Alphawave IP Grp

High-Risk-High-Growth Small Cap Update :)

At $RKLB (+4,82 %) everything is going in the right direction at the moment. Up almost 200% since initial investment about half a year ago. And the future promises much more.

$QBTS (+16,28 %) Although a leading provider of quantum computing is considerably riskier and very far from profitability, it has finally been posting share price gains for a month now and is recovering.

$AWE (+4,64 %) has presented very good figures and is also well equipped for the future. It is a technological niche, but one that it is nevertheless occupying quite successfully.

For more inspiration:

$GRAB (-2,59 %) ,$TMDX (-0,79 %) ,$LNTH (+1,11 %) ,$GRA (+0,98 %) ,$6871 (+0,85 %) ,$4480 (-1,46 %) ,$ACMR (+0,26 %) ,$HIMS (-0,13 %) ,$IONQ ,$ASTS

Alphawave Semi shares rise after strong third quarter bookings and TSMC award. $AWE (+4,64 %)

LONDON, United Kingdom and TORONTO, Ontario, Canada - Alphawave IP Group plc (LN:AWE), a specialist in high-speed connectivity and computing technology, reported impressive third quarter results. For the fourth consecutive quarter, bookings exceeded $100 million. The company recorded a 43% increase in new bookings compared to the same period last year, with significant growth in license and non-recurring development revenue (NRE).

The share price reacted to the positive news with a sharp jump of 22%.

The company, also known as Alphawave Semi, particularly highlighted its strength in the area of intellectual property (IP) licensing. Here, license and NRE bookings increased by a remarkable 119% from USD 42.9 million in Q3 2023 to USD 93.8 million in Q3 2024. However, license fees and silicon orders declined by 64% from USD 30.1 million to USD 10.7 million in the same period.

President and CEO Tony Pialis commented on the milestone and attributed the consistent performance to the company's growing revenue streams. In particular, he highlighted the success in securing multiple design wins for chiplets using Arm UCIe IP. Pialis also expressed pride that Alphawave Semi was recognized as TSMC OIP Partner of the Year 2024 for High-Speed SerDes IP for the fifth consecutive year - a testament to the company's technology leadership.

Executive Chairman John Lofton Holt described 2024 as a transition year for Alphawave Semi. The corporate strategy is already having a positive impact on the financial results, he said. He expressed great confidence in the company's medium-term forecast and reiterated the ambitious goal of achieving annual sales of USD 1 billion by 2027.

Because of the contribution from @AndiOmsen I took a direct look at Frank Thelen's "SuperFond" and immediately had to smile.

Now I know where many very creative stocks have come from and keep bringing them back into play. Among Frank Thelen's top positions are, among others: $AWE (+4,64 %) ; $HIMS (-0,13 %) and $SOFI (+2,04 %)

Keep on making your Thelen disciples 🤔😉😎

P.S. is $DRO (+0,22 %) not even there?! 😆

Hello Community,

what do you think of Frank Thelen's hyped $AWE (+4,64 %) ? It is the largest position in his fund with almost 8%.

Some opinions would be nice ;)

Good evening to all.

Follow me

A little speculation 💪

+++ New price targets for you 🎯 +++

As already announced this morning, I would like to present my new course targets in time for the sunny weekend ☀️ new course targets.

I have also lowered some existing targets further. downwards which you are welcome to include in your considerations.

As some people do not agree with the course targets, I would still ask you to consider the reality recognize the reality. ~Thank you!

-New price targets:

$COIN (+0,94 %) 35.00 $

$MARA (-2,59 %) 2.50 $

$SBUX (+0,06 %) 42.00 $

$ETH (-1,81 %) 800.00 $

$RI (-0,58 %) 15.00 $

$META (+0,56 %) 90.00 $

$1211 (-2,26 %) 3.50 $

$AVGO (+0,65 %) 300.00 $

$AMD (+0,4 %) 30.00 $

$CRM (+0,5 %) 51.00 $

$BA (+0,84 %) 60.00 $

$SQ (+0,88 %) 10.00 $

$BLK 108.00 $

$SWK (+0,87 %) 15.00 $

$DASH (+1 %) 55.00 $

$PEP (+0,38 %) 70.00 $

-Downgrade of my previous price targets:

$SOFI (+2,04 %) 0.85 $

$NKE (+1,47 %) 45.00 $

$PYPL (+0,7 %) 16.50 $

$BTC (+0,77 %) 4500.00 $

$NVDA (+0,42 %) 85.50 $

As there were also some requests from the community, I would like to name these as well:

$ACLS (-0,01 %) 25.00 $

$ULTA (+0,84 %) 88.00 $

$LULU (+0,13 %) 30.00 $

$TUI1 (-0,25 %) 1.25 €

$UBER (+1,07 %) 18.00 $

$V (+0,54 %) 155.00 $

$CO 0.01 $

$BRK.A (+0,15 %) 187.000 $

🚀 Price potential 🚀

$TSLA (+0,96 %) 400.00 $

$AWE (+4,64 %) 23.00 $

$MSFT (+0,37 %) 490.00 $

$AAPL (+0,73 %) 300.00 $

$GOOGL (+0,57 %) 220.00 $

$RHM (+0,97 %) 1500.00 $

$O (+0,81 %) 91.00 $

$AMZN (+0,82 %) 270.00 $

$KO (+0,66 %) 105.00 $

$MUX (+0,33 %) 69.00 $

So have a great weekend and never forget, the belief in rising rates is as old as a dinosaur, but sometimes it feels like we're all stuck on a stick waiting for the next rocket launch! 🚀

First purchase! 🚀

Comparable to ARM Holdings Limited. $ARM (+0,71 %)

Abridged version:

Alphawave Semi provides IP (Intellectual Property) for connectivity chips that are essential for cloud computing and artificial intelligence.

These chips control the communication between servers, data centers and end devices.

Alphawave IP-based chips are characterized by low energy consumption, high speed and reliability.

The company offers a leading technical product range and a customizable IP platform.

++ Monthly savings plans - My current path 🚀++

As many people keep asking me which savings plans are running in my custody account, I would like to provide a list here.

First of all, my entire custody account is with ING-Diba.

Although I receive a commission of 1,75 % I am very satisfied with the service/app and broker.

ETF savings plans, on the other hand, are free of charge.

Here again a short list of the advantages and disadvantages of savings plans:

-Advantages

Reduce risk:

As the cost-average effect (CAE) results in the average entry price of a share approaching the "average price of the last 12 months".

This is achieved by investing the same amount in shares every month over a period of 12 months, for example.

Buy and hold:

Statistically, the tendency to buy and hold is associated with the highest returns for private investors.

Small cattle:

You can start with small monthly amounts. Your money will grow over time, even if you only invest small amounts.

Quick start:

It's easy to get started: share savings plans allow you to invest from as little as EUR 1 per month, depending on the bank.

-Disadvantages

Time to buy:

The choice of timing is limited: Share savings plans are executed on the 1st, 7th, 15th day of each month for most providers, leaving little room for intervention.

Fees:

Higher fees may apply: Many providers may charge a fee of, for example, 1.75% of the savings plan amount per execution.

Long-term nature:

Share savings plans are primarily intended for long-term investors.

Investors looking for a quick return may want to consider alternative options.

The following positions are currently held in my portfolio via a savings plan:

- 100 € ~ FTSE All World ($VWCE (+0,58 %))

- 50 € ~ Alphabet ($GOOGL) (+0,57 %)

- 50 € ~ Merck & Co. ($MRK (+0,47 %))

- 50 € ~ Microsoft ($MSFT (+0,37 %))

- 50 € ~ Tesla ($TSLA (+0,96 %))

- 25 € ~ Apple ($AAPL (+0,73 %))

- 25 € ~ Palantir ($PLTR (+0,58 %))

- 25 € ~ Allianz ($ALV (-0,03 %))

- 25 € ~ Walt Disney ($DIS (+0,02 %))

- 25 € ~ Walmart ($WMT (+0,78 %))

- 25 € ~ Intel ($INTC (+0,53 %))

- 25 € ~ Unilever ($ULVR (+1,18 %))

- 25 € ~ Coca Cola ($KO (+0,66 %))

- 25 € ~ Mc Donalds ($MCD (+0,61 %))

The total amount of 525 € per month flows directly per savings plan into the custody account.

In addition, I make irregular individual purchases to expand existing positions or add new ones.

I build up a monthly cash position in my clearing account for this purpose.

The nest egg is transferred directly to the call money account at the beginning of the month.

I am also currently planning to increase or new introduce.

-Increase/repurchase:

$EWG2 (+0 %)

$TSLA (+0,96 %)

$NU (+1,02 %)

$8001 (+0,5 %)

$LDO (-1,36 %)

-New acquisition/first purchase:

$AWE (+4,64 %)

$RHM (+0,97 %)

$AVAV (-0,94 %)

$6301 (+1,72 %)

$NKE (+1,47 %) (but only at a price of 50.00 $ 😉)

Thank you for your attention and good luck with your investment. 💸

LG

Michael

$AWE (+4,64 %)

What do you think of Alphawave? Based in the UK and a provider of intellectual property for the development and manufacture of connectivity chips.

In my opinion, a promising candidate for a strong jump in sales and profits. Of course, it's still early days, but for me it's a 1% position in the portfolio from a risk/reward perspective.