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RVS - Revasum Inc.

System

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Revasum designs, manufactures and markets a portfolio of semiconductor processing equipment (also known as 'systems').

The systems that Revasum manufactures are an integral part of the production chain in manufacturing and processing wafers sized 200mm and below. These wafers are used to make microchips, sensors, LEDs, RF devices and power devices, commonly used in connected IoT devices, mobile phones, wearables, automotive, 5G and industrial applications.

The Company's product portfolio includes grinding, polishing and chemical mechanical planarization (CMP) systems used to manufacture substrates and devices for the global semiconductor industry.

It is anticipated that RVS will list on the ASX during December 2018.

https://www.revasum.com
 
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Wakey wakey... oooh, polished semi- conductors.
Shiny! lol
Chart from inception.
Prelim results and business update announcement today.
Volume is minimal, thinly traded but appears to be somewhat tightly held?

Screenshot_20210121-003420.png
 

Country Lad

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Might be a worth a look see?
Came up in my scans @frugal.rock, so I had a look. It is only small bikkies but could be worth a punt based on the shortages and an increasing number of electronic companies considering manufacturing more of their own semiconductors in-house to overcome the supply chain problems.

Company's comments:
  • Revasum has recently formed a partnership with California-based contract manufacturer, Owens Design, to ensure the Company is able to meet expected demand for its products in the medium term.
  • expects to be free cash flow positive in the FY22 period
  • 60%-125% increase in total revenue from FY21 – FY22.
  • Most industry participants have made the move to 6-inch SiC wafers with the volume growing rapidly, with a CAGR of 33% between 2020 and forecast for 2025
  • A CAGR of 183% is anticipated in 8-inch wafer volume between 2020 and forecast for 2025
 
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It is only small bikkies but could be worth a punt based on the shortages and an increasing number of electronic companies considering manufacturing more of their own semiconductors in-house to overcome the supply chain problems.
That's the obvious narrative, but it looks like the red cordial gang has got a bit over excited here...
Unless, it's a leaky boat like bloody PGL...

Screenshot_20220117-151609.png

If symmetry is going to play a part here, expect a hard drop off down the other side of the "bat wing" seen in the chart.
 
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