Member Info for Tracylied

Depends largely on recurring revenue. In 3 years they could be starting the year with $50m.

When

Imagine the tax bill. Now you need to lay down.

The largest stride will be in the next 12 months. What I saw in 2018 is happening now but on a much larger scale. £5-10 is looking very achievable and certainly we can expect significant share price movement in the near term.
Thousands of units at $1000 a unit is a big chunk of change.
The contract in India was exceptional because Ethernity are paid for product development. We know that they have the product now under testing in the Ethernity lab. The OEM expects substantial immediate sales from when Ethernity has the product complete. We know that the Indian OEM is manufacturing for the global market.
I have a buy sitting waiting for execution for several hours now and it hasn't even made it to auction yet.

Interesting the conversation on DU. Single or multiple deals multiple thousands of units. I think that the DU contract is close at hand.

Agreed. A very good piece. I hope that it gets some coverage and they start to beat the drum a bit. The margins are a bit confused because although the old model was near 100% because each solution was designed ground up the R&D costs were not attributed but of course were very real. Here they have a product they sell multiple times (ASIC like) just with minor reworking.
To compare with anything else you would need to be looking at something in a new and emerging market with huge scale.
I am struggling to think of a quick comparison.
Ethernity will go from zero to huge very quickly now.

The promotion videos and presentation evenings are paid. The live presentations are a waste of effort but these videos have some coverage.
There's a lot of new information in here about numbers which can be easily developed. It also becomes possible to work out who the vendors and OEMs are.
The wireless vendor I have a shortlist and a strong favourite.
Very large share of the market and global reach. This is a much improved product with a substantial market opening up really from now. Sales will multiply quickly.

I am forced to rethink 2022. I have a very modest $5m for the switch at Tarana. The UEP-60 deal just announced for the indoor radio unit I am going to value at $10m . The UEP for Indian OEM is a larger market with global manufacturing reach I say very modestly at $10m. DU I don't know how much will be in 2022 but if one hits a mass deployment $10m is almost laughable.
I lift my base $20-25m to $30-35m.

So it's very clear from that the UEP deal for $930000 for 1000 units at $930 a unit into current sales 10000 units a year equates to $9.3m in 2022. Mark was quick to point out that 10000 units is on their old product and clearly they expect more.
Some numbers now to attach to the revenue figures.
There was a lot of information in there and I will go through it all a bit later in detail.
This is a very clear message to the market, exactly what I wanted to see.
Clearly they expect many more quick to market contracts in the near term.

https://ethernitynet.com/event/big-5g-event-2021/

https://ethernitynet.com/event/upcoming-events/

Looking like David will be on the west coast September and October for 3 events.
November in Berlin and California.
A very busy time and these events are buzzing this year especially in the US with massive federal funding available.

Ethernity has s team going. Normally two to four. They messaged today for last minute spaces to discuss clients needs.
This is a substantial event given most have been virtual or cancelled.
It's important because those attending are decision makers with 50+% CEO or above. Sidd is the decision maker at Dish.

I am surprised that Ethernity still has meeting slots available for the Denver show.
Hopefully they have a meeting with Sidd Chenumolu from Dish lined up whilst they are in the same space. I believe that Dish (Sidd) directed Dell to Ethernity for the Router on NIC DU advantage.
Certainly it's a huge networking opportunity and a great time to disclose contract success.

Mr 10000 strikes again. 39p when I was getting 37 offered for 10k.
I suspect that the 10k seller was the 15k seller previously, hopefully it's 5gIF and not another bored shareholder.

Anywhere in Europe it doesn't actually matter. 750m population UK 66m. In Europe one can trade on any exchange from anywhere. In the UK outside of Ireland it's nearly impossible to get live quotes and I have often waited 24 hours to fill a trade in auction at an uncompetitive price.

Fairview yes it will attract gamblers and spike. Exactly my point.

Any non UK. Market. I have always done well in Germany and Spain. The UK is such a small pool of investors and isolated. In Europe it's easy to trade on any exchange in euro with no border.

I own no other AIM shares. It's a disastrous platform and I will never own another AIM share.

Skid I think that you misunderstand a cold market. It's a market that lacks depth. It's about knowledge, understanding the mission. An RNS dropping on a cold market results in a 3 day spike and return back to or below pre RNS levels. A contract that delivers over the long term needs to be understood. The recent UEP contract appears small and insignificant. That's what a cold market sees. However when an informed market looks at it they see a initial production orders with many more larger orders behind.

So roughly 87 more 7am opportunities in which David is "hopeful" they can deliver on "deal flow forecasts"
Ah the crux of the problem. They forgot to tell the market what the deal flow forecasts are.
Empty words really as how do we know what they hope to achieve.
There needs to be more transparency as investors sit again in the dark.
I know that they expect 4 deals at least one I expected before Interims which are normally September.
I suspect that it's going to tie in with the 5g event.

This is Davids message, it's quite clear deals are coming, H2 is now so we can expect disclosure any day as deals are multiple.
Can't sell in volume and no buying interest, liquidity on the ground. The two do not add up

“It appears that most of our engaged customers are now returning to more normalised levels of business operations and are finalising their development of new products and architecture. This is expected to lead to demand for our programmable products, and the deal flow forecasts for engagements this year remain intact. We are hopeful that these will continue to be concluded during H2 2021"