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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 backabockon Oct 05, 2016 10:55am
91 Views
Post# 25311534

RE:RE:RE:RE:New Presentation

RE:RE:RE:RE:New Presentation
tradersam99 wrote:
Djwburr wrote: "$1.0M being purchased by Management and Board" Does this mean share purchases by management?


Yes. . . . .


Uh uh...  I guess we really don't know how voluntary the share purchase was.  I doubt it was voluntary.   Also, I expect employee options to be cancelled and repriced.

Let's be clear:  the next kick at the can for capital will probably instead be sale to go private.  There is a material risk that the company would have to be sold in entirety to a larger entity.  Someone like Broadcom would be interested for the right price, even if only for the IP.  In this type of scenario, our new CEO would do well with his $5MM shares and presumably a business continuity package, but shareholders could lose big time.

SEV should *NOT* have gone for the high-interest loan unless they were very confident that it was all the cash they required.  And I am still not confident that $6MM is enough.  It still carries for maybe 2 quarters.  Given the economic climate, we probably meeded $10 - $15MM for comfort.  I suspect the reason it was so low was that it would not have been fully subscribed.
Bullboard Posts