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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Sondrel (holdings) Plc | SND | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -0.15 | -4.17% | 3.45 | 16:26:51 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 3.60 | 3.40 | 3.65 | 3.45 | 3.60 |
| Industry Sector |
|---|
| SOFTWARE & COMPUTER SERVICES |
| Top Posts |
|---|
Posted at 17/4/2024 07:58 by researchguru1 POSTED ON LSE BY SM1Sorcerer, your description of Sondrel as a business with “market leading capabilities, contracted future revenues of $200m, and a strong sales pipeline in a pivotal growth industry”, is bang on the money. The company’s ultra-complex chips offer significant scale improvement when it comes to latency, privacy, security, and increased efficiency; making it one of only a tiny handful of companies out there that are able to do this, and which explains why Elon Musk’s brain implant start-up, Neuralink™, called on the company for its expertise in designing its brain chip. Now, let’s just think about that for a moment. Why has a $5 billion-capped US biotech sought assistance from an off-the-radar British nano-cap? What kind of expertise does it have that is clearly out of the reach of the thousands of US chip makers accessible to Elon Musk? And what’s the inherent value of this expertise/business? The answer to those questions is the reason why institutional investors Otus Capital Management (7.28%), Joh. Berenberg, Gossier (4.66%), Herald Investment Management (4.16%), and Lansdowne Partners (4%) are still here, and why an estimated 17% of the stock is currently held by private investors. But a £3.3m market cap (3.85p per share) simply does not cut it! Which is why I remain fully invested because, as you rightly put it, there are several possible outcomes here; some pretty spectacular, but none that is likely to value the business anywhere close to where it is today. And a quick glance at the recent ‘delisting stocks’, and how they have performed since their delisting announcement, paints an interesting picture of a fast-evolving, private investor perception of these stocks. Put simply, nearly all the stocks have staged a strong recovery meaning that, private investors are prioritising value over exploitative ‘engineered fear’ by some greedy actors within those businesses. Take C4X Discovery, Molecular Energies, and Redx Pharma for example; a week after their delisting announcements, the head honchos (Clive Dix, Peter Levine, and Lisa Anson) swooped-in and picked-up stock at ‘fire-sale&rsq So private investors are not going to fall for the copper-plated nonsense being spouted by some of these greedy actors who want to steal the business under their noses. And Sondrel, which is incredibly undervalued across all industry benchmarks, and probably the most undervalued chip maker in Europe, is going to trump all these companies and change the narrative. Watch this space. And yes, I agree – this is what makes the current situation with SND so interesting. AIMHO . |
Posted at 15/4/2024 11:15 by someuwin Remember that Sondrel is one of the few companies that can design chips down to 3nm. And the only one in Europe! This is a crazy price for such leading edge tech. Someone will buy this out surely."Reading UK – 22 March 2024. Sondrel (AIM: SND), a leading provider of ultra-complex chips for leading global technology brands, reports that there is an increasing demand for its 3nm design services for custom ASICs. 3nm is needed for the next generation of products, particularly AI-based designs that require immense compute power to process the huge amounts of data being processed. 3nm not only offers a significant scale improvement in power and area, but it also adds enhanced capabilities that leverage Sondrel’s significant investment in cutting edge SOC design flows, building on its expertise in designing ultra-complex ASICs at 5nm. This combination of performance, power and area improvement, enhanced by accessing best-in-class 3rd party IP, helps Sondrel’s chip designers to stay ahead of system-level demands...." Sondrel is one of only a few companies worldwide that can deliver these complex chips and the only one headquartered in Europe. |
Posted at 28/3/2024 15:34 by john henry ROXI will pretty much own SND as a private company |
Posted at 27/3/2024 17:58 by tsmith2 Sondrel (Holdings) plc ("Sondrel", the "Company" and together with its subsidiaries the "Group") Updated Supply Arrangements Sondrel (AIM: SND), a leading provider of ultra-complex chips for leading global technology brands, announces further to its announcement of 27 February 2024 that it has now concluded negotiations with a supplier (the "Supplier") in respect of existing and future supply arrangements under an addendum to an existing supply contract ("Addendum"). Under the Addendum, contract minimum utilisation levels have been reduced to bring them in line with the Company's current license usage rates until 2025 and are expected to increase thereafter in line with usage over the life of the contract as Sondrel scales. Payments will be made quarterly according to utilisation and licence bundles drawn down. Historical license fee liabilities currently owed by the Company to the Supplier are to be paid in equal monthly instalments of US$0.2m up to April 2027 and total cash payments to the Supplier are expected to not exceed US$1.9 million in 2024. |
Posted at 11/3/2024 07:16 by john henry Before IPO SND was profitable and growing year after year, 20 yearsChanging their business model has come with its challenges. 3 projects will go into production this year giving regular income. Imho the transition is now behind SND, upwards and onwards. |
Posted at 01/3/2024 16:51 by hatfullofsky Thought for the day : Surely CML are running the rule over SND, easy pickings. |
Posted at 27/2/2024 07:07 by manual dexterity 27 February 2024Sondrel (Holdings) plc ("Sondrel", the "Company" and together with its subsidiaries the "Group") New Contract Win and Corporate Update Sondrel Awarded Material Video Processing ASIC design and supply contract for a leading provider of High-Performance Video systems Sondrel (AIM: SND), a leading provider of ultra-complex chips for leading global technology brands, is pleased to announce that it has won a new design and supply contract for a next generation video processing chip with a total estimated value of US$23 million across the design, qualification and projected production life of the product. Excellent contract. |
Posted at 23/2/2024 09:33 by someuwin A good resolution to the funding and this will multi-bag. No resolution by the end of march and they will go pop.Personally, I'm convinced one of the big players will take a material stake with a big cash injection. Why wouldn't they? The fact that Musk chose SND over all others for Neuralink shows they have something special. The chip market is going beserk at the moment. Potential here is enormous. ...The Company is one of only a few companies capable of designing and supplying the higher-spec chips built on the most advanced semiconductor technologies, selling into a range of hyper growth end markets such as high-performance computing, automotive, artificial intelligence, VR/AR, video analytics, image processing, mobile networking and data centres. Sondrel designs have enabled products by leading technology brands including Apple (iPhone), Sony (PlayStation), Meta's (Oculus), Samsung, Google and Sony smartphones, JVC (prosumer camcorders), Tesla and Mercedes-Benz cars. Sondrel is well-established, with a 20-year track record of successful delivery, supported by long standing ecosystem partnerships including Arm, TSMC and Samsung. Headquartered in the UK, Sondrel has a global presence with offices in UK, USA, China, India and Morocco." |
Posted at 12/2/2024 10:51 by bmwman3 The last RNS 8-2-2024, here -Statement re Share Price MovementSondrel (AIM:SND), a leading provider of ultra-complex chips for leading global technology brands, notes the movement in its share price and recent press speculation.Sondrel remains one of only a few companies capable of designing and supplying higher-spec, complex chips built on the most advanced semiconductor technologies, and the Group's customer base continues to include leading global technology brands.The Company remains encouraged that demand for Sondrel's ASIC services, including in the US, remains strong and that the Group continues to trade in line with current market expectations with a number of new ASIC business opportunities at advanced stages of negotiation. The Group does not comment on the identity of customers."Sounded all positive to me. No words of caution, "we know of no reason" etc, just bullishness. We know there are financial difficulties over cashflow, however the words not used in the statement suggest to me that these will be well on their wayStrong BuyRE: Funding/ valuation of British Tech companiesToday 10:14If for instance neuralink was to take a stake this goes to 50p in minutesIt would seem Sondrel has too an important product to failria20Posts: 7,494Price: 13.50No OpinionGreat startToday 09:38For STAR and SND this morning ....great to see... are we going to bag today |
Posted at 09/2/2024 11:53 by garbetklb I bought a small position on a "get to know them better basis". And this concern then arose - I did email them asking if I could drop in. Got a v late read receipt, but no response - which prompted my sale.Gopher - I wasn't suggesting Mercedes would take in house. Presumably when SND acted as a design house, the customer would then contract directly with the manufacturer? What's the incentive for Mercedes et al to change this to a model where SND act as a middle man? Greatly increasing the disruption risk. |
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