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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
|
|
|---|---|---|---|---|
| 2.00 | 1.43% | 142.00 | 16:35:09 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 142.80 | 137.60 | 142.80 | 142.00 | 140.00 |
| Industry Sector |
|---|
| TECHNOLOGY HARDWARE & EQUIPMENT |
| Top Posts |
|---|
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 13/12/2024 12:11 by dividevil And further to my last post just now, this may suggest given the timing of Mirabella Financial Services 1.18% short position, that they are one of the bondholders. Not sure about the other 11.2 million delta shares though. Either there's lots of smaller bond investors with positions below the 0.2% threshold or they have yet to report their short positions to the FCA. |
Posted at 22/10/2024 11:42 by dividevil It is not really a turnaround situation as such. The "profit warning" last month was mainly about the reduction in the 2024 revenue guidance from 355m to about 320m. The company claims that the merger between Sapeon and Rebellion back in June lost them that portion of the expected revenue as their two customers became one and the newly merged Rebellion consolidated on its contracts. What this Q3 update shows is that the growth in bookings remains consistent and in line with what they have been saying at their capital markets day and investor calls. The H1 revenue of 90m may have looked depressing but they did say at the CDM the revenue would be backend loaded. |
Posted at 24/9/2024 16:07 by dividevil Link to yesterdays investor call presentation:hTTps:/ |
Posted at 24/9/2024 06:33 by whites123 The results yesterday whilst disappointing were not unexpected.However, the share price drop reaction overlooks the promising longer-term outlook for the company. Despite the short-term setbacks, Alphawave is strategically positioned in the rapidly expanding semiconductor and connectivity space. Its pipeline remains robust, and the company is investing heavily in new technologies that could drive significant growth. The current dip presents a compelling buying opportunity, as the market is likely underestimating Alphawave's potential. Once the sentiment recovers and investors recognise the company's solid fundamentals and growth trajectory, the share price is poised to rally. The sell off yesterday were all small PI's. The large holders stayed solid. Maybe increasing, in which case lets keep an eye open for holding notifications. Short term disappointment, but longer term opportunity. The rush in defense (Offense) investment is moving at an exponential rate as well as autonomous machines of all types rely more and more on AI |
Posted at 23/9/2024 06:31 by valhamos Guidance reduced for 2024 from the already reduced guidance from 16th April. Worryingly forecast "adjusted" EBITDA at $50m is now only 15.6% of revenue and actual real profits look further away than ever. Let's see what the investor call brings. |
Posted at 20/9/2024 09:21 by whites123 Alphawave IP specialises in high-speed connectivity solutions crucial for AI, data centers, and advanced computing.With the explosive growth of AI, demand for faster data transfer and more efficient chip architectures is surging. Alphawave's technology is pivotal in these areas, positioning it to benefit from the massive investments in AI infrastructure. Despite the short-term volatility, the company’s long-term potential in AI-related sectors makes this share weakness a strategic entry point for forward-thinking investors looking to capitalise on AI's rapid rise. Investors Chronicle ran a piece recently suggesting HUGE growth potential. The issue? Retail doesn't know or have heard about Alphawave. The stock is lightly traded and until it hits the biggest daily gainers rostrum it remains not just under the radar of PI's but unknown to them. |
Posted at 29/8/2024 09:52 by indiestu I don't believe UK investors have caught on to the significance of chiplet based designs and the momentum building around this architecture in the industry. Nvidia's data centre revenue reported yesterday was just mind blowing. It would be interesting to know which hyperscaler Alphawave are working with. I could count these hyperscalers on the fingers of my two hands. I think the significance of this relationship for future revenues is currently being overlooked by the market so not priced in yet. The 1 billion market cap scares me but I'm seriously considering doubling up here now they seem to have the accounting back in shape. |
Posted at 23/5/2024 03:59 by takeiteasy Now Nvidia is trying to signal to investors that the companies buying billions of dollars of its chips will also be able to make money off artificial intelligence.Finance chief Colette Kress told investors on Wednesday that cloud providers were seeing an “immediate and strong return” on investment This is rather helpful for our cause if we are placing all our bets now in AI/cloud chip space and being part of a growing sector of the market palace where capex investment is helping drive up revenue etc etc. dyor/nai etc |
Posted at 01/5/2024 17:04 by dividevil When the company IPO'd and the share price tumbled 6 months later that hurt a lot of institutional investors, especially the cornerstone investors. It was blatantly overvalued at the time even perhaps by the inflated NASDAQ standards.Perhaps some of that hurt still carries over to this day and now you have a set of investors who just want to love to hate this stock forever, particularly when the selling shareholders (the founding members) took a massive slice of the proceeds (£496 million out of £856 million) hence making more than £100 million each for themselves. Some of the slip ups have been very unfortunate though. The China strategy was derailed in part thanks to Russia invading Ukraine which gave rise to heightened geopolitical tensions not only with Russia but with China also. The increase in state organised cyber attacks led to the SEC having conversations with certain companies having sensitive technology business in China and resulted in pressured guidance to withdraw / reduce level of involvement. It also had the effect of dampening the market conditions in China. Frankly, Alphawave will have done well if they are able to withdraw from the Wisewave JV breaking-even just about (Alphawave share of the JV is valued at around $42.5 million and the losses are $46.15 million). It was meant to have been a 5 year partnership with a commitment to invest $170 million and it is not unreasonable to have expected a reasonable return from that had geopolitical tensions only remained at the level it was 5 years ago. The IPO objective was always to use the funds for the acquisitions of businesses that would allow them to enter the fast growing chiplet market. I also suspect that Banias Labs / AWS early discussions were already underfoot even at the time of the IPO but couldn't be openly written about in the prospectus due to the sensitivity of those plans. The Wisewave JV has still nevertheless served as a crucial stepping stone while they were in the consolidation phase to establish a market in custom silicon and opto-electronics. It is just a pity that the management were allowed to help themselves to too much of the portion of the proceeds, all of which is plainly spelled out in the prospectus. I mean who needs £100 million? Could they not have been satisfied with just £50 million each and be sitting on a business with a healthy $200 million in cash, no debt, and most probably at a much higher share price than today! |
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