Member Info for Tracylied

About 20 years ago an AIM penny share explorer asked me to manage their shareholder contacts. Crazy notion but I got a nice lunch and a tour of Eastleigh

Odd how my post disappeared. I don't think they like their staff talking to investors. It's all just mood stuff really nothing specific.
Hardly anything new in my post that David didn't say at Proactive Investor. I just get a bigger audience.
I know that they have told staff not to talk about the business.
I would have to say that had they been a bit better at updating the market not just when they want something this would not have been necessary.
Soon I will have a contact at a US OEM and a DU update will be posted here. Unless they ban me of course.....

The only link was the proactive interview
https://www.proactiveinvestors.co.uk/companies/news/963456/ethernity-networks-announce-largest-deal-since-listing-in-june-2017-with-a-chinese-oem-963456.html

They don't like it up'em Mr Mannering.

The first hour is taking on a familiar pattern now. There's a real shortage of stock and increasing demand for shares. It cools off during the day as 5g IF release a few shares but the problem is not solved and the trend is now established. A strong rebound from the placing that will exceed previous highs.

Yes it will sit at a point where warrant holders commit and they swap out shares. I think that will be very soon. It will demonstrate very starkly how they misjudged the placing.

49.6 to sell. Nothing available to buy online. Demand is high

Full price and very little stock available. This will exceed previous highs this week, maybe today.

What I like about the PON use for UEP-20 is the reality that Ethernity are covering the last mile from two angles now

I am heading back to the med arriving around Christmas with luck.

Only get one life. I have been quiet here recently as transiting from South Africa and there's not a lot South of Mombasa. Not a lot North either come to think of it. Plenty of time now to catch up with contacts.

I am at anchor in Mombasa. We have been here for a few days now waiting for safe passage North.
Superfast Internet here bizarrely and very cheap fuel. I am not really in any hurry to run the pirates to the North.

49.25 to buy but not much stock at that.

A bit of turbulence as no doubt short term money had 50p as their target. Now is not the time to jump. This will challenge previous trend highs this week. Inevitable

It will run all the way to 80p re-establishing the old trend that was interrupted by the placing. It was absolutely obvious before the placing and it is now. At 75-80 we'll need news to soak up the warrants swap out. News is looming on multiple fronts and with the warrants sat there the management are motivated to release it.
The positives of this investment massively out weigh the negatives well into £1+ based upon what we know already.
Then there's the question of what they raised the funds for in such a hurry in a strong uptrend.

47.15 to sell and no quote on the buy. It looks like MM have little stock left. Of course we'll see a couple of double tap sells but they will walk it up through 50p today

Just a couple of buys and it's blue. The red caused by the UT was an unfortunate start but will be wiped away very soon. This share will run to 56p+ before settling back into next week.

It seems that the recent $3m order from a Chinese OEM for their new fronthaul product is attracting interest from other regions.
As globally anticipated challenges connecting towers and nodes loom real OEMs all face similar hurdles to construct a cost effective solution for their clients.
I believe that we'll see similar deals for other OEMs outside of China.
Much of the easy work is done in developed countries where networks are concerned. They are often in and work at todays flow. The problems come with density and areas with insufficient coverage. Largely 5g has not addressed how they will add volume and maintain performance as so far compute has either been added or has managed. That all about to change. In many places these questions are being asked now. Deployments really are now and even at this late stage many problems remain. Solutions are coming fast and money is being thrown at the Capex savers. This is where Ethernity are uniquely placed.

Definitely a new feature. There's a real appetite for these shares. I don't think that this is short term money either. I have had several contacts from new holders who say that their outlook is 18-24 months. I think that is very realistic for exceptional growth.
I believe that we'll see £1 before the end of this year and that will move on into multiple pounds in 22 as revenue starts to weigh on the share price.
It will be very obvious by the spring that there's plenty of headroom as multiple contracts align.

This rise has a long way to run. It will push through 56p and then settle back on previous highs before moving up again. We don't need news until 80p now but if we get any it will all happen much quicker.

Our first DU deal News release is looming now. I don't know at what point it will be released, probably at production order.
It will be $3m on initial order with $2m being the design payment. This is around 900 units. Following up mid 22 with a 1500 unit order from the same deployment.
All in my opinion and a wild guess of course.