Ethernity Networks Share Discussion Threads

[504] 08/6/2022 19:57

I am sure that everyone can see the event focus is moving to Europe. Europe is a prime market for completely open fixed and mobile 5g. The dominant providers are going to be met by competition that is restricted by capital investment rather than borders. The race is on to capture the prime areas and capital investment will be top of their list of concerns. Open interfaces are not enough to drive down costs, they will want to swap out individual processes to only pay for what they need. Ethernity offers a pay as you grow solution perfect for new 4/5g providers to genuinely scale their product.

[dplewis1] 08/6/2022 19:49

They are booked to be there yes. Network X is a merger of Broadband World Forum, 5G World and Telco Cloud. They are also looking at a smaller technical event in Madrid later in the year

[504] 08/6/2022 19:33

I believe that Ethernity are planning to be at Network X in Amsterdam 18-20 October. This event appears to perfectly cover the market opportunity Ethernity are in UEP2025 should be the star of the show with shipping about to start on the preorders.
It's a Mavenir sponsored event and Ethernity are on the exhibitors list with just 2 others so far. Many other eventual exhibitors will be Ethernity clients as they sell to OEMs and Integrators who will also be exhibitors.

[quantas01] 08/6/2022 13:38

Clearly a shame for him he cant predict a rising share price for EUA and get that correct.

[collywobbler] 08/6/2022 13:34

So I’m going to take a punt and guess that you are Sergi Liam. Same style/motives/annoying tendencies. Well done for predicting the teens though. Dig in!

[1liam] 08/6/2022 08:37

Red flag, I'll be very concerned. Return On Equity (ROE) -72.25 %Operating Margin -348.09 %

[504] 08/6/2022 07:28

Unlikely and I don't care if Levi is propping up a freeway leg end of 23. The opportunity will have been realised and they either have taken it or missed it. What I see they are certainly not missing it at the moment but until we hear about additional orders and new OEM sales it's valued as a fail.

[dplewis1] 07/6/2022 20:27

Average under 20p. 5 quid by end of next year with David Levi on the front cover of Time magazine

[504] 07/6/2022 20:16

40% I guess that you haven't been taking advantage of this opportunity. 22.85 my average now. Just need another £8000 worth

[dplewis1] 07/6/2022 19:50

Ahh the little dopamine hits of tracylied's posts are wearing off after all these years, maybe one day some news might actually be released that justifies the optimism. Only need a 40% rise to get back to the level at which the 'inevitable' omen was mentioned.

[504] 07/6/2022 18:35

I believe that Ethernity are a lot further forward than many think. This year they are full on with events. Tells me that they must consider now is the time. Of course they are actually engaging the other exhibitors rather than the attendees but these must be credible opportunities for them.
I am extremely optimistic that when we receive news it will be a real gamechanger for investors.

[astralvision] 07/6/2022 17:12

thanks dpl,clickable link

[dplewis1] 07/6/2022 16:13

https://twitter.com/ethernityn/status/1534178133305397249?s=21&t=ue-kvA3Q2CWjaQxkKtm6hw

[504] 07/6/2022 10:00

It seems likely that they are on the last bit of their major R&D cycle with UEP. I hope moving forward that they maintain the leading position but in an active market rather a future market.
Although they have been advertising for people many of the roles are so specific that there are just a handful of people with the skillset and most are on the West coast of the US. Israel has a successful policy of self reliance and generation. I am sure that many new roles will be filled by existing talent through internal development.
It's very difficult to outsource or sub contract because of the security of the product.
I think that it's just one of the factors that has got us below 20p and will be an ongoing challenge.
After July the challenges are around mass production and component supply. Possibly easier shoes to fill.

[j arthur rank] 07/6/2022 08:52

Not much happening on the recruitment front by the look of things. Still 47 employees on LinkedIn and 13 vacancies on website.Are they using subcontractors?

[collywobbler] 07/6/2022 07:29

hTTps://twitter.com/dishwireless/status/1533921357376782336?s=21&t=CiA1Iy9Av5wjcZ3c-uuZBg

[504] 06/6/2022 15:24

Either News at 0700 or not. News and it could move very quickly, nothing and it continues for a bit longer with the tide out climbing over the shopping trollies and old tyres.
The business is all contracted and secure, it's just the timing and the pace of acceleration.

[quantas01] 06/6/2022 14:42

Normally its always all 504. Not really into the nothing...

[504] 06/6/2022 13:01

It's all or nothing and quite predicably with the 2021 contracts to fill in 22 new news is thin on the ground. We have to be optimistic that will change as new product reaches market. It's all very small still and even a couple of million would be welcome. As the market opens we will see sales traction.

[astralvision] 06/6/2022 12:29

PaTTI also, unsurprisingly, preferred 59p.That's the stock market for you!Arguably ENET are in a much better place (apart from the sp!) now in terms of products, market developments etc.Just need a bit of newsflow to set things offimo

[purchaseatthetop] 06/6/2022 12:14

Astral….been a bit fed up with the storms we have had here recently. I was much happier at 59p…..remembers wistfully….

[astralvision] 06/6/2022 12:03

Lull before the storm.All quiet on the surface but intense work going on at ENET hq.Looking forwards immensely to the next few months and the second half of the year.

[504] 04/6/2022 17:21

Reality is that with this model of multiple streams the numbers will ramp very quickly.
22 just needs to be not a complete disaster. If UEP2025 gets out early Q4 the numbers for 22 could double. An exceeds expectations RNS will be enough to get it running. 20.30.40 will fall quickly in my opinion. The news window is looming in my estimation, maybe a week or two. I need £11k more at this price which is 2 weeks.

[purchaseatthetop] 04/6/2022 11:52

504. I am not particularly concerned about 22 figures as that is already priced into the current share price. All it will take is a swift take on of the UEP2025 and we have market penetration finally of a mass production unit. It could do tens of thousand of units really quickly as it is a simple plug in box with no programming.

[cyberbub] 04/6/2022 10:16

Yes I suppose there was $1M in amortisation of intangible assets (which we can assume is R&D), and also there was a $1M net trade receivable.The fact remains that the company needs to pull its finger out!Reaching the 80p mark seems a long way away today, to me. On an optimistic p/e of 20, that needs around $5-6M net profits. At 70% margin that's probably approaching $20M per year, not over 2 years!NAI etc