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Yes you are missing the facts. Ethernity provide a purpose built chipset that allows the Tarana solution to function at the base node. This is a designer product developed over a long period as the solution evolved.
The IP is a living breathing thing. You don't open a box of UEP or UPF and plug it in. The products are really tested ideas for solutions that can be adapted for different purposes. No two will be the same.
Taking over Ethernity for the IP does nothing without the ideas and team to bring it on.
Thaty talking about home broadband which is not the main event for Ethernity. 2022 for Tarana globally we'll see 10000 to 15000 base nodes. Certainly they will be connecting millions of users. That's started already. Tarana say that providers are fighting for supply and are racing eachother to install. The Ethernity part is required about 8 weeks prior to installation on the current chain model.
Really the rest of the business is where the big numbers are.
The UEP IDU sales of aerials last year 10000 units of the old model. This IDU will have immediate access to market and 10000 units should be the starting point with 5g rollouts starting now. We know these are $1000 a unit.
India. Estimates from India are 10000 units a year. We know that so far including design $1500 a unit on the first order.
UPF in 22 will switch on. Expect chunky card sales in China, Europe and the US as deployments become live.
DU we can expect sales from now onwards. These will be multimillion dollar sales covering the scope of each deployment.
Integrators are picking up 5g network work now on mass and some will be open using Ethernity acceleration.
Realistically for 2022 we shouldn't be seeing anything under $20m and we could well see much more.
I don't see why, they will have a supply agreement and will trigger at the prescribed time. Currently there are 4 deployments I am aware of and now RTA in 21 states. Large deployments are looming now in the US from federal funding. Globally Australia and Europe are huge markets which will go to deployment before the end of this year.
Interesting that Tarana expect to supply 1 base for every 100 home units for the next few years. So far 500k against 1400 but we can assume that will change with density.
Skid I don't think that Ethernity management guesses will be in anyway accurate by the time they add a huge measure of caution. These sales are totally out of Ethernity hands which makes me feel better.
Embedded global vendors with clients or a tiny company from Israel.
You need to know that as far a Tarana goes Ethernity management are completing out of touch with their prospects and just respond to orders. So far $2m but talking to Tarana they estimate 15000 base nodes in 22 many in H1
Further large contracts but contracts are already secured and selling for new IDU with sales last year 10000 units on a inferior product. India expected sales 10000 units at $1000+ each.
$20-25m is very modest. Forget taking this year and adding a bit it's stupid. Completely new markets are open now. Ethernity are very careful with estimates so speak to others and you'll see that now the sales come in.
"I fully trust the integrity and professionalism of Ethernity's management and its advisers.
If you do not maybe you should sell up and move on"
Dallo are you serious. I assume that you know nothing about how this works. They punt the idea to many places sharing the information about a placing with the pathetic threat about insider trading. Hundreds of people who have never heard of Ethernity would have known.
I have been on the other end of this many times.
Dallo it's not dangerous ground at all. An anonymous person talking about an anonymous person on an anonymous board that's purely speculation.
It's you who are suggesting where the information may have come from. Personally I don't know but I can see it as an extreme and convenient coincidence.
Dallo over the period there were 900000 shares sold by Mr100k yet the price increased on strong buying from many sources. The trend was clearly established. The chart showed 60-80 before cooling.
The 100k seller would not have been there I suspect without the placing. The timing is extremely suspect.
The share price had plateaued and broke out it was a clear unequivocal breakout that's been seen in many other shares. It moved on no news which is a strong indicator of sustainability.
The only people who couldn't see it were in Israel.
Sergi this is one of the things that concerns me as they have never said how and where aceNIC is constructed. There has been indications that appliances are built by the OEMs but nothing regarding the really the central chipset.
I know that they do assemble in the Ethernity lab but we know nothing about capacity, scalability or outsourcing. It's difficult to get a grip on prospects until we know.
The DU is a developed product that will be built by the vendor. Producing any cards even in-house is just normal business. What would that WC be for as the Ethernity contribution the tech and adaption has all been done already. Investment moving forward will be very modest
Dallo where do you get the idea that it was an artificial spike and a few buyers. The rise looked extremely sustainable on the chart and would have gone much further. I get that you are heavily exposed here but that's absolute nonsense. The buying was clearly from multiple sources as looking at the volume and diversity of the purchases.
The timing of the placing was a huge mistake and someone needs to acknowledge that to restore confidence.
I see why in your head you have made this fantasy but it's simply that.
The share was rerating organically and the management failed to see that. Since the placing we have heard nothing to suggest that they needed the funds there and then.
Hardly surprising that it was oversubscribed it was far too cheap. Now they are signed up to 25% discount warrants that will cap any recovery.
2022 is looking like a minimum $25m revenue which will produce substantial profit. That being flagged and accepted these funds have to produce something much larger to be worthwhile.