Alphawave Ip Share Discussion Threads

[74tom] 03/6/2021 16:30

Good article - thanks for sharing. Funny that he thinks it trades at a ‘hefty $292’, decimal point missing & wrong currency. One day Rodney…

[cordwainer] 03/6/2021 16:19

[extract of above link ..]
Alphawave is set to provide for the biggest tech trends of the century, and they're all expected to take shape over the next decade.

These are all massive growth industries.

The 5G industry could be worth $667 billion by 2026, a 13,240% surge from just $5 billion in 2020.

The self-driving car market is also expected to hit $220 billion by 2025, a 292% pop from $56 billion in 2020.

Finally, AI could add $13 trillion to the global GDP by 2030.

5G, AI, and self-driving vehicles need high-speed connection technology like Alphawave provides in order to operate effectively. Alphawave will aim to supply all of these trends.

While little is known about the company yet, it's has great potential to win in these markets.

[scepticalinvestor] 03/6/2021 09:28

well bit the bullet and bought back in at 289 yesterdaylets see what happens

[scepticalinvestor] 02/6/2021 14:53

some pretty large trades coming through today - all buys by the look of it

[scepticalinvestor] 02/6/2021 08:22

Looks like a base could be forming...makes no sense to short when the spread is so large

[albert3591] 02/6/2021 03:28

Nothing yet deary,unlike yourself.Though when I do buy shares I don’t have the worry of losing my money simply because I will spend what I can afford to completely lose.So bitterness never come into it,unlike the few on this thread that have mostly averages of 325or more

[scepticalinvestor] 01/6/2021 19:16

Albert3591 sounds like an extremely bitter individual - how much you lost poppet?

[albert3591] 01/6/2021 18:21

What fun,just gets better.

[scepticalinvestor] 01/6/2021 16:02

glad I waited...250 next?

[scepticalinvestor] 27/5/2021 17:08

Yes, might be time to buy back in.Giving it a few more sessions to make sure though!Very strong trend down and rsi is mediocre

[cordwainer] 27/5/2021 16:43

Looks stable today at least.
My rough estimate of forward p/e, using 2021 Q1 ONLY and no more revenue for the whole year and excluding royalties, is about 118. Not easy to guess royalties, but maybe including some brings that p/e down to 108. So bringing that down depends on how much of the stated USD400m pipeline can be converted into sales during Q2/Q3/Q4. Would it be reasonable to project Q1 by simply dividing by 4 ? I'd prefer not to answer that right now.
Prospectus states the total addressable market of USD500m in 2020 has a CAGR of approx 23%, so the pipeline might grow.
Don't rely on my figures tho, dyor.
I added another small tranche about an hour ago.

[timmy11] 27/5/2021 16:02

take it easy S I otherwise you will do yourself an injury!!

[scepticalinvestor] 27/5/2021 15:05

Holding above 300 very well - stabilising?

[scepticalinvestor] 26/5/2021 16:37

If it can hold 300 then I think could be a good turn.If not then will prob hit the 250s

[cordwainer] 26/5/2021 16:25

^ ah sorry about the confusion, I was actually roughly using the USD figures in the highlights text rather than the CAD in the tables.
Let's hope this turns out to be next 'Arm Holdings' !

[scepticalinvestor] 26/5/2021 15:58

Well done chaps, looks as though you very may well have hit the bottom. Finger was on the button at 289 but alas not completed

[74tom] 26/5/2021 15:53

Yep I added some at 289.8, up to about 35% of what I want to hold eventually - steady as she goes. Oh and the historic revenue in the IPO is in CAD, so watch out for that too!

[cordwainer] 26/5/2021 15:14

dipped my toe in at 290.8p. 2 mins later the offer is bumped to 294p.
not convinced the rollercoaster is finished yet though.
If you can believe the growth rates implied in the prospectus then the forward p/e seems to be getting reasonable. Don't forget to convert the USD to GBPs, btw.

[cordwainer] 26/5/2021 14:27

When the bearish pennant pattern completes, will it turn into a -- waddyacallit? -- a 2 flag double down pennant ? -edit: not in here yet just watching

[scepticalinvestor] 26/5/2021 12:18

Yanks will probably get this to the 280s today i reckon...insane

[scepticalinvestor] 26/5/2021 11:32

Lol - am just waiting for a decent re-entry pointShorts are really hitting the bid hard, so should see the 2s very soon

[andyview] 26/5/2021 11:30

i thought you left ??

;-))

[albert3591] 26/5/2021 11:02

Sub 300p coming