Member Info for Tracylied

Clearly if the products have appeal in the approaching 5G world then they will appreciate massively in the time it takes 5G to rollout and globalise. The bit I like is that they will not be manufacturing the widgets it is for OEMs to do that. The margin up is like 100% once development costs are covered. Zero to 100's million super quick. The drop from £1+ was based on legacy declines and slower than hoped implementation. Once rolling this will gather business quickly. 2020 it could easily be the star of the charts.

http://www.ethernitynet.com/news/ethernity-networks-and-advantech-collaborate-on-accelerated-vbras-platform/

Sounds good to me but like the Aricent news not released to the market by RNS. I would have thought in a company worth less than cash that this type of news must be worth something.

Well something has sparked some interest.

I think that there have been opportunities to disclose progress without compromising others. Yes the world of OEMs is a smallish one and they will all know what the others are doing. I hope that the management learn by their mistakes rather than continue to ignore the shareholders

Problem in my opinion is the lack of RNS's. People want constant updates.

Yes my average is in the 30's so not so bad. Many must be holding at 130+. It does get to a point where it simply is not worth selling. I suspect it will rise quickly on mass production news however will this company even tell the market that has happened. I see the whole problem as their neglect of their listing.

Best of luck with that. It should be good but I thought they were cheap at 80p so what do I know.

Plenty of buying at bargain prices. I suspect this will be 20p or near 20p for a while. I think it shows that the market do not value this management and assume that they are failing.

Company worth £6.5m.

Indeed depressing but I expected it to go to 20p and I think it will. I will buy more end of this month. Lots going on for this company and a really exciting opportunity is approaching but for now it's off radar. Buying time.

Makes a good argument. Could we see a million applications globally. Clearly a ready to go solution, not the only one for sure but access to tier one players and advanced contracts post trial with partner mass production looming Ethernity look way too cheap.

http://www.ethernitynet.com/uncategorized/microsoft-azure-makes-the-case-for-fpga-based-smartnics/

That's really what I was afraid of. I had come to the same conclusion and really it leaves a drifting ship with no direction or propulsion. This company need to get a grip of the developing valuation crisis. They are vulnerable right now. The investors don't just look after themselves.

Makes you wonder if Levi is feeling like a loser with the Aim valuing him below cash. Clear indication that he is not trusted to spend the money to generate profit.

I must say that I do not understand how contracts can be signed and the market is not updated. At a cap less than cash any deal no matter how small must be material to the valuation.
I see the anticipated release for Q3 is now Q4. Interesting to see that one tier1 is on board and another is on the ladder. I also note that the client will be manufacturing the hardware. I guess that makes a lot of sense and will lead to super fast manufacturing ramp up at no Ethernity cost at multiple locations. It also allows for bespoke applications that I am sure will attract a premium.
I really like this model as margins are 100% and investments almost zero. At multiple locations the return will be huge even on modest royalty.

A strange days trading on Friday. Really all about allowing the 152k sell. Really a product of a very illiquid market resulting in large steps down to find buyers.
I suspect on the way back it will be large steps up to find sellers but that isn't going to happen until this company produce some tangible progress.
The update was in my view encouraging and I believe that many manufacturers and users will be buying Ethernity solutions in a attempt to catch up. Then roll that globally with regional manufacturers of Ethernity products and this will be measured in hundreds of millions not less than cash as currently.
I will continue to buy steadily in small quantities when I can in the belief that soon I will be rewarded. Red at the moment but this can change very quickly.

It could be quiet for a bit longer and if they sign deals they should not be waiting for results to tell the market.
I think it's a shame if they are doing good things that the market is left in the dark. I can see this going to 20p or below if they don't feed the market.

Yes a positive update marked by a further downturn in the share price. They appear to have some traction in the marketplace although it's obviously very early days.
I see no hurry to buy more but like others I will continue to add on down days. There appears to have been some shares changing hands today but it's difficult to determine what's a buy or sell.

Yes it's not like they trial 10 and pick the best. Often a trial is about feedback and improvements to the product. Things move quickly once a major commits to a direction and others will follow.