Member Info for Tracylied

The advantage of Ethernity are the unique solutions in a space with high barriers to entry with patents allowing for exceptional performance.
Ethernity are poorly valued and the recent placing has made that worse. The growth cycle ahead is unmatched in my opinion largely because others have progress built in to the price. Ethernity is priced like a dog.

The importance of the RNS is that it's in China. Despite the Beijing cold shoulder Ethernity are doing business. The TietoEvry collaboration will drive huge future revenue

It always takes a few days for any value to attach, especially with anchors like 5g IF and a cheap placing dragging it down.
The payment structure with agreed delivery schedules means that it's for a planned deployment rather than general sales. There will be more.
Sales will come from Integrators, OEMs and third parties.

Sergi it's a initial order so like Tarana will get increased prior to delivery. The market for this product is only going to get bigger.
These numbers aren't really any indication of where it will go.

Kitlow. On what we knew prior to this contract we can expect $25m.
The Chinese market is just starting to boom and they can expect huge sales.

A good chunky contract for a new product in a new market.

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.

Owl it's been discussed here many times. I think that the chances are very slim

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

Revenue will grow year on year for many years as sales spread globally

I don't think so the race is on to deploy in the first locations and these are rapid deployments. The IDU is based on previous sales no future guessing. The market will only get bigger now

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 I have asked and just vague Answers. I know that they produce cards in-house but I assume that is for hundreds. Thousands I don't know

Owl is that the "show me the money from a prostitutional placing". I don't think anyone will be impressed by that.

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.