Spectra7 Microsystems Inc (SEV)

[SEV123]

SteveSchiets, thanks for posting podcast. Volex is big and if SEV can deliver this seems like a perfect match. Listen to 22.45 mark in podcast for those that haven't listened.

[SteveSchiets]

News

https://finance.yahoo.com/news/spectra7-showcase-200-400gbps-connectivity-120000818.html

[SteveSchiets]

Macom will surely look at S7 with great interest for expanding their ACCs portfolio

[SteveSchiets]

Yes i agree. If they execute like intended, a buyout is very likely.

[SEV123]

Will it be around in 3-5 years? If they can execute really well I doubt it.

[SEV123]

Future, stop it. You're going to make me buy more. LOL

[SteveSchiets]

The news yesterday was shared on LinkedIn and it's always important to see who give 'likes'. At first I thought the 'like' given by the Vice President of Bank of America, was more for Volex then for Spectra7. But then I saw he is connected to Bonnie Tomei.

https://www.google.com/search?q=Andy+Polancic&rlz=1C1GCEB_enBE947BE947&sourceid=chrome&ie=UTF-8

[SteveSchiets]

Volex podcast with their CFO.

https://vermeerllp.com/podcasts-news-insights/podcasts/23-01-20-podcast-manufacturing-in-a-post-covid-world-with-jon-boaden-cfo-of-volex/

[SteveSchiets]

Great future!

I can retire on that $14 today's pricetag.

But I want more. I want to see were we are 3-5 years down the line.

[FutureGNR]

$14 per share. That is what Spectra7 is worth. Based on what we discussed earlier, 2023 revenue of $23 Million, profit margin expected to be around 30%, growth Over 100%:

$23 Million times 30%= $6,900,000
$6,900,000 x growth of over 100%= P/E Ratio to match growth for a PEG Ratio of 1 (Conservative) 100
$6,900,000 x 100 = $690,000,000 divided by 50,000,000 shares (33,000,000 currently outstanding with 17,000,000 added in to cover all warrants and debentures) = $13.80 per share. Since I added quite a lot of shares for warrants and debentures, more than was necessary, it's fair to say that $14 is the fair market value.

So, Spectra7 is worth $14 a share Today.

My figures. Please do not invest until you confirm said figures, and even then only as your own choice.

[FutureGNR]

Someone's trying to sell Sony short:

A report came out stating that Sony dramatically cut production for PSVR2 due to lack of demand. Sony immediately refuted that report.

https://www.gameinformer.com/2023/01/31/update-sony-says-it-has-not-cut-psvr2-production-numbers

https://www.gamesindustry.biz/sony-we-have-not-cut-ps-vr-2-production-numbers

Here's a quote from a reply about the situation:

"This article is from Takashi Mochizuki whose historically been wrong about a lot of stuff including a Switch Pro releasing in 2021 and Sony cutting PS5 production. Sony increasing PS4 production due to PS5 limitations. etc. Bloomberg makes up all kinds of production claims that are later false. "

https://www.ign.com/articles/psvr-2-production-reportedly-slashed-amid-poor-pre-orders
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[FutureGNR]

There are all kinds of manipulations attempted with the daily trading of tiny companies. All of it affects the short-term trader, none of it affects the long-term investor.

Being the latter, I ignore the silly attempts at shorting, dragging the price down, etc.

If you do trade short-term, however, these manipulative practices can really wipe you out.

Be careful.

[SEV123]

Last 6 minutes on TSX-V and other Canadian exchanges almost 50% of shares were traded, ask was at 1.08 for the last time and bang someone grabbed all those shares at lower price bringing it down to a $1 at close. Strange but that's the market for you.

[Hunting_for_multiples]

The guys that built it originally (pre TD) are now running Tastyworks.

Can't buy otc stuff though. Great platform but work blocks it for me.

[blue_skies]

Same with me. I feel its gone down hill since they were bought out.

[Hunting_for_multiples]

The only reason I still have a TD account is because of think or swim

[blue_skies]

I use the T.D.Ameritrade (TOS) platform. The symbol is SPVNF. There were 9-5K blocks over the course of the day. This is unusual for SPVNF. Looks like someone is building a position.

[jacksonjohn]

New folks here.
The job boards are also a good way to find info on what the co is focusing on.

Spectra7 Microsystems, Ltd. is a high performance analog semiconductor company delivering unprecedented speed, resolution and signal fidelity that enables ultra-light, high-speed, micro-thin interconnects which enable new classes of industrial design for market-leading datacenter interconnects (such as Ethernet and Infiniband) and consumer electronic products (including UHD 4K Displays and VR headsets).

The expert designers who join our team will have the opportunity to push the envelope in high-speed circuit design in CMOS and Silicon Germanium/BiCMOS processes.

Simulate circuits for manufacturability, accounting for PVT and Monte Carlo variations and layout parasitic effects

[SEV123]

Not on the Canadian side from what I can see.

[blue_skies]

There have been 6 5K blocks today. Mostly in the morning.

[SEV123]

Tough to buy a large block now without moving the price up sharply cause the cats out of the bag. I think we have a tiger by the tail.....hang on tightly.

[Think1st]

Yes..

[SEV123]

Glad you corrected that. You bought today for that .80? Is that U.S? No trades like that on Canadian side that I see.

[SEV123]

Click on Product & Services, take a look at drop box. Theses two go hand in hand.

https://www.volex.com/

[Think1st]

Bought 800 shares @ 0.80

[Think1st]

Bought 800 shares @ 0.080

[SEV123]

I posted this last week on Europe call centers. SEV can solve a major problem for those European data centers.

Europe’s hidden energy crisis: Data centers https://www.politico.eu/article/data-center-energy-water-intensive-tech/

Due to “unseasonably high temperatures” hitting the United Kingdom in July, two cooler units in an Oracle data center experienced outages, forcing part of the cloud infrastructure to go into a protective shutdown. Google in the U.K. faced similar problems.

Two leading London hospitals suffered problems with their IT systems, causing weeks of canceled operations and postponed appointments.

Data centers saw a breach of their design conditions for the first time and have now reached “uncharted territories,” said Richard Clifford, head of innovation at data center consultancy Keysource. If temperatures exceed what data centers are designed for, every degree beyond the threshold can mean some 10 to 15 percent of capacity is lost.

[blue_skies]

The Volec company carries a lot of name recognition and prestige, especially in Europe. So Volec working with little old SPVNF to demonstrate the game changer at the prestigious 2023 DesignCon show is like a stamp of approval. This will bring an awareness of SPVNF, its story and potential to the Europe investors(besides SS LOL).

[Hunting_for_multiples]

Spectra7’s GC1122 GaugeChangerTM Chips moving to Production this Year

[blue_skies]

Its like SPVNF is getting in bed with the big boys. Volex would not engage in a partnership unless there was MONEY to be made!

[SEV123]

Who is Volex plc? https://www.volex.com/

[SteveSchiets]

Volex demonstrates our 809G cable

https://finance.yahoo.com/news/spectra7-volex-demonstrate-112g-pam4-120000253.html

[SteveSchiets]

This was posted on the Canadian board.
MTSI is still impacted by supply chain in Q1. That’s why we only got 3M for Q1,imo

https://www.nasdaq.com/articles/macom-mtsi-to-report-q1-earnings:-whats-in-the-offing

However, supply-chain disruptions led by the coronavirus pandemic are likely to have continued impacting the company’s financial performance during the fiscal first quarter negatively.

[SEV123]

Very true.

[Hunting_for_multiples]

Regardless as companies move to hyperscalers vs running DC themselves (renting space). Its a tailwind

[SEV123]

You could be right I will try and go back and re-listen to it.

[Hunting_for_multiples]

It's the REITs exposure to data center. So physical property.

Unless something changed didn't see it. He has been short REIT for some time.

Thinks the hyperscalers will crush them

[SEV123]

Jim Chanos on CNBC short seller says he's short data centers one of the worst businesses he's ever seen. This means they have to cut costs and should be good for SEV. But then again he was shorting Tesla a couple of years back and got his a$$ handed to him. Says he's still short Tesla.

[FutureGNR]

My Conservative guesstimate for Spectra7 2023:

Q1-- $3 Million
Q2-- $4.5 Million
Q3-- $7 Million
Q4-- $9 Million

But I truly believe they can beat even that.

[FutureGNR]

"...‘increased supply of PS5 consoles’ ahead of PSVR2 launch."

"...Sony is confident its supply issues are over,..."

This is good news as supply issues were not just for Sony, but for Every company. So if supply issues are Over, then everyone will be back in full swing going forward, including Spectra7.

For bigger companies, that just means business back to normal. For tiny up-and-coming companies like Spectra7, it means tremendous growth in future quarters (Not Q1, but Q2 and beyond. Q1 will be just over $3 mil). This should be a great year for Spectra7.

https://www.theverge.com/2023/1/30/23577454/sony-ps5-stock-supply-improved

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[jacksonjohn]

Yes, but also an individual selling based on such drivers do not post with the tone as such as this "I want to thank whoever bought the 8100 shares which I sold at the opening for .5884. I hope you make a lot of money."

Those type usually just sell without the need for repeating your brokerage's message of "Thank you for your last transaction and the fees associated with it"

[SEV123]

True.

[blue_skies]

Not everyone who sells is taking a profit. Margin calls, medical bills, children's college costs and divorce are just a few of the reasons investors might be forced to sell.

[FutureGNR]

Tomorrow Morning: PSVR2 Showcase

https://www.pushsquare.com/news/2023/01/publisher-perp-games-to-host-psvr2-showcase-on-30th-january

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[FutureGNR]

How does this relate to Spectra7? We deal in data centers and VR, both of which are heading into their greatest growth phases in history.

Memory chips are in an entirely different category, and have absolutely no bearing on the growth of Data centers and VR/AR.

[Robert31]

https://www.bloomberg.com/news/articles/2023-01-29/historic-crash-for-memory-chips-threatens-to-wipe-out-earnings

[SEV123]

Well I'm up and hopefully will make a decent return. This is what makes a market, one thinks they sold an expensive stock and the other thinks they bought a cheap stock.

[blue_skies]

I hope you made a lot of money off of the shares you bought from me.

[SteveSchiets]

I sneak in one of my other bullish plays on the blockchain. It's what's datacenters will deal with in order to be able to send more 'holographic content' over our devices. The render network is an important adjective tool to be able to display it on our screens. Datacenters don't have GPU power. So they will have to work together, imo.

AWS= datacenters (Spectra7/Cables and switches)
RNDR= GPU Ipad, iphone, mac (Apple)

Augmented and Virtual reality + Artificial Intelligence is the building blocks for the metaverse.

This will drive an insane amount of GPU computation/rendering demand for $RNDR. https://t.co/IaLTYnjg4K pic.twitter.com/vR4ZFu3WOO

— MachineAlpha ⭕️ (@Machine4lpha) January 27, 2023

[Think1st]

Yes yes yes
In mobile app its under sev sono
Not showing
In browser its not under sev sono
Rather sev spectra

Thank you Steve and future
Thats why I mentioned it yesterday about new investors, how it can and is confusing

Now let me watch video