Ethernity Networks Share Discussion Threads

[purchaseatthetop] 26/5/2022 17:51

504. I guess it is all about timeline. There is still chip chaos and Chinese lockdowns so he is simply not setting expectations that will then be screwed. However, we seem to be like one of those roulette players who has so many chips on the numbers that inevitably the number comes up eventually.

[504] 26/5/2022 17:46

I am trying to fill some knowledge gaps on the XGS-PON product in the $3m Chinese contract. This is a very clever solution that uses existing fiber infrastructure as fronthaul with Ethernity providing the OLT device for the OEM to sell into the Chinese market. Ethernity have 2 patents for the manor of the solution. They use existing infrastructure without causing disruption to existing traffic.
Of course this is perfect scenario stuff but China will need around 10 million radios and even if just 1 in 100 is close to existing connections this makes real sense.
So originally we were told 2022 into 23. Now we know fabrication is this quarter and shipping Q4. What we don't know is if this is a total shipment or the first. Will the next be a further order.
There has been further information.
"further discussions being held with system integrators or vendors for delivery of a complete system based on the system that will be manufactured by the Chinese OEM, or for a new design based on Ethernity's FPGA SoC"

I guess it depends how it performs and if further development adds valuable function.
This is clearly an excellent contract with bags of potential but we still don't know enough and the proof will be in further orders.
Really that's the story. MR says that they have$3m of extra orders next year in a video presentation but then doesn't release it. Either you have or you haven't. Until these are announced we have nothing

[504] 26/5/2022 16:46

I believe the next 6 months will deliver most of what the management expects. I think that will be a great deal more than the market expects. Sooner or later something has to show. We'll look back on May as an opportunity; taken or missed

[j arthur rank] 26/5/2022 15:49

Wow, just bought s few at 17.82. Hope your contacts are on the level 504 and that the huge traction mentioned by DL is resulting in orders imminently.

[504] 26/5/2022 15:10

You either buy the story or not. Personally I have added 109k below 20p and will continue when spare funds allow.
There's almost zero daily volume and MMs are easily moved. Doesn't much matter what the company are doing if they don't tell the market. Unfortunately the management has failed to energise any following and interest. Instead deciding to reach out and reassure existing holders.
Hopefully when they have something to say they will deliver it. I think that they are far too comfortable with the share price in the toilet.

[kcowe] 26/5/2022 15:03

Break out to the downside .. looks like liquidity is the problem here ..buyers are on strike .

[pjj71] 26/5/2022 14:53

As we slip through the 17's Im just hoping the next rights issue from the donkey isn't in the single digits.. scary

[504] 26/5/2022 09:13

Who would have "guessed" that we could be nearly 5 months into this year with no new contract news released.
Any new contract will be with 2023 delivery now. UEP 2025 and extensions to existing contracts is really where revenue will come from in the next 12 months. Contracts are undisclosed and in the pipeline but the actual tipping point is not in Ethernity hands. When they start the volume will grow quickly.
It must be understood that Ethernity has two separate opportunities. Immediately it's with density on existing Networks. That will lead to sustainable deployment as operators look for future proof solutions at the outset. Connecting a radio to extend the network is not so hard but connecting hundreds of users at once in a high performance environment takes investment. Soon the ISPs will do that at the outset.
I think a few more weeks and we'll hear about what's happening

[arab3] 25/5/2022 19:28

is ENET waiting on FDA approval , thats a new one lol

[collywobbler] 25/5/2022 18:45

https://twitter.com/taranawireless/status/1529492568513384449?s=21&t=mhMisOuUz2PTuw2k0yM0tw

[purchaseatthetop] 25/5/2022 14:05

AGL got its FDA clearance. Up 65%. Next ENET. It will come

[boinicdog] 24/5/2022 22:28

Which part is bothering one

[quantas01] 24/5/2022 22:12

I see the Dog seems to be on a repeat spin with his 'seagull' comment..

[purchaseatthetop] 24/5/2022 22:01

Quantas is going to Germany. Not The Artic.

[boinicdog] 24/5/2022 21:47

You will not hear the ice cracking till it breaks

[quantas01] 24/5/2022 21:15

Apart from the last two years I haven't missed a tour so well looking forward to this. We will be as far south as Southern Croatia then north to the Czech Republic and home. We don't plan a specific route just the general direction with no timetable outside of the two ferries obviously....a free spirit if you will...8-)

[russ42] 24/5/2022 18:27

Quantas The furthest i went on my bike was Rabat in Morroco about 10 years ago

[purchaseatthetop] 24/5/2022 13:53

7th to 12 July Quantas. If you are in Umbria. Pop over as I am there.

[quantas01] 24/5/2022 12:19

North of Taunton???Soft southern jessie!!!

504 you have perhaps had a wander around Mestre?

I will see Bavaria aboit the 25th of June and onwards. My 2022 tour starts on the 23rd. 3.5 weeks of me and the Ducati
...bliss

[504] 24/5/2022 12:11

There must be a point to the event. It must be current for the market. There must be a point to Ethernity attending.
The more industry noise the more weight to events being near term. The tipping point really determines how disappointing this year's revenue is. I am hoping that UEP is ready on time July and shipping is Q4. Shipping has to result from sales and revenue has to linked to shipping.
New UEP contracts will I suspect be realised early 2023 for accounting. So this year the disclosed UEP contracts need to work through initial volumes and into further orders.
The share price could double on news. Moving rapidly from absolutely ridiculous to just ridiculous.

[astralvision] 24/5/2022 11:25

My rule is never go north of Taunton.Strictly Devon pasties and Devon cream tea guy.You can tell we're short of news!Lull before the tsunami of second half news culminating in exercise of 60p warrants.We're under starters orders, just waiting for the off!

[504] 24/5/2022 09:50

Too far North for me. I have a rule about never going North of Venice. I am strictly a sun and beach girl.

[purchaseatthetop] 24/5/2022 08:48

Nuremberg is lovely. I prefer Stuttgart and Munich but Bavaria is incredible. They will have a nice time. Curry wurst and chips!

[504] 24/5/2022 08:14

Ethernity will be at Embedded World, June 21–23 in Nuremberg.

Sounds like fun.