Member Info for Tracylied

MTI are antenna vendors. This product would be used with a product that Ethernity produce. Typically a large Antenna vendor would offer a complete solution like the IDU using Ethernity technology under their name.
It shows that the antenna market is moving.
We'll definitely see commercial antenna vendors using Ethernity products for wireless backhaul with bonding.

10% looks cheap compared to the warrants. I can't really understand why they were set so low and with such a discount but the whole thing was ridiculous.

If they can churn 100-150k a day we'll be done in a month. After that the brakes are off.

It's interesting with Tarana. They now have a North American reseller who will no doubt move quickly to secure business with the small wireless service providers.
I contacted RTA who said that I can receive a fiber like wireless connection at my "home" address near Denver even though it's not on their 13000 mile fiber network. How can that be are they planning to lay new fiber..... apparently they have a new wireless product on their Gigfast network. No I said as I am surrounded by trees, no problems they said.
I think at that point they were getting a bit suspicious. I learnt that they are offering 3 different speeds and all will be available in my rural location.

The devil is always in the detail. Fiber and wireless will be used where appropriate. Where BT will struggle is where they have made committments to fiber for which they may have received funding. Certainly they will use Tarana G1 where it's the best solution.

That's the start of the global distribution partnerships that will deal with the hundreds of Wisps queuing to deploy Tarana G1. Tarana are retaining the multimillion subscriber potential clients.
The market is huge.

Yes but it needs to fix itself as many invest or the chart between news.

Sergi if it does the rising trend is broken and the chart turns neutral. I suspect that we'll break 60p quickly on no news to establish once again a rising trend

Yes he doesn't get excited much by the opportunity so these are flowery words for him to be using in a regulatory announcement.
I know that the last 12 months has seen business and engagements explode. They will now be working there way to execution.

" transformational period of time during which the Company's activities increased exponentially"
I know that we'll be hearing more about this is the short term.

It won't take much to break level 2 and move up 2p

£1.56m could be done in a month then we'll see much bigger gains

It's important this week that the share price comfortably exceeds the previous high at 56. The chart looks strong but a rising trend continuation won't be confirmed until mid 60's given the recent events and time since the last peak.
I believe that news from a UPF deal in China with TietoEvry is close. Pending also are several UEP engagements and card sales in China and South Korea. Timing is uncertain but the pipeline and workload is extreme at the moment.
I believe that we'll see a minimum of 10% increase this week as interest continues to grow and volume remains high.

Olderandwiser there's still plenty to be had from 4G especially LTE. In Africa 2&3G are the dominant networks. South America 3G is 90% of the coverage.
Ethernity products can be used in 4G and later adapted on the fly to 5G.
It's important to understand what 5G is, currently globally there's very little 5G.
There's 5G speed and connection to 5G devices but there's very little edge deployment, very little compute outside of the data center. Generally they have concentrated on speeding the connection to the data center which is missing the point.
5G ecosystems are really starting to deploy now, the open networks will be ultimately scalable and will grow with demand. The DU and CU will relocate, some compute will be possible locally with capacity freed by FPGA based devices from Ethernity removing up to 95% of the CPU workload.
Upgrades from 4-5G will only happen once providers see commercial opportunity. The lower the Capex the more will do it. Ethernity can save up to 80% of Capex over other providers.

It's a bit misleading to talk of broadband and 5G as a coexisting technology.
5G is currently being used mainly with mobile phones which is really a poor use for 5G. However mobile usage is typically quite small in volume and Wireless broadband uncapped and often huge data churn. 5G is just not suitable for this.
The competition is against other Fixed wireless and fiber. Tarana G1 wins hands down. In fact the results are so remarkable that some operators don't believe it.
The trials are really proving over and over that they deliver.

I believe that BT are already well committed to Tarana. I don't think BT will be a huge customer but it significantly raises Tarana profile in the UK where Ethernitys investor base is. The link between Tarana and Ethernity is something Ethernity needs to exploit even if it's not the way they currently do business.
I believe that we'll see multiple order increases in the short to mid term. Simultaneous deployments globally at multiple locations will attract $6-10m in 2022 in my opinion from just this sideline contract.

5G IF are not bailing. Their strategy was to sell from day one. They were simply a vehicle to raise money and relieve the liquidity squeeze that held the share price. Since 2 new MMs joined and liquidity and now volume has massively improved.
Look at the timing and it's obvious who 5G IF are. Tarana were just launching and their component pipeline is their weakness. The have 3 chipsets and one is made by a company that had just scrapped together a disastrous placing at the last minute at a shameful price. Does exactly fill multi million dollar Tarana with confidence.
Then this knight in shining armour appears from nowhere with long term funding and what's more they were maintaining an orderly market and in no huge hurry.
5G IF are simply blowing through before anyone smells a rat.

https://www.businesswire.com/news/home/20211027005284/en/Redzone-Completes-Breakthrough-Wireless-Broadband-Pilot-in-Midcoast-Maine

I have been saying it for 2 years or more now, this has £5-10 written all over it. You just have to look at how the revenue will respond. Beyond breakeven the profit will multiply rapidly. The actual cost base is low so what will they do with $20 or $30m profit. They will be keen to reward themselves and will pay dividends.
Yes it's two years behind when I thought that this would happen and it's here now.
Once through £1 it will move rapidly. I am holding tight to everything I bought, much is under 20p.

Sergi I think that there will be many 5g winners and few losers as the market gains momentum. Ethernity market is just starting so we can expect a very substantial wave to ride.