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I agree that they only need one and all changes. However until they are able to announce something delivered they need to have something to talk about.
I also missed the proactive piece which suggests that it really didn't create much interest.
They can only try to predict the next moves and the timing of when others will commit. Massive trials of products need to have a defined term and a market update on the outcomes.

I don't think that I have ever invested in a company who have produced so little progress or news.

It's interesting to look across similar solutions from many other providers. It's clear where the future is and the volume of opportunity is huge. There are many similar solutions out there and the market players will all be looking for their USP. I suspect that Ethernity will do well specializing in niche markets as experts.

I certainly won't be selling now. They are in a long lead business cloaked in secrecy over technology advantage. I don't think that there will be any specifics released even post contract. Clearly they have a duty to update the market and as we have not seen any inside buying disclosed by RNS then I assume that there is sensitive information to disclose in due course.
The company have said that this this really about 2019 and beyond so unless that changes I expect just the minimum statutory announcements. However we do have a seemingly well organized buyer or buyers that take any volume on dips.
I believe that there has been a lot of interest and that will result in substantial sales and profit. Right now it is rubbish but all can change quickly and I guarantee that one won't be able to buy once news is released.

6000 sell 25000 buys and the price continues to fall. I think that the noise from the company says it all.

I think Ethernity are specific to the telco and they are leaders in that. I think this deployment is very niche. I think when we see sales they will be huge.

https://fudzilla.com/news/ai/46986-sk-telecom-deploys-xilinx-fpgas-for-ai

I don't think that this is in Ethernity market but clearly market players are moving with the technology.

I wonder how the interest in the new 100 Smart Nic is progressing. It was apparently well received in Shanghai in June and it is available from next month. I assume that if it becomes a "household" product as they believe it will then the returns will be huge for the company. This share is certainly not about this year but hopefully next will produce the biggest percentage mover of listed shares.
I just have a good feeling.....

Trouble I have is that has all come from the broker and really what do they know.
I suspect that there are major tests afoot and that major contracts will be signed worth 100's of millions. I also suspect that once that is released that Enet will be £5 a share or more very rapidly.
I understand that there are issues of disclosure and the choices for those involved is small hence much more potential than a mere £5 a share.

I find it incredible that we can be in August and still be waiting for our first bit of progress this year. It seems so far if the information is to be believed that this company with all it's new staff and funding have delivered absolutely nothing. This is whilst maintaining that the market is "going crazy for our solutions"
After stating that an alliance was worth $90m. After releasing no information, making no effort to engage shareholders and allowing 2/3rds of the share value be washed away.
I doubt such a pathetic management can be matched by other listed companies.
A total lack of interest and energy. However as they own most of the shares I suspect that they will not be removed.

I don't know if they have or not. Certainly the share price says not. However these types of deals are always commercially sensitive and disclosure will not be flagged. The fact that management have not bought any despite the crazy low share price suggests to me that there are significant events afoot that would be material to the value.

https://youtu.be/tTxzrvQtFLk
According to David the world is crazy about Ethernity's solution. Old now but much of what he talks of is now near term.

I think largely the general market don't understand the opportunity that is approaching with OEMs requiring solutions for the next generation. Ethernity having developed the solution which seems to have attracted some interest. New product launch next month that could well be a must have. However I fully understand why there may be some confusion. This company have done absolutely nothing to inform anybody about anything.
I know I bang on about it but the biggest risk is the inexperienced management.

Long term or not makes no difference as the management fail to grasp the threat of a low cap to their existence. This is not their company any more. They also fail to understand that they must interact with shareholders. In the long term that will be a disaster no matter how good the product.

If an institution is liquidating it will go to single digits.

So is that market cap below cash value with zero debt. Surely David Levi must be holding his head in shame for the current valuation of his work. The AIM does not value him, his company or his vision of the future.
Not surprising really when he has made no effort to communicate any of that to the market.
Does not answer emails, does not realise RNS worthy news, does not make any attempt to promote the share to new investors and bans shareholders from Twitter.
I guess that it doesn't matter how good the product is if the management are shocking at the basics.
Looking forward it could all change but how would anyone ever know.
I assume that the institutions have already written off their folly.
This management are inexperienced and naive in my opinion. They have run a successful independent business and now they have shareholders they have not changed their priorities. They need to now as shareholders and future shareholders cannot be ignored like this.

No not me yet. Maybe we aren't alone.....

Don't beat yourself up. Buying within 10% of the bottom is a strong buy. I don't think it will go much lower.

Thanks that's good to know. The whole thing is bizarre. Not answering emails, banning some on Twitter, no updates or communication and no investor presentations. I know that they are new to this but they need to realise it's pointless unless people know what you are doing.
I will take a few more end of the week.

I still wonder why progress does not get updated to the market by RNS. David was very excited about the FPGA being selected by Ticomm back in February. He even quoted a figure for the deal which was something like $90m in an interview but it was not worthy of a RNS. Now what looks like a major advance and a short lead to market and presumably some expectation of sales with the Aricent software. Both of these could have been rolled into a market update.
It's accepted that deals with OEMs and service providers are slow now because this is still future tech but things move fast once a leader moves: the whole pack will follow. Ethernity needed to pushing the brand at every opportunity. One day soon they could be a major solution provider with established household names knocking on their door to access 5G edge tech.