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My gut feeling tells me this stock will hit LU in 2025. Even though there’s no media coverage or mainstream news about this technology yet, you can easily find information by Googling. Companies like Nvidia, TSMC, ASE, Intel, Global Foundries, Broadcom, Jabil, Foxconn, MediaTek, UMC, and Vanguard are investing billions into co-packaged optics technology to replace copper wires, improve energy efficiency, and boost bandwidth. This is the first listed company in BM to bring such cutting-edge technology. Trust in them and give them sometimes .
Aimflex net assets is around 130+ million. At this price, 60+ million is the additional amount that you pay for the business (customers relationship, contracts, patents, future cash flow and etc).
Unfortunately I'm in since it was 0.17-0.18. At this moment, my paper loss is around 12% for this stock.
I admit that I was too excited at first because I made quite a lot of money from another Chuah. I was FOMO. However, I don't think there's any wrong with the fundamental of this company, just that my entry price is quite high.
Their optical alignment machine is used to attach the fiber optics precisely onto the photonic IC which can be used in photonic transceiver or even copackage optics. It can be active alignment or passive alignment, depending on the needs of the customer.
Jabil bought over intel photonic years ago. They do offers advanced optical packaging solutions for their customers.
@Derrick
Am I wrong here?
Their official website esontek shows that the machine is used for optical alignment (either passive or active). There are some videos showing that the photonic IC is actually attached on the PCB, which I believe is the optical transceiver that jabil manufactures.
Nvidia in an 8K filing to the SEC noted the new US ‘AI Diffusion’ rule, will apply to a wide range of Nvidia GPU products, and compliance will take effect May 15, 2025 if not modified from its current form:
“Unless one of the new license exceptions is available to specific transactions, the worldwide licensing requirements will apply to the following NVIDIA products, and any others we develop that meet the characteristics of 3A090.a or 4A090.a, including but not limited to: A100, A800, H100...
@cheng
You may check how much money is in their balance sheet. Unutilized funds are around 10 million, so it's a 80+ million net cash company if we don't consider the funds that are raised from IPO and PP. How many penny stocks in Malaysia have the cash level same as them?
Let us pull out some of the small cap names that are listed in the tech SECTOR (machine makers)
1. ECA
2. EDELTEQ
3. AEMULUS
4. VIS
5. MMSV
6. ELSOFT
7. QES
Constantly loss making isn't going to bankrupt a business, but having a 'cash' flow problem will.
You may compare also how many of the names that I mentioned here are actually loss making. Some of them are not trying as hard as they were, and some of them are actually a distributor rather than a manufacturer.
Thanks, sea bobo. I think its fairly priced now since its back to pp price and will keep this in trading list. The winner is still Luster Chuah as they are getting min 0.5% yield from Aimflex yearly while shareholders are getting 0.2% from the share buybacks ctd; based on market cap of 200M at 0.13/0.135 cents. The net cash per share of 0.07 cents helps to set the downside of market price. Luster Chuah not in the rush and the quotes are provided by Mr. Market. Will be focusing on Mr. Market quotes without trumpeting Mr. Market moves in coming days.