Member Info for Tracylied

Bid it is top of the agenda in India. It is a national policy for self reliance.
Good that Ethernity has an engaged OEM in India with production capacity for export.

I think that it is important to see what is happening here. Nothing at all has changed for Ethernity. A couple of weeks ago I said that the share price would retreat without news. It was obvious, we had a volume seller and no catalyst for share price growth so it could only go one way.
I know of one volume seller who has taken profit and moved on because of the lack of updates and news churn. It looks like we had maybe 3 or more sellers and little buying to soak it up.
However this is a temporary event and won't last for long. We'll soon be back on the path to 60p and as I said before £5-10 is my target.
Some get caught up with the share price but the share price is rarely an accurate measure. Like a broken clock twice a day it will be right but the rest of the time disconnect yourself from it. Unless of course you want to buy or sell.
There is no point in pushing against the tide, right now it is out but it will turn with a catalyst then the pent up value will add to the share price.
Ethernity are a story and the current chapter is a bit dull but soon our hero will return and so will buyers.
Watch out for the catalyst. I know of several on the near horizon. I think that they were news worthy a few weeks ago. Ethernity disagree I guess but the story will be told. In the end we all live happily ever after.

Before I go food for thought from yesterday Vodafone announcement.
"The carrier has handed a contract to Samsung Electronics, NEC, Dell and Wind River to build Europe’s first commercial “open RAN” network. Capgemini, the French consulting group, and Keysight Technologies of the US will work on network integration"

So huge opportunity here for Ethernity. Are Dell one of the server vendors on the DU product. The integrators who are they going to use. Ethernity lead very specific fields and could very easily be providing component solutions.

Uhif I can't answer that without compromising myself so I will take a few weeks off the board until they have updated.

My view hasn't changed about the company or the progress. I don't like withholding information that should be public so all can make informed decisions. 7 months without a broad update is insane. Look through the previous news much is expected this year.

Skid they can update generally then when specific events conclude announce them.
I think that there are several reasons but it's clear that they don't need shareholders at the moment.
I have not changed my mind I just have new information.
H2 2021 is nearly here and they have promised much.

One month changed my mind. It is long enough. I don't want a pointless nothing to say update. I know that they have plenty to say but choose not to right now. They are playing with shareholders.
That's wrong.

I guess that even as a stopped clock reads true twice a day sooner or later they have to update the market. Until the default has to be that the management has achieved nothing. Certainly the AIM with this share price values them as losers.
So on 2nd December 20 when they last updated the market they wanted the cash from the warrants. Now they have no interest as the warrants are done. The shareholders are now less important so they starve us.
When you ask questions it is like I want something personally. All I want is for them to do their job and update the market regularly.
The problem is not that I want information not in the public domain that's easy to get and of no value. I want more information in the public domain so shareholders can make an informed choice.

The lack of timely updates is painful. They expect people to sit on a wink and nod from David about being "encouraged" "very encouraged". I now wait for "very very encouraged" then I know we have made it.

OK so you posted it here by mistake then.

Much comes down to trust I guess. It is very easy to fi d people who work at Ethernity and some are more chatty than others. They don't represent the company for reporting and only talk about how clever they are but you can learn a lot. My stance is that I have no fear for the volume of business they are doing or the project work that they have on. I don't think that they have a grip on the processes around running a micro cap listed company.
They could easily be more visible to investors and provide more information. However right now they don't need shareholders for anything so they are starved.

Sergi Ethernity could easily be involved in that but as we really don't know who they are working with how would we know.

Yes agreed however they have decided not to update the market leaving one to wonder about the amount of smoke and the number of mirrors in play.
David can be as encouraged as he likes but it means nothing to the market.

Large scale field trials are expected to start in 2021. Given the rapid timetable in China I think sooner rather than later.
I believe that the DU will deliver all 3 with a $1-2m upfront payment. I think that it will be this year but until it does it is just the boring old 3x last year's income.

That refers to financial performance $6m. Increased engagement and activity even production orders like Tarana will mainly report after year end.
They cannot say anything without detail so whilst everything is in flow they say nothing.
The company has increased interest and demand for sure. 3 server vendors is 3 more than last year.

A management made crash in my opinion. If David Levi doesn't think updates are important to shareholders then he's mistaken.
I know that the company are busy, they have multiple engagements and sales will be filled in H2. However the AIM values them as losers, plain and simple.

It's clear that we need some sweet icing and a cherry or two on top of the 2020 financials report.
Personally I don't like news in the report as the headline will be about the irrelevant financial performance from a period ending 6 months ago.
I don't care about money raised just what they spent it on.

Interesting looking at Tarana wireless and their network of resellers that actually are not resellers but Tarana Wireless. Horizon Wireless was even previously cancelled Tarana until 2017. They also have a company established in India. These are exclusive vendors selling just Tarana products. MTN seems to be the exception as the hold the Africa and Middle East license. Handy as they also have ownership and contracted use of tower real estate.
In the US and Canada I assume that they market directly to the Broadband providers. Europe I don't know how they will do that. It is a huge market but very fragmented.

The new system is for the Israeli F-15 strike eagle amongst others. So ties up with a Israeli US delivery.
Again I don't know just listening to the noise.

I am wondering if the North America aerospace contract from November last year is Raytheon. The RNS states "could lead to a significant expansion and further orders during 2021, which would include certification of Ethernity's ENET Avionic Ethernet Switch for critical avionics operation"
Raytheon are winning business from the US government, significantly a new generation radar which has a huge order. On board compute and a deterministic switch will be part of this.
The initial business was $122k to fill their initial offering. I wonder if that was the US government certification which requires I believe 5 units for testing.

Just thinking out loud.....

I am told by several people that they are a very good company to work for. Quality of life is very high in Israel. Despite the press there are great beaches, great weather and excellent food. I left on the last day I was allowed to remain and will be back soon.