Ethernity Networks Share Discussion Threads

[parob] 05/6/2023 08:25

PATT has been knocking ITX this morning following excellent results. Here's my post on the ITX bb."PATT must be absolutely gutted having sold ITX at 4/5p and ploughing all the funds into ENET at 60p. Have you all seen the chart there? It's horrific.The only margins you should be really worried about are the ones at ENET PATT. When is the next deeply discounted placing coming there?Meanwhile ITX seen 115% annual growth, the addressable market is expanding massively, margins will improve in the future and profitability is in sight.Very happy holding these long term."Please BE AWARE of this poster PATT. He is the laughing stock across advfn.

[chester9] 05/6/2023 08:22

Yes I agree Dallo always a good read.

[astralvision] 05/6/2023 08:16

Well, fwiw, dallo, who seems a sensible chap, reckons we've got a chance and that having to give the 'going concern' statement means they can see their way to at least 12 month cash, a relevant point.Tbf dallo has been as wrong as the rest of us.They do need to stop dangling tempters of 'more contracts soon' and stop getting so'Excited' and deliver something tangible.6 months in and not a sausage year to date, where is it?

[chester9] 05/6/2023 08:14

RNS 20th March"As a next stage, the Company plans to supply the UEP2025 product to several WISPs in the USA for initial product introduction into the WISP network during Q2 2023, as a result of demand generated during the event. Following the product introduction, the Company anticipates that the WISPs will be able to expand the deployment of the product into the rest of their networks, which could lead to larger orders for the UEP2025 bonding product."I believe DL wants to have some news at results release, to get some momentum on share price Effectively even if shipped 1st March then set up and testing 3-4 weeks. Finance to test costing logic 3-4 weeks and that ENET won't go bust. Buying to get involved agree contracts 3-4 weeks. Hence Q3. If he can announce something then that's very positive.

[purchaseatthetop] 05/6/2023 08:05

Of course Joinednow everybody is depressed and worn out. It is the hope that hurts. So best not to hope.

[joinednow] 05/6/2023 08:02

i think the probablility is ( 500: 1 outsider) this aint gonna take off.

Hence bullish comment attract derision at the moment.

Could change though. I hope you become a star.

[purchaseatthetop] 05/6/2023 07:54

Weird. Is chatting about the share really ramping? That means Dplewis is deramping because he is talking chances down.

[seagreen] 05/6/2023 07:49

Very amusing as Bonnie and Clyde finally realise the turn around (if it ever happens) is going to take years and years and years...... Like a count down 3p 2p 1p .. Zero

[joinednow] 05/6/2023 07:16

they gotta cut the mustard.

[astra1vision] 05/6/2023 06:24

But PURCHASEATTHETOP predicted a BLOCKBUSTER RNS for last week. What happened?

[504] 05/6/2023 05:15

Plenty going on which will result in news in due course.
We know that they are into delivery now on at least 3 products. More depth is required but it's building from almost nothing, some patience is needed.
I will be buying this week if there's no news.

[purchaseatthetop] 04/6/2023 18:27

Astra 1 vision. The contract RNS will come when it comes. As far as I see it H2 23 is EBITDA positive with existing contracts so existential threat, which was potentially there, is not relevant. But we will see.

[joinednow] 03/6/2023 14:15

Thank goodness for Aim.
Thank goodness for british investors.
Thats why enet made it through to date, thanks to them.

[joinednow] 03/6/2023 13:56

It was lauded by bill and ben the new american listing facility and yet to date it has done far far worse than Aim.

Any reason why the usa listing is doing so very poorly?


American investors not so smart about the prospects?

[504] 03/6/2023 10:32

The reality of timelines is always a good grounder for anyone thinking this is easy. 6+ months for 5000 units is including time establishing initial production but it's painfully slow. The priority is to switch up the joint designed hardware element of the SoC to the Asian OEM. They are best placed to meet demand through manufacturing experience and systems. Ethernity can't produce large volume in-house cost effectively and outsourcing is another layer of risk.
The OEM is finishing the product anyway so it makes sense. Once this happens which will be next year we'll know that things are moving at full speed. Volumes of FTTR will be in hundreds of thousands given the market opportunity.

[purchaseatthetop] 03/6/2023 09:42

MTN Supersonic South Africa is developing well:

hTTps://mybroadband.co.za/news/wireless/393359-supersonic-air-fibre-rollout-plans-and-coverage-areas-revealed.html
"Supersonic will roll out its Unlimited Air Fibre service in most of South Africa’s major cities – including Johannesburg, Pretoria, Cape Town, and Durban – from May 2021."

Aug 22:
hTTps://www.itweb.co.za/content/GxwQD71DAPYvlPVo
"Since launching AirFibre as an alternative solution to connect the unconnected in March last year, Supersonic by MTN SA now covers over 3.4 million households across the country with the service."

Now:
hTTps://www.linkedin.com/feed/update/urn:li:activity:7070383399999307776/
"Great to have the leading ISPs, vMNO’s, FNO’s and Aggregators hear how MTN National Wholesale network covers more than 5 million homes and business’ in South Africa and empowers their partners with a completely automated customer journey."

[purchaseatthetop] 03/6/2023 08:58

Finally 5G seems to be happening:

hTTps://www.fiercewireless.com/wireless/american-tower-guides-5-billings-growth-us

"He said American Tower expects the capital cycle for 5G to be long, not measured in just one or two more years. “We're seeing, roughly speaking, about 50% of our towers now have C-band spectrum deployed.” He specified that’s not carrier specific but across AMT’s U.S. assets, on average.

“That's the beginning stages of just getting the network 5G capable, and it'll be a cycle of additional amendments to keep up with the capacity demands of the network,” said Smith."

[504] 02/6/2023 22:36

Ethernity has not bounced in the 16 months it took to fall. It's only going to move up on revenue++ news. There is zero speculative interest and any volume will be wiped away by Bergen. Fortunately the technology is genuinely a game changer for existing operators, a capex slasher for new networks and a way into an elite market for OEMs.
Obviously this is going through a cycle right now a period of substantial change as they move from development to sales. It's going to take hard cash to move the share price. They have plenty on the go to deliver this year, next year is another matter. We need to know if the rapid growth can continue or if they drop into marginal profit.
When we get news everyone will be a smarty pants but until then there are just a few believers.

[purchaseatthetop] 02/6/2023 21:47

Very good!

[gurunostradamus] 02/6/2023 20:32

Indeed it’s all a gamble and don’t let anyone, so called expert, tell you otherwise!