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Only very niche investment funds will look at a loss making AIM microcap.
All is about to change but until it does we are in limbo.
Significantly I feel we are seeing some larger buys this week. Stock is available and we have seen sellers.
I know that they will regret selling very soon. The future is much brighter than the past for Ethernity.

That was 6 months ago, now we know that ACEnic-100 are in field trials in China. Sales have likely started already through OEMs and integrators. If they haven't it will be any day now.
Disclosure to the market will pass 50p in one step in my opinion.

"The Company now has a direct relationship with three major telecom service providers in China - China Mobile, China Telecom and China Unicom - all either planning to use an FPGA SmartNIC offering for 5G UPF, or already under development in their laboratories for integrating their own open UPF software to be offloaded by the ACE-NIC. Further business and revenue from the Chinese operators will flow through our OEM customers"

https://www.fiercewireless.com/5g/open-ran-moves-beyond-hype-into-trial-phase-and-reality

Lots of industry press talk and we can see several events restarting now. China are 6-9 months ahead of any other ecosystem.
Many of the global players will miss out on China or are turning their back because of their US focus or are US based.
China are in field trials now with the 3 major Telecom either selecting ACEnic-100 or selecting FPGA-based solutions and field trialing ACEnic-100. China mass deployment will start on a small scale in a few months.

Ethernity were trading successfully for years as a service provider. They saw the opportunity to transform into a complete solution provider and IPOd to take that opportunity. They saw a shift from small part to whole part opportunity several years before others. Even now some are just realising what is happening.
The reason for the IPO was 100% correct but they expected it mid 2019. The disclosure to the market that they were 18 months off is where I entered the story. I could see that the only aspect they had wrong was the timing.
Ethernity has worked diligently and with very small R&D funding to produce a portfolio of market matching solutions. They have also developed several market leading solutions.
UPF, DU and ACEnic-100 are the obvious. The Avionics switch and virtual router less so.
The Avionics switch. Globally there are 3 OEMs, Ethernity are contracted to two.
ACEnic-100 is an absolute global leader for FPGA-based SmartNIC. The user case for SmartNIC is just starting.

Everyone wants news holding their hand. Ethernity move closer to a substantial market everyday. I am not letting one share go right now. I have taken a few more and will again into news.
It is important to understand what is actually going on as soon it will form a transformational RNS. What we have seen so far is several years of preparation, the IPO event has begun this quarter and soon we'll hear that the acorns are beginning to sprout.

Not the last two buys. Hopefully some new money

Definitely seeing bigger transactions now. Maybe some money on the move before news.

1.4p spread shows the MMs are disengaged currently. A news, buyers and they will switch on. Now is buying time.

Nokia wasted a couple of years resisting OpenRAN but they can no longer. Their plan is to be compatible rather than open. 6 months ago they were talking about less than 5% open so they now concede more ground.
The real story is that the big three need Nokia as much as Nokia need them. Like a group of smokers discussing mates that quit they stick together whilst everyone moves on.
Reality if they want to compete they need actual open networks not selected groups. It leads to a lack of choice.
Ethernity are feet under several tables but this year we'll see big moves from the industry as cost cutting will be te focus.

Attracted a few bigger buys today. MMs holding firm as expected with so many either side. The experienced price rising fractionally.

I have some funds which are required for a investment elsewhere and they may as well sit here as anywhere else. New money not from my long term position.

I have long and short term money here now for the first time. Expecting a big move imminently.

Unusual to see them delayed and released the same time. I think a duplicated sell most likely and one will be cancelled in due course.
News is definitely near term. I think in the next week or two.

Looks like we have at least one interested buyer.

Yes. They will have taken part in the placing and other mechanisms then been diluted by 5G fund I guess.

I were them and I had something in the pipeline I would be wanting to deliver it into a hung market like this. MMs polarised, market frozen hung up on pending news.
Plenty absolutely plenty in train but it may not be ready yet.
Very soon the faithful.

What I like about this Chinese deal is that it is Ethernity soft and firmware and the OEMs own fpga NIC. Look at the "competition" and you will find many of these shell NICs. They are smart because they have processing on board but they are dumb because they are not configured for anything. Ethernity take this and make it work. Not just layer 2 but Layer 3 and forward. Which other "competitors" can do that.... None. Simple.
However not every scenario requires this but Ethernity are tiny, the market is huge and Ethernity are so well placed the goal is open, they are onside and the goalkeeper is looking the other way chasing a completely different ball.
I know I must sound boring after two years....
Maybe tomorrow at 7am we find out.

Nearly a year on from a prominent Chinese OEM decision to port Ethernity's software and firmware onto its own FPGA-based NIC offering for the Chinese market. Using the router-on-FPGA opportunity to leverage their product. After one year the market for this product has arrived. China is approaching mass deployment through 660k installed Radio locations. These radio locations can no longer exist as isolated network nodes and need to be effectively clustered to reduce latency, cut cost and improve performance.
The Ethernity solution has multiple routes to market and has engaged the big 3 Telecom from a early stage.
Ethernity will win market share through Integrators, direct Telecom adoption, third party sales, direct sales (Techtronics) and partnership (Fiberhome and TietoEVRY)
All of these routes to market are viable still so close to mass deployment and Private Network creation.

OK for a couple of thousand but those who have built a holding large in their circumstances need a sustainable and reasoned rise. I have said it many times even at 12p I see no reason why this isn't £1 right now. Today I see no reason why this isn't £1.50.