Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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 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.
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.
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 suspect that it's due to exactly what they need. One component unavailable and it's a showstopper. Ethernity has several options for FPGA and several sources it seems. Those quad core ARM processors are very common and I suspect very available.
Sergi I am not sure where that comes from. I certainly didn't say that shortages were any different for ASICs.
FPGA shortages don't seem to be challenging at the moment. It seems to be specific chips many of which are Common in cars.
The limitation of ASICs is that the numbers required to make a product commercial are large. Although the product may be available immediately once in production it only completes a very specific standard role.
Ethernity work from the other end designing the perfect solution based on the required specs. Previously that was a lengthy process but now the core product is market ready it's just a matter of adapting to the clients needs.
Sergi it's very well known that from concept to sales takes a minimum of 18 months for ASICs.
As David said recently adaption of an existing product is a rapid process. Ethernity are built on several core products that are adaptable for specific applications. This takes weeks or months as the core product is evolved and tested.