Added to YB: 2024-05-20
Pitch date: 2024-05-17
AWE.L [bullish]
Alphawave IP Group Limited
+50.41%
current return
Author Info
No bio for this author
Company Info
Alphawave IP Group Limited, through its subsidiaries, engages in the development and sale of wired connectivity solutions in North America, China, the Asia Pacific, Europe, the Middle East, Africa, and the United Kingdom.
Market Cap
N/A
Pitch Price
GBP 1.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Alphawave Semi (AWE.LN) – The Beginnings of a Semiconductor Powerhouse
AWE.L: Connectivity IP for AI chips. Custom silicon deal w/ AMZN could bring $100-200M/yr by Q3 '24. Sees $1B revs by '27 (3.3x EV/EBIT) on modest share gains in $30B+ mkt growing 40%+. Top-tier mgmt, 90% R&D staff. Downside largely priced in at 1.5x. 10x upside by '26 if execution continues.
Read full article (13 min)