Alphawave Ip Share Discussion Threads

[tsmith2] 23/4/2024 08:06

geopolitics playing a big part in pivot away from china

[scepticalinvestor] 23/4/2024 07:59

Sub 100p today fellas

[indiestu] 23/4/2024 07:58

The year-on-year increase in R&D, S&M and G&A expenses was primarily due to the increase in our headcount from 695 employees at the end 2022 to 829 at end 2023, as well as investment in associated R&D software tool costs, finance, HR, legal and corporate marketing teams reflecting the increased complexity and the extended geographical footprint of the Group.I guess we must take a longer term view and trust that the investment and change of focus will pay off. So forward looking it certainly seems positive all round FY2024 and beyond.

[valhamos] 23/4/2024 07:56

I was not expecting a $50m loss even after last week's update.

[m w] 23/4/2024 07:52

Under £1 anyone

[tsmith2] 23/4/2024 07:22

company is mega trend sector and with the right technology

[tsmith2] 23/4/2024 07:11

timing of revenue recognition

[m w] 23/4/2024 07:08

Bookings up revenue down

[casholaa] 23/4/2024 07:04

I don't understand how they can have an operating loss on what is effectively licensing/royalties????

[dividevil] 22/4/2024 23:54

It does seem that they receive some cash upfront that they can't book as revenue until a certain project milestone is reached. That is how I understood it. How much cash this amounts to though I have no idea. They are reporting $101 million cash and equivalents for YE2023 and net debt of $119 million, increased from $100 million net debt 6 months earlier. Total debt however is down by $2 million. We can definitely expect a significant reduction in China revenue. In the YE 2022 results I think it was something like 60% of the total revenue. I'm guessing EBITDA margin is going to be something like 15 to 18%.

[casholaa] 22/4/2024 19:19

If you listen to the link, I think in the q&a, I think purchases and I think they get paid in advance which they hold as cash which is then repurposed into revenue? I find it difficult to tell what cash they actually have.

[m w] 22/4/2024 17:32

What I want to know is where has their cash pile gone

[casholaa] 22/4/2024 16:13

I'm also left with the impression that their cash balances include money recieved which is yet to be moved to revenue???

[casholaa] 22/4/2024 13:33

I'm confoosed. I'm left with the impression that it's shrinking????

[fiscal cliff] 19/4/2024 14:47

IG won't let you buy any of these - will only let you close.

[takeiteasy] 18/4/2024 08:02

fingers crossed for our QI :)

dyor etc

[the codger] 17/4/2024 13:34

Support is definitely there.im holding for now

[stallone10] 17/4/2024 11:07

Fake it till you make it, wait while they intergrate the acquisitions see how this works

[valhamos] 17/4/2024 09:05

Let's hope so. They need to discover - under promise, over deliver - rather than what they have done the last couple of years.

[tsmith2] 17/4/2024 09:02

Results and q1 update next week. the guidance is cautious leaving scope for upgrades

[valhamos] 16/4/2024 13:36

I should imagine the US wonders why, this side of the pond, we are so short-term in our thinking. A positive in today's call was that Banias is on track, first orders from a top networking equipment OEM in North America, and a first design win in the automotive segment in 1Q2024 with a leading North American automobile manufacturer.

[tsmith2] 16/4/2024 12:13

will be interesting to see what happens when US market opens up

[seadiver] 16/4/2024 11:43

It won't happen straight away but it will by next year. Let the market play out. DYOR

[seadiver] 16/4/2024 11:24

I think the next stop is round 250! Do your own research this is not an advice

[tsmith2] 16/4/2024 10:16

gone long again. froth defo off quarterly update in a week's time.