RVS Discussion

[GazDix]

Just bought some RVS shares this morning after quite a bit of research. Really like the look of this. May not have explosive growth like some other semiconductor companies, but looks very valuable in their market for semiconductor processing which will only increase in the future in my opinion.

At around 100 million MC it seems a steal as well the way the trend is going.

Can anyone foresee any risks for RVS coming up? Are the two institutions who are major shareholders trustworthy in anyone's experience? I dug around but it all seemed OK to me.
Anyway excited to hold and follow RVS.

 

[jento]

Just bought some RVS shares this morning after quite a bit of research. Really like the look of this. May not have explosive growth like some other semiconductor companies, but looks very valuable in their market for semiconductor processing which will only increase in the future in my opinion.

At around 100 million MC it seems a steal as well the way the trend is going.

Can anyone foresee any risks for RVS coming up? Are the two institutions who are major shareholders trustworthy in anyone's experience? I dug around but it all seemed OK to me.
Anyway excited to hold and follow RVS.

Meet The Chair

Investor Centre | Revasum

investors.revasum.com

 

[Md Amin]

Just bought some RVS shares this morning after quite a bit of research. Really like the look of this. May not have explosive growth like some other semiconductor companies, but looks very valuable in their market for semiconductor processing which will only increase in the future in my opinion.

At around 100 million MC it seems a steal as well the way the trend is going.

Can anyone foresee any risks for RVS coming up? Are the two institutions who are major shareholders trustworthy in anyone's experience? I dug around but it all seemed OK to me.
Anyway excited to hold and follow RVS.

Following it , seems promising since it focusing on EV evolution. Waiting to get into good price …. But they don’t plan to do cap raise … only issued 105 mil shares , with 104 mil MC … u think if it is good???

 

[jento]

From Stockheed, https://stockhead.com.au/tech/heres...semiconductor-microchips-shortage-on-the-asx/​

​

Silicon carbide chips to anchor the EV industry​

Revasum (ASX:RVS) is the ‘shovel and pick’ play for the sector, providing the heavy grunt machines to actually produce the semiconductors.

It’s also one of the best semiconductor stocks on the ASX, with the share price almost doubling in the past 12 months.

The company designs and manufactures capital equipment with a strategic focus on the Silicon Carbide (SiC) market, and wafer sizes of ≤200mm.

SiC wafers have a few advantages over plain old silicon (Si) wafers; namely they operate faster, with less power loss and can handle higher power and withstand temperatures of > 200°C.

SiC-based power semis can also drive lower energy losses, reduce heat dissipation and operate at higher temperatures vs Si-based ones.

In other words, silicon carbide semis are perfect for the automotive industry.

Speaking with Stockhead recently, CEO Rebecca Shooter-Dodd said that traditionally, the industry has used silicon wafers but more recently, we’re seeing a shift to silicon carbide wafers.

Revasum CEO, Rebecca-Shooter-Dodd. Picture: provided by Revasum.


“The automotive industry and specifically EVs and their charging stations are one of the real drivers for the silicon carbide industry at the moment,” Shooter-Dodd told Stockhead.

“It makes your car charge faster and go further, which is what everyone wants.”

Tesla is using silicon carbide, so it’s kind of a premium material right now.

“But what we’re seeing is as the costs fiscal down, more plants will move to silicon carbide,” she added.

Some other big guns like Cree and ST Microelectronics have also started to make the move to 8-inch SiC wafers – which is anticipated to triple in volume demand between now and 2025.

“What differentiates us from competitors is the process results we see off the tool. We’ve seen our results compared to other companies’ results, and they’re pretty damn good,” said Shooter-Dodd.

 

[BaconLover]

CEO looks pretty... All in!

Ok not all in just yet, but I have taken a position here. Looks nicely set up.

Revasum | Semiconductor Grinding Technology

Revasum specializes in the design and manufacturing of capital equipment used in the semiconductor device manufacturing process.

www.revasum.com

SOI 105 million
MC $104 million
Last quarter
Income - 5,091,000
R&D - 673,000
Operational costs - 3.2 million
Marketing - 222K
Staff costs - 345k
Admin costs - 892k
Interest paid - 27k
Total expenses - 5.4million
Difference - 331,000
Cash Balance - 4.3million
Estimated quarters of funding - 4.3m/330k = 13 quarters ( I reckon there will be a cap raise by this year end, though CEO said no cap raise soon, there is no way they would leave it too late, unless there is some extraordinary revenue coming in, real quick)
With revenue estimate/forecast of 25m-35m for the year hopefully we are in the positive territory soon.

- SOL is a share holder (which I love, their SP is on a downward trend atm, but they usually invest for long term)
- Firsthand Technology Fund is the same, they had 46.8 million shares as of 31/01/2020 - they still have all those shares which tells me they are not trading but holding for long term until fundamentals change or they see enough growth. These guys have exited stocks successfully such as Facebook, Twitter, Roku etc. I hope they are right on this one too haha

- Now I also see Perennial ''value'' management - and they are doing exactly what they do best - They are offloading shares, which they always do, sort of traders even though they call themselves ''value'' managers . They still have approximately 12million shares to offload so expect some drip feed all along the way, hopefully they sell out quick and be done with it.
Not a bad scenario for those who are looking to add here, which I would as I see how things pans out.


Chart looks okay, just setting up nicely imo, but then again, I am not really a chartist, just learning, but looks like a triangle formation ready for a little run. RSI is about to enter the oversold territory as well, but if there are any chartists here with another view/bearish view, please share.

Another thing I noticed is Ryan Benton is an ex BRN candidate, if we can do a half a BRN we will be sitting pretty..

Firsthand Technology Value Fund has invested in Revasum and also Pivot Systems, both in which Ryan Benton is a Board Member of, so not sure if Firsthand Technology Value Fund has some sort of connection with Ryan.


Good luck all.

 

[BaconLover]

May be reading tea leaves, with my one eyed view lol but hope this plays out.

 

[BaconLover]

May be reading tea leaves, with my one eyed view lol but hope this plays out.

View attachment 949

This aged well