Alphawave Ip Share Discussion Threads

[m w] 08/4/2022 12:41

Tic tic 7 working days before results

[davidro77] 30/3/2022 12:03

Great prediction and glad to see its following your path from the get go

[m w] 29/3/2022 20:23

Results in 3 weeks expect a steady rise from here

[m w] 29/3/2022 20:22

Results in 3 weeks expect a steady rise from here

[lawson27] 23/3/2022 09:44

showing strength again on an otherwise dull day, GLA

[scepticalinvestor] 22/3/2022 18:17

Back to 130p tomorrow i guess

[saucepan] 22/3/2022 16:10

Agree. Looking strong currently, and 200p an important hurdle to clear.

[lawson27] 22/3/2022 14:38

Looking good, GLA

[lawson27] 16/3/2022 08:56

looking for yet another assault on 2.00 here, can it hold this time? GLA

[rambutan2] 14/3/2022 23:00

Oops, ignore my (post 999) price comparison, as on a rereading I realise that they haven't purchased SiFive, but a part of it. Apologies.

"Alphawave has agreed to acquire OpenFive, a SiFive business unit, bringing OpenFive's high-speed connectivity system-on-chip (SoC) IP portfolio and a proven team based in India and Silicon Valley that has been delivering custom silicon solutions for over 15 years."

[hew] 14/3/2022 22:42

I like today's announcement not only for the enhancement it provides to AWE's technical scope, but also the illustration it gives of their ambition and the scale of their operations.

It seems to me that the forces acting on the share price at present do so irrespective of AWE's activities and the building of their business. Little that PIs can do about it at present, but I don't see that situation continuing long-term.

[davidro77] 14/3/2022 21:45

So how do those numbers compare with existing forecasts? If using cash on the balance sheet and no new share issue or equity raise, and this is immediately EPS enhancing, then do those numbers show an upgrade

[gregmorg] 14/3/2022 17:16

The Alphawave webcast on the acquisition at 4pm was very upbeat. Lots to absorb from my point of view.
A certain amount of the presentation was above my head, as a "techie" I am not! Yet the message that the growth story has been accelerated came through loud and clear with some impressive numbers being banded around.

So we shall see whether that message attracts any interest. Full year figures to be announced in five weeks apparently.

[rambutan2] 14/3/2022 16:48

Noted:

Well, well, well:






Paying little more than funding to date:




Webcast presentation now available:

[gregmorg] 14/3/2022 11:08

Well, I liked today's announcement although it seems no one really cares. Time will tell whether the revenue projections(reprinted in in para 3 below) come good by which time maybe there will be some interest . That is presuming there is some point to a UK listing

"
OpenFive's proven silicon development team enables Alphawave to offer leading edge data centre and networking custom silicon solutions as well as enhancing its chiplet design capabilities. This accelerates Alphawave's strategic goal to scale revenues by monetising its leading connectivity IP not only through IP licensing but advanced custom silicon design.

-- The combination of Alphawave's leading high-speed connectivity with OpenFive's IP portfolio is expected to generate material revenue synergies through bundling of IP and integrated IP sub-systems as well as leveraging the two companies' respective strengths to win complex custom silicon design wins at leading edge process nodes.

-- The transaction will be immediately EPS accretive to Alphawave. Forecast FY 2023 revenue for the combined group is anticipated to reach between US$325m to US$360m with a path to a yearly revenue run rate of over US$500m in 2024. 2023 adjusted EBITDA margins for the group are expected to be between 32-36% with 2025 adjusted EBITDA margins between 40-45% as revenues exceed US$500m."

[bookish] 14/3/2022 07:24

14 March 2022

CONTAINS INSIDE INFORMATION

Alphawave IP Announces Definitive Agreement to Acquire Entire OpenFive Business Unit from SiFive for US$210m in cash

Transaction will accelerate Alphawave's connectivity leadership, product offerings and customer base while driving higher scale and revenue growth from an expanded total addressable market

[m w] 08/3/2022 06:38

Anyone know when full year results come out

[davidro77] 02/3/2022 22:14

It's starting to become so predictable it might be worth trying to trade this range - buy at 160 sell at 195 rinse and repeat

[gregmorg] 02/3/2022 11:27

Yup, all fun and games. March it up early in the week and then march it down. Cannot imagine from this who gains!

[davidro77] 02/3/2022 11:13

Spoke too soon lol. Back to normal price action, down on a positive day lol

[davidro77] 01/3/2022 19:42

Ironic that despite the share price going essentially nowhere these past view months it's quickly becoming one of my best performers.... Lol! Any idea why these stocks are being seen as safe havens right now when everything else is tanking. I get why cybersecurity might be in vogue but this?

[lawson27] 01/3/2022 13:46

holding up well on another dark day! GLA

[lawson27] 28/2/2022 14:50

Looking to head to 2.00 again, lets hope it can consolidate there before the next rise!. GLA