Member Info for Tracylied

Bizarrely it didn't fill at 34p. Maybe at close today it will appear again.

Interesting that a small buy I attempted 2 weeks ago popped up in auction just now. Only a couple of thousand shares. This is the struggle to buy from abroad. I submitted it the day I started quarantine in Israel.

They are creating an ecosystem for products like say HPE DU server to be dropped into for testing then deployment. Virtual DU needs to run on something a a specific DU NIC with a CoTS server is the Ethernity solution.

Unfortunately for you Cambridge we all bought at 12-18o and you didn't. I want to be 21 again but some things just ain't going to happen.
Now you can put on a hat with bells and shoes with curly toes but some people don't need an outfit to be a fool.

Yes way out but that's a short term price in this market. News will be required to get there. The news coming will derisk the next stage and they will move to 80p+ immediately.
This will move in stages for me 50p on news is a solid target. Value will come one step at a time.
News is near and field trials are progressing. The tea lady says we'll know more very soon but will be waiting 6-8 weeks for the trigger.

Cambridge you know nothing.

As I have said many times before you are comparing apples to pears. Both are fruit but if you need apples pears won't do.
Ethernity fpga can be used in data centre servers but that is not what they are optimised for. Silicom SmartNIC is a dumb NIC. It's a shell for others to make work. Most of the "competition" is like this. So you buy your NIC then you look for someone to make it do what you want. Ethernity do the whole process. Ethernity products are optimised for specific tasks ready to go. Therefore they are perfectly suited to that task.
It is why Ethernity know when sales will start and why the haven't started before now.
Ethernity pick the user case, build the solution then wait for the solution to reach maturity.
Others build a fpga NIC then wait for a software vendor to run with it.
Ethernity are very specific to Telecom, they understand the needs and the solutions are exactly fitting the requirements.
Ethernity has competition but it is not direct, it is not the same. Ethernity will win many sales very soon, some will be complete but most will be partial. This is OpenRAN.

It has always been that way. They explained the reason I think two years ago. I believe that we'll get quarterly sales updates in due course so there will be more visibility.

Dallo correct there is nothing to influence. No market currently just a holding pattern. It all changes on news then buying becomes very difficult.

Annual results have always been slow largely because of the way contracts are paid. Although that is old model. New model payments and royalties are much more predictable and in many cases immediate or advanced.
Certainly retailing rather than project work.

I am lead to believe that the management do look in on this board. I don't know specifically whom but I am told that they do and it is one barometer of sentiment. Nit sure if that is a good thing.
The tea lady was very chatty yesterday, probably the free beer and pizza.

Uhif. I think if you look his engagements and businesses he founded has global reach. The choice was between a city spiv and a leader grounded in Tech. I am happy that they made the right choice. It is clear that he is a international deal makers. However here Ethernity just need a steady supporting hand to lead the management team.
Read up he is no joke.

Check out Over-Sat Ltd. Definitely some parallels. They provide Internet and satellite broadband to aircraft, ships and mobile remote locations. These are 5G network targets for private contained industry specific deployments. Ethernity has products for this and the market is huge.

A London City type could spam the share to their contacts and suggest as a investment. Ethernity don't need that kind of spin long term. A doer rather than a talker was the way to go. Lots have taken part in stuff few lead stuff.

Kitlow agreed Ethernity are planning for a big future. Starts Q1 2021

Recent weakness. What are you smoking. It is very normal for a share to ebb between news and flow on release. About one third from the high is very normal.

Big on the ground rather than big in the city of London. I think that they made the right move. Israel is a long way from London and the action is east to west.

Looks like a solid choice. Lots of experience, local and will come with many contacts. This is all about people. Tech doesn't build itself and the pressure on recruitment is strong.

The Ethernity website is really packed with content. I have been through every page. Many reasons to be excited and to believe that the valuation has to increase significantly.

Cambridge you clown don't be so ridiculous.