Ethernity Networks Share Discussion Threads

[rayj1] 27/3/2021 22:30

Sold 50% of my holding and put into clp. Hope I don't regret it. This stock just never moved enough I hope the other 50 % bags now.

[outlawinvestor] 26/3/2021 08:21

SmartNICs take center stage

The latest wireless networks use virtualized RAN (vRAN) and cloud RAN architectures based on standard servers with smartNIC acceleration. The move to open RAN solutions will drive further demand for smartNICs in this application.



Full 12-page report: hxxps://img.lightreading.com/downloads/Heavy-Reading-SmartNIC-Survey-2021.pdf

[astralvision] 25/3/2021 11:09

At some point this is going to explode north, imo.All the signs are there.Mass deployment of 5G starts this yearENET hiring substantial, for their size, nee staff3 Tier 1 server vendors last month approached ENET to provide a DU solution5G investment accelerated due to success in growth plansJoin up the dots!At a market cap of £14m that's one helluva lot of tech and near term potential.Current valuation is roughly the same as a nod and a wink from one of these SPACs, aka cash shells with not much cash but a lot of 'promise'.GLA

[outlawinvestor] 25/3/2021 10:46

Only 901 shares exchanged hands so far today according to IG. Either yesterday was just a flash in the pan or traders/investors are watching to see who blinks first!

[astralvision] 24/3/2021 16:44

Think it's just a few impatient sellers in an illiquid market, that's about it, imo.

[boonkoh] 24/3/2021 16:39

Disappointed with the share price movement. Hope it isn't negative news that has leaked or made privvy to insiders.All we can do is wait, for new contract announcements and trading updates.

[astralvision] 24/3/2021 16:09

Yes, looks like a few impatient sellers.Nothings changed other than the market cap is now stupid and we're closer to mass deployment.

[outlawinvestor] 24/3/2021 16:07

MMs love saying "thank you" to buyers by dropping the offer!!

No offence to LSE contributors but to me the conversation has sounded more and more desperate over the last few weeks. In fairness I tend to skim through the (long) threads so perhaps I am jumping over the balancing commentary.

Anyway, I found the story below interesting regarding Nokia's efforts to right their 5G ship and their shift from FPGA's to ASICs as IC of choice.

hxxps://www.lightreading.com/5g/nokia-is-pulling-up-its-5g-socs/d/d-id/768257?

I think the industry is still underestimating the change cadence requirement of SD-WAN, NFV and virtual RAN and when the penny drops those OEMs and integrators that select FPGAs will be ahead of the pack.

[escapetohome] 24/3/2021 15:58

Just one of those disappointing days.

It looks to still be on the uptrend line at least.

[escapetohome] 21/3/2021 11:07

Very funny. Rayj1. —— wrong day, no movement at all today.


Most in this share are giving it a year. 9 more months to go. Ill sell if no news by then.

[collywobbler] 21/3/2021 10:55

I don’t think the stock market opens on a Sunday . Slap face emoji

[astralvision] 18/3/2021 15:40

Although we have had the DU news with three Tier 1 server vendors. Ok, not a contract yet but nevertheless not too shabby and only last month, I think.

[dplewis1] 18/3/2021 14:21

Yes he's got some serious firepower does dallo. He's right though, this needs news - getting on for 4 months now without anything to digest with regard to contracts / revenues / collaborations. This is a lifetime on AIM and I'm surprised it hasn't dropped back into the 20's to be honest. Large news gaps is when the doubts creep in (but also a good time to buy if you have conviction)

[astralvision] 18/3/2021 14:05

ps, I note 'dallo' , who was holding 1.8m according to ENET site, has added a further 100,000 @32.5p today.

[astralvision] 18/3/2021 14:04

That's a goodly number escapetohome All the industry evidence points to 5G accelerating in China and East Asia second half of this year. ENET look very well placed to reap the benefits of that via their various partners, tie ups, direct contacts.Add in the news earlier this year of the tie up with the three tier 1 server vendors who approached ENET then I think we've got a very positive situation here.I think positive news on a number of fronts will send the shares smartly higher and start a re rating. At £16m m cap or so then the potential per £ ratio must be off the scale!GLA

[escapetohome] 18/3/2021 12:58

Have been gradually accumulating here , now holding some 100,000.

Nowhere near as many as some , but a sizeable position in relation to my total portfolio.

Positive News must fall this year. I doubt investors will be enthusiastic, if market takeoff is postponed for another year.

This is the year.

[outlawinvestor] 16/3/2021 07:49

Open RAN and the mission to crack massive MIMO

hxxps://www.lightreading.com/open-ran/open-ran-and-mission-to-crack-massive-mimo/d/d-id/768081?

Interesting and educational article, worth a read IMO if only for the discussion on ASICs vs FPGAs in the radio unit and seeing the viewpoint of another small player Benetel, an integrator collaborating with larger vendors.

[collywobbler] 13/3/2021 10:51

Yes the bubble has already been burst. Will keep trying though!!

[dplewis1] 13/3/2021 10:42

Seems a long shot that it's Ethernity being referred to here.. seems more of a generic comment about O-RAN and how smaller providers could play a big role. We can daydream though!

[collywobbler] 13/3/2021 10:33

I’m not TL lol

[outlawinvestor] 13/3/2021 09:19

My lord your humble servant is most honoured!

:-)

[collywobbler] 13/3/2021 07:40

Thanks outlaw , posted on lse