Ethernity Networks Share Discussion Threads

[dplewis1] 27/6/2022 14:57

Lol, 504 also said that the share price would be 25p by last Friday. I guess everything is fact until you contradict yourself or whatever the ridiculous phrase was. Seems they just need someone to talk to, probably fallen out with everyone else on the caravan park

[quantas01] 27/6/2022 14:53

Let me put that another way. Why would you sell?

[504] 27/6/2022 14:48

Why would I buy now. I am surprised that you need to ask such a question.
The deployment of private networks is the singular factor missing between a couple of million a year and 20-50 million a year.
It's widely expected that private networks will gather volume H2 22 into H1 23. That puts mass production really in the next few months as Ethernity report. It puts sales to OEMs into H2 as Ethernity expects.
The singular factor missing is about to start. The share price is low. Why would I not be buying with every spare pound.
The other factors. OEM engagement 50%+. Product quality✓ product price✓ market size✓ component availability ✓ market diversity ✓
The only thing missing is the market and that's about to open. It's not just Ethernity saying that. OEMs are saying that, ISPs are saying it, the industry is saying it
Current contract volumes will not last long and as we have been told others are committed to Ethernity for their product.

[purchaseatthetop] 27/6/2022 14:44

Quantas. 504 did say she expected 16p this week. I am not surprised as it only takes a £6k sell to drop the price. We await July.

[quantas01] 27/6/2022 14:34

Im interested in why you would buy now when everyone including yourself thought we were at the bottom in the 30s. Obviously the benefit of hindsight is as they say 20/20 vision. Will you be saying the same should the share price drop any further. And tbf you said that it will swing at the end of this week or beginning of the next. If you have called it right I take my hat off to you..if not what then...oh and about the timeline I think that might apply to us as well. But still we expect exponential now we are at the finishing line

[504] 27/6/2022 13:52

I guess the lesson for most is buying over too short a time span and not spreading the risk. I wouldn't want to be holding many in the 30's and 40's without buying on the dips below 20p. All my buys are very small now, around £1000 but consistency is adding up.
The share price is a product of delays, shabby funding because of the delays and lack of news largely because of the delays.
Unfortunately delays are a feature and DL was massively over optimistic about the timeline which he is totally at the mercy of.

[504] 27/6/2022 13:09

9 buys and 1 25k sell knocked the single 17.5 MM off. They were offering 17.10 in small quantities but mugged them for 16.67 this is how it is with the tide out. It takes almost nothing to turn.
Shares available at 17.24 right now.
26k bought 25k sold. Volume insignificant at this time.

The sell price hasn't moved still 17.1 it's just got cheaper to buy at 17.24.

[504] 27/6/2022 05:11

This sentence has been on the website for several years. It's still very true today and the strongest single factor that differentiates Ethernity from the others.

"Ethernity’s solutions are based on the unique patented technology that enables maximum networking features in minimal FPGA space"

Typically Ethernity aceNIC is twice as efficient as the leading competition.
This means less FPGA per solution, less power requirement, more virtual functions, faster processing, less CPU cores, less space, more flexibility, more port choice, colocation and relocation of DU/CU functions. Virtual router and wireless bonding within the solution.
This is the basis of every
Ethernity solution and runs from the core to the aerial.

When this huge market opens (starting very small) I expect Ethernity through OEM selection to have a big chunk of it.
Until then nothing.

[purchaseatthetop] 26/6/2022 18:20

504. We shall see about 5G but perhaps they are not looking to dilute David L. Clearly they are connected in some way that we cannot fathom, hi Daykin. Friday next week the window opens for UEP2025 news. As they told us early that all was not just on track but early, I hope that they do not disappoint. I am bored looking at massive negative figures.

I fully expect a Dplewis post in exactly a short period.

[504] 26/6/2022 17:45

It largely depends when 5g IF convert. I have a feeling that it won't be at the bottom. So far I don't think that they have been aggressive.
Until we know I see little reason to focus on it.
The important events are ahead. Looking at OEM commitment on UEP 2025. New OEM for XGS-PON which the more I dig the more exciting it looks. Conclusion of the initial contract volumes and fresh orders.
These are the future, how many shares it divides between is another matter.

[astralvision] 26/6/2022 15:50

PaTTCash is important, as is how you raise it.Last 5G raise was reckless in the extreme.Not impressed by ENET's fund raising abilities.

[astralvision] 25/6/2022 11:45

Sounds a reasonable summary 504. Yes, imv the company has been poorly managed on the financial side of things, ultimately that's down to DL.DL has put his money where his mouth is.David Levi and Shavit Baruch have spent a combined £434k on buying ENET shares in the last two years. That figure reflects the shares sold to partially cover the 30p warrant exercise, ie only the net spend is counted.The breakdown is:DL £351kSB £83k.It is unusual to find a company of this size where the founders have put this much cash into the company. Also the m.cap/ research ratio is exceptionally low. All of which leads me to believe the shares are a good risk/reward play. We will seee.

[purchaseatthetop] 25/6/2022 09:37

And that is why I read 504s posts with interest. She admits she got it wrong as the whole industry did. Miserable not to have bought now and got nearly double the shares I have but how did I know that?
Thanks 504 for your explanations. I take a lot from them and validate what I can independently. I also check every deramping post for validity so also value thrm. As astral says, read everything, trust nothing. My money, my choice, no tears.

[504] 25/6/2022 09:29

Interesting to look back and see what shareholders have been told and what actually happened. Very little has worked out, external delays and setbacks but the main reason is the market simply didn't open as expected.
Without a volume market to sell into OEMs park projects and don't commit to mass production.
This still remains a risk that may delay further but now we see physical evidence of progress.
This ties with conversations I have been having with well placed people all of which saw 2021 as the year.....then 22.
I believe Q4 22 is perfect timing for shipping and mass production commitment.
OEMs really have little control, ultimately markets will open in a very disorganised way globally. It will start small but even small is transformation for Ethernity.

[504] 24/6/2022 12:43

If they are in DISH they have been very quiet about it. Clearly they are supplying into end users through the OEM deals so far.
I see the biggest gains from here on early stage progress. The point at which the market sees how it's going to be. I think that will be on quite modest earnings. Given the current share price I don't think that it will take much to go from 18 to 80. Later it may go from 80 to 320 but that will take many winners not just one or two.
I am not looking at 5g IF to signal the bottom. I believe with just a couple of RNS with sales success the share price will be considerably higher.

[purchaseatthetop] 24/6/2022 12:05

504. I think they must already be selling into DISH. My (limited) understanding is that their edge cloud system must have ENET to work without massive costs. The trouble is that this is a completely new structure and there is nothing in the past to benchmark against.

[astralvision] 24/6/2022 12:01

2023, year of significant ( as opposed to a few mill here and there) revenues as take up finally starts to come through.Sp will react positively, although all depends how many extra shares MR has sprinkled about as to what level we get to.Best option then would be a t/o imo. Hopefully at a decent premium.

[504] 24/6/2022 11:38

Depends what you mean Astral. Ethernity will sell to the OEMs well before deployment of private networks, probably 3-6 months. Mass production starts Q3-4 shipping Q4 (sales) to OEMs will be for Q1+ deployment; integrators may be immediate. Much depends how Ethernity are paid. OEMs will all be on separate agendas as will deployments globally. Largely it's true that Ethernity will be firstly in Private Networks and ISPs like North American WISPs that are deploying now. Later they will be in all networks as density is required and upgrades are needed on vendor locked systems

[astralvision] 24/6/2022 11:10

As I said then, 2023 is the year.

[504] 24/6/2022 11:01

PaTT it is a total revolution as far as solutions go. What we need to be aware of is that although open private networks will commit and purchase the point of open is it's a design and pay as you grow idea. There will be no $50m headline committment. Each RU, each DU each transport challenge will be designed for the exact scenario. This is where the savings come.
Initial sales will be small, certainly tens of units, although they may commit to $3m worth it will be open ended.
The delay has been the OEMs supporting the product, now we know that they are and just in time.
Sales will come but not until the market opens

[astralvision] 24/6/2022 10:58

Could do with that share price bring incredible PaTT, that's incredible in a good way.Still waiting for 5G to call the bottom by converting their MR gifted $2m. I think DL get so wrapped up in the tech side of things MR is left with a free rein.