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アルベ・ロボティックス【ARBE】の掲示板
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>>12
Adjusting the financial model for 95% of $7.5 billion revenue gives a share price well over $300, it is hard to estimate the costs of such an enormous ramp-up without more information.
Where are they right now?
GlobalFoundries is a vital part of the ARBE sales pitch. One customer received the first significant shipment direct from GF in the last quarter. A second customer will receive a shipment in the current quarter. GF is testing the chips in the fab, but that checking is not yet automated and needs to be before mass production begins. There is also an issue with auto grade approval; however, that is about to be resolved by GF. ARBE expects to go into total mass production in early 2023.
リカオン
>>11
Five analysts follow Arbe, and using their forecasts (all of which assume Arbe will hit its $300 million revenue target), SimplyWall.st produced the following fair value calculation from a Discounted Cash Flow model.
bar chart of arbe fair value
DCF Fair value (simplywall.st)
This fair Value is a little higher than my model predicts with the given turnover. Arbe has guided to +60%.
Late in the conference call, analysts quizzed management about the ten expected contract decisions and the interjection by the CFO, saying things could be much more significant. The CEO, Kobi, said that if you add all the Request for Proposals to the Requests for Quotations, they are bidding on 7.5 billion dollars in revenue between 2023 and 2029. His seriousness was hard to judge when he said he expected to win 95% of those bids. I suspect he was being honest.