Member Info for Tracylied

Thanks for sharing. I think our thoughts are not wide if the mark. It's a slow process and a product launch in September won't hit this year's figures to any big extent. All about 2019 but at these prices it remains tempting for me.

Over the last 10 days sells 46405 buys 101283. Share price down 10% over the same period.
We have heard in that time of a major development with the software tie up and Q3 (now) launch of a new product.
The annual financial report was really a non event given it is from a sector of the business that Ethernity are exiting.

Shoot from the hip at the AGM. Even if it doubled or tripled in the next few days there are plenty of reasons to be disgruntled.
I suspect that there are some institutions very uneasy right now.

I wonder if we will soon be looking back on this in disbelief.

I would like to think that those with inside positions are unable to buy as developments are advanced and forward orders for the Q3 launch are yet to be disclosed. Maybe. Certainly if management buy I will view it as negative, nothing to see here.... Move along now.

I can't help but think that IF Ethernity have called the next developments correctly that the share price really is only capped by the imagination. Margins appear huge especially on software and licensing. It is certainly the case that once one has the solution they will all need it. Ethernity say that the feedback is that their products are far superior to other solutions.
IPO at 130 with contracts in place and substantial income forecast 10 times the IPO would not be unreasonable.
2018 is a year of new products, new staff and new markets as Ethernity make the transition into a new marketplace. The drop in the SP has been about old and legacy business and I believe that this has created a huge opportunity. However it's going to be a wait for results to gather any momentum. Clearly they have not recruited 30+ people for nothing. They are well funded at a price nearly 4 times the current opportunity.

https://www.lightreading.com/components/comms-chips/ethernity-integrates-aricents-networking-suite/d/d-id/744581

With regard to the last statement about the Q3 product launch it would be great to know how that has been received by the market and if they have any traction from the launch.

I suspect that they are still positioning ahead of market developments and direction. It certainly sounds that way, solving the next generation of problems for well established service providers. I think that they have called the market correctly that very well funded global leaders will be knocking on the door. My question will be when will this start; has it started already and is there potential for the market to develop bypassing the Ethernity solutions. I think that I already know the answer but it would be good to hear it from the board.
Personally I am not so worried about red numbers as liquidating the stock is near impossible anyway at the moment.
Timing is rubbish for me but I will continue to add in small chunks as I have spare GBP.

http://www.ethernitynet.com/uncategorized/how-can-oems-benefit-from-ethernitys-complete-networking-solutions/

https://www.youtube.com/watch?v=6UDVFHzKgf4

It makes you wonder how demand is for this smart Nic. Seems to have all the answers so is it one of hundreds of similar products or just a slow starter.

The devil in the details. Clearly some behind the scenes volumes. I will take a few more tomorrow if the SP stays down. Just small chunks over a long period for me. Currently aiming for 100k shares with a bit to go yet. I suspect that there will get a point where the pending issues clear and progress can be announced. No management buying confirms that thought for me.

I believe that Ethernity will be exposed to substantial gains once their role in 5G is properly determined. It's really the thing near future technology is waiting on. There will be a explosion in applications once 5G becomes accessible. There are many issues to resolve I suspect but it will be small companies like Ethernity that lead this revolution not global service providers or data centers.

Yes agreed Aricent and Frog are both very successful and industry leaders. They only partner with those capable of taking them to the next level and now they are with Ethernity Networks. Clearly things are moving quickly behind the scenes and this is a major milestone released in a very quiet way by both companies.
I still believe that the 5g revolution is going to be the biggest leap and Ethernity will be one of the major facilitators. I don't know how that transfers to revenue but very recently a chunky figure was disclosed about just a very small part of the solution. I believe that Ethernity can multi bag very quickly.

http://www.ethernitynet.com/news/ethernity-networks-to-offer-complete-networking-solutions-with-aricents-software-suite/

All I can see on both my Twitter accounts is that I am blocked.

I guess this event went well.
http://www.ethernitynet.com/events/ethernity-networks-at-mwc-shanghai-2018/
I suspect that they have commented on it on Twitter but shareholders appear to be blocked.

I live and own businesses in Malta so a few extra stops for me.

Anyone planning to attend.

Answers one question. They do know how to post an RNS.

One year on since the IPO and Ethernity have trashed the share price wiping of about £25m of the IPO valuation. Worst performing within the 12 months. In the 12 months they have ignored shareholders, secured virtually no new business and employed many new staff. I guess that the market is judging the management as shoddy and inexperienced.
They have a Twitter feed that bans shareholders and a PR reps who never answers emails.
Not looking or sounding great but from this point if they can secure business and manage to produce a RNS they could very easily ten-bag overnight. With so few shares in public hands a chunky contract will create a supply crisis.
They had the Mobile world congress today in Shanghai. Did anything come of it??? I suspect we will never know.
I am a buyer still at these prices but this management need to wise up quickly or they won't be running this company long.