Member Info for Richierich25

Tom Sartor from ABN Amro is giving Sandfire a Buy at $5.36, against the current price of $3.29.
His a 4.5 star rated investor with a 22 percent yearly return.
Sandfire fell 8 percent recently.

Synopsys is the clear #1 winner by IP license revenues with 31.2% market share in 2021, while ARM is #2 with 25.6%. Alphawave, created in 2017, is now ranked #4 just behind Cadence, showing how high performance SerDes IP is essential for modern data-centric application (Alphawave is leader for PAM4 112G SerDes available in 7nm, 5nm and 3nm from various foundries, TSMC, Samsung and Intel-IFS).

With the acquisition of OpenFive, this portfolio of IPs will nearly double to over 155 IPs. These IPs can then be bundled to expand the design penetration and stickiness of Alphawave IPs into key new and existing customers globally, primarily in the North American market.

Plenty of opportunity for this business to grow, with a 5G rollout for Self Driving cars anyway.

£822 million is Alphawave market cap, so £400 million in cash is 61 Pence on the sum of the parts valuation.
Not to mention the contracts and the IP in play.
Time too double down.

Japanese telecommunications company SoftBank Group made an agreed offer for ARM on 18 July 2016, subject to approval by ARM's shareholders, valuing the company at £23.4 billion (US$32 billion)Earnings Per Share were lower than last year, due to high R&D costs, along with integration of companies and a one of international tax.The tax could have been deferred perhaps.That Barclays price target of 500 pence per share is a 410 percent increase from todays price of 122 pence per share.India and China are going too be the biggest Grossing economy’s my 2030 and China make up a modest 45 percent of Alphawaves revenue.Without a dividend and with all this bad sentiment towards the business.My price target is 220 pence per share.A cheeky dividend would provide capital gains upward movement.

I’m invested, but fundamentals are awful at the moment and it’s the future Cuda and Mays CPR Report that could offer some value.

Thanks for everyone for clearing this up.
It’s really unjustified this drop.
Markets a fickle and when the money men feel the lows have been hit.
Boom
In comes the money.

Think the dividend yield will be 12 percent by then Pal

This duplicate posting of revenue from one period to the other.
I can’t find the comment, but we’re the auditors happy with how it was reported ?
I know one of our investors was really unhappy and I feel like he was experienced in accounting, as I am.

Need more information ?? on the cladding issue.
It does material impact TW but it’s like 0.5 percent of its revenue.

Say the company is trading at an 80 percent discount to its piers.

Judging from the comment when it was trading at a 50 percent discount at £1.70

Pier Price £2.30

£2.20 is a low 12 month forecast for Alphawave.
This doesn’t include Open Five revenue.
A small 5 percent dividend will boost the share price.

Only 10 days old.
Company has very high gearing at 90 percent.
Just be cautious.

They both offer something different, but used together will put most retail investors in the right place.

Stockopedia and Tip Ranks are excellent market tools.
Taylor Wimpey is a great example of a confidence vote by both companies and Jefferies.

https://www.proactiveinvestors.co.uk/companies/news/980389/polymetal-says-it-s-under-tremendous-pressure-from-war-in-ukraine-lifts-full-year-costs-guidance-980389.html

Go to the museum in Czech Republic on Russian occupation.
Czech doctors replaced with Russian janitors.

Actors.
You should stop hiding in Cyprus and go back to Moscow.
Your not welcome.

Fake videos though mate.
Like the time the Republicans tried to paint Joe Biden as a Speedo, during the election campaign..