Replies to post #2050 on Spectra7 Microsystems Inc (SEV)

[SteveSchiets]

Hey oddone, Raouf Halim is not Michael Lebby of course. And it’s not debt free like LWLG. The TAM for their datacenters is ‘only’ 400M and not several billions by 2025.

But the marketcap is very cheap compare to the market they will play in. Spectra7 is the first mover to speed up those thin copper cables. It used to be a ‘dumb’ copper cable for 10G that did the job. But as you know, faster systems are ramping and cables need to follow.

Raouf has grown on me and I like him more then before. Still im waiting for him to really deliver. Q4 is expected to be 3M be and EBITDA positive

[SteveSchiets]

I do expect a fairly easy 10 bagger within a year because if S7 ramping up the future is a lock for a lot more.

AT&T will also be a customer for there 5G networks. Another big market for Spectra7.

[SteveSchiets]

The presentations are on my channel if you want to see them. This one is his best imo. S7 has a long history of getting were they are now. Those cables are not easy to copy. Even the competition is not that strong compare to the cables of S7. They work with the biggest companies. Huge markets. Im loving it all. I hold 190k of CAD shares. Feeling pretty confident. Enjoy.