Alphawave Ip Share Discussion Threads

[tsmith2] 17/4/2024 08:02

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

[valhamos] 16/4/2024 12:36

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 11:13

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

[seadiver] 16/4/2024 10:43

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

[seadiver] 16/4/2024 10:24

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

[tsmith2] 16/4/2024 09:16

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

[jonnywalker77] 16/4/2024 09:11

Disappointing as I was very long this although thankfully from a low cost basis - this has restatement written all over it IMO given the timing. Let's see the price action as more detail comes out

[seadiver] 16/4/2024 09:08

Great entry point! I was waiting for this

[takeiteasy] 16/4/2024 09:03

what bit was not true - just to clarify for me

[valhamos] 16/4/2024 08:50

The call was not very convincing as regards the FY23 numbers and the reasons for the change, but the business update was good.

[indiestu] 16/4/2024 08:46

Unfortunately the market does not believe them.

[valhamos] 16/4/2024 08:30

Did you listen to the call?

[indiestu] 16/4/2024 08:29

They have been called out by the auditors. It is written in the RNS.

[valhamos] 16/4/2024 08:09

CFO only started in October. A lot of the issue seems to be a different revenue recognition profile across the years than was expected. AWE are specifically saying this is not a result of the audit, but this should have been spotted earlier and a reflection of the task the new CFO is facing.

[divadsacul] 16/4/2024 07:32

You have to look at this firm’s potential in AI chip design. Bought 10,000 shares at £1.20 and see this as a buying opportunity.

[johnrxx99] 16/4/2024 06:38

Yup, brown trouser time

[scepticalinvestor] 16/4/2024 06:07

Oh dear, 120p open?

[johnrxx99] 11/4/2024 15:39

Nice buy after close, over 500k.

[takeiteasy] 11/4/2024 08:52

maybe at the very most recent peak and some healthy profit taking I guess - but the shorters piling in have been slightly over excited imvho
let's see where the results take us :)

[johnrxx99] 10/4/2024 02:21

Yup, got too hot. Same in the US for AI.

[tsmith2] 09/4/2024 14:54

Has gotten ahead of itself..

[casholaa] 09/4/2024 14:45

My gains are rapidly diminishing.