Member Info for Tracylied

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.

Had they not wanted dilution they would not have diluted at 35p. The placing was an absolute disaster. 35p then a 25% discount warrants. An absolute insult to shareholders.

Plenty of stock available at 34.65. IG has 150k available online in one immediate transaction

It's the small initial order size that the market fails to understand. It will take a few further orders from the same OEM before people realise that these are not singular orders like the old model.
The foundations are solid

So digging around. The new OEM contract is for a specific contract but the same OEM is now promoting the product to industry as their own. In much the same way as the IDU and the Indian OEM for UEP.
The unit value is again around $1000 a unit.
The IDU market is estimated at 10000 units a year $10m
The Indian market 10000 units $10m a year.
Yesterdays is unknown but apparently this business is huge in Europe. I suspect Germany based. This could easily be another $10m a year.
Tarana I can't see any way it's below$5m a year and should be much higher.
So it's starting to add up. Yes it may take a while for momentum on some aspects but its coming.

I don't think that this contract has anything to do with the placing. Ethernity had cash the placing was for future use hence the annoyance with the timing.
Ethernity have a team working on these product adaptions and the investment for the contract will be very low beyond human support that's ongoing.

What about why when they are obviously successful and they raised funds at a huge discount when waiting just a few weeks into a rising market would have saved huge dilution. Not on my mind at all.
They are losers at finance but winners at tech

Constantly talking about being in Vegas. These contracts will bring others it's a small connected community and they all know who they are.

Yes the preloaded unique software is where the margin is. Rinse and repeat.
I am wondering if it's TTI out of Germany.
We are not told what they will use it for specifically but mid or backhaul seems likely.

Coming soon a contract for similar with a Satellite provider.

Another contract for an OEM to manufacture. UEP is ultimately adaptable and we'll see many more contracts for different purposes.
This time it's significant because they state that the OEM will manufacture. That's how it is but they have not stated Ethernity involvement previously. UEP-20 will ultimately be built by many OEM globally often in different adaptions.
Small 400k start but the market will learn this is how it starts. The OEM will gain sales as the products are often unique and the market is open now.

Investing is all about information and resilience. This information one shouldn't act upon but if it's contrary to your interests and the information is fairly gained I think morally not many people wouldn't act upon it. Fear of getting caught is just not relevant on the AIM.

I doubt very much that it was a poster here. I don't think anyone could have posted without a telltale change of bias.
There are multiple opportunities for information to get out.
There's almost zero regulation of this market and zero chance of getting caught. Had they been in on the 35p plus 20p discount warrants selling to trouser a cool £60k at zero risk how many here would have done it.

As a private investor I have taken part directly in placings. It makes you inside and you should not be posting or sharing any information. Also you should not trade.
However Mr 100k clearly did.

One would assume that the US ISP that conducted the trials would be customers for the product. The OEM will have US presence for sure to have access to the US ISP.
It was extremely significant however clearly the management had no expectation of it impacting the share price. If they had they would have waited to negotiate a better strike price for the placing.
Every first order will be small but as deployments ramp up production orders will gain volume with sales through OEMs, integrators and third parties.
2022 will be a $25m year.

The last message posted is the first listed. If not you need to change your settings.

Tarana are back at full production with Flex in Mexico after Covid delays. Chip shortages don't appear an issue. I assume that Flex are building Ethernity chipset as we have never been told about any production facility beyond their in-house lab.

Yes very switched on and everything is an opportunity.
BT are globally a mid tier player, big in the UK with secondary global interests. However with a UK investor base for Ethernity it's a huge connection for shareholder value. Now they just need a significant production order upgrade and they side-play takes on real scale.

https://youtu.be/PEpzxLWeRnw

The Tarana webinar is incredibly informative and will I am sure introduce huge business to Tarana. Ethernity supply the chipset FPGA switch for the base node.
Interesting that in order to deal with density they will use multiple base nodes in the same sector. Huge multiplication of Ethernity sales.
MTN Supersonic have a 21 African Country footprint and Tarana is good for all of those.
Recently the sales director at Tarana told me that they cannot make them quick enough for demand. He was talking about the home units. He also talked of huge Multimillion subscriber providers heading to deployment and of literally hundreds of wisps wanting to deploy.
So MTN has 150 towers kitted now and is working on 400 this year. I am told that the target for 2021 is 0-1400 towers. Location determines if that is 1 or 4 base nodes but now we know that they can comeback and add further and increase density as each unit cover 512 connections.
The rewards here for Ethernity are substantial compared to last years revenue but we must remember that this is an old business model side-play now.
However it's a huge revenue generator looking forward