They keep getting distributors… but I’d prefer to see them getting sales. But quite quiet on the sales front. Would love to hear news… |
Bit of news |
Well he holds 15%, AI is strong of late but EXAI is only a third of the IPO price. Statement is clear that it does not influence the business. Predators to take a look from here? |
So 6 weeks after Exscientias founder and CEO Andrew Hopkins was awarded the CBE, he is sacked thanks to this story.
Shares currently down 18% which is hugely frustrating as it was finally building up some momentum. |
Well, I’d assume that if a leading global manufacturer such as Salom has already adopted the chips into at least one of its platforms, then it must be ticking some boxes.
Also available with Saelig in the US it appears. |
I’d like to hear what a skeptic of the Pulsiv technology would say about it… there are many AIM companies with remarkable “game changing” technology that never materialise. Personally I’m hopeful this is a real game changer, but since we’re not engineers and not in that industry, I don’t think I’m qualified to make that call. That’s why we need to hear from someone who can put the strongest negative case forward. Is it hard to incorporate into existing tech? Does it wear out quickly? Is it fully compatible with everything? Is it cheap enough? Is there enough volume/margin? Is it safe? Is there increased risk it might damage products if it fails? |
Good on you Hastings , I am sure we will be all ears on this board to hear what he has to say , so thank you in advance .Exscientia closed up 11% tonight with the founder and CEO declaring he owns over 15% of it . Frontier's albeit reduced residual holding is still worth £3m , or over 10% of Frontier's current market cap .18.2% of Pulsiv has a similar ring to it . |
Pleased to say that I am meeting up with Darrel Kingham at the end of this week and very much looking forward!
I noticed that Pulsiv is mentioned on Stevenage based Astute Electronics site in relation to renewable energy. A snippet below, that bodes well.
"Astute support the wider Renewables sector with a range of components, including Pulsiv semiconductors. These intelligent devices deliver a PFC AC input to a DC output that eliminates inrush currents and considerably increases the efficiency at low loads. Pulsiv offers configurable reference designs and flexible development systems." |
I have been in touch with the Pulsiv CEO in the last few days and I'm currently in the process of arranging a date to meet up to conduct another interview with him.Hopefully that will happen soon and I'll add something following that for interest. |
I share your frustration at the lack of news on ustake. The trouble is I’m not fully au fait with how long discussions, testing and product designs take. When we hear they are in talks with majors and then hear nothing for ages we just don’t know if talks are still ongoing or if they walked away. For now I’m happy to accept they are still on track with discussions etc.
I’d also add that if I was invested in Pulsiv PLC and they were valued at say £200m then I might be more concerned. But at a value of £50m, which as Fipp share price at 40%+ discount to Nav effectively makes their value £30m I am not concerned. And remember that £50m value is from November 2022. They have made huge progress and strengthened the board since then.
The other thing I’d ask is have you spoken to Pulsiv about your concerns? At least 3 posters on here have done. It might provide you with some reassurance. |
We’ve only been told how wonderful this tech is by Pulsiv and its distributors (which is what you’d expect). But I’m just a little surprised this tech hasn’t made it into any known manufacturers products yet. As an investor I’d like to see it gaining traction by now. |
That’s my understanding and the best option with a far greater valuation potential |
I’m still wondering what prompted Rich Ford to post this a couple of weeks ago.
“ This gamechanging technology is the best thing to have happened to power supply design for decades in my opinion. Astute Electronics are moving forward with this technology and more amazing news WILL follow as Pulsiv surge forward”
He has 30 years experience in the industry and is Astutes Business Development Manager. Around the same time, there was a lot of buying of Fipp shares. I feel sure he has heard something which he believes to be significant. Astute were signed up as a distributor a month before Pulsivs Osmium was launched, so they have access to info ahead of official announcements. I’m wondering if Pulsiv will announce something to coincide with APEC 2024 in California in a couple of weeks.
As an interesting aside, I note that Pulsivs last accounts were quoted in dollars whereas previously they were in sterling. I read that as an indicator that as and when they do IPO it will on Nasdaq. |
It was only Sept 22 that Osmium launched. I have to assume that as distributors have had them on sale for a while (Digikey £4.34 for 1, or £6538 for reel of 3000), that sales are being made. How quickly that shows as products on the shelves is another matter. What we want to see is an announcement that a big Tier 1 company is going to be using the chip. That should get investors attention.
For me, I’m happy to trust that all the chatter surrounding the product is genuine and we will soon see this game-changing disruptive technology becoming commercial and justifying the talk that Pulsiv will be the Arm equivalent in power conversion. |
As someone who is not technically aware of Pulsiv technology, what I do know is Pulsiv has attracted some talent to work there, they’ve got distributors saying encouraging things and they’ve won a few awards… what evidence is there of their technology being incorporated into products though? Its been some years now |
AQC Not yet but hopefully major news this year |
Here’s a snap of what the CEO told me when I interviewed him close to a year ago.
“The solution is ready to sell and we have got our own custom chip where our IP goes into a microcontroller and the designs and systems that you need to build around our system are freely available on our website. In order to bring it to life though, you need to buy our chip which holds all of the know how which is protected in such a way that it prevents cloning or reverse engineering."
Full catch up with FIPP and Pulsiv from back here as a reminder and further interest. |
Have sales started of Pulsiv equipment? We’ve seen a lot of distribution deals signed, but I have no idea if sales have started yet, or if any major manufacturers have started using the equipment or commented on it… |
Frontier undoubtedly cheap thanks to the institutions selling down. Allusid IPO and potential big news from Camgraphic this year could both be catalyst for rerate but for me it’s all about Pulsiv.
The industry chatter around Pulsiv makes me feel like it’s on the verge of something massive. Look at the last distribution agreement announced with WPG EMEA. WPG EMEA are part of WPG Holdings. They have a turnover of $25 billion. And Nigel Watts, President of WPG EMEA, said this:
“The signing of Pulsiv technology is crucial to our product portfolio.”
They say nothing like that on any of their other distribution agreements that I’ve looked at.
I also wander why Pulsiv, just last week, would remind us of this interview from May last year.
Pulsiv currently has a book value of only £50m. |
Quite an effect Simon Thompson’s tip had. Interesting that sometimes people ignore his tips and they have minimal effect and sometimes they cause quite a stir. I suppose many agree that frontier is cheap and has a great future. |
Certainly looking lively, GLA |
Crikey. Looks like the potential of and news re Pulsiv and Alusid has finally reached the market. |
Pulsiv was the main reason a number of years ago that I invested here.It’s been a frustrating time and I have probably ended up with a much larger investment than originally planned.
But the potential of Pulsiv is Colossal and I fully expect our 18% stake to be worth north of the current valuation of the entire company in the next 18 months by some way |
https://www.londonstockexchange.com/news-article/APH/full-year-trading-update/16307097 |
As background, Astute Electronics were signed up as a distributor in August 2022, about 6 weeks before Pulsiv unveiled their Osmium microprocessor.
About May/June last year Pulsiv CEO Darrell Kingham confirmed they were working with large multinationals who wanted a microprocessor that was even more efficient, and there should be news shortly.
A couple of weeks ago a poster here said he’d spoken with those that should know and game changing news coming from Pulsiv this year.
Now we have Astutes business manager telling us that “amazing news will follow as Pulsiv surge forward”.
If Pulsiv can achieve what I and many others hope, Fipps 18% stake will be worth a lot more than current book value of £9.3m. And in what may be the bargain of the century, the market values that stake at about 40% discount. |
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