Some Thoughts & Info

Just thought I'd post some thoughts into the wilderness that is the Etherstack HC forum...

Been a bit disappointed in the communication from the company throughout this year. There's been very little new information provided to the market and even the most recent contract announcement was kept to one singular page.

Thought I'd do a bit of digging and have also emailed the company to clarify if a few of the goals/expectations in the recent annual report remain the same. The below link discusses Etherstack completing a successful MCX Proof of Concept with Nokia and the New South Wales Telco Authority in August.

https://www.critcomminsights.com/analysis/2023/10/31/comms-connect-melbourne-heralds-anz-critical-communications-progress

The results of that seem quite positive but it looks like most eyes are on how the AT&T deployment plays out. Would love to hear a bit more from the company about the progress of that and for them to dig a bit deeper into how the roll out is going.

On the bright side, the below post from David's Linkedin indicates that there's a few announcements to come. One of those will be the Aus government contract but hopefully we'll have a bit more to chew on before the Christmas period.



This is one of my highest conviction holds and have enjoyed topping up at these levels but at some stage soon I'd love to see the company and share price realise it's true potential.