Member Info for Tracylied

Absolute air 2 is still available and is the "other" I spoke of. Anything else is just WiFi with extenders and reflectors. G1 is a gamechanger. AT&T will be all over it immediately.

The solution has been custom built from the ground up. It is in no way like anything else ever built military or civil. It increases the range of anything similar from 1km to 15km, has a 10x capacity and supports up to 512 parallel connections each exceeding 1GB. It also has sync tech to ensure that transmissions are complete. It also has high levels of security to ensure that only the intended recipient is connected.
This is an absolute industry leader. Make no mistake and it will attract a price. Ethernity has built this exclusively for Tarana, that will attract a price. I don't see it below $2000 Inc royalty.

Interesting to look at "typical" mass production curves. It normally has 5-10% allocated in the first three months. So achieves $4m -$8m this tear based on $400k and 12 months 5000 units. Assuming early Q3 means mid July. Certainly significantly more than the December projection.

Bid I believe that they were more at the time.

Yes the fpga are low cost. However Ethernity don't make fpga.

$2000 a card is 5000 x $2000 in 12 months. Do the maths.

So a unique patent protected, 4 years design and testing.... but low cost solution for a $1bn valued company in their flagship product. Why would you think that.?? Why in 2017 would have Ethernity embarked upon that route given no design payments. Why would they do that

I go the evidence route myself. The Ethernity ship is not too leaky on this. Not surprising as I doubt many will know the contract details.
The best input I have says that it will be a royalty split. Didn't laugh at $1000 or 4000 as a total per unit cost. He/She thought under $1000 unlikely but didn't know. It is the same person who told me 3 months ago that they were flat out. In fact it is the same who told me about the American suits at Ethernity. Take it or leave it but don't ignore it.

Bid your "no harm in being Conservative" is exactly the problem with uk investors. I don't know what it is or why it is this attitude but it is typically British. Better be safe than sorry ah...
Like walking through treacle.

We have seen several bed and ISA trades since the new tax year. They just cancel each other out. Since Tuesday we have seen few sells. Most red were buys.

Bid please post where that's written because it is certainly not what I am finding. 4 years in development with a joint investment, no design fees.
This is a unique patent protected solution, the patent held by Ethernity. I don't think that this is anything like your numbers.

Interestingly industry when the discuss market size use $4000 as a ballpark UPF NIC solution unit price.

Another actually more likely model is a ongoing royalty basis. An upfront on delivery fee and ongoing royalty over the life of product or engaged clients.
This is likely with a risk shared product. This will also encourage the next series of evolution.

Me too but the market needs detail. We have invested in knowledge of the goal others have not been so diligent.
I dare to say that since setting my £5-10 target we have added Tarana and DU. It's now looking a bit skinny even from 30p.

I wasn't expecting Ethernity to go the in house production route as they are dealing with OEMs I expected the production to go to them and a royalty to be received. It is very possible that Ethernity will be faced with two other mass production orders very soon. One for up to 3 different DU systems and one for multiple orders of ACEnic-100 in different configurations for mass deployment in China. I suspect that they will establish production in India and China eventually.

ACEnic-100 is $2000-3000 depending on the firmware and applications. The margin is huge in the code. I am encouraged to believe that this Tarana solution is more complex, two fpga and a revolutionary patent protected design. So far Ethernity has received nothing (officially) from this deal so I suspect that we'll see a decent unit rate. The volume will require mass production.

1-10% is quite normal in production ramp up in say the first quarter. That assumes that they have started production already. Consider this if a tower unit serves up to 512 homes at $1000 the Ethernity part which appears to make it all happen is worth just $2 a house. Certainly Ethernity solve many of the problems the way they process the information so it can be reassembled upon receiving. This is key to the solution and allows for obstructions and interruptions out of line of sight.
My $1000 to 3000 is a pure guess. We are talking 4 years of work, investment in trials, development of bespoke solution, manufacture and components. Fpga can be super cheap but we are talking about a groundbreaking potentially remote tough to access solution so fpga reliability is super important.
My initial thoughts were $1000-4000 but that produces crazy results.

So if we assume 5000 units in 12 months. Each unit between $1000-3000 each. We can see that $400k is just the very start. Production will need to ramp up very quickly.
We need to pin down the unit price.
The market is huge for this product. The US has millions of houses with no fiber. The US has one of the most dense fiber networks. Globally the market is huge especially in the developing world where finance is available for solutions to bring mass access.

https://telecom.economictimes.indiatimes.com/news/organisations-to-increase-spending-on-sd-wan-private-5g-in-2021-report/81945949

Mass production doesn't come cheap and certainly more than $400k to establish tooling, premises and skilled workers. They don't go from zero to production run delivering in 3 months from nothing.
This is not about $400k or 5000 units it is about mass production over a 5-10 year rollout.
If this is Tarana then when they went into it they had a window. Clearly it has narrowed drastically now. The point of the funding I have no doubt was to prepare and deliver production at I would guess minimum 50000 units a year.