Member Info for hxulcolrdoh

Further Industry coverage

https://semiwiki.com/ip/alphawave/339080-unleashing-the-1-6t-ecosystem-alphawave-semis-200g-interconnect-technologies-for-powering-ai-data-infrastructure/

AWE talk about their next generation pick/shovel for the AI gold rush.

"Alphawave Semi 224G Engineering Masterpiece" : https://www.youtube.com/watch?v=aBH6OJ3Ky7c

So 15% more shares tomorrow.

So wonder Craig didn't buy/acquire much at the recent raise and plans to spend less (eventually)

A new silent (I doubt if it meant to be) promo

https://www.youtube.com/watch?v=qFBFJaP5a9k

Re "I think bad news will get dumped at the next update"

Famous last words - personally whatever about good news I'm certainly not expecting bad news. I'm expecting measured sustainable progress. Otherwise the exceptional Q3 briefing (https://stream.brrmedia.co.uk/broadcast/651d3ef58fb8fe0aea8cc6c1/6570dbc55377ed13077fe828) in which new management went out of their way to calm nerves and the CEO stated "Fundamentally I believe that we have the basis of a really good business here" was wrong.

When previous CEO Malcolm Le May crashed the proverbial car whilst asleep at the wheel, he might have had a stress free experience but the screaming shareholders in the back seat were not so lucky. We don't need anymore shocks.

They certainly are at the forefront of developments the AI / data explosion arms race.

As an example of the intellectual horsepower available within the company here is an excellent presentation by Tony Chan Carusone their CTO.

"Co-Packaged Optics for our Connected Future" : https://www.youtube.com/watch?v=Xt-GY8Pkt6g

Mr Mc Cloud does like to wax lyrical about design integrity and commitment to the vision.

However I doubt this is not one of those episodes where he will be able to show case his grasp of superlatives.

Whatever the original ‘vision’ was it has long since gone out the window / been compromised beyond recognition. The project is in ‘salvage what you can’ mode.

If it survives Orion will do very well. With an eye on it’s survival Orion will be happy for SPR to plunder what they want. What is left is a busted flush / several years more pain going forward for the original Grand Designers.

As someone used to say “Just my opinion. DYOR”

Superficially this might seem as implausible but dig into and it is not. The phone is the tip of an iceberg. Watch a Millennial casually / flippantly scroll through a selection of TikTok videos. Behind the scenes a vast amount of data is being stored, filtered and when selected bounced around cell towers / networks.

The traditional bottleneck of information processing has been processing speeds. However with the data explosion the theatre of war has moved significantly towards data shifting. Without solutions processors will be idling waiting for data to delivered. Things get exponentially worse with the exponential growth in data and sophistication of that data. AI, AI assisted searches adds fuel to the fire.

The main two areas where improvements are needed in data shifting seems to be volume/speed and power consumption (the power consumption of large data centres can be measured in tens of Megawatts of which networking is a significant and growing proportion).

There are BIG opportunities for companies who can offer solutions that shift large amounts of data fast whilst in terms of protocols/wrap around smarts - deliver the data power efficiently.

AWE seem to be in the right place at the right time with the right toolbox. Time will tell. Tony Pialis certainly talks a good fight.

Typically the end of March. My guess would be March 27.

Mmm...

When asked at the interim's "Who are AWE's main competitors in the opto electronics space?"

Tony Pialis responded "Who else has great connectivity technology? The only other player that can implement PAM4 and coherent at leading edge is Marvell."

Was this

a) incorrect ?

b) correct at the time but no longer correct ?

c) correct at the time and still correct ?

d) 'An answer' to an imprecise question ?

The AI bandwagon rolls on with Google's Gemini announcement. One small step for Google (allegedly), one giant leap for mankind (allegedly).

Regardless as a 'pick and shovel' play for the AI gold rush things should be looking rosy from AWE's point of view (at their interim's presentation they stated "approximately 2/3 of our pipeline comes from AI or AI related opportunities" - https://www.youtube.com/watch?v=07A8Bpy4iMM )

Given the damage done by the waste of space MLM (who is still being handsomely paid up to the end of Jan 2024 BTW) and his useless lackey Neeraj Kapur, I'd like to think (famous last words) 'first do no harm' should be the approach going forward.

Incoming management has already flagged £60m of recurring annual savings starting in 2024. That should help quite a bit.

The 1.287B came from the last official announcement of 'Total Voting Rights' - but the company may well have been remiss about updating this.

In which case Total voting rights 1.557B -> 2.043B means there has been dilution of 24%

Total Voting Rights have gone from 1.287 billion to 1.773 billion.

What previously ( 1.287 billion) represented 100% of the company now represents 72.6% of the company so dilution of 27.4 %.

This is the first time I have seen dilution shares offered at a premium. The average price has been lifted. Quite bizarre. Is it sustainable ?

If I was Craig B.B Coltman I think I'd keep my powder dry.

Fair dinkum HMHG. He now owns a whopping 0.047% of the company.

Can we assume that all steps have been take to ensure that all Banias assets are secure from any collateral damage that may arise as the IDF pursue it's 'Final Solution' to the 'Palestinian problem' ?

Naked shorts should absolutely be banned.

"Company tops competitive Deloitte Canada’s Enterprise–Industry Leaders award winner list, sees 15X growth over four years after strategic acquisitions, technological leadership growth"

https://www.businesswire.com/news/home/20231108634227/en/Alphawave-Semi-Named-One-of-Canada%E2%80%99s-Enterprise%E2%80%93Industry-Leaders-Winners-in-Deloittes-Technology-Fast-50%E2%84%A2-Program

Interesting interview with Alphawave's CTO Tony Chan Carusone.

https://www.youtube.com/watch?v=-RpHEBy2_L4

He makes the point that where AI was originally happy to piggy back off more general processing and network h/w, over time it has been migrating to more domain specific solutions. We have already seen this on the processing front with NVIDIA's AI chips. However such chips with their massive parallelism need to be able to suck in data from everywhere at once which creates new data transfer challenges.

Cue Alphawave's leading edge data transfer capabilities. Cue Alphawave's leading edge ability to develop and package chiplets.

Not sure whether what applies to the rough diamond applies to the general diamond market ..

https://www.lse.co.uk/rns/AAL/de-beers-rough-diamond-sales-cycle-9-2023-7ijjm94uf7aczff.html