The growth potential table does not include revenue from...

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roy_boy71

1,183 Posts.

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18/11/16

07:53

Post #: 20707169
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Originally posted by young investor ↑

I think everyone should take a step back and digest all the information presented within the last year. Looking at the Investo presentation and the TMT Analysis from July 2016, I am confident than ever.

TMT: http://www.xped.com/irm/company/showpage.aspx/PDFs/947-74287031/XPEDInitiatingCoverage07072016

- page 1: they expected the agreement with Intel to be in 2017
expect XPE to sign a commercial IP licensing agreement with Intel in the near term, commencing in FY17.

- page 11: The recent agreement with Chinese chip-maker confirms their prediction. Also, the Investo preentation mention 2 other Chinies companies we are trying to work with...
We believe the Telink relationship has the potential for XPE to expedite its commercial roll out, in
China in particular, but also in other markets where Telink’s customers are active.

page 16: Expect delays!
Actual semiconductor shipments typically lag signing of a licensing agreement by six to eighteen
months, depending on the amount of non-recurring engineering that needs to be done to
integrate the design into the customers’ own chipsets and products

page 16: correctly predicted shipment
initial shipments will commence in 2HY17, i.e. in the first half of calendar 2017.

page 17: growth potential

presentation: http://www.xped.com/irm/company/sho...8468/InvestorRoadshowPresentationNovember2016

MOUs? My bet is heavily on a European giant listed on US stock exchange...

As always DYOR, I have held this stock since RYG days so not in the red yet and therefore my views may be a bit biased

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The growth potential table does not include revenue from acuisitioned companies?

Last edited by roy_boy71: 18/11/16

XPE Price at posting: 2.9¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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