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Acceleware Ltd V.AXE

Alternate Symbol(s):  ACWRF

Acceleware Ltd. is an advanced electromagnetic (EM) heating company with highly scalable EM solutions for large industrial applications. Its segments include High-Performance Computing (HPC) and RF Heating. The HPC segment sells proprietary high-performance computing software and related consulting services and training programs to the oil and gas industry. The RF Heating segment is engaged in research, development, and commercialization activities related to advanced electromagnetic heating using radio frequency (RF) energy. It is piloting RF XL, its patented low-cost, low-carbon EM thermal production technology for heavy oil and oil sands. It is also working with a consortium of potash partners on a pilot project using its patented and field proven Clean Tech Inverter (CTI) to decarbonize drying of potash ore and other minerals. It is actively developing partnerships for EM heating of other industrial applications in mining, steel, agriculture, cement, hydrogen and other clean fuels.


TSXV:AXE - Post by User

Comment by JeffreySon Jul 31, 2023 12:27am
104 Views
Post# 35564203

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Regardless of What The Share Value Is Up

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Regardless of What The Share Value Is UpThe intellectual property is very important. But higher valuation levels cannot be unlocked without revenue producing projects. I see Axe as being valued as a leading edge high tech company.

Which type of high tech companies get the highest valuations?
I can tell you that one high tech segment called SAAS companies (software as a service) average valuation is around 10x company sales. So these companies are not valued at ordinary P/E multiples. Why? because almost every penny on a product sale goes to the bottom line. No physical product. No inventory.
In the case of Axe, once there are projects and a fast growth rate and higher oil prices and intellectual property, this company will likely not be valued as an oil field service company but as a high tech company.
Oil field service companies have an average P/E ratio of between 30 and 40x earnings. See: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/pedata.html
Once Axe has solid revenues and shows high growth, then we are likely talking about high tech glamour valuations. So 50x earnings multiple or more is possible. None of this is unusual for high tech glamour companies.
Before the internet I used to collect IPO prospectuses from high tech companies going public back in the early 1980s. So I got used to seeing all sorts of strange valuations going back decades.
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