Ethernity Networks Share Discussion Threads

[gerihatrick] 13/6/2022 17:42

I just hope you are right PATT and that 504 has the vision right as well. They do say that the share price reflects the future as much as the pst and the present. There do not seem to be many sharing the vision!

[j arthur rank] 13/6/2022 16:05

So the Company provides a positive update basically saying that everything is very much on track. What would be the point of saying that if it wasn't?I have added a small number of shares today. Can't see the current valuation lasting much longer.

[astralvision] 13/6/2022 15:54

PaTTNo problem with 504 posting a bit of nonsense now and then, we all do it, although not all of us double down on it, although I note the 'certainty' for five years has been scaled back somewhat to a few years! :-)It matters not, nothing to forgive, it's a bb and all sorts of rubbish gets posted here.I've gone on record with my appreciative view of 504's grasp of the tech , if not the numbers! We can all be adults here I hope, although 504's attempts at British stereotypes are rather wearing after a while and bring nothing but cheap shots to the discussion.

[cottoner] 13/6/2022 15:29

The share price hasn't gone down (so far)- surely that's an impact in todays market. :-)

[504] 13/6/2022 15:16

dplewis you are very sad. I feel sorry for you. I understand the British mentality not to think that good things can happen. Fearing to dream as you don't want to be disappointed.
I also know how bad things are in the UK. I understand your small mind

[504] 13/6/2022 15:14

I am not looking at the current share price as it's ridiculous. I am looking at 5g as going from almost zero today to totally embedded in our daily lives in 5 years. It may or may not be possible. It could be 10 years.
A few big OEMs with $100m a year outlooks and it starts to make sense. Ethernity are in every part of the network and could be the defacto solution in a couple of areas. That's the biggest part of the market with royalty payments for using their design. It could multiply very quickly

[dplewis1] 13/6/2022 15:13

Too much to dream of .. i.e fantasy

[purchaseatthetop] 13/6/2022 14:56

504. That is such an overwhelming vision that it is too much to dream of. But I guess it is possible. They have the IP.

[504] 13/6/2022 14:17

Do I expect sales to rise 3-400% a year for 5 years. I see little reason why not. The 5g mobile telecom spend will be huge. Certainly hundreds of billions globally. I believe that Ethernity will provide many of the solutions to OEMs.
Global coverage requires 100's millions of towers, nodes and aerials. Many indoor units, hundreds of millions. If Ethernity has the majority of the OEMs in the open market their target now is to place their tech into the broader market at multiple levels.
Of course 5 years could be 10 years and nothing moves straight but I see the next two years as a 3-400% certainly. The following years we wait and see. Look at what you know and times it by 100. If the share price were £1 right your vision wouldn't be so limited.
I have faith, this company is valued mainly by the British AIM investor and there are many reasons to be miserable. However I am not

[purchaseatthetop] 13/6/2022 14:13

Astral. We all post nonsense sometimes and we should all accept that and forgive. I for one will always be thankful to 504/TL for enabling me to understand the basics of how important ENET IP is and what it should become. The share price stinks but now the product line is better than I ever imagined and now ready. The former is easier to change than the latter is to deliver and now it is a matter of time. Every OEM must use it. Not 50% or more. This is a classic case of it being so mind bendingly complex that until it is actually delivered few can see it. Well that’s what I and you hope!

[504] 13/6/2022 14:09

+5% today would be nice. I think maybe Wednesday we'll see a real move.
I have all mine now. It's been a pleasure.

[astralvision] 13/6/2022 14:07

PaTTDon't worry, I ignored 504's nonsensical certainty post.It seems 504 has come round to the same way of thinking as well!As I said, we're all here for strong growth, otherwise why bother! But 504's post was a nonsense.Suggest we move on.

[astralvision] 13/6/2022 14:05

504You were the one that posted the 5 year 300-400% 'certainty' numbers, not me!I agree with you, they are not worth considering, irrelevant and nonsensical.

[504] 13/6/2022 13:40

PaTT exactly.

[purchaseatthetop] 13/6/2022 13:30

Astral. I think that figures such as 400% increase are irrelevant and as you say should be ignored. More like 400%, 300%, 200%, 150% etc as growth becomes a stretch as they get bigger. The big picture is that finally ENET has a mass production OEM product tested and validated and with the IP that enables it to deal with any vendor without variation programming.

Bloody brilliant. All I ever wanted and now done. Early. And double with the UEP60. Not long before the first formal orders appear and the watch us fly. IMO.

[504] 13/6/2022 13:16

I think that you are missing the point. It makes no difference what it does in 3-5 years. Who owns it. How it evolves and what products it has in market then as none of us will be holding. David won't be running it and it will be part of something much larger. In 3-5 years time do you think that they will be peddling the same products?? I very much doubt it. There are many ways it can go.
I am here only for the correction not the full journey, after that I don't care. Clearly they will not rest on the UEP potential market which is probably around $250m realistically. They will seek to add value by extending the chain. In 3-5 years most of the world will be in early stage deployment of an integrated global network. Ethernity won't be part of this but 50-100 OEMs will be and Ethernity will be behind the technology.
Just how I see it.

[astralvision] 13/6/2022 13:05

calm down a bit 504, I can see it , I'm a large holder here, not that that makes any real difference. My post wasn't anything to do with the share price by the way, just saying that quoting 'certainty' expectations of 300-400% year on year is just not credible. No one, least of me, is saying there won't be exponential growth, but you are simply not going to get $1.5bn-$3.5bn revenues in 5 years time. I don't think there is a company in the history of the world who has managed that sort of growth from a standing start. it's no skin off my nose, you can post whatever figures you like, but they are simply not credible, fact.

[504] 13/6/2022 12:24

I do myself no favours. I am not here to do myself any favours.
When you look back through history you find examples of businesses entering new markets and a volume explosion they call exponential growth.
Often built around one product that becomes the defacto solution. I believe that Ethernity has two defacto solutions and they start from zero. Certainly the growth will last 10 years. I don't care if the do 100m in 3 years time or not I will be a small holder by then.
I have a substantial holding for the turnaround and now they sit on the edge.
If you cannot see it fine I am selling nothing just saying how it will be.
Interesting that this is how I always saw it just had to wait 3 years longer than I hoped.
This news will carry the share price back to mid 20's this week. I am in no real hurry. The market will get 350k shares from me in the 70's. December or January I don't care.

[astralvision] 13/6/2022 12:16

I agree small revenues can ramp up quickly 504, but your 'certainty' re year on year growth of 300-400% for five years does you no favours. It's just not credible or do-able as the figures show.That's not a question of thinking small, but more a question of not being stupid with the figures, no offence meant.

[504] 13/6/2022 12:07

The market is stupid. Look at some of the posts here for evidence. Ethernity transitions from a zero market to a $bn market. Not today, there is no switch. This will very easily go from $1m to $6m to $20 to $60m. Only a fool looks back to the no market time for guidance.
The market dynamics are huge because of the multiple income streams and multiple markets in emerging deployments. These products are not just for open network deployments. OEMs are involved in every deployment and this solves problems across the spectrum and will be built into even vendor locked systems. Globally there will be billions of aerials and they all need networking.
Think small if you like, typically...

[astralvision] 13/6/2022 12:04

Cheers dpl, good to know I'm not imprinting my own views on the AGM.

[the lockkeeper] 13/6/2022 11:59

What fantastic news,just look at that rocketing SP! Not...