Ethernity Networks Share Discussion Threads

[pjj71] 27/5/2021 14:09

booooooooommmmmmmmmmmmmmm..... hopefully a few more days like this

[donaferentes] 27/5/2021 13:22

PS. You never told me you was heducated!

[cleverinvester] 27/5/2021 13:14

Easy money inside a week here at ENET .Took a little bite of ANIC today (down due to a RI) But has a very bright future.

[donaferentes] 27/5/2021 09:47

I'm in for the ride.

[purchaseatthetop] 27/5/2021 09:27

donaferentes....fully agree. educated and informed speculation based on lots of incomplete evidence. However, I have tracked the roll out of Tarana in the USA, Europe, Africa and where they are going next and so on and my reading the runes is that Tarana are miles ahead of what we know.

You cannot extrapolate todays facts and be a really successful investor IMO. Otherwise you have no edge. I look as far ahead as possible and then decide if the company can deliver the project. I think that Tarana can.

Bear in mind. Tarana were completely unknown really until recently. Wait till the real news hits!!!!

[donaferentes] 27/5/2021 09:18

Anyway the price action seems to agree with you!

[donaferentes] 27/5/2021 09:17

Informed speculation which I would not be surprised to come true, but not an extrapolation of today's facts - just saying :)

[purchaseatthetop] 27/5/2021 09:12

donaferentes.....I really think I can. Those are conservative numbers. Tarana are setting up for a multi billion $ floatation based on our IP.

[donaferentes] 27/5/2021 09:03

So we all hope, patt, and even expect, but I'm not sure you can extend this RNS to the numbers you claim just yet.

[2350220] 27/5/2021 09:03

Oops, thanks for the correction donaferentes.
I'll amend my post.
John

[purchaseatthetop] 27/5/2021 08:52

The RNS is not properly understood. The $2m is irrelevant.

The 2022 part of $1.26m is for installations committed to today by TARANA for 2022. By the time we get to 2022 they will have committed to a lot more. During early 2022 they will commit to more in 2022.

I expect this $1.26m to be more like $5m to $6m in the end for 2022.

This is a groundbreaking RNS if you understand it fully.

[boonkoh] 27/5/2021 08:50

Don't think many companies have secured next year's chip supplyIn the mass market chip market, orders are usually only agreed up the only one quarter in advance. So what we're seeing, supply secured for the rest of the year, is not normal supply chain behaviour but as a response to the chip shortage.

[donaferentes] 27/5/2021 08:41

Sorry, they've secured components "to the end of the year" which I take not to include next year yet. Nonetheless a good RNS

[purchaseatthetop] 27/5/2021 08:21

cyberbub....read my post 539. The sales for 2022 will be more like $5m+. These are for already planned Tarana installations with many more to be arranged.

[boonkoh] 27/5/2021 08:20

Competitive advantage here! If they've managed to secure chip supply for the rest of the year that other competitors haven't. Could see more new deals announced.

[cyberbub] 27/5/2021 08:17

Er obviously any new sales are good, but surely $2M (gross revenue) spread over 2 years isn't exactly colossal?

[cleverinvester] 27/5/2021 08:15

Nope another bad call

[purchaseatthetop] 27/5/2021 08:13

It will take a while before the full importance of this RNS is understood.

The RNS says:
"The remaining $1.26m in orders are for 2022, based on Tarana's current 2022 sales commitments, and this amount could increase as demand for Tarana's G1 fixed wireless product continues to grow."

Therefore any new installations for 2022 that are commenced during the rest of 2021 and also early parts of 2022 will increase this $1.26m figures. I would expect this to rise to in excess of $5m or $6m for 2022.

[escapetohome] 27/5/2021 08:07

Over 50 today please market makers.

[purchaseatthetop] 27/5/2021 07:50

This is where we gain from our knowledge edge from working as a team finding out facts from around the world. We knew more about Tarana's success than anybody outside they Boardroom. The power of lots of people with the internet at their disposal.

This is exactly what we did with ITX and there I have had a 7 bagger in 6 months. Same with ENET I hope.

[velvetide] 27/5/2021 07:26

Seems like the equipment is performing beyond expectations in the field

[2350220] 27/5/2021 07:12

Nice looking RNS.
They've secured enough components for this year.
Wasn't that a major concern weighing on the share price recently?
And $2m worth of orders into the bargain.
John 😊

[purchaseatthetop] 27/5/2021 07:06

The price explosion starts NOW!!!!!

Very pleased to have been in before the good news started arriving.

[dplewis1] 27/5/2021 07:01

Oh yessssss