Member Info for Tracylied

Cambridge 5G network. Not sure what you are talking about. This is about wireless as a replacement to FTTH. Fiber is extremely expensive and only viable in New builds and established dense population.

I think that Cambridge might be the guy in the padded cell next to mine. I hear him screaming in the night. Shouting WHY DID I SELL...

Yes Cambridge let us hope that poor little Ethernity can hang on to the cliff just a bit longer. Yes who is this nasty seller. I am wondering. Hopefully they have some more because without share availability the price cannot sustainably rise.
Hopefully that very naughty seller reads this board and feels terrible.

It's also interesting that the UK has just about the slowest and most expensive fiber service in Europe. Average is 30 something Mbps.

Uhif I think a recent watchdog report said 90% of the UK weren't getting what they paid for.

Tarana on AA2 had a agreement like pay as you go. The operator paid for the service from Tarana. Ethernity will have a service agreement including evolution, maintenance and much more Inc royalty for the code. That will become recurrent income year on year

MTN has rights for the whole of Africa. I hope that you can see where this is going.

They could have 700 Mbps now if the customer paid. I think that they have the right approach especially when competing with 3G mobile. Most of Africa has no coverage. 2G is still dominate. 4G plus is only in South Africa. The market is huge.
G2 will evolve the product.

The G1 is capable of 700 Mbps. The limitation is not the tech but the local market and installed fiber to tower. Each installation can be remotely set a limit according to the tariff.
Also the UK advertised speeds are nonsense, like fake 5G.

Gharri I think that if the big shark were hungry I think that Ethernity would cast this solution in a separate boat not a bigger one. How much today, take the patent, take the contract... $100m maybe.
In December 2020 Ethernity expected $500k in 2021 and $1m in 2022. That formed a 30 something share price. I think £1.50 now would be way too cheap.
I just can't see this product dieing on the shelf.
Certainly an interesting side play.

On another level. If each box services 500 customers and they are $10000 each to buy that's $20 a connection. Yes a receiver is required but also in fiber. So fiber costs $600 a house in suburban or rural on average.
If Ethernity makes it possible $1000 is looking cheap.

Maths. So if each unit were $100. 50000x$100=$5m 50000x$1000=$50m.
So is $100 realistic.
Look at the current information $400000 first part of the current order by early Q3. 5000 units is the first year. So therefore if they delivered all 5000 by early Q3 they will be $80 each. Early Q3 is maybe 3 months. So on a linear scale the minimum cost is $320.
However accounting for production ramp up it is fair to assume that 10-15% is achievable in the first 3 months.
Personally I don't see the unit below $1000 each.
So is 50000 realistic. Assuming the US and Canada buy which looks extremely likely they could hit this from just AT&T and the Canadian reseller in my opinion.
Questions. Can Ethernity produce 50000 units a year.

So if all the clients were in perfect position it will be 1200 units. I guess that they may or may not hit their target but it is looking likely that they will install between 1000-1500. Assuming that it is 3 months from order to installation Ethernity needs to produce from 1500-2000 in the next 12 months for this order. Now times that by opportunity globally and 50000 a year is looking very easy in year two.

Up to 4 on each tower. The ENET part is in the grey box. Each box covers 90° and around 500 connections. So using a tower with 4 way potential is optimal.

https://mybroadband.co.za/news/wireless/393359-supersonic-air-fibre-rollout-plans-and-coverage-areas-revealed.html/amp
Sales in South Africa.

Uhif indeed and we should expect it to ebb and flow a bit. Clearly the previously established rising trend was treading water for a while but now will return. It will run into the mid 50's then we'll need some fresh news to move up further. Certainly the Tarana news was worth short term 20-25% but the rest will come from the generally improved financial situation and proximity to flagged events.
Now Ethernity will be experiencing firm orders with near term delivery. This is a potentially expensive time to trigger substantial (for a micro cap) income. Clearly $5m in orders will create a steep ramp up from near zero.

It shows as Ordinary on this board which makes no sense.

Bizarre because looking at the MMs it's impossible to tell who dealt that. Given the size of the trade one would think that it would radically change a position but nothing.

Volume has stalled a bit here. Level 5 a little bit weaker. I guess that the MMs are looking to shake a few from short term hands.

Yes very nice. The market is truly huge and although the outlook is over 12 months some of that is starting now.
Ethernity are in the fabric of 5G at 3 locations with excellent solutions. Whilst I don't see Telecom end to ending any provider in private networks they may well. Ethernity are uniquely placed with not just the ACEnic-100 but the intelligence to make it Smart. Really other providers are not invested to this level and are using M&A or alliances to make up ground.