Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
"Sergi it's very well known that from concept to sales takes a minimum of 18 months for ASICs."
of course ans it was discussed at the call but you said another thing, you said components shortages are different for easics. or that's what I understood
marcal
why or from where you found that lead times for ASIC nics are longer than others?
Something I didn't like at all. They develop products based on components availability. That could be s killer for them.....
Feel much more enthusiastic about enet
tracy
that's incorrect they were speaking about general deployments not specific products
"I mean, 5G deployments are ramping up relatively slowly, maybe more slowly than some people thought. And it may slow down the rate at which some of our 5G products are ramping up. But eventually it's going to catch up and I think it's not the bad news for us but rather good news."
Silicom in line and nothing new. Shortages are a huge headwind.
Check out the call with management and my questions. We speak about 5G and they say they are seeing an slowdown in deployment here, but they claim is not about competition... Not sure... Enet will tell us... If that's true that could affect enet
Good day!
It seems this is clearing out
https://www.cnbc.com/2021/10/27/ford-f-earnings-q3-2021.html
it happened to you? why you say that. Explain a little bit more thax hahaha
It should be trading at around 70p waiting for news...
another very good day from an amazing beach. The day started surfing a little bit, chilling and now at the paradise.
Meanwhile enet and chl on fire. Congrats to all enet holders! Later this week some work is going to come, many calls and so...
I expect many more deals this Q4 for enet and I am already thinking about tarana, du and maybe upf.
Best!
today the first surfing day.!
greetings from insight resort - ahangama
bid
I don't need a beer really. I have too much adrenalin already (good and bad). Let's hope enet adds good one to that combo.
Have a nice weekend!
LETS CLOSE THE F* GAAAAP!
cheers from Ahangama... what a crazy world here
bid, omg, I was dead of panic but enjoying a lot. incredible
I hope some of you guys bought CHL.AX!
Good morning from Colombo btw
more dilution? wtf
Btw, you really think $100m in 3yrs...?
That would burn my model
bid
no nothing. They asked what is upstart selling. haha. No, one asked if Cipio backs the mgmt? lok
Dallo
thanks, I'm in. These guys are very clever, not usual PMs. Israeli guys are the best of the best. But they are scared of the tech
And I think that I am not anonymous here...
I am exhausted.
Over the last few weeks and specially today Ive been speaking with many small cap PMs and no one wants to buy. I dont understand. Maybe we miss something?
Or they see the 35% discounted placing and are scared
Very good interview David, congrats! Let's share it with lots of investors!
Dallo Im also buying but very low level of cash :'/