Ethernity Networks Share Discussion Threads

[mark0419] 23/5/2023 11:21

Purchaseatthetop sneakily sold 150k worth.......whilst the others are oblivious others.......the charity fraudster

[mark0419] 23/5/2023 11:18

How much is purchaseatthetop DOWN NOW.Happy days .........karma

[papillon] 23/5/2023 11:13

Jack Jebb 23 May '23 - 02:25 - 20093 of 20128
0 1 0
purchaseatthetop22 May '23 - 18:18 - 20076 of 20092
0 1 0
To be fair, the Indian factory was for the Indian 5G contract and, as we know, 5G in India just did not happen. To the point where the contract was mentioned in a recent RNS as being stillborn. But lets blame 504. Why not?

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I'm not sure thats entirely accurate.

[504] 23/5/2023 10:57

It's why I say $15m next year is no target. All but possibly Tarana should give us 12 months next year. They have said that they expect them to be extended in annualised production. Hopefully that is at a substantial level.

[purchaseatthetop] 23/5/2023 10:52

Astral. My post 19932 looked at the delays. There have certainly been another quarter delay in 2023. Surprise on the downside is not a surprise if you can anticipate why before it happens. 504 appears right that it kicks off H2.

[504] 23/5/2023 10:52

Astral unfortunately that's the market default. Many reasons for that hopefully they are no longer relevant.
Component supply seems better, the market is certainly motivated so it's just tech risk as I see it.

[504] 23/5/2023 10:50

2.98 to buy back into my zone. Nice

[astralvision] 23/5/2023 10:49

Never underestimate the ability of ENET to surprise on the downside!

[504] 23/5/2023 10:49

I thought $1.5m H1 as XGS-PON delivery has only just started, Tarana seems to be H2 mainly if last year was normal. BN installs are about 80 a week on last years performance having installed 4000 units but clearly not consistent. I suspect that Ethernity produce H2 and Tarana make the BN Q4 into Q1 for the spring and summer US demand.
FTTR is H2, UEP is H2, XGS-PON really should get volume H2, G1 appears to be H2.

I suspect that the 5000 units is around a third of the initial order. Hopefully Ethernity production just continues after the first delivery. Demand for FTTR is huge, hopefully the OEM has some big ISPs onboard.

[purchaseatthetop] 23/5/2023 10:30

I was wondering to myself how much the Q3 23 5,000 FTTR units are worth. Must be in excess of $1.6m revenue alone. Cash is most important but I think revenue really ramps up in Q3. Maybe only $2m in H1 which means cash burn. H2 not so much.

[quantas01] 23/5/2023 10:26

2-0 down approaching half time......trailing 5-0 from the first leg. They best be on first name terms with Roy or a well known phrase comes to mind.."they think its all over...it is now"!

[jack jebb] 23/5/2023 10:18

Perhaps we need VAR. Its no good for anything else.

[504] 23/5/2023 10:18

The newsletters are every 3 months so in July there will be another.
We have had several updates in the same time as the contracts are progressing. I am expecting sales next from UEP2025. Please no more contracts until they deliver these solutions in sales. Everything needs to be near time reward to preserve cash.
It would be good to hear how the 3808 is progressing if the Asian OEM is taking it through to commercial realisation with the XGS-PON product. Seems a natural step as they are the same tech.

[purchaseatthetop] 23/5/2023 10:17

Astral.I had notice that. Six months since last contract RNS. Too fing long!

[astralvision] 23/5/2023 09:56

Tbf 6 months is short term for ENET.To date Placing news 2, contract news 0.Could be a tight race to see who wins?2-0 down and half time approaching.DL needs to give a strong team talk at h/y, rally the troops. Wonder if BK can rustle up another news letter......

[joinednow] 23/5/2023 09:54

around the time of the next raising.

[astralvision] 23/5/2023 09:53

I think it's reasonable to say even ENET wouldn't go a year without news, so your suggestion seems very likely 504!Going out on a limb on that one, bravo!

[504] 23/5/2023 09:43

I am expecting news quite soon from several areas certainly in the next 6 months.

[504] 23/5/2023 09:42

In the last placing Premier Miton spent £125,928 for 4,197,600 leaving them on 19,586,196 shares.
Odd amount to pledge for the fund raise.

[purchaseatthetop] 23/5/2023 09:24

And any other AIM stock…….

[astralvision] 23/5/2023 08:00

There's an old saying'When Brian Klaff issues a newsletter news is a long way away'Not too worry, those pesky AR results will be out around the time of the end of the interim period.Nothing like keeping investors up to date!Quality management.

[dplewis1] 23/5/2023 07:19

I think the post WISPAmerica news avalanche was put back from March into early May, when there was a rather awkward placing instead. Seems unlikely they've got anything in the barrel or they wouldn't have pulled the trigger on a 60% discounted placing.. another reassuringly silent Enet Tuesday goes by