Member Info for Tracylied

Full price now on just 2000 shares

Yes it has started but end to end is hardly embracing the opportunity of Open. The true open networks will be Integrator designed.
We can find examples but it is just starting.

https://twitter.com/greg_wyler/status/1396092303907991552?s=20

G2 2023. MTN deploying in Ghana and Uganda.

https://www.connectivity.technology/2021/05/taranas-air-fibre.html

It went to 60p on almost zero selling and strong speculative buying. In that situation the MMs run it up. Now it's trading the scarcity dynamic is lifted and it ebbs back. This is really classic of a holding pattern into news. Just like an oily drilling exploration or goldie wait on test holes.
I don't see anything wrong with it and I am happier buying here than 60p where I would not be buying without supportive updates.

Fairview I can't see much selling. Yes lots of red but many are buys.
I added 15 shares in the inverted market on Friday. Sold 9000 bought 9015. Just to see if it can be done. Both red as sells.
I think that trying to analyse the situation when you only see half of the story is dangerous.
I am adding about £1500 a week currently.

https://www.sdxcentral.com/articles/news/open-ran-could-pump-285b-into-global-economy-by-2030/2021/05/

OpenRAN starting from almost zero in the RAN market but growth will be exponential.
This information excludes China I guess from Political bias. China really is todays big opportunity but it is not open to many of the players.

https://www.theverge.com/22435030/starlink-satellite-internet-spacex-review

Two possible outcomes here.
The Tarana wireless G1 ticks most of these boxes. If it can go mobile then all.
Ethernity has a solution for the tree problem that could be a game changer. Musk could buy it for $200m outright I suspect. Pocket change.

However I strongly suspect that one Web will team with Tarana on fixed asset services. Greg Wyler the oneweb founder is on the Tarana board and has personally supported several fundraisers.
This would put oneweb ahead and produce massive sales for Tarana and Ethernity.

https://telecom.economictimes.indiatimes.com/news/what-telcos-must-do-to-deploy-profitable-5g-network/82823836

Margins will go with volume I suspect. Software, code and virtual solutions will be high margin. ACEnic-100 they won't be giving away but the profit will be in what they load on.
Some plug and play products will be 90% if they sell a lot beyond development costs.

Yes true and that was really the point of the IPO timing although they were 18 months early it did give time to build some total gamechanger products.
I think that the growth cycle will be at least 5 years this time and won't due because of the open nature. It will shift to device delivery and management.
Ethernity are in the lead at the sweet spot.

https://www.businesswire.com/news/home/20210520005943/en/%C2%A0Mavenir-Powering-the-First-Smart-City-in-Thailand-With-5G-Open-RAN-Integration-Across-mmWave-Private-Network

It is the start of how this will progress.
Now they call it OpenRAN but then name two players. Mavenair are acting as system integrators here and may use components from other sources in the construction of this small network.
A OpenRAN with a provider as integrator is not actually Open. However now it exists it is open and Ethernity can sell into it for specific use scenarios.
True OpenRAN is where the best at each level is selected to form a end to end solution.
Ethernity will achieve sales through third parties using Ethernity kit in their solutions, Integrators, direct sales and licensing arrangements.
We can expect sales really from now.

https://ethernitynet.com/solutions/wireless-backhaul/#1620552941999-c72215f8-c5c7

Researching the wider market this is a breakthrough product. Unique and a field dominated by the big closed providers.
A huge global opportunity.

https://www.sdxcentral.com/articles/news/global-operators-applaud-qualcomms-5g-open-ran-push/2021/05/

Opportunity knocks for Ethernity here.

It will if they name the 3. I know that these will create interest because they are brands in everyday use.

More clarity now 43/47 holding say the MMs.
43.30 / 44.42 current live prices.
Interesting dynamics as they try to limit trades.

Right now I can sell 10000 and immediately buy back and make £6 over the trading fees.

Now a inverted market you can buy at 44.38 and sell at 44.50.
Market anomaly time as the MMs are polarised currently.
Tide out squeeze

Nice Bid thanks for sharing.
I have been watching this unfold a couple of years and the buzz has gone from a hum to chatter to a roar. Especially in Israel where the talent pool is huge and deep.
I think that the lightbulb moment was about 9 months ago. Reading some of the trade blogs a poster with Nokia in their name was saying that OpenRAN would never gain traction because it was too unstable. It was and the interoperability was possible but not standard out of the box. OpenRAN needs to be out of the box, plug and play.
What happened was the functions or the processes split into digestible chunks and Industry started to develop solutions. The best in class at each stage makes the end to end tech from the mega players look very poor. That is poor today and tomorrow they will be the same. OpenRAN solutions like the suite Ethernity leads with are one thing today and can be something better tomorrow. This is the difference with this soft/virtual environment once deployed it can be upgraded, reconfigured and tuned on the fly.
The future is accelerating and the monolithic providers are standing still. In 2021 they are selling a product that will still be used in 2026, however in 2026 their product will still be in 2021.
Ethernity and OpenRAN will probably be on generation 3 by then.
Ethernity ACEnic-100 will likely feature in 4-6G certainly today 4 and 5G solutions run on ACEnic-100. By 6G it will be something completely different.
Ethernity are so well placed to take a massive chunk of the action which is about to start.