Hi RWK
I think you are right, that some will sell way too early given the scope of what Wave looks to be about to accomplish. As you point out, the HAP seats alone are enough to send the share price to the moon. The rational investor will look at that and think, "I've made my money, it's time to sell." They may not look ahead at an even bigger opportunity, and that is the FACT that all military contractors will be required to lock down their computers. It will make no sense to expose data about our systems when they are under production, only to then protect them when they are in use. The protection must extend all the way from design to implementation. In addition, big companies like Boeing have many small contractors that supply components, and those other companies will have to encrypt, as well. By this single act of placing themselves at the center of the HAP architecture, Wave has guaranteed that they will be used by the entire defense industry worth many billions of dollars.
What a coup- and that doesn't even begin to consider other branches of the government adopting Wave, other major enterprises adopting Wave's system, or the mobile phone space, or consumer applications of the technology. Wave will be a very big story for many years.
Sell my shares any time soon?
No thanks, I'd rather be rich.
I like to compare Wave with Qualcomm. Qualcomm is similar in that they provide the software architecture that makes the cellular telephone system work seamlessly, just like Wave makes encrypted systems work more quickly and seamlessly.
Qualcomm went from a float of 50.5 million shares to 1.68 billion shares over an 11 year period. Wave would need to split several times to do this, but if they did, each Wave share you sell this year might be 21 shares you won't have after the splits. Since Qualcomm trades at about $38 today, those original shares were worth $1216 each way back in 1994. Five years ago, Qualcomm peaked at $55 which would have put the original value of thos 50.5 million shares at $1760.
Ten years from now Wave will still be developing new markets and expanding it's role in the new computing architecture. I think Wave is in an even better place now than Qualcomm was back then.
The other thing to point out about Qualcomm is that 81% of their float is owned by institutions. At the current time, with wavoids owning over 40% of the float, we could see a squeeze of epic proportions as the price rises above $5 and major funds start to buy.
AI
