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serena

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07/02/17

11:51

Post #: 22422974
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Originally posted by marsch85 ↑

After starting 2017 with a good flow of news, it would be interesting to get some views on expected announcements in H1 2017. I have noted down a few below that I have categorised as either high likelihood or opportunistic. Please note that opportunistic means that H1 might be too soon, but I am expecting these announcements at some point this year.

Would be great to get some insights from other LT holders.

High likelihood:
- JCT: signing of additional channel partners
- JCT: outcome of tenders
- Telink: completion of porting
- Arcadyan: licensing agreement in Q2
- Solekai: licensing agreement in Q1
- Completion of iCharger testing, followed by launch
- Vital Xense launch of ADRC and Discoverbus enabled products
- Naming of 2nd MOU chipset manufacturer (if allowed)

Opportunistic:
- Licensing deals in Chinese market as per TMT report:
"With porting of ADRC to Telink IoT chipsets nearly completed, we expect broader commercial availability of Telink’s ADRC-enabled chipset from CQ2 2017 onwards, i.e. once these chipsets have been designed-in to existing Telink products. In turn, this should enable XPE to start pushing hard to further penetrate the Chinese market."
- GE Lighting and Philips Lighting as per TMT report:
"We believe XPE is in discussions with these two global lighting players to potentially incorporate ADRC functionality in connected light bulbs, such as the Philips Hue. "
- Licensing agreement with Intel customers as per TMT report:
"Since April 2016 XPE has been working with Intel to bring ADRC technology to certain series of Intel’s IoT gateways. Porting of ADRC was completed in May after which time initial discussions with potential OEM customers commenced. Allowing for a design-in phase of several months, we believe some of these discussions may be coming to fruition in the near term, i.e. with initial revenues sometime during 2HY CY17."
- Licensing agreement with ST Micro / 2nd MOU chippie customers
- XERTS

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A possible Take Over option from Chinese company?

XPE Price at posting: 2.7¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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LT Holders, page-34

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LT Holders, page-34

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