Member Info for Tracylied

I bought my first shares today since 20p. Still way, way too cheap.

https://regtechafrica.com/mtn-rwanda-to-list-on-stock-exchange-in-may-2021/

MTN establishing in Rwanda. The demographic of Rwanda will be a prime hunting ground for hard to reach Internet coverage.

https://www.sdxcentral.com/articles/news/nokia-pilots-through-open-ran-turbulence/2021/04/

Have to laugh at the notion that OpenRAN is not ready. It's Nokia that are not ready

https://eminetra.co.za/mtn-rolls-out-a-300-million-rant-project-to-win-a-textile-deficient-community/245696/

All 6 on 44 but not really competitive on the price so really just parked there waiting. Danger of a test this afternoon.

Herotel also do aerial fibre. However you have to be able to see their tower from your roof. Maybe they need to talk to MTN.

MTN has the rights for the whole of Africa. It is clear why they will start in their own back yard. The rest is a challenge but there is maybe a dozen countries they can move into very quickly with local players. Tower coverage and power reliability will be a major problems.
Africa in many ways is the hardest market globally.
I think that we'll hear of more US deployments very soon. I expect that regional providers will be taking up the government grants for suburban connection. Two have been awarded already to interested parties.
I suspect that the 5000 units over 12 months will grow substantially.

https://za.investing.com/equities/mtn-group-ltd

https://www.news24.com/fin24/companies/ict/mtn-rolls-out-r300-million-project-to-capture-fibre-starved-communities-20210421

First deployment beginning of May.

Unless 5G Innovation fund has already sold the shares. So how have the MMs balanced the last few weeks. Way way more buys than sells.

Marcal being 100% right in this is not so important as the real money here is in holding 9+ months to 5 years. At that point whether you bought at the absolute bottom or near doesn't much matter.
In your position I would break a campaign up into small trades where you are comfortable.
The toughest thing will be not to tinker with your holding.

I don't think that it is Tarana directly they have lots of investors who are well placed. I can't see City of London Police investigating anything and the AIM regulator is on permanent sick leave.
I am more intrigued by the timing and purpose.

But surely it will just say 5G Innovation fund and Not Tarana Wireless

If I were a MM short of stock I would be shaking this down right now. Lots of New money yesterday and last week on a small profit. They will be keen not to lose that. A shake back to 40p will bring sellers and buyers. Let us see.

Looks like they are getting some now.

43.30/43.80 currently. MMs want your shares.

Without knowing the complexity of the task it is difficult to say but it is clear that Ethernity has a relationship with many OEMs who I suspect could be subcontracted or commissioned.
Lots of options.
Ethernity are amongst a huge expansion for sure and events are now very near at hand.

I don't think that it would cost more than $1m to establish production in India. There are many government incentives for foreign tech investment in Indian production.
It is only a couple of hundred units a day so not huge.
Ethernity has income already to mitigate more than half of the day to day costs.

The other options are in house commercial manufacturing of ACEnic-100 for China.
Spend on the DU solution with 3 Major Server manufacturers is largely a investment in human talent as I am sure the server manufacturers will be physically hosting development.

I am firmly believing that we'll see a production facility created in India with a 50000 unit a year initial capacity.