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Spectra7 Microsystems Inc V.SEV

Alternate Symbol(s):  SPVNF

Spectra7 Microsystems Inc. is an analog semiconductor company. The Company delivers analog semiconductors at a bandwidth, speed and resolution to enable disruptive industrial design for electronics manufacturers in virtual reality (VR), augmented reality (AR), mixed reality, data centers and other connectivity markets. It creates silicon products that enable copper cables to be longer, thinner, lighter and run at higher performance levels. Its family of products features a patented signal processing technology used in the design of active cables and specialty interconnects in data centers, VR, AR, and other connectivity products. It provides chips, such as HT8181 HDMI 2.0 In-Cable Equalizer, VR8200 Ultra-High-Speed DisplayPort Embedded Interconnect Processor, VR8300 Ultra-High-Speed DisplayPort Embedded Interconnect Processor, VR8050 Interconnect Processor, VR8051 Interconnect Processor, GC2502 Data Center Cable Processor, and GC1122 Dual Channel 112Gb/s PAM-4 Linear Equalizer.


TSXV:SEV - Post by User

Bullboard Posts
Comment by RE38on Mar 20, 2015 3:17am
80 Views
Post# 23541904

RE:RE:Ready to move higher yet????

RE:RE:Ready to move higher yet????
backabock wrote: $20 million in sales makes them a viable company and places their value near a $1 per share.  Their business is IP based and fleeting.  We cannot assume their IP will have value 10 years from now.  They need to prove they are capable of continuing innovations that will be profitable.  At the moment, regardless of your perspective on the company, it is not something that is possible to for them to demonstrate because they have insufficient history.

At 20 million/yr in sales for the lifetime of patents, we are still only talking about a range of 5 to 10 cents per share net earnings for maybe 15 years.  They need to demonstrate they can achieve sales of $40MM/yr to hit the $2 mark.  They also need to demonstrate new patentable IP periodically to go even higher.

Unfortunately, the lack of history on this stock makes for a lot of speculation.  Please moderate your expectations!


PTK market cap = $273 million
PTK revenue = $0

SEV market cap = $59 million
SEV revenue = something greater than $0

So don't say that SEV needs to hit this revenue figure or that revenue figure before it hits a certain stock price. No one knows. SEV won't trade on financial performance for the next couple of years. Its value will depend solely on big investors liking the story and products. Without a doubt, SEV deserves to be more than 20-25% of PTK's market cap. So either PTK's gotta come way down or SEV has to go way up. With the right news release, one day you could wake up and it opens at $4. Not investing in this stock because you think they don't have that much revenue right now is silly.

Investing in SEV you get a nice bonus of speculating on future upside while the company is doing alright financially right now too. Usually you have to have a trade off between the two. For something like PTK, you know it will have to finance again maybe in 18 months or less. SEV is at the point where it may never have to finance again, and if it does it'll be small because cash flow positivity is coming soon enough.

Bullboard Posts