Sivers 5G mmwave - four F100 and more on the way - multibagger?Sivers has leading tech in their space: microwave, millimeter wave and laser products which enable reliable Gigabit speeds for 5G and beyond.
Hypothesis: I believe the company will high single digit x the value of today.
Data points and information from the company:
It looks like quite a lot of institutional buys the last days. One huge swedish investor took a big stake the recent weeks.
Sivers IMA Holding also intends to change the names of its subsidiaries to Sivers Wireless (formerly Sivers IMA AB) and Sivers Photonics (formerly CST Global) to better reflect their respective markets.
"The name change is part of a larger marketing and branding work that we have been working on for a long time to clarify the common identity within the Group and to further clarify and strengthen our profile towards investors and customers on a global level. We intend to launch the new brands before the end of the year, well in advance of a possible listing on Nasdaq Stockholm's main list in the first half of 2021."
Sivers IMA which is a small cap company of USD 550 million have been winning 19 design wins which are now materialising into larger contracts. The last order was SEK 400 million which is around USD 50 million.
You can watch the interim report here (in english):
www.siversima.com
Links about mmwave tech and breakthrough
venturebeat.com
Will update
I will update with more info when I've bought more shares in a few days. Hint: Fortune 100 contracts.
