Member Info for Tracylied

Uhif I suggest that they have a direct relationship with two parties to provide equally at the same (ever so slightly higher) price. I suspect those parties press the button above a sliding value

Two sells within a few seconds. This is a finance deal by a group called 5g Innovation Fund. They sell some into the market on volume days as they are not long term holders for many reasons that I won't cover on a public forum.
So they drop 50k here and there into the market. It's a positive because it keeps the MMs from spreading and closing down. It is negative because it tops the rise from spikes. However as a new holder it allowed you in and we all day thank you 5g.
They have for sure held the price artificially low this year. One day soon they will run dry or stay below 5% and hold. At that point the share price will rise without boundaries or control.

28k double tap on the bell responsible for the slow start.
This confirms that 5g IF are not here for profit as they could have waited for more return. They're maintaining an orderly market and taking a bit on the top. Thanks Tarana..

So 11:26 well get a 25k double tap and another at 14:00. Over the weekend this will sink in and Monday we'll be +20%
5G IF will fuel the rise and prevent the MMs shutting down.
AIM is so predictable. Today we'll skip up to high 40's . Monday we'll break and run at 60. Smiles at AGM.

Our DU and UEP offerings are offerings of combined hardware (or FPGA Firmware) that will be equipped with our routing software stack, of which the first version is schedule for release by Q3 21 followed by an advanced version planned for 2022. The Company anticipates that as soon as the Company completes the development of the routing software stack integration, orders for customised UEP routing platforms together with vRouter offload and DU based FPGA Smart NIC (ACE-NIC ) offerings for deployment into cloud native environments, Open RAN and 5G core will increase in exponentially

Skid the problem is that standalone news diverts attention to just that aspect. This excludes the rest. Ethernity has 3 main paths to fortune. DU, UEP and UPF. Then several others Tarana SoC, Avionics switch with two OEMS and side plays like OLT devices. Behind much is aceNIC-100 and that will be a standalone seller.
This is why I say that we need regular across the board updates. Whilst today we learn of probably$10m sales in a few years this is a tiny part of the potential from the UEP which is a tiny part of the Ethernity portfolio. So casual observers today see a $930k win in a $6m a year spending business.
This is not the story. Markets for Ethernity products goes from zero to small this year. 2022 it rises exponentially and continues to do so year on year. Ethernity will be £5-10 a share in the next few years. You can hang your hat on that

How many people read the results of companies that they are not invested in. Results are where you bury your dead not reveal the living. Lot to learn still at Ethernity.
The good thing here is that this like the Indian OEM is a evolving market that's huge. Ethernity success depends on others as is the model but radios will sell and there's a huge retro market. If this International vendor is one of the two or three leaders they will have many installed units to add these modules to.
Sales for 5-10 years could easily be 3-5m through this route alone. We already know that the market is waiting on the new system from Ethernity due for release in the next 8 weeks

They are and sales will grow as their sales grow. We still know very little. Yes international is good but potential market, position in market, mode of manufacturing, ease of component acquisition.. ....
The completion of the contract was never in doubt as we said. The revenue will increase substantially 2022 this they need to be talking openly about.

Not a huge amount of detail but good to hear that the $930k is the starting offering and 2022 could deliver $1.93m. we already have guidance for 2023 at $3m.
These are the elements that will give us a minimum $20m revenue 2022.
Add in Tarana, aceNIC sales, DU system sales and many more.

https://www-zdnet-com.cdn.ampproject.org/v/s/www.zdnet.com/google-amp/article/samsung-pushes-vran-to-take-larger-role-in-5g-networks/?amp_js_v=a6&_gsa=1&usqp=mq331AQIKAGwASCAAgM%3D#aoh=16275974473547&csi=0&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fwww.zdnet.com%2Farticle%2Fsamsung-pushes-vran-to-take-larger-role-in-5g-networks%2F

Exactly where Ethernity are right now.

https://www.digitimes.com/news/a20210726PD200.html

What a ridiculous story. Whilst building out a 5g network spending 100's millions with limited coverage which company is going to make a profit.

Looking at the market, the solutions available and the little we know about the Ethernity product it's clear that Ethernity will sell in volume. There is an issue with waiting on new products and that will always be an issue. Ethernity need to get across the scalability and ease of reconfiguration.
I had a question yesterday about why would anyone by G1 when in 2023 they can have G2 from Tarana. This is always the case but G1 has a very broad appeal right now and we don't know which aspects will advance in G2. However it won't be units carried for sure and most service providers will not be anywhere near G1 potential in the next 5 years. I believe G2 will be engaging the commercial not domestic market.

Agreed

I don't see why August is a bust. Last year we had new contracts in August and early September. Plenty going on globally at the moment. If other shares are quiet now is a good time to make some noise
If Ethernity can attract 10 or 15 new investors, even modest £100k investments then 5g can exit. This is where I am seeing the limitations right now.

I don't think that we'll be waiting long for contract specific news (not UEP). Certainly over the summer. Ethernity are now so diversified with their portfolio of solutions that we can expect multiple updates.
Q3 and 4 should bring contract commitments for mass deployment next year. Production orders will be lodged long before.

https://www.sdxcentral.com/articles/news/microsoft-rakuten-vmware-execs-reject-open-ran-criticism/2021/07/

Alli

Ethernity thinking from 18 months ago.
The industry and progression is exactly on course with the expectation of Ethernity. Ethernity are extremely well positioned and the challenges of tomorrow are engaged today.

Indeed aiming it at shareholders is missing the point. They need to actively engage a wider audience.

I would rather he just told everyone to make it completely clear why anyone should buy into this company

I think that we'll all be satisfied by a "very very encouraged" from David.
Well we would if he told us why we should be encouraged.

I don't think that it's any kind of scam. I don't think that they could or would take it private. Even at the low share price. I think that they are a brilliant tech share and they have absolute game changer products in a NOW market.
I just don't think that they really know anything about running a listed business.
Despite this they will be hugely successful and we'll see the share price £5-10. However they could make this ride much smoother by disclosing enough information to everyone. Information is there, staff and friends of staff will talk in exchange for a Pizza and a beer.