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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Alphawave Ip Group Plc | AWE | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 1.00 | 1.14% | 89.00 | 16:35:23 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 88.20 | 85.40 | 92.10 | 89.00 | 88.00 |
| Industry Sector |
|---|
| TECHNOLOGY HARDWARE & EQUIPMENT |
| Top Posts |
|---|
Posted at 19/12/2024 18:11 by valhamos Surely John Holt went as a sacrifice to placate the institutions so they would take part in the convertible offering. It's a cardinal sin for a company to IPO, then splurge all the cash and then require more cash while being loss-making and well below the IPO price. He had to go. The idea in the announcement that this was some sort of "leadership transition" was an AWE euphemism.The update on trading that accompanied the announcement of the convertible was vague. It seems to be touch and go as to whether it will meet its (reduced) targets. Also, if the Banias product was being shipped as promised by the end of 2024, then surely they would have mentioned that achievement. The company shows a lot of promise but credibility has not yet been restored. |
Posted at 19/12/2024 15:40 by dividevil sokorow21,You're risk view on Alphawave is about right. AWE has competitors on Nasdaq (Credo Technology, Marvell, Astera Labs, Rambus, Broadcom etc) These players have their own niche areas. However, you should note that these companies (except Rambus) are operating on EV/EBITDA multiples several times higher than AWE. They make AWE astoundingly cheap by comparison, and yet like AWE these companies: Credo / Astera Labs / Marvell are all loss making at the present - as they are prioritising R&D expenditure in the race to keep ahead with the best technology available. Investor sentiment on "AI" stocks on US stock markets is all very hyper while the London stock market doesn't really have any high profile technology stocks and thus investor sentiment is very cautious here. We can only speculate on the departure of JLH but as at present, although he has recently sold down, his overall position in the company has in fact increased since before 21st November as he had held about 3.55% of the stock but now holds 3.99%. AWE has struggled with cash flow somewhat due to their heavy R&D expenditure and spending more than their IPO money on key acquisitions. So they carry a $240m total debt plus whatever capital they manage to raise in bonds. If they manage to grow their revenue in line with their expectations over the next two to three years then those bonds should go away through conversion into equity quite easily. I hope this helps. |
Posted at 18/12/2024 12:19 by tsmith2 with AWE it's a case of just when you think you've understood.. |
Posted at 22/10/2024 10:47 by the lockkeeper The vast amount of trading is showing ad AT trades today The bots are walking it up and will likely walk it down again when they take the profit. Having said that a lot of potential with AWE, I am here for the long term.(just not buying any this week!) |
Posted at 22/10/2024 07:00 by whites123 We tried telling people without such blatant "tipping" to be considered ramping. :-)Logo Description automatically generated Q3 2024 Trading and Business Update · Fourth consecutive quarter of bookings above US$100m · Continued strength in IP licensing and multiple new chiplet wins including Arm UCIe IP · Fifth consecutive year as TSMC 2024 OIP Partner of the Year for High-Speed SerDes IP LONDON, United Kingdom and TORONTO, Ontario, Canada 22 October 2024 - Alphawave IP Group plc (LN: AWE, the "Company" or "Alphawave Semi"), a global leader in high-speed connectivity and compute for the world's technology infrastructure, is pleased to publish its trading and business update for the three months ended 30 September 2024. New Bookings (US$m) Q3 2024 Q3 2023 Change Licence and NRE 93.8 42.9 119% Royalties and Silicon Orders 10.7 30.1 (64)% New Bookings 104.5 72.9 43% Due to rounding, numbers presented in the table may not add up to the totals provided and percentages may not precisely reflect the absolute figures. There were no new design wins in Q3 2024 or Q3 2023 generated from FSA drawdowns and re-sale licences. Tony Pialis, President and Chief Executive Officer of Alphawave Semi, said: "For the first time, we have secured over US$100m per quarter in new bookings over an entire year. This is a major sales milestone for the Company as we scale all our revenue streams. In addition to consistent strength in IP licensing and NRE, we also saw repeat and multiple design wins with chiplets leveraging the Arm UCIe IP. We are also pleased to have received the prestigious TSMC OIP Partner of the Year award for the fifth year straight. This is the ultimate validation of our continued technology leadership in connectivity." John Lofton Holt, Executive Chairman of Alphawave Semi, said: "2024 has been a transition year for the Company, as anticipated. Now this transition is playing out favourably in the numbers. Our continued momentum gives us strong confidence in our mid-term guidance and underpins our ambition for US$1B revenue run rate in 2027." Business Model Evolution Playing out As Expected: Chiplets Driving Design Wins As reported in the Half Year 2024 results in September, Alphawave expected to see increased scale and diversification in the business throughout the second half of 2024. Design win activity in the quarter was strong, with five new design wins from new and existing customers who are share leaders in connectivity and compute end markets. These design wins included 4nm and 3nm technology and included high-profile design wins with Arm-based chiplets leveraging UCIe IP. In addition, the Company secured two new designs wins with Samsung foundry, where Alphawave is the leading connectivity provider, and two new design wins with share leaders in the data centre optical connectivity market. Continued Technology Leadership - TSMC 2024 OIP Partner of the Year Alphawave Semi held its Capital Markets Day in early June and reiterated the importance of continued and expanded technology leadership in connectivity solutions. A cornerstone of this leadership is the partnership with our foundries - TSMC, Samsung, and Intel. In September, Alphawave was pleased to receive the TSMC 2024 OIP Partner of the Year for High-Speed SerDes IP for the fifth consecutive year. About Alphawave Semi Alphawave Semi is a global leader in high-speed connectivity for the world's technology infrastructure. Faced with the exponential growth of data, Alphawave Semi's technology services a critical need: enabling data to travel faster, more reliably and with higher performance at lower power. We are a vertically integrated semiconductor company, and our IP, custom silicon, and connectivity products are deployed by global tier-one customers in data centres, compute, networking, AI, 5G, autonomous vehicles, and storage. Founded in 2017 by an expert technical team with a proven track record in licensing semiconductor IP, our mission is to accelerate the critical data infrastructure at the heart of our digital world. To find out more about Alphawave Semi, visit: awavesemi.com |
Posted at 10/10/2024 08:45 by whites123 In my opinion Alphawave (AWE) stands out as an incredible strong buy opportunity, with a clear path to growth despite broader market challenges. The company recently adjusted its full-year guidance, but the 6% reduction is a small dip considering the turbulent macroeconomic backdrop. What's far more important is the momentum behind Alphawave's strategic moves, particularly its game-changing collaboration with Arm. This partnership is a massive catalyst that will transform Alphawave’s market position in high-speed connectivity and semiconductor IP, driving innovation and sales across key markets such as AI, data centers, and advanced computing.Arm, one of the most prominent names in semiconductor architecture, brings a powerhouse ecosystem and cutting-edge design capabilities to the table. By partnering with Arm, Alphawave positions itself at the core of next-gen tech infrastructures, becoming indispensable to customers that require faster, more efficient data processing. This synergy is expected to result in a major uptick in both licensing revenue and long-term design wins. Additionally, despite the slight reduction in guidance, the company's overall trajectory remains solid, with its innovative product line driving sustained demand. As industries move towards AI, 5G and 6G, and cloud computing, Alphawave’s IP solutions are increasingly critical. Its ability to help companies achieve lower latency, faster data transfer, and better power efficiency means that it is well-positioned to capture a larger market share in these rapidly expanding sectors. Now, as the collaboration with Arm ramps up, expect a significant boost to Alphawave’s visibility, customer base, and revenue streams. With shares still undervalued relative to its potential, this is the time to invest in a company that’s poised to ride the next big wave in semiconductor innovation. With 6G on the horizon and Alphawave in collaboration with Arm, AWE is nailed on to benefit from this. Defence requirements for IP such as AWE's is further affirmation its on the cusp of greater things. |
Posted at 23/9/2024 07:52 by tim000 No one has addressed the fundamental issue of the firm’s long-term competitiveness. Will AWE be able to recruit and retain the world’s most talented engineers when faced with competition from much larger companies with much deeper pockets and much more valuable stock options, located in much more desirable cities than AWE? The share price trend of AWE could be very demoralising for its staff, in sharp contrast to the performance of its competitors. I will continue to monitor the company but remain on the sidelines until there is strong evidence of a sustained recovery in operations. If the company’s future is so bright, and the share price will ultimately rise ten-fold, there’s no need to tie up capital now. |
Posted at 19/9/2024 10:16 by whites123 Im a buyer.Update to be presented early next week. Arguments to buy are just to compelling to ignore. Alphawave IP (AWE) is an attractive buy, bolstered by its strategic collaboration with ARM, a global leader in semiconductor design. Alphawave specialises in high-speed connectivity solutions, critical for AI, 5G, and data center infrastructure— Furthermore, Alphawave’s unique IP and specialized technology make it a prime takeover target. Major semiconductor players are aggressively expanding capabilities, and acquiring Alphawave would provide a competitive edge in the race to dominate AI, cloud, and 5G infrastructure. The company’s proven expertise in high-speed chip interconnects, combined with its alignment with ARM, enhances its attractiveness to potential acquirers looking to bolster their position in next-gen semiconductor innovation. This mix of growth potential and takeover appeal makes Alphawave IP a compelling buy. |
Posted at 19/7/2024 11:42 by mrscruff Broader tech sell off slash rotation should be done soon. Added some AWE at 137.8p. as well as into my tech fund ATT at day lows. Buy the dip. |
Posted at 16/7/2024 09:13 by mrscruff Technicals do look strong with the sector leaders having gained considerably over the last 8 months or so. There are some nice little AWE pull backs for traders helping with maintaining healthy liquidity... I don't recommend playing this game for a few shares but each to their own. |
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