Alphawave Ip Share Discussion Threads

[km18] 26/11/2021 14:03

From WealthOracleAM a few months ago.... Alphawave IP is a Canadian semiconductor technology specialist, that builds industry-leading connectivity solutions. Their products allow data to travel faster, more reliably but at a lower power. In essence, they make microprocessors work better. Based in Toronto and London, the Group was listed earlier this year. Their history is not very rich as the company was founded in 2017. However, we like the model they have adopted which is similar to another company on the UK market – ARM, namely licensing its technology to chip manufacturers. Information on fundamentals is limited as it stretches only 3 years back. Inspiring would be an understatement when we try to describe the growth rates. 300% CAGR on the income statement is not sustainable in any shape of form, but is a green light that the company is on the right path. On top of thatm they are already profitable, and forecasts for 2021 is for EPS to double the previous figure and revenue to nearly triple. The IPO means the company is sitting on a big pile of cash and gearing is negative. As with all good things, they do come at a price, P/E for last year was at a whopping 192. Expectations for 2021 is for it to fall to a more reasonable, yet far from realistically sustainable long-term, 71. Alphawave is clearly a growth story, and all we would like to see is them building customer portfolio worthy of the pricing.  Latest trading update for the Q3 seems to be fulfilling our wishes. North American customers have increased by 137% over the past 9 months and the company has managed to win 4 new customers in Q3, including a hyperscaler, bringing the total number of clients to 21. Total annual bookings are now in excess of $219m, with Q4 seeing a “robust pipeline”. The positive outlook and mediocre IPO performance are potentially presenting a good opportunity to enter the company. We would love to see the stock settling and recovering a bit before we upgrade to Buy, but if you are a believer in technology and semis, the company seems to be headed the right way. https://wealthoracle.co.uk/detailed-result-full/AWE/213

[masurenguy] 26/11/2021 08:22

One of the few blues on my share monitor this morning. Totally ridiculous spread however !

[heatseek77] 26/11/2021 01:07

Good morning good folk of AWE it appears we both have been infiltrated here and on our thread MXC by the frenzied nutter that is sad robot and his many aliases talking complete nonsense, come across join us even if you don't buy or sell in shouting the ' 'nonce' down (his favourite word that I wonder why?) He's apparently on holidays but posting 200 times a day, 20p a time of course

[sandeep67] 25/11/2021 18:23

noticed over on LSE board that someone's asked if this is similar to IQE. Looking at trading update it got pummelled yesterday. I still don't know much about AWE. Is it the same?

[jammy bastard] 24/11/2021 11:03

Another disaster PPS This is a total idiot. NY Boy - 15 Nov 2021 - 09:52:08 - 166 of 174 Proton Motor Fuel Cell GmbH - PPS Keep ‘em coming, news flow will improve, just stay patient, I will check back on progress toward the latter part of next month NY Boy - 12 Nov 2021 - 13:15:09 - 164 of 174 Proton Motor Fuel Cell GmbH - PPS Once we break mid 60’s, a run up to test 120 area by next spring is on imo, just a question of holding solid and adding on dips. Dyor as always. NY Boy - 12 Nov 2021 - 09:39:13 - 163 of 174 Proton Motor Fuel Cell GmbH - PPS It’s all about Hydrogen! Applications for hydrogen Transportation is not the only application for hydrogen, says Van Grondelle. Hydrogen solutions can also serve as balancers for the existing networks. “Batteries are still relatively expensive and complicated. But the electricity network is about to be overloaded. Hydrogen-powered solutions can serve as buffers.â€A533; Another application is what Van Grondelle calls ‘green chemistryâ€482;, where hydrogen is used to create carbon molecules that can serve as building blocks for other chemical substances. Hydrogen can also play an important role in the production of fertilizer and the food industry. NY Boy - 21 Oct 2021 - 10:20:17 - 85 of 174 Proton Motor Fuel Cell GmbH - PPS Yeah, count me in @ 46p! NY Boy - 21 Oct 2021 - 07:54:15 - 80 of 174 Proton Motor Fuel Cell GmbH - PPS Boogie on down to 60p, maybe the 70's will be back..they have never gone away here! Trapped in Morocco now ðŸ˜�;

[gregmorg] 23/11/2021 17:52

Well as it was approved in May 2021 ( according to the statement) so the detail should be in the IPO documentation. It seems to be a known corporate action formally approved /rubber stamped at a later stage by the Courts. No doubt a necessary legal tidying up of the formal accounting structure prior to the IPO. Hence I guess no further explanation from the Co.

[ny boy] 23/11/2021 15:46

Once the recovery sets in bears will run to the hilld..I'm still a buyer sub 200p Stay patient

[mustau] 23/11/2021 15:44

nominal value of each share amended from 100p to 0.01p. none dilutive and potentially no share split unless they do 0,001!

[sandeep67] 23/11/2021 15:34

anyone make sense of the RNS??

[masurenguy] 22/11/2021 08:19

Resistance @200p breached again but can it close above that level today !

[m w] 19/11/2021 07:36

Fasten your seatbelts bad robot is back

[davidro77] 18/11/2021 20:19

Really disappointing action today. Got to hope 180p doesn't break decisively to the downside triggering another major leg down

[masurenguy] 17/11/2021 16:31

Still can't break resistance @200p !

[davidro77] 16/11/2021 21:15

Let's see if it can break 200p decisively or if this is another head fake

[ny boy] 16/11/2021 19:02

All one can do is add on weakness, rewards next year, store away for the winter

[kind woodcutter] 16/11/2021 17:22

So this has bounced off 180ish three times since "the big crash" which itself bounced off 175 (the same basically) so I've opened a small position in the hope (fingers crossed) this is now the starting point for forward momentum...

[moormoney] 16/11/2021 16:17

Well done. Sandeep. I am tempted to average down as I bought much higher!

[sandeep67] 16/11/2021 16:11

I caught the falling knife last week and feeling very rich today.

[moormoney] 16/11/2021 15:33

I hope so.🤞

[fuji99] 12/11/2021 08:55

Very volatile these last few days. Something has to give up towards one direction somehow. Could be the reversal has come.

[masurenguy] 12/11/2021 07:05

Main institutional and publicy announced investors in AWE. Project AuroraIP Ltd, Jersey: 266.58m: 40.09% BlackRock Investment Management (UK): 67.93m: 10.22% BlackRock Advisors LLC: 38.41m: 5.78% Henderson Global Investors: 20.78m: 3.13% CI Financial Corp: 20.68m: 3.11% Invesco Advisers: 12.50m: 1.88% Franklin Advisers: 11.07m: 1.67% Artisan Partners LP: 6.73m: 1.01% Aberdeen Asset Managers: 6.61m: 0.99% JPMorgan Asset Management (UK): 6.50m: 0.98% Legal & General Investment Management: 5.36m: 0.81% Amati Global Investors: 4.80m: 0.72%

[davidro77] 12/11/2021 00:44

Well that bounce didn't last long! Downtrend still firmly in place here. When will it end? Don't try to catch the falling knife??