Member Info for Tracylied

I don't think that there are many typical SIM punters in this share. I think that any that were have long since gone. I read many green shoots of opportunity for the company. A expanding headcount of the people needed for a major expansion. The process of engaging and developing tomorrow's customers is advanced now. I must say the financial performance released today is very much about what Ethernity used to do. I suspect customers are positioning themselves for the new technology. It seems to me that Ethernity have a golden opportunity over the next few years. I hope that in the current year we see that developing into a contract or two but clearly when 5G and edge solutions become the new priority Ethernity will be well placed. It's coming and I can wait. I will continue to add when I can.

Certainly not as bad as I thought that they would be given the huge drop in share price. The company are effectively totally changing the way they do business and their product portfolio. That was the point of the IPO. The customer base is changing and the solutions coming from Ethernity make the products of the past obsolete. I think that we will see a lot of new business and will lose a lot of old business. That is very much the nature of the industry. Cash is strong and I keep going back to the February interview with David which clearly maps what he is expecting.

It's true. However they own most themselves so will at some point want to increase the price. Fact is that the minority of shareholders are the ones moving the share price and they will be the ones that increase it when that happens. The price goes up and down on peanuts transactions.

They certainly have to be at the shows and pushing the name at every opportunity. Seems that they push the business but not the share. Little things like not allowing access to their Twitter feed and not responding to any emails tells me that they have no interest in the share price. I wonder if any of the institutions are grumbling yet. Ethernity is the worst performing 2017 IPO.

I see Ethernity Networks are exhibiting at the Mobile world congress in Shanghai 27th June. At least they are still functioning as a company and promoting their solutions.

I see much less risk at 50p than there was at 130p. It's a secretive business and the market will be the last to know what's going on. I believe that it's business as usual and there is a real change ahead for the industry. I believe Ethernity have placed themselves well to benefit from the new business. Of course little evidence of that right now.

I guess that was the turd in the pan causing the share price to decline. Someone has lost a serious amount of cash on that deal. Easy come not so easy to go with microscopic volume. I wonder if it will trigger a RNS. I wonder if Ethernity can remember how to file them.

Small amount of buying volume the last couple of days. Tiny but against the general average volume it's quite significant. Price has dropped on one small sell which has been replaced twice over with buys. When positive news comes the share price will move quickly. Not for a while I hope as I want a few more.

Finished more or less even by volume. I believe that they have to release the financial information by end June. It's going to be interesting to see how much cash remains and if they are still profitable. Clearly as the share price was trashed on this expectation it makes one wonder if it's actually that poor.

I have been in a position before of a forced at any price seller and you can bet your life it is on a day where you can't sell any. I guess that trade was what the walking down was all about. I will take more tomorrow if sub 50p.

Looks like a seller was mugged. What a shame.

50.485 is the price to buy. I took a few more this morning.

I think that they are positioning themselves to be a big player in 5G. It's not here yet but it is coming. I doubt that the management have any interest in the share price as they know what is coming. Clearly a huge amount of revenue will move away from major players who have for years held the major networks and data centres. I believe that Ethernity will be a major problem solver and cost reducer over the next few years. I can wait and will be buying more either tomorrow or Friday.

http://www.ethernitynet.com/blog/

That's exactly how I see it. I bought last week and will again next week.

That would be very nice. I think that this is the type of business where you only hear once everything is deployed and functioning. The commercial advantage of being ahead is huge and will be protected by contract.

Certainly sometime in the next year.

Absolutely you do. They are giving nothing to the market and on the face of it they look rather pathetic. However I suspect that the perfect storm is brewing and Ethernity are directly in the path. Technology has few leaders and many followers. Once leaders like AT&T move others will follow. Ethernity then have a platform to produce products in to. Personally I am going nowhere and hope to add before any news. I think any news of worth and the share price will move on very little volume. I think that this is a 2-3 year hold.

https://www.pcmag.com/article/359036/it-needs-to-start-thinking-about-5g-and-edge-cloud-computing I believe that Ethernity are well positioned to take a major part of what will be a huge future. I see the ability to repurpose and upgrade hardware in the same way software is done as a huge commercial factor. Once a 5g network is in place like AT&T are doing Ethernity will be able to fine tune the hardware to deliver custom solutions. Simplified a million times over I know but super exciting prospect even if the company can't write a RNS.

https://www.forbes.com/sites/theyec/2017/07/19/what-the-edge-cloud-means-for-the-future-of-iot/#27aa1b585631