Member Info for aimtitan

If you want parity in you comparisons. Look locally like alphawave ip stock to value IQE

Close to London haha

I've been lucky enough to spot the trends in advance on commodities like gold and technology shifts like ai hpc and quatum to build a multi £m portfolio. Markets had been my passion for 2 decades and one thing most people will pick up on is US leads and UK lags by 6months, eventually we catchup. So I love find opportunities both sides of the pond

LTH? I've been holding this for sometime, and with an amount that quantifiable is enough to buy a detached house.

I understand UK markets very well as an ex banker, more so I understand the industry as a former engineer.

Did I not mention this is dual listed on US OTC, additionally the scarcity of such companies is high outside the lofty already high multiples in the US. So the laggers always catchup especially for a product which has a paradigm shift in demand!

Forgot to say 20x!!! Potential

If you guys have loose change to risk actually have a look at kalray

Rev €40m

Mcap €7

Working with ARM on next gen DPU

80% STAFF Engineers and PHDs

MAJOR INVESTORS include Renault, NXP ($bn semi conductor) etc

PARTNERED with DELL amd ARM

https://www.kalrayinc.com/resource/hpc-ai-ml-and-edge-solutions-dell-and-kalray/

This says it all

https://www.iqep.com/media/press-releases/2024/iqe-enhances-ai-connectivity-for-data-communications-with-advanced-high-speed-portfolio-expansion/

Boom

If the yanks sign up this should come very fast

Using US multiples this should be at 70, but UK markets are abit slow do I imagine somewhere upwards of 30s if we use Peers like alphawave ip plc to compare

Scaremongering, the turnaround and sustained revenue means there's no need. If you have jitters look at another semi ai hpc play like Kalray PLC, very under valued

IQE PLC pumping on quantum photonics

Look at companies like POET Technologies etc

I saw this coming when I saw photonics booming because of ai hpc and quantum months back and this is how IQE landed on my radar

https://www.iqep.com/media/press-releases/2024/iqe-enhances-ai-connectivity-for-data-communications-with-advanced-high-speed-portfolio-expansion/

Don't forget this is dual listed on US OTC , so a wave will be coming on the open, i suspect

The sizes of the buys going in shows most people get this

If you really want to test my theory, just search any photonics company in the US, youll find mostly sub $50m in revenue with mcaps in hundreds of millions $$$

It's all about timing! Quantum photonics hasn't had a market until now, given hpc ai and the high bandwidth of data in terabits per second required, the years of mobilising this type of fab now has a HUGE market. So it's not just about one contract you supply, it's about the flood of demand searching for a wafer thin supply! And the market always prices 10yrs, hence why semiconductors have p/e multiples upwards of 20x

Can't wait for US open!

Was one of the first few people in qmco, bought it around 4 and rode it to 80 in days! Made a tidy few $m. Eyeing a few more Europeans now as US is overpriced, IQE, kalray etc

$400m