hope for valuations.

Don't agree with any of that. The value is in the technology, the developments and the talent of the staff. You couldn't buy the majority of shares without a 10 fold increases in the share price.
This company has been around many years and is a market leader. The management are passionate about the company and incredibly positive about their position in the next few steps of generation.
The value is in the millions of units fitted and the 100's millions that are waiting for the world to catch up.
The management are working very hard but they need to communicate their position to the market.
Reality is that if they start talking about what they are doing today they will be exposing clients in a techno race and their hands are tied legally.
On you talk of people in the industry it's obvious who they are. I believe that they are well placed to make 100's millions from the next giant leap but the product range is wide and they are in this situation on several technology fronts.
Margins will be near 100% as they will actually produce nothing beyond the ideas and receive substantial royalties when x by millions.

It is and I don't think that Ethernity really know what a circus it is. Low volume is a major negative.

I suspect that current holders are in a similar situation. I hold plenty in the low 20's.
They need to engage new private shareholders to move the price. Current holders have only been buying at new lows hence the walk down of the share price. I would buy more sub 20p.

http://www.heavyreading.com/details.asp?sku_id=3563&skuitem_itemid=1785

Seeing a lot more of these types of articles pointing to 2019/2020 as the defining kick off.

I am not surprised as Trumpy "adores" the people of Israel so developing that side of the business seems perfect right now. The US has some big issues to address on many levels including technology.
Telco systems from US and Israel just down the road to Ethernity. There is a massive symbiotic opportunity with the Israeli USA connection that Ethernity are placed to exploit.

I see that Ethernity are producing a webinar November 20th. It will be interesting to see how popular that is. I do get the feeling of increased activity.

Yes it is. What is stopping you.

Yes it's down and the worst performing IPO of 2017. I guess David Levi must be proud of that. Obviously you must feel for those on a huge loss and many bought well over 130. There is always risk but for me buying today is much less risky than at IPO. The drop is well overdone and based on a reduction in legacy contracts that were nothing to do with the point of the IPO. It slightly reduced working funds but expenditure appears well managed so far in developing market leading products that are ahead of the current requirements of the majority. However over the next 18 months this technology will unlock the next generation.
We have seen so interest and a nice contract. We need some income to be added through additional contracts to gain share price traction. I suspect moving between here and 100 will be a swift process with news and some volume. Beyond that I believe that margins on royalties will be near 100% and it can add up rapidly.
I stick by my thoughts that this can be worth £20 a share in due course. Cashed up and no prospect of additional funding requirements so I guess there is no real hurry.

Agreed and it's a long term commitment to Ethernity as it's difficult to reverse out of this position. I guess the contract can be broken down many ways when it comes to royalty but essentially. Ethernity have been paid for the opportunity to acquire further royalties over the life of the product. Of course it can be the first of many with this and other clients. Once in the margins will be huge, near 100%.

I think that there is zero chance of a new institution investor. They need to reach private investors. There is no liquidity just £100k would increase share price disproportionately.

Volume suggests that no one is doing anything right now. I think that Ethernity need to engage some new money. Maybe an investor event to talk about how undervalued this company is. However I suspect that they would not be able to disclose very much information.

Back on 13 September and before that I suggested 20p was the bottom and I still believe that is the case. It's been a couple of times and with no news may again but certainly this is a screaming buy.

It takes some confidence to average down. David Levi doesn't inspire confidence in me. He is not what you would call a natural communicator. I wonder how he performs with clients. I general rambling and strong accent doesn't help but I feel that he pitches too technical for the average investor. Acronyms are supposed to save time but when used with investors they just lose people. They need a better investor face.