Member Info for Tracylied

It is a profit Bid but not why we are here.

So 10000 available at 48p but nothing at the quoted price online. MMs are trying to hold it back hoping that nobody wants to pay a premium.
I have a buy waiting at 47 but I don't expect it to fill.

Almost impossible to buy now.

Two more Bed and ISA trades. Seriously if you have an ISA and Ethernity are not in it then now is the time whilst you can get enough across.

MMs getting sneaky hiding trades to reveal exactly one hour later to look like a sell.

Mr or Ms 10000 buyer taken 4 this morning so far. Round number buyers suggest that they are being strategic rather than emptying their trade accounts. Tough to buy any now in quantity despite 3 MMs on 47.

Bid the BBC are only interested in the headlines. Biggest since... Worst since... A peaceful night for us just to the NW of TA. Beautiful day again 28° and wall to wall sunny.
The fight has gone to Gaza and very little here. There are people enjoying the beach and the kiosks are busier with coffee and brunch.

46.7 to buy 5000. MMs walking the share up. They have no stock at this level and will reform a market 52-54p

There we go, gone already. Who would be a seller today???

That 18k sell should help liquidity through the next couple of trades. Prior it was impossible to buy 500 shares and 5000 quoted at 46.

44.98 now to buy on IG. 1 MM on 45 1 on 46 then 47+. I don't think that the MMs have much stock and even modest buying will achieve today.

44/45.9 currently live online. The early seller was mugged. Off chasing rainbows no doubt.

What we can safely say is that Tarana with that kind of opportunity will protect their supply chain. This deal has been a massive de-risk. Whilst I suspect that they have already done it I would expect Tarana to form part of any funding requirements to scale up mass production of Ethernity flow processor for G1.

Tarana in their own ads for senior accounts roles are calling themselves pre-IPO. The list of skills include those to move through IPO into statutory reporting.
Crunch base value between $500m and $1bn but that will rise with scale up. Clearly they have a lot invested in G1 and expect sales to be huge. Hopefully they will move to IPO soon and we can get some disclosure of the unit rollout expected.
I am going with 1.5m home units and 10000 base nodes in the next 12 months. That may prove on the low side but I am not one to stick my neck out....

Awesome day touring Israel by scooter, 250km on really quite decent roads. Coast road north to the border then sea of Galilee, Nazareth, dead sea and home for Tea and Medals.
This week will be a consolidation and recovery week.
The events in Israel derailed the rise to 60p which should have happened last week on the well established trend line. Obviously it is not science.
Assuming we get no news next week will have use comfortably into the 50's.
Strong news and really the only limit is your imagination.

Some rockets for TA last night. Raid sirens sounded several times and a missile landed about 5kms South of us. The majority travelling to populated areas are intercepted very effectively. Nearly all of the missiles that come to earth are allowed through because they are heading for unpopulated areas.
The streets that I saw were empty. We'll be exploring North today by scooter.

Thinking not so far out of the box on this.
Tarana G1 is the solution for satellite Internet into the home. Low earth orbit satellites with the best performance are not optimal for delivering multiple streams in dense areas because of the angle the signal is deployed from making it difficult to reach targets close together or obscured. So a Low orbit Satellite like OneWeb can relay through a point that's not connected to fibre and it can be distributed by G1 into homes. The Ethernity wireless backhaul on UEP-60 can be used for wireless backhaul from Satellite.
OneWeb founder Greg Wyler is a large financial backer of Tarana and the founder of OneWeb. Tarana use Ethernity data handling for G1.
Tell me that it won't go like this and I will tell you to wait and see.
Tarana will be talking a lot more soon about their commercial targets. I think that they will be huge.

Much quieter night over TA as the focus and media circus heads south and east to the west bank. The place where I started the week at Ashdod has seen some disturbance and a few missiles reached the ground.
I have seen action mainly in Africa as a soldier and the antics of the press should not surprise me but they are really pathetic the way they look for the worst images to portray a sad situation. There are pockets of darkness and misery in Israel and definitely in Gaza but 99% is normality and calm. The BBC are by far the worst offenders, they treat this place like a low budget drama.
I had no doubt that for Ethernity life is going on "full steam ahead towards our goals" as David Levi said yesterday.
The story for us shareholders really is that this is a share price disruption that won't last long. As we know in a rising trend into near term game changer earnings a disruption is a full blown opportunity.
Short term risk is higher, and mid to long lower as the entry price is lower. There may be some volatility in the short term but ultimately the price will trend back to the line which is currently 56 on the bottom and 65 on the top.
Extraordinary events can be safely written out although recovery may take a week or two longer.

Lots of wrong assumptions in the light reading piece. This bit is quite right
"After begging authorities for money, Deutsche Telekom, Orange, Telefónica, Telecom Italia (whose friends call it TIM) and Vodafone are presenting their equipment makers and software companies with a checklist of requirements. It is a technical job spec for open RAN"

He then goes on to suggest being open is using two monolithic providers together.
It will absolutely be the case that some will bin their 2 year old systems. They will when they can't scale them to the needs, can't move and relocate, can't set up temporary capacity on a fixed network.
OpenRAN is coming, one way or another in will be the only solution.

Around 240k buys and a handful of sells. Today will have gone a way to remove supply from the market.
A bright end to a miserable week.