Spectra7 Microsystems Inc (SEV)

[Neophyte2]

There would be no reason that would be in shareholders’ interests for them to sell right now unless it was an INCREDIBLY generous offer. Especially since the share price is at historic lows due to the timing of other companies products not SEVs.

According to RH, they are undervalued, will have no problem getting a financing and SEV has forgotten more than the competition knows, which I think is borne out by the fact they were the vendor of choice for the Ethernet Alliance demo at OFC.

Combine that with their patents and the fact that their SAM, not their TAM, will be over $1 billion by 2027 according to their deck, I think they can afford to let things ride for a while to get the share price to a non-undervalued level before they sell.

Just consider the stock price pre-2018 on hope and hype. Now they have a market that is allegedly clamouring for these products and that market is vastly larger than it was back pre-2018… and the AI hype for small/microcaps with usable products will be here soon.