Member Info for Tracylied

Primerate yes I would say so. They are backed into a corner and will either come out fighting or convert to the open platform many are calling for.
I was reading a trade forum last week where a person with Nokia as part of their screen name was arguing that Oran will work and is insecure. What an idiot I thought, can he not see the obvious. Then I saw it.... June 2019. I wonder if he has changed his mind now.

What's wrong with the close. It will open up 1p in the morning

When waiting for news It is worth going back to our last update at the start of December. Lots either going on or about the start.

"Delivery, and revenue recognition, is expected to commence in Q1 2021 and to ramp up throughout the year"

"The operator is now progressing to commercial field trials utilising the ACE-NIC100 to reduce cost, space and latency, noting that the Company's router-on-FPGA NIC and forwarding engine was selected over SmartNICs from the top two tier-1 SmartNIC competitors"

"One of Ethernity's partners was selected to develop customised UPF software for a private 5G network to a Chinese mobile service operator as part of the OpenUPF initiative, which will now be targeted primarily toward industrial and private 5G deployments. Ethernity's ACE-NIC will be used to meet the operator's performance requirements, by implementing the forwarding within the FPGA SmartNIC to reduce latency and increase performance"
Partner either TietoEVRY or Fiberhome.
Plenty more to see in that RNS. Nice detail about the DU and server provider.

Dallo I agree. I am not expecting any move above £1 before they demonstrate substantial income.
I am in close contact with several Israeli nationals that are frustrated by the process of buying on the AIM. One has a relly in London buying for him.

Picking those on the verge of a paradigm shift requires tech knowledge. There are plenty giving good reasons for change but without actually knowing what they are talking about adds another layer of fog.
I think that Ethernity has huge potential on the AIM but I believe that if there was wider accessibility and exposure we would have gained traction by now. I believe that for the AIM they will need to see sales, cash income and profit. I believe if there was more access especially to large markets for tech we would see investors. I don't think that the UK investor has any appetite for risk or perceived risk. Once one understands the tech and how the sector is moving one realises actually risk here is extremely low.

Fairview I completely disagree. The UK is a weak economy post brexit. Post covid who knows. Exposure to one market creates unnecessary risk.
The UK could take 10 years to recover to the point where people can afford to invest rather than gamble.
It is clear being in Europe that businesses are shunning UK suppliers.

It's certainly extremely difficult for any Israeli investors to buy Ethernity. This is a very technical sector and most shareholders know almost nothing about the sector, the technology or Ethernity place in the market.
It is not like sectors like Oil and commodity which has substantial following.
The AIM rather than the LSE is a barrier as many platforms don't list any AIM shares. I have been to Israel and have spoken to people connected to Ethernity. There is quite a buzz about where they are going. They can create quite a story there and attract investment through on market buyers.
I have tried many international brokers and I found just one I can access with Greek residency. That excludes Israel.

Uhif can you name a few because I am struggling to find any. If you buy Ethernity from a residential address outside the UK you can only buy in auction not live on the market. All seem to have Israel as a excluded Country.

Ethernity has no presence commercially in the UK. Areas where they are commercially strong will find it impossible to buy on the AIM. Even buying from Israel is nearly impossible.

I think you miss the point the AIM is not accessible easily from outside the UK.

It's not surprising stuck on this remote alternative platform. Mainly only UK investors in a UK financial crisis with Brexit and covid

Looking at the numbers of DU servers required for global 5G the numbers are huge. The benefits from having the router within a CoTS server are obvious. Ethernity having a unique solution will make significant profit from this solution. Potentially hundreds of millions in a short time frame.

Ethernity traded for many years on consistent profit year on year. The IPO was to prepare and deliver a FPGA-based SmartNIC for the forseen shift from single vendor solutions to open solutions. David Levi and Co saw this several years before others. They totally changed the direction of their successful business to achieve a global focus on the event.
Now here we are with a market leading product in ACEnic-100 that has evolved in several specific solutions.
They are poised waiting for the market to open and it will very soon.
I think that believe that they have achieved a lot in a couple of years. Certainly as far as Telecom goes this tiny company is the key to the next generation.

There will be nothing until there is something. However we already know exactly what is happening.
We know that the new DU product is entering trials with around 3 large server providers. We know that the largest Telecom providers in China are field trialling Ethernity in their 5G chain after being selected above other much larger players. We know that a Indian OEM is using ACEnic-100 in their 5G solution and will be manufacturing in India for Global export. We know that TietoEVRY are aggressively marketing a joint product in China. We know that Fiberhome are marketing a joint product. We know that the need for all of these products is upon us. We know that Ethernity has market leading products that are attracting a lot of noise.
So whilst the market waits for news a little research shows that already we know plenty to be £1+

If you are talking about the DU product no. Routing from within the NIC is exclusive to Ethernity.

31.02 to buy. Walking down

Looking across at Silicom Israel and the similarities. Very similar product portfolios with Silicom more data centre and cloud focused. There DU product without a router on the NIC is gaining traction. Ethernity product is in early stages of development but clearly has mass appeal.
Silicom appears to be capped on the Nas at $300m+.
They are maybe 12-18 months ahead in financial security than Ethernity. Like Ethernity they are expecting a significant increase in revenue. in the near term.

31.36 to buy

Yes I am sure. Not a great situation.

It's absolutely clear that Ethernity are heading into a substantial sales stream on multiple solutions. I guess some just can't wait a few months.