Member Info for L2analyst

Good news for awe as they have contract with Samsung

https://www.reuters.com/business/samsung-electronics-says-q3-profit-likely-highest-3-years-rising-chip-prices-2021-10-07/

If anyone has time just watch l2, small sells takes the price down then large buy mops it up

Been watching the order book on l2 yesterday and there was a very large buy order over 700k shares i think it was at 268p, this showed just after market closed

125k shares buy

Perhaps news soon, l2 looking very nice

Cash and cash equivalents 519.1 million dollars thats alot of cash to have

They seem to be very confident

"multiple US wins expected in H2 2021"

I done a little search and came up with intel

https://blog.bizvibe.com/blog/top-semiconductor-companies

This is an American company, does anyone have any idea who it may be

"Closed a master license framework agreement with one of the world's largest chip makers in North America. This agreement will serve as the basis for strategic collaboration and licensing across numerous business units and projects with our most advanced technology beyond 5nm

2nd half revenue will be very interesting

"Following a strong first half, we are increasing our guidance based on our strong bookings in H1 2021 and engagement with potential new customers and opportunities. We expect FY2021 bookings to exceed US$230m. This reflects the large, multi-year subscription licence deals with CPP and Verisilicon signed in H1 2021, coupled with expected strong momentum in the second half of the year, particularly in North America.

 

Sorry my mistake it was bought for £24 billion !!!

Alphawave cited the example of silicon trailblazer ARM, seemingly in a bid to attract British investors still mourning the loss of the chip architecture firm that SoftBank acquired for £24bn in 2016. Alphawave has even teased the idea of setting up a new R&D centre in Cambridge, in the so-called “Silicon Fen” that ARM also calls home.

From ft article I really like this bit and I do remember arm, softbank bought for $18billion dollars

"Like ARM, Alphawave doesn’t actually manufacture anything itself. Instead, it licenses its intellectual property to chip foundries and manufacturers, allowing these firms to create devices that transmit data both faster and with the lowest level of power possible. In a world where everything from autonomous vehicles to cloud data centres will require reliable data movement, you can see why some investors would find it a pretty sexy pitch.

"Five of the top eight global semiconductor companies are now using Alphawave technology"

Framework agreement with one of the world's largest chip maker, you would be made to thunk of short this and mind you ft article wasn't anything substantial it actually gave opportunity to people to buy

"Multiple tier 1 strategic client wins and accelerated investment to drive future growth

New framework agreement closed with one of the world's largest chip makers

Non executive has confidence bought 78k shares, his risking more then me

Multiple tier 1 strategic client wins and accelerated investment to drive future growth

 

Raising full year guidance based on strong global demand and execution

 

New framework agreement closed with one of the world's largest chip makers

This looks like a very good company

Interesting that geothermal to be in government energy policy, perhaps thats why other energy providers in discussions and sse advancing ahead

"Both the BGS report and the ARUP report, published in May this year, support the need for deep geothermal in the Government's energy policy for the next 30 years, but with real and tangible benefits in the immediate future. Deep geothermal has the potential to become a world leading industry here in the UK, provide a stable transition away from oil and gas, and help meet the Government's net zero ambitions by decarbonising heat on a mass scale. It would also create 1,000s of new jobs and generate tens of millions of pounds in new investment."

Come on igas just announce the other energy providers you are working with and watch how the share price moves

"We are also working closely with other energy providers on a number of district heat networks in other cities".

Seller is drying up and others buying , look at rns, once finished it will move rapidly