Alphawave Ip Share Price (AWE)

Frustrating as it is to have a lack of FINANCIAL visibility on future product sales for Connectivity Silicon IP / Custom Silicon / Connectivity Products, on the ENGINEERING front AWE do march relentlessly on e.g.

https://www.thetecharena.net/content/memcon24/alphawavesemi

Fingers crossed the "build it and they will come" approach will bear fruit.

The company does throw out a few tantalising teasers e.g.

- They say they see "$500m potential lifetime silicon revenue based on 2023 design wins". Presumably as time goes the increasing number of design wins results in additional and increasing future revenues.

- At the time they acquired Banias they said "Alphawave has negotiated a non-binding, multi-year purchasing framework with a leading North American hyperscaler that proposes a multi-year roadmap for Alphawave to develop and sell a portfolio of optical products and DSPs, including coherent DSP technology from Banias Labs, with sales potentially ramping to over US$300 million". The production line for the Banias related content is expected to start rolling in H2 2024.

On the one hand the teasers do not lead themselves to any form of modeling ( over what timescales are products delivered ? are sales front end loaded ? back end loaded ? evenly spread ? ).

On the other it is clear that AWE are serious players in a burgeoning market.

See March 1st posting... I eluded to maybe the best option for you. Ah well, we've all been there.

Unfortunately, too much loss for me to bail out now. Certain people have always warned about this equity but.....we live and learn. Good luck 👍

Well i've been away for a few days with no mobile signal and have come back to my Alphawave investment having gone from 70% up to 1% down .

I am kicking myself now for not getting out in the green when I had the chance.

I dont know about you guys but i dont want my capital tied up here for 2 or 3 more years before things get better, so I'm getting out now at a very small loss whilst I still can

Yep you have the best tech and still not make investors wealthy if you can't manage a business.

I watched the Blackberry Movie last night, absolutely brilliant

"While the film is said to be loosely based on Losing the Signal: The Untold Story Behind the Extraordinary Rise and Spectacular Fall of BlackBerry, director Matt Johnson wanted the film to be a period piece reflecting the culture of the 90s with references to pop culture of the time."

The webcast was recorded and you can listen here: https://www.youtube.com/watch?v=_L4N0nzJ2wY

rz105, I agree with what you say. Hoping that from hereon there won't be any further financial disappointments. I did note however that they seem to expect to drawdown further on their cash balance this year, so year end 2024 may see a further lower cash balance although they also mentioned an expectation of higher revenue stream in the second half of this year. They expect 2024 H1 revenue to be less than 2023 H1 revenue as they continue to invest heavily in capital / R&D which is mainly focused on the 2nd generation opto-electronic connectivity product development for the tier 1 hyperscaler.

Tony did emphasize that the R&D is based on development of already proven technology as opposed to speculative research. He also mentioned that Alphawave are now number 4 in the world of silicon IP design (behind Arm, Synopsys and Cadence) in terms of revenue generation in that area.

Coincidentally, I've just found a recent link on this very subject:

https://semiwiki.com/semiconductor-services/ipnest/343875-semi-market-decreased-by-8-in-2023-when-design-ip-sales-grew-by-6/