Member Info for Tracylied

51.3 to buy showing in Red. Overwhelming buying today. Many hidden in late reports and below mid.
Looks like 5G IF can churn a few today.

This answered my question about Ethernity in G2 slated for release 2023.
"As we continue to work with Tarana on future generations, we are confident that this can be a mutually rewarding partnership for many years to come"

Longy I think that we are weeks away from first China sales. Months from a DU contract, weeks /months from a Avionics switch. I don't know what else but something is brewing out of view.

Fairview what we have with Tarana is substantial exclusive regional players like Horizon and MTN that are rolling out G1 through subsidiary outlets like Supersonic. MTN are repeating Supersonic in Ghana and Uganda where they currently don't have any competition. Fiber is to businesses and industry only. The home offering will be huge.
Horizon has two deployments planned for Australian City suburbs (very big) and one in New Zealand.
In the US I believe two (at least) of the recent winners in the government funding will be using Tarana. Total about $400m in the US over 3 years.
Tarana will IPO at $1-2bn soon. Their turnover will be huge to wear that.
G2 launch is expected 2023 it will have more capacity for data and probably service similar end users.
The Ethernity wireless backhaul will allow the Tarana BN to be sited away from Towers. Linked via satellite or site to site NLoS to a Tower with fibre.
This is a hugely exciting opportunity.
But remember this is a side play.

24/05. 08:59:23 43.50p 28,000
24/05. 08:59:11 43.50p 28,000

27/05 08:38:48 47.50p 28,000
27/05 08:38:38 47.50p 28,000

Got to wonder about these... Both shown as sells few seconds apart same price, same amount...

47.7/48.7 currently. All MMs on 51 level 2. Buys showing in Red at the moment.

Ethernity will play this with a very straight bat I am sure. They only report set in stone orders. Probably because of the issue securing fpga supply. Xilinx and Ethernity are well bonded and I suspect that we'll get something down the line with them.
We'll see increases in orders for sure as Tarana are gaining traction and sales.

Martyn this is a classic response to news from Ethernity. Monday will see it through 60p.

Last chance sub 50p

SING on 48 the rest on 51.

Imagine if you had sold 3 x 50k yesterday. #gutted.

Skid these are planned deployments. As I posted yesterday they have Ghana, Uganda, Australia, New Zealand and several in the US. These deployments typically start in a few areas with BN then come along with sales at the receiver. The Ethernity bit is in the initial install so right at the start.
Every commercial deployment will sell ahead of plan because they won't fill 500 residence before the next BN.

Good to see this land in the public domain. Loose ends will be tied over the next few months.
The new wireless backhaul will also end up on this sales stream. I had a very strong suggestion to listen to the video at minute 20-21. Calvin talking about having to fixthe units to towers because they need fibre backhaul.... Not any more.
Inevitable

I think £1-2 at year end is extremely likely. I think that we'll see a DU contract signed for a US ISP late summer and the vendor will take the product to mass production. The next Tarana order will be $2-3m deliverable Q4. I also think that we'll see initial sales in China of a substantial rollout.

MTN will be soon releasing Tarana Air fibre in Ghana and Uganda. They expect substantial uptake in each. Prior to February they just had a business broadband product. They launched a home service and will start installing soon.
So that's a few more of the 5000 units accounted for. I am also told that they have a rollout in Australia and New Zealand imminent and several extended trials in the US where they are now selling packages.
In addition there are to recent funding winners about to deploy G1.
I don't think Ethernity will report anything other than sales in due course.

They had positive indication from the Israeli government of emergency covid funding. The funding market was poor at the time as the placing was punishment. I had just 50000 shares so was not too bothered. Since I have added 250k at about 22p average.
I am not unhappy.

I fully expect by year end that Ethernity will have orders for $10-20m just for flow processors.
5G don't seem interested in the strike price so I don't see them as holders. I suspect that it is Tarana guaranteeing their product delivery. In fact their soon to IPO $1-2bn future depends on little Ethernity tech.

I don't think that further funds will be required.

I don't believe that it's the price to pay for not reducing costs. They did cut costs had they done it earlier would we have the DU product. Would the development with Tarana have been delayed or axed. 12 months ago we were waiting for 5G UPF as our big shot. Now I believe that the DU solution (within 4-5G) with the unique router is worth multiples of the crowded UPF market. In China and India Ethernity will score huge but globally 5G has many players.
The flow processors and more recently the wireless backhaul product are massive as we will see when the Tarana scaling up is revealed.
The management didn't get it wrong they built products to market need. The market has not rolled out in a logical manner starting with fake 5G as they have.

The end comes when more buys than sells results in a rise. They may even keep some. Who knows.