Member Info for Tracylied

It is indeed morning. Wind, warm and humid in the med. I guess it's back to ethernity towers today for tea and medals after a two week jolly. Let's see if they can produce some momentum to motivate this share price. Lots if talk and a small contract provides something to underwrite the micro market cap but not long ago these floated at 130 and peaked just below 200. I guess it covers a chunk of costs and some nights in good hotels for the jolly. Until contracts arrive in volume
2019 we won't see movement above 130.

No trades to move anything anywhere. Not sure how they attract more people to this share but I think David Levi is a real negative when it comes to engaging shareholders. Rob is clear, concise and confident, he would do a much better job.

Really the only thing missing is confidence in newsflow. Liquidity will arrive if there is some confidence.

Seems that Berlin was very worthwhile according to their Facebook page. More attention to information sharing now. I wonder if they have given themselves a talking to. Certainly I didn't hold back from telling them how poor they were. I guess a volume of those would deliver a message.

500k is very little indeed, a very small contract but significant as the first of many similar situations for this type of technology. However I was talking about volume. Even £100k of buying would cause a significant upturn. There are very few shares loose in the market. I don't think looking at the company is that helpful as largely the opportunity is not here yet. They are really only attracting niche situations. They have positioned their new products at a much broader sector where millions of units are a reality. Looking at the market reaction and volume/liquidity is more interesting. I tend to watch the watchers rather than what they are watching.

Very modest target, must be very near term. They were well over a pound on really nothing different. It takes very little to move this share.

Share price can't rise very far without liquidity. Sells must be viewed positively at this level. I think anything positive and we could see 50p real quick.

Looking over the last month there are many more buys than sells. I guess that someone has made it known that they need to offload some. However they could generate further buying by closing the spread.

The micro trade of 2042 shares was a below mid buy represented as a sell.

Someone who knows when to stop talking and answer questions. Someone who can be understood as he is very difficult to understand. I wonder how many actually bother to listen to the droning to work out exactly what he is saying.
Buying sub 24p first thing.

Why do they let David do the video interviews.

Certainly in bargain territory below 50p. The news which triggered the plunge back in January was largely insignificant to the future. Just the idea that the sector was moving technology slower than expected was significant. However these things rarely happen in straight lines on a graph and whilst the OEMs may appear to be doing little to move forward they were simply not ready for change. They still aren't but they will be turning to companies like Ethernity for their next generation of solutions. Fact is that many have the same challenges and for Ethernity it is a rinse and repeat application. I like this model very much.

The drop was due to the drop in revenue that was from legacy business that is not relevant to the new direction. It has nothing to say about future income which I believe will be massive with near 100% profit.
I see this as simply a bargain for those prepared to wait. Not for traders that's for sure

Highest climber on a subdued day. I think that today's news shows so demand for the products and there could be hundreds of royalty generating contracts running simultaneously for these niche products. The industry really lacks imagination when it comes to the development path and all tread the same ground eventually. I believe that this small acorn is just a tiny taste of the future in just one aspect of the market.

Yes agreed a toe in the water, the significant aspect being the relationship and the potential bolt-on. Enet are not actually selling anything here apart from their technology on a royalty. The more they have the more they pay. The potential globally for a fraction of the Ethernity product range is many multiples of the current valuation.
Ethernity are able to answer many of the challenges these OEMs have and drastically reduce the time to market.

I don't think that it is helpful to have product and technology updates in the results updates as the message is lost. Clearly they have awesome patented technology that will accelerate and cost manage the next generation. They obviously have some manufacturing capability and really this needs to be disclosed to the market. Cost of production base cost to the customer and units produced.
I think that the visibility is the problem with this investment. Lots of news just not being delivered to the investing community.

I think that from 130 it's not so bold and really not much has changed. The detail of the model or the likely model is the really exciting factor. Equipment manufacturers are the very people with the resources, expertise and facilities to scale up manufacturing rapidly at no investment from Ethernity. I suspect that will happen globally simultaneously at many locations. Tier one OEMs do not deal in small numbers.

I haven't got nearly enough of these. Terrible timing for me but I strongly believe that despite the management this will be £20 in 18 months.

Looks like the third bed and ISA in a couple of days. Maybe people are anticipating this making substantial returns.

It's odd how just a few shares sold was marching the share price down but more than a week since a sell and the share price remains rock bottom.