Register for real-time alerts, custom portfolio, and market movers
| Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
|---|---|---|---|---|---|
| Alphawave Ip Group Plc | LSE:AWE | London | Ordinary Share | GB00BNDRMJ14 | ORD GBP0.01 |
| Price Change | % Change | Share Price | Shares Traded | Last Trade
|
|
|---|---|---|---|---|---|
| 2.40 | 1.95% | 125.60 | 76,393 | 08:48:09 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 124.80 | 125.60 | 126.00 | 121.60 | 123.20 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Cmp Integrated Sys Design | USD 321.72M | USD -51M | USD -0.0689 | -18.17 | 912.41M |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 08:30:05 | O | 50,000 | 125.00 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 05/11/2024 | 16:44 | UK RNS | Alphawave IP Group PLC Director/PDMR Shareholding |
| 04/11/2024 | 15:08 | UK RNS | Alphawave IP Group PLC Holding(s) in Company |
| 01/11/2024 | 16:32 | UK RNS | Alphawave IP Group PLC Total Voting Rights |
| 31/10/2024 | 14:29 | ALNC |  IN BRIEF: Alphawave selected for AI research grant from UK agency |
| 23/10/2024 | 17:16 | UK RNS | Alphawave IP Group PLC Grant of Awards to PDMR |
| 23/10/2024 | 17:16 | UK RNS | Alphawave IP Group PLC Grant of Awards to PDMR |
| 22/10/2024 | 09:17 | ALNC | Alphawave shares surge as new bookings jump on-year in third quarter |
| 22/10/2024 | 06:00 | UK RNS | Alphawave IP Group PLC Q3 2024 Trading and Business Update |
| 01/10/2024 | 14:30 | UK RNS | Alphawave IP Group PLC Total Voting Rights |
| 30/9/2024 | 16:22 | UK RNS | Alphawave IP Group PLC Block listing Interim Review |
Alphawave Ip (AWE) Share Charts1 Year Alphawave Ip Chart |
|
1 Month Alphawave Ip Chart |
Intraday Alphawave Ip Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 05/11/2024 | 17:35 | Alphawave IP chip maker | 2,028 |
| 09/11/2021 | 15:32 | I can smell shorts burning | 1 |
| 09/11/2021 | 14:55 | I can smell shorts burning | - |
| 29/10/2021 | 08:21 | "AWESOME"...why do stupid Americans keep saying this? | 13 |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
|---|---|---|---|---|
| 08:30:06 | 125.00 | 50,000 | 62,500.00 | O |
| 08:29:57 | 125.60 | 1 | 1.26 | AT |
| 08:29:53 | 125.80 | 79 | 99.38 | AT |
| 08:29:53 | 125.80 | 547 | 688.13 | AT |
| 08:25:13 | 126.00 | 834 | 1,050.84 | AT |
| Top Posts |
|---|
Posted at 21/11/2024 08:20 by Alphawave Ip Daily Update Alphawave Ip Group Plc is listed in the Cmp Integrated Sys Design sector of the London Stock Exchange with ticker AWE. The last closing price for Alphawave Ip was 123.20p.Alphawave Ip currently has 740,590,522 shares in issue. The market capitalisation of Alphawave Ip is £927,219,334. Alphawave Ip has a price to earnings ratio (PE ratio) of -18.17. This morning AWE shares opened at 123.20p |
Posted at 22/10/2024 10:47 by the lockkeeper The vast amount of trading is showing ad AT trades today The bots are walking it up and will likely walk it down again when they take the profit. Having said that a lot of potential with AWE, I am here for the long term.(just not buying any this week!) |
Posted at 22/10/2024 07:00 by whites123 We tried telling people without such blatant "tipping" to be considered ramping. :-)Logo Description automatically generated Q3 2024 Trading and Business Update · Fourth consecutive quarter of bookings above US$100m · Continued strength in IP licensing and multiple new chiplet wins including Arm UCIe IP · Fifth consecutive year as TSMC 2024 OIP Partner of the Year for High-Speed SerDes IP LONDON, United Kingdom and TORONTO, Ontario, Canada 22 October 2024 - Alphawave IP Group plc (LN: AWE, the "Company" or "Alphawave Semi"), a global leader in high-speed connectivity and compute for the world's technology infrastructure, is pleased to publish its trading and business update for the three months ended 30 September 2024. New Bookings (US$m) Q3 2024 Q3 2023 Change Licence and NRE 93.8 42.9 119% Royalties and Silicon Orders 10.7 30.1 (64)% New Bookings 104.5 72.9 43% Due to rounding, numbers presented in the table may not add up to the totals provided and percentages may not precisely reflect the absolute figures. There were no new design wins in Q3 2024 or Q3 2023 generated from FSA drawdowns and re-sale licences. Tony Pialis, President and Chief Executive Officer of Alphawave Semi, said: "For the first time, we have secured over US$100m per quarter in new bookings over an entire year. This is a major sales milestone for the Company as we scale all our revenue streams. In addition to consistent strength in IP licensing and NRE, we also saw repeat and multiple design wins with chiplets leveraging the Arm UCIe IP. We are also pleased to have received the prestigious TSMC OIP Partner of the Year award for the fifth year straight. This is the ultimate validation of our continued technology leadership in connectivity." John Lofton Holt, Executive Chairman of Alphawave Semi, said: "2024 has been a transition year for the Company, as anticipated. Now this transition is playing out favourably in the numbers. Our continued momentum gives us strong confidence in our mid-term guidance and underpins our ambition for US$1B revenue run rate in 2027." Business Model Evolution Playing out As Expected: Chiplets Driving Design Wins As reported in the Half Year 2024 results in September, Alphawave expected to see increased scale and diversification in the business throughout the second half of 2024. Design win activity in the quarter was strong, with five new design wins from new and existing customers who are share leaders in connectivity and compute end markets. These design wins included 4nm and 3nm technology and included high-profile design wins with Arm-based chiplets leveraging UCIe IP. In addition, the Company secured two new designs wins with Samsung foundry, where Alphawave is the leading connectivity provider, and two new design wins with share leaders in the data centre optical connectivity market. Continued Technology Leadership - TSMC 2024 OIP Partner of the Year Alphawave Semi held its Capital Markets Day in early June and reiterated the importance of continued and expanded technology leadership in connectivity solutions. A cornerstone of this leadership is the partnership with our foundries - TSMC, Samsung, and Intel. In September, Alphawave was pleased to receive the TSMC 2024 OIP Partner of the Year for High-Speed SerDes IP for the fifth consecutive year. About Alphawave Semi Alphawave Semi is a global leader in high-speed connectivity for the world's technology infrastructure. Faced with the exponential growth of data, Alphawave Semi's technology services a critical need: enabling data to travel faster, more reliably and with higher performance at lower power. We are a vertically integrated semiconductor company, and our IP, custom silicon, and connectivity products are deployed by global tier-one customers in data centres, compute, networking, AI, 5G, autonomous vehicles, and storage. Founded in 2017 by an expert technical team with a proven track record in licensing semiconductor IP, our mission is to accelerate the critical data infrastructure at the heart of our digital world. To find out more about Alphawave Semi, visit: awavesemi.com |
Posted at 10/10/2024 08:45 by whites123 In my opinion Alphawave (AWE) stands out as an incredible strong buy opportunity, with a clear path to growth despite broader market challenges. The company recently adjusted its full-year guidance, but the 6% reduction is a small dip considering the turbulent macroeconomic backdrop. What's far more important is the momentum behind Alphawave's strategic moves, particularly its game-changing collaboration with Arm. This partnership is a massive catalyst that will transform Alphawave’s market position in high-speed connectivity and semiconductor IP, driving innovation and sales across key markets such as AI, data centers, and advanced computing.Arm, one of the most prominent names in semiconductor architecture, brings a powerhouse ecosystem and cutting-edge design capabilities to the table. By partnering with Arm, Alphawave positions itself at the core of next-gen tech infrastructures, becoming indispensable to customers that require faster, more efficient data processing. This synergy is expected to result in a major uptick in both licensing revenue and long-term design wins. Additionally, despite the slight reduction in guidance, the company's overall trajectory remains solid, with its innovative product line driving sustained demand. As industries move towards AI, 5G and 6G, and cloud computing, Alphawave’s IP solutions are increasingly critical. Its ability to help companies achieve lower latency, faster data transfer, and better power efficiency means that it is well-positioned to capture a larger market share in these rapidly expanding sectors. Now, as the collaboration with Arm ramps up, expect a significant boost to Alphawave’s visibility, customer base, and revenue streams. With shares still undervalued relative to its potential, this is the time to invest in a company that’s poised to ride the next big wave in semiconductor innovation. With 6G on the horizon and Alphawave in collaboration with Arm, AWE is nailed on to benefit from this. Defence requirements for IP such as AWE's is further affirmation its on the cusp of greater things. |
Posted at 24/9/2024 06:33 by whites123 The results yesterday whilst disappointing were not unexpected.However, the share price drop reaction overlooks the promising longer-term outlook for the company. Despite the short-term setbacks, Alphawave is strategically positioned in the rapidly expanding semiconductor and connectivity space. Its pipeline remains robust, and the company is investing heavily in new technologies that could drive significant growth. The current dip presents a compelling buying opportunity, as the market is likely underestimating Alphawave's potential. Once the sentiment recovers and investors recognise the company's solid fundamentals and growth trajectory, the share price is poised to rally. The sell off yesterday were all small PI's. The large holders stayed solid. Maybe increasing, in which case lets keep an eye open for holding notifications. Short term disappointment, but longer term opportunity. The rush in defense (Offense) investment is moving at an exponential rate as well as autonomous machines of all types rely more and more on AI |
Posted at 23/9/2024 07:52 by tim000 No one has addressed the fundamental issue of the firm’s long-term competitiveness. Will AWE be able to recruit and retain the world’s most talented engineers when faced with competition from much larger companies with much deeper pockets and much more valuable stock options, located in much more desirable cities than AWE? The share price trend of AWE could be very demoralising for its staff, in sharp contrast to the performance of its competitors. I will continue to monitor the company but remain on the sidelines until there is strong evidence of a sustained recovery in operations. If the company’s future is so bright, and the share price will ultimately rise ten-fold, there’s no need to tie up capital now. |
Posted at 26/6/2024 04:03 by takeiteasy The Board continues to consider that the ability for the Company to buy back shares is in the best interests of all shareholders, particularly in light of the current share price levels, which presents an opportunity to generate attractive returns for all shareholders through allocating capital to buying back ordinary shares.AGM comment yesterday that caught my eye.... |
Posted at 01/5/2024 17:04 by dividevil When the company IPO'd and the share price tumbled 6 months later that hurt a lot of institutional investors, especially the cornerstone investors. It was blatantly overvalued at the time even perhaps by the inflated NASDAQ standards.Perhaps some of that hurt still carries over to this day and now you have a set of investors who just want to love to hate this stock forever, particularly when the selling shareholders (the founding members) took a massive slice of the proceeds (£496 million out of £856 million) hence making more than £100 million each for themselves. Some of the slip ups have been very unfortunate though. The China strategy was derailed in part thanks to Russia invading Ukraine which gave rise to heightened geopolitical tensions not only with Russia but with China also. The increase in state organised cyber attacks led to the SEC having conversations with certain companies having sensitive technology business in China and resulted in pressured guidance to withdraw / reduce level of involvement. It also had the effect of dampening the market conditions in China. Frankly, Alphawave will have done well if they are able to withdraw from the Wisewave JV breaking-even just about (Alphawave share of the JV is valued at around $42.5 million and the losses are $46.15 million). It was meant to have been a 5 year partnership with a commitment to invest $170 million and it is not unreasonable to have expected a reasonable return from that had geopolitical tensions only remained at the level it was 5 years ago. The IPO objective was always to use the funds for the acquisitions of businesses that would allow them to enter the fast growing chiplet market. I also suspect that Banias Labs / AWS early discussions were already underfoot even at the time of the IPO but couldn't be openly written about in the prospectus due to the sensitivity of those plans. The Wisewave JV has still nevertheless served as a crucial stepping stone while they were in the consolidation phase to establish a market in custom silicon and opto-electronics. It is just a pity that the management were allowed to help themselves to too much of the portion of the proceeds, all of which is plainly spelled out in the prospectus. I mean who needs £100 million? Could they not have been satisfied with just £50 million each and be sitting on a business with a healthy $200 million in cash, no debt, and most probably at a much higher share price than today! |
Posted at 13/3/2024 10:17 by dividevil Looking at the numbers only can potentially be misguiding. I’m under the impression that UK analysts are not so very well clued up on how silicon IP / fabless semiconductor outfits operate their business. US based analysts seem far more comfortable with it.Some analysts struggle to understand how to value the company on its intangible assets and goodwill because valuing the IP and technology is something they can’t get their heads around. Same with the amortisation and depreciation. Marvell valued nearly 39x greater than AWE operate on a P/S of 11.4. If AWE had the same P/S the share price would be £4.30. Marvell have $1.4 billion debt and are loss making due to R&D spend. US analysts also have no problem valuing Credo at twice the market cap of AWE with only nearly half the revenue generated and are loss making again due to the R&D spend. Last year’s results and interims were particularly challenging because of what the recent acquisitions brought to the company. Plus opening of new offices, injection back into R&D, and project costs for the opto-electronics products. |
Posted at 20/4/2023 21:49 by dividevil Valuing AWE using EBITDA.According to the information in the above link, the 2023 semiconductor industry values for: median EBITDA valuation multiple is 10.4x average EBITDA valuation multiple is 16.9x. Note that EV (enterprise value) equals market capitalisation plus net debt. For Alphawave Semi, based on: 701 million shares in issue, current closing price of 1.158 GBP (1.44 USD) net debt value of 35 million USD Adjusted EBITDA 2023 guidance value 87 million USD, EV/EBITDA valuation multiple works out to be about 12. Therefore, using this metric, you could say that Alphawave Semi is currently undervalued by as much as 30% based on the average valuation multiple. Alphawave Semi however, is a significant growth prospect and are clearly well placed to capitalise on the growth expectations of the semiconductor industry. Based on the semiconductor average of 16.9x and 2023 guidance EBITDA figure mentioned above works out to a share price of 1.64 GBP (2.04 USD). Using their 2025 guidance EBITDA figure of 150 million USD, assuming no change in net debt and 5% share dilution, share price works out at 2.73 GBP (3.40 USD), or using the far more conservative median EBITDA valuation multiple of 10.4x, share price works out at 1.66 GBP (2.07 USD). Moving forward to 2027, Alphawave have a set a target for 1 billion USD revenue. So based on Adjusted EBITDA margin of 30% (from 2025 guidance values) we would get, an estimated EBITDA of 300 million USD. Assuming no change in net debt and 10% share dilution, share price would work out at 5.24 GBP (6.53 USD) based on the average valuation multiple, and 3.21 GBP (4.00 USD) based on the median valuation multiple. The above calculations assume that: Alphawave achieve their guidance targets Semiconductor industry continues on its expected growth path World economy doesn’t go into some serious downturn Company does not take on further debt for new acquisitions etc Company share price is fairly valued by the market close to the semiconductor average / median valuation basis. In the 2027 example, if say the net debt was increased to 200 million USD due to a new acquisition, then using the median valuation multiple, this would still yield a share price of approximately 3.04 GBP (3.79 USD). |
Posted at 23/6/2022 10:41 by maytrees Good morningOdd to me as a PI in AWE, to see that although announced sells greatly exceed buys announced so far, the AWE share price is up. Any reason for this? t/o in the offing or so far unannounced buys? |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions
Hot Features
Premium
