Ethernity Networks Share Discussion Threads

[purchaseatthetop] 08/7/2022 10:56

Dplewis…..so ENET and Teknar have similar share trajectories despite the fact that ENET have no debt and only that bloody $2m 5G sword of Damocles hanging over it!

I think TGP issued this RNS today to raise funds and repair their balance sheet. But they did it the right way round. Issue a great RNS and then raise funds, not the ENET way which is to forget about any RNS.

[dplewis1] 08/7/2022 10:53

Yes and only a few weeks ago Tekmar slumped to an all time low and put the for sale sign up "the Group's balance sheet has not been rebuilt and strengthened as much as Tekmar's board would have preferred in order to fully execute its growth strategy and address the industry headwinds and uncertainties that still remain." So miracles do happen..(although tbf the share price at TGP is still only 12p having been 150p at the peak)

[purchaseatthetop] 08/7/2022 10:40

Just my view and astrals then! Glad you agree.

If you want to see what will happen when we get contract news just look at Teknar Group who I have been following. All it’s takes is one contact.

[j arthur rank] 08/7/2022 08:34

I noticed that the Ethernity website contains this comment by an employee called Eran :-"Ethernity Networks is a great place to work, always at the edge of technology, with the very latest protocols that everybody is talking about."This guy might be Eran Aviely (FPGA Manager), who has been with the Company for 12 years, so he should know what he's talking about!

[purchaseatthetop] 08/7/2022 08:19

Couple of things.
Firstly I had an email from Nathan Stook of Wisper (my bestie) confirming that the only problem they have and that all the potential users have for Tarana is actually getting units. Tarana are at max output presently but are getting ready to ramp up more production. When that happens we might finally get an uplift on Tarana.

Secondly, I fully agree with 504 from all my reading that this is finally happening and oddly the current economic problems and chip issues might actually accelerate uptake of ENET IP. It simplifies and reduces computing requirements while also materially reducing power needs. All critical now.

Just my view mind you.

[504] 08/7/2022 08:07

Interesting to go back over what we know. WispAmerica produced several pieces with the following quote about 50% of the OEMs using or signed up to Ethernity demonstrating huge market penetration.
"There were fixed wireless access customers and there were wireless backhaul customers"
So where do the UEP OEMs fit in. We know that there is substantial interest in UEP2025. Enough to commit to mass production into the market with shipping Q4.
The picture is too murky for this devastated market to appreciate the share price, it may have done in different times. Certainly I expected some recognition of the inevitable explosion in revenue pending. I guess it's just too dark to see the light for the bulk of the market.
However the light is there.
Open private networks are coming, the players are committing and the volume will balloon. The technology is there, open is possible and extremely competitive. Ethernity are leading through OEMs and Integrators. They have established huge market penetration and we are encouraged by Ethernity to think contracted to use Ethernity.
So the passage is quite clear and the ETA appears more solid than ever, Ethernity are as we know on schedule.
The missing element for appreciation is disclosure and some numbers. The initial numbers will be irrelevant to the future but they need to chalk up some UEP sales beyond the $900k committed so far.
It seems extremely likely and the company has also flagged further contracts. These are unlikely to be UEP in my opinion and are much more likely to be XGS-PON or DU. UEP I assume will just form a queue for product delivery.

It would be good to know the extent of the preorders for UEP but I guess prescheduled testing needs to complete first.
Things are moving fast at Ethernity.

[bigvas] 07/7/2022 20:08

Grow up you muppet

[504] 07/7/2022 19:59

If the industry press is any measure OpenRAN for private networks is about to become a volume market. Big providers are turning to it as a reality now. I think over the next 6 months globally we'll see really the first serious deployments. Many are in procurement right now and Ethernity will be attracting a lot of interest from OEMs for easy to market products. I can imagine that most will be looking for regional license but that's not how openRAN is. The hardware is largely unimportant as it will all be the same from Ethernity. The OEMs will be seeking commercial position from their selection of virtual products from the Ethernity catalogue.
Looking forward this will centralise around 3 or 4 pieces of hardware and hundreds of different virtual combinations.
I am excluding the Indian product right now because we have no updates but the rest is moving as planned.
It seems supported to me that they have European production and US production probably in Mexico.

[serratia] 07/7/2022 16:45

O/T,
Beautiful Ben ran at Cartmel June 21st. Ridden by A Wedge. Came 7th out of 9 faded towards the end.

[1liam] 07/7/2022 16:05

EUA ......Correction 45% up!You're not singing, you're not singing, you're not singing anymore, you're not singing anymore!!!

[ohojim] 07/7/2022 15:33

Nice one seagreen. Next time could you advise of your winning strategy BEFORE the race is run?

[seagreen] 07/7/2022 15:11

topical winner for me
Nmkt 3:00 Lethal Levi 16/1

[ohojim] 07/7/2022 13:48

tsk tsk. Men!

[one_frankel] 07/7/2022 13:03

Better to be ra_cist than a blatant fantasist who resides in the shanty towns of Birmingham and is an unfortunate fra_ud as at least we know where the other stands, dont you think BoxerMugz sorry Mahmood?

[one_frankel] 07/7/2022 12:35

Much like you following KCowe to here or others to their respective threads but are you really that 'Stupid' not to realise how ominous your very own actions are, you dirty fantasist who is just an unfortunate fra_ud...

But ill iterate again folks, pay very little attention to this blatant sc_um BoxerMugz sorry Mahmood.

[one_frankel] 07/7/2022 12:19

If its not already apparent folks, pay very little regard to the blatant fantasist BoxerMugz or better known as Mahmood!

...As he tried to deceive investors on the Pires thread with all his fantasising as renowned investor Stephen Jones but we soon discovered that he's not and is just an unfortunate fra_ud from the shanty towns of Birmingham, oops!

...Also he made claims to making a 'Supposed' £200k in ARB last year and yet has the audacity to make comparisons between Mode and ARB and when the masses ask him to validate his claims he bizarrely tells them to refer to his Advfn commentary from last year, hehe!

...So does that remind you of a HNW...I highly doubt it so dont be fo_oled into believeing otherwise as this is a blatant fra_ud who pretends to live outside of his basic means!

[kcowe] 07/7/2022 11:41

Lol.. sounds like a bitter clown .

[dplewis1] 07/7/2022 11:37

Coco the clown eh, I suppose it takes one to know one

[504] 07/7/2022 11:10

dplewis 2000 shares is below the advertised bid. They smell fear and punish.
Stiff upper lip has got progressively limp over generations.

[504] 07/7/2022 11:08

What is interesting is that 135k sold and down .25p. I suspect 135k bought it would have gone up through 3 thresholds of MMs by 1.5p.

Just needs news.

[dplewis1] 07/7/2022 10:47

Yes, below the advertised bid..