Member Info for Tracylied

SCAP and STFL look most likely to move up from 42p. Although we are blue still 43.30 to buy so buys will show red.

42.5 to buy on IG for up to 5000 shares. Above 43.3 up to 14000 then nothing.

If tomorrow doesn't bring +20% this share is broken. The price is so far from anything that values the opportunity I guess that it must look to some too good to be true.
When a share fails to achieve fair value over a sustained period it's easy to think it never will.
Buy, hold and have faith that this can't stay hidden for much longer.

My background is investigation both forensic and criminal. Skills learnt have really helped here. Actually some of what we see now I saw in January 2018 but not much. I have been ahead of the curve and now I can see round the last bend and right down the straight
It doesn't matter what the subject is if you study and find well placed people you can learn a lot.

I rarely look at advfn but there's definitely some confusion there.
Tarana and Ethernity has a wireless broadband product. It's currently aimed at the service providers in the domestic market. This is home Internet.
The UEP-60 and 300 in the Indian Contract is a virtual Cell Site Router on fpga to run on a server. This is 4g and 5g which gives a massive market as much of India is still 3g.
It means a Telco investing in 4g can step to 5g with the same kit although they may (will) need more density for 5g.
There's a suggestion that the two are in competition, absolutely not.
The bonded technology from the Ethernity patent has just started to deliver. I suspect that looking forward most of the data connections will be wireless. The ecosystem has many opportunities for wireless and each is a new Ethernity product. Back,mid and front haul. Indoor units (just announced), Tower to Tower, mobile Tower for events capacity. Satellite to Tower, Satellite backhaul.
Please feel free to add. Really I think that we'll see Ethernity bonded wireless in minimum 4 processes from data in to data out.
This one patent could keep a business in R&D for years. What's it worth? $100m, $200m.... currently valued maybe $5m.
The more product it generates the more it's worth. It's unique to Ethernity, the market is buying it and the timing is perfect.
Even with rubbish IR they will still be hugely successful.

I think that it demonstrates the versatility of this UEP product. Ideal for wireless backhaul here we have it adapted forward in the ecosystem.
It's very clear that actually there are very genuine Open providers. Ethernity are unencumbered and leading.
The share price disagrees with this but take my word for it Ethernity are way out ahead in UEP and DU. £2 now I wouldn't be selling and some losers are checking out for peanuts.

I didn't expect Ethernity to be involved in radios but here we are. More money more money more money.

Sergi was that a typo. The contract "non 5g" this most definitely is a 5g product.
I agree that the margins will be high. Like Tarana this is an Ethernity invention, a product of a problem solving approach to deployment. They identify the bottlenecks and solve them. This is why they are unique. Both the DU and UEP go way beyond the boundaries of the product.
In the DU they house some of the CU challenges like IPsec. They are so smart with features like secure tunneling.

The UEP-60 is a product but here they have customised it of this indoor unit application. This is the giveaway as to why it's 5g. This is effectively a indoor radio set-up. So an airport, lots of barriers like walls, signs etc. Outside 5g won't penetrate. So rather than run fibre they set up say 50 radios and connect using this kit to multiple DU then they network to the CU off site then by fibre or wireless to the network.
The other significant deal for me is the Indian venture. Yes delayed a bit but they have a good head start.

OK so I am surprised by the scale of the opportunity with the UEP. This contract is really using it in just one of several functions within a ecosystem.
There are multiple opportunities for wireless especially within private networks. The Ethernity solution really is another level of function that will not be matched without using the Ethernity patent. The radio vendor is doing just that with this secure indoor unit. Others will do the same.
We can expect this vendor to exceed stated volumes, Ethernity are very careful with forward looking statements.
Trying to identify who it may be leaves a handful of options. All have thousands of installed units. It's very likely that this radio vendor will launch immediately they have everything in place and sales will be rapid.
Indoor units are really one of the last pieces of the Jigsaw and the Achilles heel of 5g.

The Ethernity portfolio is exceptional. The market is waiting for these units.
We'll have the same scenario with DU the first of which will be ready for real deal trials in a few weeks.

18 months ago it was about UPF and aceNIC acceleration with 3 Chinese mobile providers. Now that's 5% of the opportunity.
UEP and DU are the stars right now but Tarana is still a huge deal

Anyone not holding as many of these that they possibly can is insane. It's so cheap, doesn't even value one early stage product. Ethernity has many in trials or production with big OEMs, vendors and service providers.
OEMs are global markets, vendors are either China or global. Service providers are in big builds, no small builds on the horizon.
I guess you either see the obvious or not. Some of us saw it two years ago and to be honest it exceeds my wildest dreams. They can be pretty wild.

So International Wireless vendor developing a hardened (secure and robust) micro/Milli product. Only really a free choices. No small names leading this game. Thousands of radios installed on each who can be offered this upgrade.
Like Tarana, and the Indian Contract Ethernity is the fairydust that makes their product the leader. We are talking each year maybe 400000 radios, wireless backhaul on many. Now we are looking at networks of radios on networks of DU. Networks of DU on networks of DU. This is an indoor unit in micro and Milli so we are taking short range, no penetration 5g enablers. Units could be 100's thousands a year.
Again small to start but 2022 $2m maybe beyond really it will explode.

1639 did the same. What a Muppet.

How many times have we seen a modest response to an RNS on the day then several days of bigger rises.
This is a tiny piece of the Ethernity Jigsaw but next year will produce as much as the entire revenue last year.
This isn't jam tomorrow this initial order is today. All radio deployments will use this and we'll definitely see other radio technology vendors signed up. Like the DU Ethernity solution will be the industry standard.

6527 shares bought for£2996 this morning and now sold £2809.
I guess that they think that it won't go higher......huge mistake.

Following the payment of the Fifth Investment and the issuance of the Placement Shares, the amount subscribed for by the Subscriber in relation to which shares will remain to be issued will be £1,144,500.

I read that as they have 750k and 1.14m remains. It could easily be much higher than 40p and we could see a few million buys on strong news easily.
I wouldn't get hung up on it.

Meanwhile they are not trashing the market just capping it. We know why the share price sucks and we know that it's a temporary thing.

I thought that it was just £1.14m worth after whatever remains of the £750k which can't be much. Even if they decide to sell them all it won't take long at £30k a throw.
I would like to see them gone by year end but chunky news and they could go in two hours.

Martyn. I suspect that they feed two who then distribute or two agents that speculate a but before supplying MMs. Whatever it provides liquidity that for several years killed this share.

"The Company will propose the UEP-60 and the UEP-300 as customised version to global vendors which is planned to serve as one of our growth engines over the forthcoming years, to be positioned as differentiated Cell Site Gateway with various FPGA loads for Fronthaul, Midhaul (CU to DU) and Backhaul (bonding)"

Very possibly the modules announced today will be built by the Indian OEM. They have production capacity, skill, experience and are already contracted.
I also suspect that they will be building the Tarana SoC.