Member Info for Tracylied

News tomorrow.....maybe....must come soon.

Definitely it was just a scheduled regular compilation as it always is. Good to hear that they are busy and will be in the US. I assume that will coincide with meets with US clients. Lots to play for this year.
It would be good to hear about how the SoC are selling through the St Petersburg OEM expecting 10000 units at around $1m this year out of that at around $100 a unit.

Refloated more than rerated. It sank on funding worries and refloated as they were addressed. Unfortunate but I am sure that most of us spanked the opportunity.

I don't think that raising a few million to support a production line would be difficult or expensive. If the volume requirements is huge like they expect for the DU product the company has already disclosed how they will proceed.

"For high volume NIC deployments such as DU market as indicated above, the Company will seek to build a disaggregate business where hardware will be delivered directly to the customer through a 3rd party FPGA vendor and the Company will sell the software, allowing reduced costs for the customer and the ability to propose a joint competitive offering to the customer"

The 4 items that Brian refers to are the 4 links below the piece. They lap beyond 3 months but have all been advanced in the period.
The takeaway for me is Ethernity are very busy.

So how many units will it take to interest a DU vendor? Ethernity keep the high margin low investment part and offload the low margin high investment side.

A point not made previously about how Ethernity will be managing the DU mass rollouts.
"The DU market will be served by Ethernity in one or all of the following business models:

1. Sell the Company's proprietary ACE-NIC FPGA NIC hardware (and future generations), that will embed the Company's IP and software stack, which may result in the Company requiring additional working capital to fund the manufacturing process for large volumes.

2. For high volume NIC deployments such as DU market as indicated above, the Company will seek to build a disaggregate business where hardware will be delivered directly to the customer through a 3rd party FPGA vendor and the Company will sell the software, allowing reduced costs for the customer and the ability to propose a joint competitive offering to the customer.

3. Subsequent to obtaining a large enough market share, given that the Company holds a complete ownership over the code running on the FPGA without any dependency on 3rd parties, the Company may consider converting the FPGA design to an ASIC with the intention of entering and capturing a larger market segment at higher margins"

Options 2 & 3 look like a huge outcome for Ethernity.

The key question is when as cash burn and cost of delays is a real life concern.
I think that Brian K was telling us yesterday that Ethernity are extremely busy and this is the message I get from my contacts.
I think that it's very fair to say that after 2 years of waiting Ethernity and the market are moving. Momentum is building and from here the goal looks achievable and much closer.

Seems a very fair and balanced assessment and in line with how I see the real situation. There is another hard to imagine scenario which history has proven very likely. The drive behind the sector fundamentally changing to become sentiment (greed) positive. Almost the gold rush mentality. Given the actual limited number of players the rush to acquire part of the boom could actually create the boom. We see it in commodities, property and have seen it many times in the stock market. Throw in some crazy price acquisitions which we will see more of with US start ups recently increasing primed for buy outs.
A disproportionate reward is very likely in my opinion even on moderate success.
When I said £5-10 a share as my 5 year target as far back as mid 2018 it was really not understanding the potential of acenic-100. Not understanding that Ethernity were capable of 3 major and quite separate solutions. Knowing at the time nothing of the potential of the DU.
The opportunity is absolutely huge, big enough to interest huge business and Ethernity are exposed to that at a tiny cap.

"The upcoming months, meanwhile, are jam-packed with new product
development, customer meetings, and (COVID permitting) in-person trade
shows, hopefully spreading Ethernity's unique product offerings throughout
the telecom industry"
No mistaking the fact that Ethernity are busy on all fronts. Gas down whilst the road ahead is straight and clear. Ethernity have mass market solutions for mass market problems. Those problems require answers now as mass deployment is a few months away now. We can expect headlines and lots of New interest in the sector.

Yes me too. I have remained in blissful ignorance of the football.
I expected the contract release this week. can't be far away from announcement although I guess the "timely release" is not a governing factor now.
If they are to support the share price they need to be consistently updating.

Yes I was thinking about 550k. Yesterday it is likely that they sold over 100k. On a news day and for days to follow they could shift much more.

At £250k a week it's 9-10 weeks which is where I see the contract for DU windows opening.
I suspect trials will start September. The solution is absolutely bespoke for the ecosystem so trials will be interactive and developmental. Somewhere in that process Ethernity will need to be engaged for a design and production contract.

Dropped the bid. Double 26000 sells are coming.

Waiting for todays double tap. Yesterday there were other chunky round number sells which also could be them. I would be nice to know that they are moving around £250k a week through as the end will be maybe late summer timing in with DU contracts.

Just 2 on 50 and lots of support at 46p.48/51 without too much trouble with a few buys.

It is the timing for me that is the suspicious element in July 20 they throw together a messy and punishing placing. In September they announced the 5G IF arrangement. I guess if that arrangement was available in July they would have taken that instead there and then.
So what happened in between.
I suspect that whatever happened was in the US as that is where the arrangement originated.
I suspect that was the period in which testing was confirming the commercial viability of the Tarana solution and they were starting to look towards mass deployments and the need to secure the component supply chain.
As no information is available it leaves one to wonder.

Dallo I can't imagine that Mark or David would know anything about it. I don't think that there is ever going to be a problem on the AIM. Certainly any Policing of this platform is extremely rare. In fact in 20 years despite many similar occurrence I cannot think of one case any action was taken.

Few chunky sells today. Hopefully 5G

No but I will sort something.
Any guesses where we would be without these 52k a day sells.
Clearly it helps fuel the rise, demand is overwhelming in comparison to the selling away from these probable 5G sales.