06-12-2024
All we need is a takeover at this time , when we have to pay our Socialist Government 20% of any accrued profit at no cost to themselves , legalised robbery
If the market doesn't start to move on price this is going to become a takeover. All that lovely contracted revenue would sit very nicely on the balance sheet of a larger company valued by PE at 20x or more.
21-08-2024
Surely this is a screaming takeover target around this level or at the very least, a strategic partnership?
28-06-2024
Yes Dickybird , the upside for Ensilica is vast mostly in Royalty revenue of their expanding Design Portfolio being adopted by companies in Auto , Health and possibly Defence contracts. These represent long term revenue streams very similar to the ARM model who are now a 132billion company and rising . SoftBank made killing on their purchase 10yrs ago. If Ensilica do expand over the next few years one would like to think any future Government would restrict the Takeover on National Security Grounds and not all the Family Jewels be sold off