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   Technology StocksSequans Stock Discussion


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To: FJB who wrote (173)5/11/2021 12:03:35 PM
From: y2k_yes
   of 198
 
Thank you for sharing your perspective. To me, return on investment, EPS, (exponential) growth in revenue and more importantly capital gains are key. I can see why fluency in any languague can be important (I speak 9 of them). Lots of great CEOs speak Chinese only but they deliver great beats to their shareholders. I joined this SI board to get informed and to figure out how to navigate a dicey investment decision that has not been great thus far to me

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From: MUDD15/23/2021 12:05:40 PM
   of 198
 
Rumor is STMicro is after Nordic Semiconductor. They play in the Cat 1 and Cat M space (they have other products as well Q4 revenue of 125 million or so)
Be nice if someone wanted to buy SQNS

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To: MUDD1 who wrote (175)5/24/2021 6:48:44 AM
From: w0z
1 Recommendation   of 198
 
Rumor is STMicro is after Nordic Semiconductor.


I always thought STMicro might be the best fit for Sequans. They're Geneva based but must share French culture and might have the best chance of getting French governmental approval for an acquisition. Sequans has had a close relationship with STM for several years (at least since 2019):

sequans.com

Nordic Semiconductor has 'no knowledge' of any STMicro interest

MILAN/OSLO (Reuters) -Nordic Semiconductor's chief financial officer said the Oslo-listed firm had "no knowledge" of any takeover interest from Franco-Italian chipmaker STMicroelectronics after a report on Thursday in Italian newspaper MF.

Asked by Reuters about any STMicroelectronics interest and whether he could confirm or deny that the companies had been in talks, as reported by MF, Nordic's CFO Paal Elstad said he had no knowledge of it.

"We have no knowledge of this, so we have no comment," Paal Elstad said in a text message. "This is unknown to us."

STMicroelectronics declined to comment on the MF report.

Nordic's share price rose by 12.8% to hit an all-time high of 219.8 Norwegian crowns. It has risen by some 55% so far this year amid a surge in global demand for semiconductors, giving it a market capitalisation of $5 billion.

Nordic sells wireless chips and devices designed for ultra-low power consumption, which are used in a wide variety of electronics and computers, but does not itself manufacture the silicon wafers used in the products.

(Reporting by Giulio Piovaccari in Milan, Gwénaëlle Barzic in Paris and Terje Solsvik in Oslo; Editing by Agnieszka Flak and Alexander Smith)

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To: MUDD1 who wrote (175)5/26/2021 11:18:39 AM
From: y2k_yes
   of 198
 
I suspect that STM and SQNS are in talks. Nordic's price point is a little too high while SQNS is really cheap. Acquired or not, the future for SQNS looks good to me. That is if GK can keep his eyes on the ball and beat market expectations in KEW 2 on both revenue AND eps. Lets hope so and lets pray!!

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From: MUDD15/28/2021 7:25:05 PM
2 Recommendations   of 198
 
Hello all:

I sold the last of my SQNS today. It has been an 8 plus year uphill battle with this company. My timing might not be great, but I could no longer find myself comfortable with their management and the endless excuses they come up with. Some of their excuses don't fall entirely on them, but most do. Ignoring the broadband market and losing their "cash" cow was the first of many blunders. Most of them fall squarely on GK.
The last straw came this week watching the Skyworks, Richardson webinar. Two companies that were highlighted as success stories were Pebblebee and Diatrics.
Pebblebee is now a year late in delivering my devices. Diatrics, we don't have any babies around anymore so I can't comment on them.
If Pebblebee was an example of what good looks like when it comes to using Sequans technology, then they are in bigger trouble than I imagined.

I have put my "aggressive" investment dollars to work in another company, another industry that I am a lot more familiar with. No kidding, having invested in this "new company" for 43 days, I have recouped all of my SQNS losses.
If you are curious as to what this company is, send me a private message and I will tell you who it is, and my rationale for investing in them.

Good luck to those still holding. I may be back when and if the SQNS story changes.
Thanks to all for the comments and thoughts you have made over the years.
Take care.

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To: MUDD1 who wrote (178)5/28/2021 8:04:13 PM
From: FJB
   of 198
 
PebbleBee and Daatrics were examples of tiny companies being helped to market by Skyworks and Sequans. They showed slides how you can save a few hundred $k on certifcation and tens of $k on testing.

This wasn't a webinar for an Itron, the world's largest metering company, but for little startups with novel product ideas - for companies with only a couple engineers.

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To: y2k_yes who wrote (177)6/9/2021 10:14:49 AM
From: GaryMi
   of 198
 
RE: I suspect that STM and SQNS are in talks.
80% of Nordic's revenue is from BLE, 17% proprietary wireless (ANT, Thread, Zigbee) and 3% other which would have to cover LTE and WiFi.

Sequans vs Nordic does not seem like an apples to apples comparison.

When I bought SQNS about 5 years ago I was hoping for a 5X - 10X. Now I'd be ecstatic to sell for 2X.

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To: MUDD1 who wrote (178)6/9/2021 10:26:51 AM
From: GaryMi
1 Recommendation   of 198
 
RE: I sold the last of my SQNS today.

Notice the date in the slide from that presentation. I thought they had been shipping their LTE product in limited quantities for several years. But the slide says they plan to launch an EVT sample in Q2 of 21.

It appears that there is a lot more engineering effort to bring products to market that is generally talked about. If you listen to Sequans it's 3-6 months but NEEBO and Pebblebee have about 4 years combined and no volume product yet.

I think the effort to write the device firmware, power management, web elements, apps etc. greatly outstrips the effort to implement the LTE functionality. High quality consumer uses are going to be slow relative to industrial uses where you are literally just sending a block of data to a database on a periodic schedule.


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From: GaryMi6/11/2021 10:43:40 AM
1 Recommendation   of 198
 
Sequans Communications Adopts Cadence RF Solution to Develop Next-Generation 5G IoT Platform
finance.yahoo.com

I was a little surprised reading this. They used to talk up their IP saying they owned the whole stack etc.

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To: GaryMi who wrote (182)6/11/2021 11:42:45 AM
From: FJB
   of 198
 
They are using Cadence tools to design their product.

cadence.com

Key Benefits
  • Co-design environment for RFIC, RF module, and package eliminates design failures that arise from manual translation of data
  • Single golden schematic for simulation, LVS, EM analysis, and verification of entire module or package
  • Edit-in-Concert technology for simultaneous editing of module layout and chip layout with multi-PDK support
  • Smart integration of parasitic extraction and EM solvers
  • Interoperability between Allegro Package Designer Plus SiP Layout Option and Virtuoso Layout Suite
  • Extensive RF simulation and analysis capabilities using a combination of the Virtuoso ADE Product Suite and the Spectre RF simulation option


When designing 5G, IoT, or automotive applications, engineers are facing challenges in building RFICs and integrating multiple ICs onto an advanced RF module. Using traditional methodologies to separate the design process between different fabrics of design is no longer a viable methodology. The lines between designing an RFIC, SIP modules, and PCB board no longer exist, requiring the RFIC engineer to “think outside the chip.”

The Cadence® Virtuoso® RF Solution addresses the challenges of today’s RF systems by tightly integrating all the needed tools into a comprehensive design environment and flow. The Virtuoso RF Solution environment is built on the Virtuoso System Design Platform and incorporates new co-design capabilities for simultaneous editing of the IC and SiP module, multiple electromagnetic (EM) analysis solvers to give designers different methods of physical extraction that can easily be entered back into the schematic without breaking the golden schematic, and trusted simulation and analysis engines through our tightly integrated Virtuoso ADE Product Suite and Spectre® RF Option.

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