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| 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
|
|
|---|---|---|---|---|---|
| 0.40 | 0.26% | 152.00 | 3,395,016 | 16:35:18 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 151.00 | 152.00 | 152.00 | 145.20 | 149.60 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Cmp Integrated Sys Design | USD 321.72M | USD -51M | USD -0.0679 | -22.36 | 1.14B |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 17:06:41 | O | 1,000 | 152.00 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 21/1/2025 | 11:14 | ALNC |  Alphawave shares rise as new business jumps 40% in fourth quarter |
| 21/1/2025 | 07:00 | UK RNS | Alphawave IP Group PLC Q4 2024 Trading and Business Update |
| 08/1/2025 | 12:01 | UK RNS | Alphawave IP Group PLC Director/PDMR Shareholding |
| 06/1/2025 | 16:21 | UK RNS | Alphawave IP Group PLC Holding(s) in Company |
| 02/1/2025 | 17:22 | UK RNS | Alphawave IP Group PLC Total Voting Rights |
| 02/1/2025 | 14:53 | UK RNS | Alphawave IP Group PLC Holding(s) in Company |
| 23/12/2024 | 16:15 | UK RNS | Alphawave IP Group PLC Holding(s) in Company |
| 17/12/2024 | 15:50 | UK RNS | Alphawave IP Group PLC Holding(s) in Company |
| 17/12/2024 | 15:45 | UK RNS | Alphawave IP Group PLC Holding(s) in Company |
| 16/12/2024 | 16:09 | UK RNS | Alphawave IP Group PLC Holding(s) in Company |
Alphawave Ip (AWE) Share Charts1 Year Alphawave Ip Chart |
|
1 Month Alphawave Ip Chart |
Intraday Alphawave Ip Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 24/1/2025 | 19:31 | Alphawave IP chip maker | 2,084 |
| 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 |
|---|
| Top Posts |
|---|
Posted at 19/12/2024 15:40 by dividevil sokorow21,You're risk view on Alphawave is about right. AWE has competitors on Nasdaq (Credo Technology, Marvell, Astera Labs, Rambus, Broadcom etc) These players have their own niche areas. However, you should note that these companies (except Rambus) are operating on EV/EBITDA multiples several times higher than AWE. They make AWE astoundingly cheap by comparison, and yet like AWE these companies: Credo / Astera Labs / Marvell are all loss making at the present - as they are prioritising R&D expenditure in the race to keep ahead with the best technology available. Investor sentiment on "AI" stocks on US stock markets is all very hyper while the London stock market doesn't really have any high profile technology stocks and thus investor sentiment is very cautious here. We can only speculate on the departure of JLH but as at present, although he has recently sold down, his overall position in the company has in fact increased since before 21st November as he had held about 3.55% of the stock but now holds 3.99%. AWE has struggled with cash flow somewhat due to their heavy R&D expenditure and spending more than their IPO money on key acquisitions. So they carry a $240m total debt plus whatever capital they manage to raise in bonds. If they manage to grow their revenue in line with their expectations over the next two to three years then those bonds should go away through conversion into equity quite easily. I hope this helps. |
Posted at 17/12/2024 16:23 by indiestu That makes sense. Holt gets a golden handshake in shares and is now selling them down. The other shorts should put a floor under the share price when they buy back. Guess they are going to take Holts as he exits. Where is the floor? |
Posted at 11/12/2024 14:15 by indiestu The share price should close at 117 as the delta hedging plays out. That will be slap bang on a rising 50 day MA. |
Posted at 11/12/2024 07:54 by indiestu If they have to buy them back and the share price is lower due to a general market crash they are protected. |
Posted at 11/12/2024 07:39 by indiestu Company sells bonds gets 150 milInterest gets paid yearly in March at 3.75%The bonds are paying a low interest rate which demonstrates they are secureIn 2030 they pay back the bonds at 1.49Or the bond holders convert them to shares at 1.95By 2030 the share price should be well over 1.95 so they are getting a very good dealDirectors are stumping up 20 mil to buy in150 mil can be used for r&d, working capital and paying off more expensive current debtThe dilution in five years time should have little impact if the market cap has grownIf there is the demand it's good news |
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 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? |
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