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Yes but as it is a consistent problem they need to filter those trades as they misrepresent the price.

UT screwing the headline again. I don't understand why this platform cannot filter them. I see steady buying pressure pushing the share price higher gently until the cupboard runs dry. More liquidity now but more trades on a quiet day than 6 months ago. No surprise that the warrants are triggering early given the rising trend.

Ethernity is a fraud... It is a £100m company posing as a £18m company. I out them for this fraud.

Maybe it's a pre pump dump. Best flushed and forgotten

We know that they scheduled field trials. I believe that those evaluations will not just be Ethernity but joining the links of a complete deployment. It will take the shape of a trial 5G in a couple of locations. I see the DU product maturing before the 5G. We know that the big 3 mobile operators have committed to fpga. We know that at least 1 has committed to ACEnic-100. We also know that they are collaborating on the national effort to deliver 5G. I believe that they will license maybe 3 or 4 products for each stage. I believe that it will be the Ethernity UPF and edge appliances that really gain sales Q3-Q4. I see the DU sign up by major server manufacturers Q3.

40p by Wednesday or Thursday looks inevitable.

Global solutions will be from multiple providers. No one winner will take all. Ethernity has a different approach and will ultimately cover more ground. We need to hear of more OEMs using ACEnic-100 in their products.

You also need to look at scale. A $1.5m contract from Silicom is like Ethernity disclosing a $100k contract. The all important question, over the next 3-6 months which is most likely to double their share price??? Only the silly money would bet against Ethernity on that.

Dallo you say that in 5 months Silicom has risen 50%. In the same time frame Ethernity has more than doubled. Easy game to play.
Comparing Silicom and Ethernity is like comparing apples to pears.

I don't think that we know that they are sellers. We know that they have not disclosed their holding. We know that this would not be the first time we have seen this on the AIM. It seems likely that they have been sellers and may continue to be but we certainly don't know that for sure.

Silicom are on the other side of the airport but they are actually much closer in many ways.

Dallo I was reading about that last month. Silicom are working with server manufacturers. However their product is very different from Ethernity.
They have a contract to fund development, Ethernity will be in a similar position with 3 major server manufacturers. The difference is in the detail.

What do we think about this week. If there's no news Up or down. I can see no reason why the trend won't continue through 40p. The chart looks primed for a second assault on 40p and a breakout to 50p. With positive news 50p next week is likely. Without we should see a move up when short term holders blow through.

They probably have never heard of Napatech. It's just part of their tech solution that will have been delivered by a third party or integrator. No commercial advantage issues so I doubt that they would write anything into a contract.
We have seen nearly all Ethernity contracts with unnamed clients. These are normally OEMs seeking commercial advantage. Napatech supply end users largely. Ethernity are further up the food chain and could one day supply Napatech.
I believe that the DU solution will by default become the industry standard for mid stream DU solutions. By default as if 3 major server manufacturers take it then that will be more than half of the global market. Many don't have a DU server on their product portfolio so we can actually start to shortlist the 3.
It follows that as service providers are directing server manufacturers to Ethernity then they must be server manufacturers that have a current DU product or why else would they be having that conversation.
Some big names

The skill in this share game is identifying the next winner. The only point to recognise does the market cap reflect the opportunity for additional benefit in the future. Clearly with Ethernity it does not.
We have discussed other companies previously and I made the point that they may use fpga in their SmartNIC but they do not compete with Ethernity. Ethernity has many years of Telco experience and that is their goal market. They also have more general appliances and a unique avionics switch. However the volume part of the Ethernity market is just about to begin.
With respect how can anyone expect them to keep pace with Napatech at this point when they are in an established market.
Ethernity has industry leading tech in a niche sector. That niche is about to explode in size and value. So far other players have not responded with Telco products that come anywhere near Ethernity.
Others have DU NICs, they are on the traditional DU scenario. Ethernity are a game changer moving the DU and connecting 9 Radio Units on one SmartNIC on a standard server.
The service providers absolutely want to use existing fiber to connect more RU to cheaper servers with higher performance. What is more they will absolutely want those conveniently placed in a controlled environment with access to power.
Nobody else has this solution. I believe that it will transform the Ethernity share price before the second rise on mass 5G deployment end of this year.
Certainly £1 is within reach over the next few months.

Yes definitely Ethernity. Napatech are further along the curve. It won't take much to go from 20m to 100m in 12 months. Napatech from C$300m to 1500m unlikely in my opinion.

Dallo Napatech is a interesting story. Ahead of Ethernity for sure on a financial basis. However they are largely in mature markets like financial solutions. Ethernity are a niche player and in a niche not yet arrived. Ethernity are agile they have changed direction to respond to the demands of an evolving market. I suspect that has cost money but places Ethernity very well.
Napatech are muscling a market from bigger players with success. It's clear that they are a head to head competitor in some network appliances but not all. Ethernity has some unique aspects that stand them alone. Particularly the new development with the DU server vendors.
I have blown hot and cold on chances of a takeover. Currently I just don't know. What I do know is if there were the price would have to reflect the opportunity. £100m+
I think Ethernity will be in Napatech position in 12 months.

Today flushed out some weak hands. Several sells today matched higher price buys earlier in the week.
All small time not wanting to be in over the weekend.

Margins will be very high because Ethernity will not manufacture much or anything. The have manufacturing capability in India now. The money is in the IP and can be sold over and through at very high margins. Selling one is similar cost to 1000.

Classic ebb and flow of a rising trend. Chart is strong and news is near term. It will climb again next week on low volume. Now is the time of anybody is watching waiting.