Ethernity Networks Share Discussion Threads

[astralvision] 18/6/2022 13:16

Worth bearing in mind in the 2020 fund raise the warrants had an expiry of 12 months.Sept 2021 raise, expiry 18 months. I suggest that ENET realised it would be a big ask to bring them in within 12 months, but that they thought 18 months gives them a fighting chance. Ethernity aware of exactly what is going to happen and when. Clock ticking down, 9 months left on the warrants. Year end be under 3 months, they will surely want the share price up significantly before year end.

[504] 18/6/2022 12:25

I am not rich, just smart.
I have a catamaran in build in South Africa it is €1m, I will call it Ethernity. That is why I am here.
I paid €250k for the build slot for a April 22 delivery but sold the slot for €290k so a rich person can jump the two year queue. I bought £35k of Ethernity with it.
My hull is being laid September on a 12 months build schedule so that's my deadline. September 23. Realistic I think.
This investment was always to fun my next home I just didn't expect to wait this long

[cyberbub] 18/6/2022 12:07

504, if you own hotels in Greece and seem to be able to spend your time yachting around the world, flying to Hawaii etc, I'm surprised that you would consider £1M a large enough sum to be your main target from all these years of patience and frustration at ENET?

[1liam] 18/6/2022 11:56

Great opportunity to top up at 5p

[astralvision] 18/6/2022 11:04

Agreed PaTT.

[purchaseatthetop] 18/6/2022 10:47

Astral. The point I took from that paper was the mere mention of Ethernity ACENIC100 as a solution addressing the packet processing and it being double the speed of Napatech. It means that it is a solution and a player in the largest new tech market for the next decades. 5G and cloud are becoming small monsters that will become enormous monsters and many parts will have little Ethernity FGPAs in them and Smartnics. All for £14m. Goodness me.

[astralvision] 18/6/2022 10:40

Cheers for the link PaTT. You are correct, very technical and way over my head.But I guess what we can take is ENET is up there with the best and really £14m m.cap is ridiculous if we are going to fulfil our promise. 2nd half of the year could be very interesting.

[1liam] 18/6/2022 10:33

Red flag, Purchaseatthetop trying to convince mug punters to buy here. I'll be very concerned. It's a scam, plan and simple.Return On Equity (ROE) - 72.25 %Operating Margin - 348.09 %

[purchaseatthetop] 18/6/2022 10:28

OK...this is all VERY technical but the articles discussed problems with network performance for cloud systems. It seems that AceNIC100 is the best solution (page 3 top right paragraph).

The ENET USPs of saving power and CPU cores and packet processing manages the problems.

[504] 18/6/2022 09:46

It appears that whilst we are waiting for UEP2025 to light up the share price that Ethernity are getting a lot of interest in aceNIC100 from the private and enterprise 5g sector. This is a new market just opened in any volume and it seems that Ethernity FPGA SmartNIC is top of the list for Integrators. OEMs most wanted is the bonding technology for core to edge transportation.
It seems that several strands will come together in H2 to generate a strong sales performance. I hope Ethernity are ready as the market is about to start procurement for deployment. Interest is strong and they need to convert that to production orders.

[collywobbler] 18/6/2022 09:20

Thanks for posting the full interview. Certainly if they can live up to the hype it won't do enet any harm in the future

[voyager35] 18/6/2022 08:53

A very positive sounding update from Tarana's CEO. https://youtu.be/Or-PmFYT3bo

[astralvision] 17/6/2022 23:17

PaTTI certainly don't blame anyone for anything re investments. We all make our choices and on our own heads be it. Wouldn't want it any other way.Agree, they need to make serious strides in second half of this year if they are to stand a chance of bringing those warrants in.

[purchaseatthetop] 17/6/2022 20:02

Astral…..I am pretty sure that they are planning finally for the warrants and our news drought will end. The three customers will be more now and the fact DISH are finally rolling out is really important. I totally support 504 and do not blame her in any way for the prediction issues as the whole industry has been three years late. But now it is happening. So despite almost crying every day looking at my portfolio I am more confident than ever. Mind you I was really happy with Shell until the last few days in my boring portfolio and that has now fallen off a cliff.

[504] 17/6/2022 19:38

Yes but we don't know if they are waiting to test or waiting on pre-order. The performance will be very predictable as most of the changes are additional ports and changes that will not affect the stability. The beauty of this is the potential for huge rapid expansion. 5 modest product launches and sales could escalate quickly.
Given that they are targeting the trigger of warrants we should see some creative promotion of the share price.
Certainly at £1 I will be out at 1.15 £/€. Might not be as long as some think.

[astralvision] 17/6/2022 19:15

Re'I am very confident that they have orders for UEP 2025 from OEMs'So am I, they said they had three customers waiting for it at last months AGM.

[purchaseatthetop] 17/6/2022 18:56

Astral. Same average as mine. 31p just about. Gone right down. Bit like the share price. But I think all will change in two or three weeks.

[504] 17/6/2022 17:37

I have not cut my target. It's still €1m. However as I have added 270k below 22p and will add another 100k next week I now need much less to achieve my goal. I still believe £5-10 is a likely outcome but I won't have more than 50k in 5 years time.
The shares added is nothing compared to the potential sales added from the new products. This has gone from an outlook of maybe 1% of a multibillion market to realistically 50%+ of sales to OEMs selling into the multibillion market.
6-20-60-180m turnover could well result from the market opening and Ethernity supplying into the OEMs.
Don't be fooled by the peanuts results now. They are based on testing numbers. In deployment a billion towers globally will be the minimum requirement. Transport and networking on them all. 100 million DU connected by billion secure links.
Of course they won't all be open and the bulk of the deployments will be 2025-30. Ethernity can grow very big very quickly once this starts.
In 2018 the market expectation was 5g deployments to begin 2019, then 20, 21 and here we are 22/23 however we now have traction and it looks like the first 5g deployments are started now. Ethernity have unique new products in perfect timing.
I am very confident that they have orders for UEP 2025 from OEMs. Yes they will start small probably just a few $m but if that's with 5 OEM it adds up to gamechanging numbers.

[astralvision] 17/6/2022 16:58

Can see why you're cutting your target share price 504 to 70p or whatever, makes sense.Be happy with that myself, mind you anything back over 30p is profitable so 60p would do for me. Biggest thing is to get some liquidity back in the shares, because, without it, we're all stuck her irrespective of target/exit sp's.

[astralvision] 17/6/2022 16:51

Fortunately I can take a relaxed view of it all. A minor part of my portfolio, getting more minor all the time!Worst case scenario, a handy tax loss for gains elsewhere.

[astralvision] 17/6/2022 16:49

No stress apart from xxxx million shares issued since 2018.Massive leap from c 25m to 75m plus another big chunk due for our 5G friends.Work on 100m shares in issue. Sure cuts the upside, not the sharpest tools in the box when it comes to funding.

[504] 17/6/2022 16:18

Old interview but very worthwhile to see how things are playing out and to remind us why Ethernity will sell thousands of units. 2021 was not the mass deployment year. 22/23 looks like it is where it's at. Ethernity mass production about to start so it's happening. Been waiting since Jan 2018 so no stress

[purchaseatthetop] 17/6/2022 15:36

I will post here simply to break this silence as everybody has given up buying or selling ENET.

Have a great weekend all. That’s it.

[astralvision] 17/6/2022 09:14

Sounds good for Tarana CW, shame we only get a bit of loose change from it.