Ethernity Networks Share Discussion Threads

[504] 29/5/2022 15:32

If we have contract news Monday or Tuesday it could easily double by Friday. If we don't it will continue to drift in my opinion.
Hopefully another couple of weeks and we get something tangible about UEP.

[prof_pwhite] 28/5/2022 23:40

Evening all. I see 20p high this week, not much movement.

[quantas01] 27/5/2022 11:09

Still a classic interview and showing their petulance...I mean if you gonna call yourself that then go on his show you've got to know where he might go

[quantas01] 27/5/2022 11:08

Sorry I was distracted thinking about how bad Spurs were and his name over took the real Clive thanks for straightening me out. A touch of old age there

[j arthur rank] 27/5/2022 11:01

Clive Anderson

[quantas01] 27/5/2022 10:55

Reminds me of Clive Allen and the Bee Gees interview...classic

[ohojim] 27/5/2022 10:26

True...and if she just started running, they'd be useless at catching her on land in those flippers.

[504] 27/5/2022 10:23

How things have changed. She wouldn't pass qualification for the Bikini physique.

[dplewis1] 27/5/2022 09:59

Lol, certainly all powerful especially in my household .. not helped this morning when I dropped the cake that was lovingly made for the school bake sale face down on the kitchen floor

[gerihatrick] 27/5/2022 09:00

I like the PATT self deprecatory comment and agree with him. I appreciate both 504 and dplewis1 commentary. Let us all just be respectful to each other. And hope we all come out the other side with ENET.

[504] 26/5/2022 20:12

6 months ago they were at the start line. Mass volume contracts secured with global OEMs and clearly more in train. However these contracts as I pointed out at the time are custom product not mass production ASICs like like they will need to be. This was a painful experience and why I expected nothing H1 this year. Simply they have to sprint to fill last years contracts. This will extend into H2 then those contracts should experience additional orders.
We'll definitely get orders H2 but I expect them to be for UEP2025 and existing UEP products needing no adaption. Slashing 12 months from the timeline and really just ordering from stable production.

MR can win. He can be consistent. If they want $3m of kit in 23 then Ethernity need to provision components now. I suggest that they are doing that and wouldn't without some commitment. MR should be pushing for a disclosable order. If not then the share price will be 12 months behind the progress.

[tinytim1] 26/5/2022 19:38

why is this so low

[dplewis1] 26/5/2022 19:35

I don't think it's misleading, he's in a no win situation from your stance as you criticise him for not selling the story or exciting the market but also when he tries to. What was misleading for many was the 'finish line' comment from David .. 6 months of silence after that comment makes him look like a bit of a prat, imo

[504] 26/5/2022 19:10

As for the size of repeat orders I expect them to settle into small monthly pipeline orders. I would be happy with a $250k extension every month on that contract.

[504] 26/5/2022 19:08

dplewis then he shouldn't have mentioned it in a promotional video interview. Clearly it's firm enough to mention in the interview. So either MR was misleading in the interview (who would have thought it) or they simply don't want to commit to contract.
Either way he shouldn't put information out that is misleading

[dplewis1] 26/5/2022 18:55

Not sure why this misconception about them not announcing a follow on order keeps getting repeated. It's not a firm order so it's not RNSable, there's no conspiracy. However, I do agree that the European OEM contract has strong near term potential - David has said a couple of times that it has 'evolved' .. although let's face it, any contracts or extensions under 1m bucks isn't really going to move the needle much. To get the share price to double in these markets the news has got to be pretty spectacular..

[purchaseatthetop] 26/5/2022 18:50

504. Now over seven months since the last contract RNS. This either means that I have lost a huge sum of money or that MR has joined a Tibetan Order of Silent CFOs. I am screwed. It is so ridiculous that I am more confident than ever especially with the UEP2025 coming up. However now I wish I had put all my money in AGL instead of less than 25%. This share will be the death of me.

[504] 26/5/2022 18:13

I believe that the first repeat order will come from the $400k contract with a global wireless OEM based in Europe to supply its ENET 4840 40Gbps FPGA System-on-Chip (SoC) with support for Carrier Ethernet Switching, Wireless Bonding, and IPSec security.

Delivery mostly this year and smaller quantity so will exhaust quicker.... probably

[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.