Ethernity Networks Share Discussion Threads

[snooker40] 25/4/2024 07:40

LEVI speaks

[pwhite73] 25/4/2024 07:39

Who manufactures ENET's products and where?

[snooker40] 25/4/2024 07:38

Tevet reported

[snooker40] 25/4/2024 07:33

Tevet reported

[snooker40] 25/4/2024 07:22

Superb PATT ...truly excited times and ENET sees itself involved in the BEAD programme. The team seem to be uping their marketing strategies now Tevet is on board. Kunstler has the contacts.
Tevet reported their presence at WISPAmerica and at Network X, DL is a speaker and ENET a Silver Sponsor.

[purchaseatthetop] 25/4/2024 06:55

The Fierce Wireless article does align with what our RNSs have been saying

“Most state broadband offices are currently in the midst of, or beginning, their state challenge processes to further refine the FCC’s broadband map in order to determine BEAD-eligible locations. But Nokia is anticipating some BEAD orders will start coming in for OLTs and ONTs toward the end of this year. Most of the BEAD fiber builds will happen beginning in 2025 and beyond.”

[bantamboy] 25/4/2024 06:36

Pap..
Enet is not even 'Punt'..
A Punt is fun & you might even win!!
Enet is just a pure wealth destruction outfit that as caused misery & anguish to hundreds of shareholders & delivered Absolutely nothing in terms of value...
It's a lose lose situation.. get out while you still can..more misery & pain will follow this company untill the end..
Creditors will be paid back & enet will go straight to in administration for good..

[purchaseatthetop] 25/4/2024 05:30

My post 35273……..how about this for validation?

Nokia have just opened a new plant just to manufacture exactly what our solutions are



“Nokia has started rolling BEAD qualified products off the line at its manufacturing plant in Wisconsin

It's testing and verifying the first products

Products will be available for sale by mid-2024

Nokia’s new manufacturing plant in Pleasant Prairie, Wisconsin, is now open and producing optical line terminals (OLTs) and optical network terminals (ONTs).

Nokia is working with the manufacturer Sanmina to produce the products after the National Telecommunications and Information Administration (NTIA) determined that OLTs and ONTs must be made in America to qualify for use in BEAD fiber projects.”

Julie Kunstler is very close to Nokia


ENET clearly see the huge pool of BEAD funding as a giant opportunity

[papillon] 24/4/2024 22:34

I'm okay, countbasie1, how about yourself?
Unfortunately, countbasie1, my short term chart is Bearish and my long term chart is Strongly Bearish. My long term chart has been Strongly Bearish since the start of 2022.
The ENET share price needs punters to pile in to turn my charts Bullish. Only good news RNS's will attract those buyers,
I'll leave future predictions to the 2 fortune tellers who say they have filtered me, purchaseatthetop and Snooker40. They are obviously "believers", even though they appear to be in the minority going by the languishing ENET share price
ENET is a pure punt. You'll probably either multi-bag, or lose your money. If you have a bet on it don't bet more than you can afford to lose.

[countbasie1] 24/4/2024 20:59

PapsHope you are well.How are the ichimoki looking?Long term bearish?Short term bearish?

[snooker40] 24/4/2024 19:15

Thanks guys looks like you have been here for a long time. Transformative 2024 is based on Kunstler, Tevet, PON, UEP, BEAD and G1, G1x2, and G2.

[orkneyarab] 24/4/2024 19:14

Instead of teasing that contracts are imminent, why not surprise the market with an out of the blue announcement? Now that these are expected, they would need to be very good indeed or else it will probably lead to a pump and dump. If nothing materialises, then it's curtains. Under promise and over deliver, not the other way round.

[purchaseatthetop] 24/4/2024 18:54

The really interesting point about the recent details was this:

“Based on the scopes of work being discussed with potential new customers, Ethernity expects to secure new contracts for our Carrier Ethernet and PON technology, generating approximately $2.2- $3 million in incremental non-recurring engineering (NRE) revenue in 2024 on top of our established business. This momentum positions us for significant future growth as our OEM partners leverage our solutions to win market share and generate revenue for themselves. We anticipate this will translate into substantial new revenue opportunities for Ethernity in 2025.”

The fact that they are down to a relatively narrow NRE revenue band means that they must be quite close to final agreement. The NRE depends on numbers forecast for sales and contributions calculated. It would not even be discussed until testing and evaluation completed. Plus, the NOMAD would insist on audit trail for this granular detail to be included. So might actually happen this time!

[purchaseatthetop] 24/4/2024 18:47

We have already had transformative 2022 snd transformative 2023. Certainly were that. Transformed the share price from 59p to 0.8p.

[snooker40] 24/4/2024 18:46

These appointments could be the reason Transformative 2024 has been used.

[purchaseatthetop] 24/4/2024 17:24

If you want to know why US OEMs might be very interested in developing new broadband access units for the BEAD $42b program look at this…



Electronics. NTIA issued a waiver for all “passive optical equipment” and “electronics” used in BEAD Program projects, except for four specific categories of
electronics:

Optical line terminals and remote optical line terminals;
OLT line cards;
Optical pluggables;
Standalone Optical Network Terminals and Optical Network Units
For each of the four categories of electronics identified in the waiver, NTIA partially waived the BABA requirements, but identified specific manufacturing activities that must be performed in the U.S. (e.g., PCBA assembly, software integration, assembly, testing, quality assurance, packaging).

Our broadband access solutions cover all these four areas that must be made in the USA. Happily radio sntennas (Tarana) are waived. US OEMs will be getting ready to serve these huge and growing segments over the next four years and with luck our IP will be part of it. If we can piggyback Tarana and a couple of OEMs in access then that would be great.

[purchaseatthetop] 24/4/2024 15:28

From LSE! Funny.

Jimbob198
Posts: 63
Price: 0.85
No Opinion
RE: NREsToday 14:07
Christ on a bike, Skid has posted a balance view. WHOOO, this must be about to take off

My view….Skid is mostly spot on.

[orkneyarab] 24/4/2024 14:57

That's good PATT, but we need more, much more.

[purchaseatthetop] 24/4/2024 14:30

From what I have heard the following is going on….

The US second Tier 1 military company referred to in some recent RNS or interview is seeking govt permission to use Ethernity just like the first one had to do.

We are tied up with numbers of OEMs who are targeting GPON for sub Continent in particular India and XGS for USA. When DL says he is excited for broadband access he has good reasons to be so.

Something is going on with the long forgotten high speed wireless backhaul based on UEP2025.

These are just three of many channels. Seems Tevet and Kunstler have a long reach.