Ethernity Networks Share Discussion Threads

[504] 15/6/2022 18:36

Out of that list Fujitsu, dell and JMA are in my opinion likely to be using an Ethernity interface either as OEM or integrator. Of course we'll never see a partnering with Ethernity headline unless they build the network themselves as Integrator. With Dish it's most likely that Ethernity routing and acceleration would be used for density and challenging transport scenarios. This is exactly where the Ethernity DU could be used where space and power are a problem. The point of open is the best solution individual for the location.
This is the job of the integrator.

[1liam] 15/6/2022 17:30

Purchaseatthetop (richard). Say hello to Christina for me xx

[quantas01] 15/6/2022 17:01

Liam you really are a black belt doughnut. Stop worrying about ENET and save it for EUA.

[1liam] 15/6/2022 16:21

This dropped from 57p last April to todays 18.5p. BODs have lost connection with reality. Time to put the phone down on this number before it drops any further.

[collywobbler] 15/6/2022 13:48

hTTps://about.dish.com/2022-06-15-DISHs-Smart-5G-TM-Wireless-Network-is-Now-Available-to-Over-20-Percent-of-the-U-S-Population

[astralvision] 15/6/2022 13:15

Agree 504, RNS does derisk the situation and certainly worth adding a few more, imo, as and when.

[504] 15/6/2022 13:10

However this RNS did derisk the next few months. We know it's happening but the market doesn't value it yet. It will take very little to move it up, the MMs have no appetite for this low volume they earn nothing with a couple of trades a day. I have decided to take another 100k if I can get them below 20p into my short term pot target €250k. I think that I will get it.

[astralvision] 15/6/2022 13:07

Exactly, anyone expecting liquidity in these markets needs a check up from the neck up.

[purchaseatthetop] 15/6/2022 13:00

Early July we will rise with an RNS on 2025 testing really orders/take up. Until then it is tap the desk time.

[504] 15/6/2022 12:57

Clearly with no trading volume the market is very polarised.
A couple of buys and it goes up.

[astralvision] 15/6/2022 12:55

Hardly surprising. Small tech caps in a bear market, that's the absolute norm.Thought everyone knew that?

[kcowe] 15/6/2022 12:55

Financing at what ever level they choose ... lol

[astralvision] 15/6/2022 12:54

I guess it does equate to higher revenues.But clearly and unsurprisingly Tarana have ensured they've got sufficient chip sets from ENET ordered upfront. They will be working their way through them.$1.25m buys a lot of chipsets which equals a lot of subscribers.They are now ordering for 2023. $800k so far.I expect the $800k figure to go up, but perhaps $2m for 2023 is a reasonable expectation.

[kcowe] 15/6/2022 12:51

Try selling 8k shares .. may be 5k shares lol .. no one wants them ... lol

[purchaseatthetop] 15/6/2022 12:42

Astral. I am not so sure about that. I just cannot see how snowballing global G1 rollout does not equate to higher revenues! But we will see.

[astralvision] 15/6/2022 12:33

Tarana stuff is all well and good, but all it is is a few extra bobC $750k last yearAround $1.25m this yearAnd, so far, $800k for next year.Useful, but that's it.If it helps sign up WISPs or ISPS for backhaul/2025 great, although I'm not sur in itself it makes too much difference.It is just about the only thing we can follow, but as all of us got the pricing widely wrong, it's spare change in the scheme of things.

[1liam] 15/6/2022 08:33

Posted 02/02/2020 USA TODAY forcast ENET below 30p this week. They were spot on.Yesterday update. Now quoting 11p-12p

[504] 15/6/2022 07:12

All that matters to me is the contracts complete and further orders follow. New OEM contracts and sales of 2025 are really a given now. It's just timing. Will revenue this year double or triple doesn't really matter that much. By the end of this year they will need to be in mass production of 2025 and XGS-PON. Commencement of manufacturing of ENET 4840 40Gbps FPGA System-on-Chip (SoC) by the global wireless OEM based in Europe. Ideally also into sales in India and declared another line or two of revenue linked to 2025 or DU.
Assuming that happens the share price will be much higher and on an upward trajectory. How much higher depends on many factors including UK investor sentiment and risk.
I believe that we'll see an effort to trigger the warrants but actually whether they absolutely have to or not depends on how quickly sales ramp.
I think that we can expect MR to screw it up again and again but he's just one of the liabilities the company carries.

[cyberbub] 14/6/2022 23:03

Unfortunately secretive "games" played by directors and funders usually mean shareholders losing out!!

[purchaseatthetop] 14/6/2022 21:13

astral....and 5G Innovation Leaders Fund being set up exactly one month before the first investment in ENET. So, they are not a normal funding company as they were set up just to invest in ENET.

Follow the need/money to see what is happening. The "need" was Tarana at the time. The "money" was Daykin and crew who are Tarana backers. I still think Daykin but no idea.

The ONLY thing that is certain is that 5G are NOT a normal funding company (which is ironic) and maybe that there are games being played of which we see only a glimpse.