Member Info for Tracylied

Always happy to read.
Double tap again 26k 11 seconds apart

It reads to me that Ethernity are supplying UEP direct to the customer for deployment rather than part of another product. Words aren't always clear.

https://www.itnews.com.au/news/tpg-telecom-launches-5g-standalone-service-566911

3 new 5G networks for Australia. TPG using Nokia radios. Building out the network beyond the radio working back to the CU will be the job of the next 5 years.
Effectively achieving 5G speeds directly from the tower is not the challenge. Building the network behind to handle 5G at volume without compromise is where Ethernity may figure.

So far but it won't be long, "commercial closing legal discussions" is the last part of the process. The terms are agreed or they wouldn't have disclosed. 2-4 weeks is quite reasonable and we know statistically they like Tuesday for an announcement. Over 40%.
It's just a matter of time. The whole thing is really just a matter of time.

01234 as Rolf would say.... Do you know what it is yet.

I think that the timing of the 5G says everything.
Tarana needed Ethernity in business and able to deliver the flow processor. Whilst Ethernity were secure until the warrants converted they were not comfortable. Certainly there was doubt that Ethernity could spend on substantial component and production investments.
So that answers the question about who 5G are and their motivation. After years of development a vital part of the supply chain was threatened and they secured it.
They clearly didn't do it directly because let's face it insider trading even on the AIM is frowned upon.
I am sure that without revealing a substantial pending contract they encouraged a third party to look at an investment.
Assuming that it wasn't a purely monetary motivation it's easy to see why they are not trashing the price and why they don't want to hang around with all of the dot joining going on.

It's quite reasonable to sit 50-60p pending news.
Clearly there's much going on. The mandatory update was useful. I think by the next after summer much will be firmed up with contracts in place. I don't see why any server vendor would be hiding working with Ethernity if their contracts on are known. Certainly not competitive sensitive as it is no secret that Ethernity are working with 3 we just don't know which 3. Clearly Dell would be a massive win and £2 overnight in my opinion.
UEP news will be massive despite the reference to it in the report. The headline and transformational revenue will grab attention.
I don't think that it will be long before we know about other contracts through integrators, oems and third parties.

26000 double tap. When 5G has finished this will fly.

Tuesday is favorable for RNS for some reason with Ethernity.

60k buys. 0 sells. Low volume but weighted to the buy so it's just a matter of time before it moves up.
I expect a 27500 double tap 5G IF along soon as the MMs move up.

All 6 on 42. Looking like it will move back to 50p with no news. I anticipate news tomorrow closing the UEP deal. Market exposure of a substantial contract with recurring and increasing annual revenue. UEP will bring multiple contracts in the near term. It's an immediate requirement in the deployment process and decisions from the advanced deployments will be H2 to contract.
What we need like Tarana is the name of the customer.

An important potential market that has not been mentioned yet is the Tarana G1 (or G2 being developed now) being used with LEO satellite. This is one of the Greg Wyler links. LEO is the type of satellite arrays being assembled in space now by Wyler, musk and a few others. These are satellite close to the horizon so their route in to fixed assets is often obscured by trees and much more. However on fixed assets they could beam to a high point like a cell tower then G1 distributes.
I suspect that G2 will carry faster connections and cover mobile elements like RVs, coaches and vessels.
The difference between this a mobile 5G is the unit cost, durability and removing the need for density to guarantee connection and performance.

Wyler, Ergen, Dish, Dell, 5G IF, Tarana Wireless are the US dots.
Dell, Telefónica, Vodafone and Orange are the European dots (or the faint suggestion of dots so far)

I believe that we'll see 5G IF continue to sell into any volume. However they will still allow the share price to rise. The graph will just be much smoother with 5G feeding and private investors consuming.
The risk of spikey swings will only start when 5G leave.

I have received several messages about why would 5G be selling if Ethernity is a solid investment case. The answer is simple but not for the Public boards. Please trust that they were merely facilitators to carry into commercial production and protect Tarana supply chain.

The investment case for Ethernity is broad and diverse. There are 3 main strands that are each evolving into broad appeal products with huge markets and either in early stage deployment ot in trials with engaged clients.
Tarana is a small part of the case. I believe that 2022 will see orders between $5-10m from Tarana.
UEP is stated at $2.5m then $3m a year beyond just from one contract.
The DU solution in trial H2 and deployment 2022 is in development for 3 major servers manufacturers with clients engaged. So who? There are only a few to choose from going to deployment in 2022. Dish, Vodafone, DT, Telefonica and Orange.
Other investment cases are a leading avionics switch with two US OEMs. This is with a substantial military order with Israel looming.
Ethernity has a leading array of flow processors SoC and a world leader in the aceNIC-100.
Ethernity and TietoEVRY are producing a joint ready to go product for Private networks. TE has huge exposure globally and will be integrating specialised networks with aceNIC in the fabric

Joining the dots. There are some more dots that are not too well hidden but cannot be seen yet.
All goes back to a post that I created long ago about American suits at Ethernity at the height of the first covid wave. Who they were and how well it places Ethernity will be revealed over the next 6 months.
I have joined some dots which I have eluded to here previously. Some bits are yet to join.... Telefónica, Vodafone and Orange. Wylers satellites, Dish recommendation for Ethernity, Tarana Wireless, 5G IF (timing), Dish and Tarana, LEO satellite problems and Tarana solutions.

A jigsaw without the picture but I have enough assembles to see a 50 ft Cat sailing my way.

https://mybroadband.co.za/news/wireless/404013-supersonic-unlimited-air-fibre-tested-impressive-results.html

https://mybroadband.co.za/forum/threads/supersonic-unlimited-air-fibre-hands-on-tested.1143643/

Tarana and Ethernity tech exceeding expectations. Some comments on there about capacity but the way the signals are isolated and the capacity of 512 per unit at the advertised speeds capacity just will not be an issue. The roll out is a bit behind but the base nodes Ethernity kit is in are available and the base roll out will push ahead.

Level 2 firming. MMs want to move it up.

I suspect that it is for the best. I have a theory but it's not for a public board. Won't last forever.

Another double tap sell 52000 shares. Can only be 5G IF selling down their allocation.

Yes mentioned last night. Rapid news with MWC being the trigger. The 4 collaboratingfor European openRAN and Dell securing the DU and CU functions on 3 from 4. Just DT the question.

https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.delltechnologies.com/fr-be/collaterals/unauth/white-papers/products/networking/dell-idrac9.pdf&ved=2ahUKEwiJpYrP58PxAhVxgP0HHYGsASoQFjANegQIFBAC&usg=AOvVaw3Lrv82flQtQ3V4f0pXwXXf

Interesting that the Dell DU solution uses fpga SmartNIC.