Member Info for Tracylied

No he is definitely a quality leader. I have spoken and met with several of his staff and he knows his stuff. The behaviour we see it that of a Private company which this was for many years prior to listing. He ran a small and very tight ship with very little turnover of staff. There was real need for secrecy and no reason to report anything as a Private company.
Now Ethernity are listed they need to play the popularity game or be left standing alone for the last dance. Doesn't matter how good you are if nobody can see you.
They do not need to employ a spin guru as they don't need to spin a thing. They just need to be in the habit of providing regular disclosure and providing enough information for investors to make decisions.
A good start will be $2m of Tarana orders, how many units is that? What proportion is hardware, who manufacturers it and how will they respond to mass deployment orders

I think Dallo you are missing the point. Any suggestion of Mark being honourable means zero when he's the CFO. His personal attributes mean nothing as he is not a decision maker. He is responsible for compliance and that seems to mean just saying no to everything.
Fortune took no risk they simply abused your trust. It was fraud not robbery as no force was used or threatened. They simply obtained a percuniary advantage through deception.
A good compliance course is to do as much as possible whilst bordering the regulations. There's many things that they can talk about not even mentioned in the regulations.
I will not give much away as it will reveal my identity but I have in my former career investigated several significant frauds that made the BBC news. I am now anonymous with no home port.
Mark hides behind compliance however I suspect that the steer from David is not to discuss anything.
Mark has to copy David on any replies so I think that he is just a puppet with no voice.

Yes as I thought. There in lies the problem.
The AIM is not an honourable place. Chances of the AIM adopting any kind of regulation is absolutely zero it is the wild west. Police yourself is very much the idea and whilst some play by the rules others gain.
In the battle to maintain an honourable reputation one ends up becoming risk adverse. It's well within the rules to provide adequate information for the market to make informed decisions.
Why don't we know how much each Tarana unit is. It would allow us to measure the potential. There's absolutely no competition or reason why we don't know.
In fact we don't even know how much of the kit within the box is Ethernity.

I believe that it is them and any day they sell is a good day. 40k closer to the share performing in a level playing field.

China now has 920000 5g capable towers. That requires around 200000 DU locations some of which will have multiple servers.
Currently they are just very fast gateways to the internet but soon China will start to network the system to create a ecosystem. This is where well see not just 5g speed but bandwidth and low latency.
When they talk of speed that about how fast the system asks a question. 5g is really about how quick it answers it.
Currently it's a conduit to a data center. In the future the data center will be a store of old answers and not a place where the new compute (answers) come from.

As we know the UEP with the unique bonding feature will be a high demand product. Easily worth 50p a share alone based on any rational view on likely sales over the next 3 years. This product will be market ready this quarter. This is home run news with near term release. Sales will be rapid.

Bid once a component is selected or there is a complete history of development to mass deployment like Tarana there's no element of competition. Even the DU and Server Vendors, they are not competing. Dish selected Dell. HP are not going to get wind and swoop on the deal because Ethernity explain the DU and significance to the Vendor.
In 5g there's remarkably little competition beyond selection of ecosystem participants. Integrators once selected compete with nobody as they are selected.
Ethernity are well beyond the competition phase and are deeply embedded in the solution design and delivery.

There's so much that they could say to paint a picture.
Are Ethernity manufacturing in house or contract. What capacity do Ethernity have to meet substantial orders. Where does the work fit in to the overall picture and what has Ethernity gained from the joint development. What has Ethernity invested in the product. Who owns the design and exclusivity. Can any of the tech cross into other opportunities in different products.

I know some of those answers but they need to be a lot more open.

What does $2m in orders actually mean. This is a unique product years in the development so you would expect strong margins to reflect that position but Ethernity are telling us nothing. Who makes the SoC, how much is hardware against code. Why are shareholders in the dark.

I was talking last night with a shareholder with shares to sell. He made a good point.
Even when Ethernity get a winner like Tarana we know nothing. We don't know the unit price, margin, method of production or expectations of Tarana.
So how can a shareholder make any conclusion apart from the margins are low and even if Tarana sell out of the park Ethernity are returning peanuts.
Of course he's right.

38.5/40.5 some have a published 5p spread. It shows that it's not just investors that have lost interest.
3.5 years ago I held 3000 shares at 71p. Now I have 100x that at mid 20's. The management really has been a runaway train disaster since IPO
I am sure that their technology is better than their attempts on the AIM. There has been a clear capable when it suits them attitude to newsflow raising their game to fill financial requirements.
The share price was 23p when they gave a broad business update before the quite Christmas period. Interest was created that resulted in share price support. Since then we have had substantial news from Tarana, DU solution placing with 3 server vendors and big interest in the new UEP product. However because the news is delivered in fragmented very occasional releases the market has disregarded them.
I think that it's time that they decide if they want Ethernity to be successful or just another loser picked up cheaply by a larger player

It's tedious and boring but at least we are entering prime time for major news updates. H2 is going to just get busier for Ethernity and some of that will generate news.

It's easy with hindsight. I have traded this a few times with my trading pot. I had some success but as a positive person I can't wish the price down. I think that it's foolhardy to try it now.
I tend to gamble my future expenses like my fuel budget and I have had a few free tanks on Ethernity ebb and flow.

I agree. I am more focused on the action rather than the lack of words. If it was £2 now nothing would change for me, I would still be holding.
The noise around deployments really started just a few months ago and it will get much louder very soon.
News has to come and it will be around 5G mass deployment. This is a course that will gain momentum rather than what we have seen which has been fragmented contracts with fixed total contract amounts. This will be like Tarana produce ongoing new production orders.

News over the next 5 months will be in preparation for 22. We'll see 3 new products completed. I think that they will go straight to trial delivery as the initial versions are in extensive testing.
This is the DU hardware configuration that will ultimately go to a fpga OEM for mass production.
The new UEP product. David says that the market is waiting for this an order commitments will come immediately.
The 3rd is a CU product.
We'll see orders from the first 2. CU will be 2022.

They won't even when it happens. They will reveal initial orders like they did for Tarana. The market will then have to get the message when 2 or 3 of these events group together.
Others have invested substantial sums to build solutions around Ethernity products.
They will deploy on mass in 2022. It will be H1 2022 largely because mass deployment has slipped a couple of months from Q4 2021. We see from Dish that service providers have very ambitious deployment schedules. Most have a 22-23 window. Leaving it to H2 22 to assemble component supply chains is a non starter. The market is waiting on a few key components from Ethernity. These will be complete and launched over the next few months. Then the Circus starts.

It will have to break out next time. We'll have multiple contracts for 2022 deployment. Initial production orders will start well before deployment.
The market is about to switch on, when it does there's going to be a rush of people to the sector. Ethernity has maximum exposure from this ridiculous current price.

Of course there is risk but from here it's less than an inflated stock.

I think that the Telemedicine is a definite area where 5g will really deliver. However I see all wearables as huge opportunity.
The sex industry was mentioned the other day, this will be massive with VR, AR and wearables.

https://telecom-economictimes-indiatimes-com.cdn.ampproject.org/v/s/telecom.economictimes.indiatimes.com/amp/news/5g-to-redefine-telcos-system-integrators-role/84669008?amp_js_v=a6&_gsa=1&usqp=mq331AQIKAGwASCAAgM%3D#aoh=16271272284277&csi=0&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Ftelecom.economictimes.indiatimes.com%2Fnews%2F5g-to-redefine-telcos-system-integrators-role%2F84669008

This is exactly what's happening. This is where the value of the Tieto collaboration will produce sales.

I believe that the technology will sell very well and the share price will be £5-10 within 2 years. That is just one measure of delivery.
I think that they lack experience and have little depth. I was hoping the new chairman would adjust the focus but it simply has not happened yet.
It's tiresome but a fact that most shareholders need a lot of handholding. Getting this right is as important as the technology.
It would really help to manage expectations to have quarterly updates in addition to the mandatory interim and full year. So adding July and April would help balance out the year. This will be some repeat but also a chance to add some detail.
I think much as I hate them David needs to do more videos. Last one was delivered in January. They wanted the warrants money so were bothered to do it. How about doing it just to inform shareholders and potential shareholders.