Mobix Labs is gearing up for a bull market!

3 日前

We're back with a new stonk after doing about a 7x on SEALSQ! I don't have much time to write an in depth analysis so please do your own research on this company.

Mobix Labs looks to be settling in their growth market, defense contracts signed and a possible acquisition. Earnings are TOMORROW Dec 19th, so of course this is risky - bad earnings could dump the stock significantly. If however, earnings are good and the investor call brings some good news, this one could fly. Technical breakout target is $10 and I like the nice retest on the bull market support band. $2.16 is the first resistance to break and to retest for a first move towards $3.5.

Let's see, remember these are low caps and risky!

15 時間前

トレード稼働中

Found something interesting on this company, they're (the founders) effectively pursuing the same strategy (through several acquisitions) as with Micro Semi (ticker: MSCC) which they sold for $10 billion, current market cap of Mobix Labs is $67 million - do you get it? 😎

Here's some information on Mobix Labs' founders, particularly their history with Microsemi Corporation:

James J. Peterson:
Role at Mobix Labs: Chairman of the Board.
History with Microsemi: James J. Peterson was the former CEO and Chairman of Microsemi Corporation. He served from 2000 to 2018, leading Microsemi until its acquisition by Microchip Technology Inc. in 2018.
Education: Peterson holds a Bachelor's degree in Electrical Engineering from Lawrence Technological University, although there was some controversy about his educational credentials in 2009, which he denied.

Fabian Battaglia:
Role at Mobix Labs: CEO.
History with Microsemi: Before founding Mobix Labs, Fabian Battaglia was the Senior Vice President of Sales at Microsemi from 2007 to 2018. He developed sales and engineering support processes for Fortune 500 and international companies in various sectors.
Education: Battaglia holds a BSEE from Lawrence Technological University.

Other Notable Connections:
Rick Goerner: Appointed as a board member of Mobix Labs. He was previously the Executive Vice President of Marketing and Sales at Microsemi Corporation.
David Aldrich: A board member at Mobix Labs, previously served as CEO and Chairman of Skyworks Solutions, another semiconductor company, but his direct connection to Microsemi isn't explicitly mentioned in the provided data.

Microsemi Corporation (MSCC):
Microsemi was a semiconductor and system solutions provider, focusing on aerospace & defense, communications, data center, and industrial markets. It was acquired by Microchip Technology in 2018 for over $10 billion, which ended its time as an independent company with the ticker MSCC.

These individuals brought significant experience from Microsemi into Mobix Labs, focusing on semiconductor innovations particularly for 5G and advanced communications systems. Their combined expertise in the semiconductor industry has been instrumental in shaping Mobix Labs' direction and strategy.

Here's a list of the notable acquisitions made by Microsemi Corporation (MSCC) over the years:

PMC-Sierra, Inc.: Acquired in January 2016. PMC-Sierra was known for semiconductor and software solutions for storage, optical, and mobile networks.
Vitesse Semiconductor: Acquired in April 2015. Vitesse provided high-performance semiconductor, application software, and integrated turnkey system solutions for carrier, enterprise, and IoT networks.
Mingoa Ltd.: Acquired in 2014. Focused on advanced system-on-chip (SoC) software and solutions, emphasizing ARM processor-centric designs.
Centellax, Inc.: Acquired in 2014. Centellax specialized in high-speed analog semiconductor products for test and measurement, communications, and defense markets.
Symmetricom, Inc.: Acquired in November 2013. This acquisition strengthened Microsemi's timing solutions, offering end-to-end timing products from network core to edge.
Vectron International: Acquired in November 2017. Vectron was known for frequency control, sensor, and hybrid solutions, particularly in the timing business.
Actel Corporation: Acquired in 2010. Actel was a leader in nonvolatile, low-power FPGAs and mixed-signal FPGAs.
Arxan Defense Systems: Acquired in 2009. Provided anti-tamper solutions for government and defense sectors.
VT Silicon, Inc.: Acquired in 2009. Specialized in multi-band radio frequency integrated circuit solutions for mobile wireless broadband.
Endwave Corporation: Acquired in 2007 for its Defense and Security business unit focusing on technologies for radar, threat detection, and personnel screening.
Spectrum Microwave: Acquired in 2007. Known for space-level power products for satellite and high-reliability markets.
Babcock: Acquired in 2007. Designed and manufactured power supplies for aerospace, military, and commercial applications.
T.S.I. Microelectronics: Acquired in 2007. An electronics component manufacturer for military and aerospace.
Phonon Corporation: Acquired in November 2017. A leader in high-performance surface acoustic wave (SAW) components for defense and space.

These acquisitions helped Microsemi expand its product portfolio, market presence, and technological capabilities in various sectors, notably in aerospace, defense, communications, and industrial markets.

In March 2018, Microchip Technology announced it would acquire Microsemi Corporation for $68.78 per share in cash. This deal valued Microsemi at a total equity of approximately $8.35 billion and a total enterprise value of $10.15 billion. Shareholders of Microsemi received $68.78 for each share of common stock they owned. The acquisition was completed in May 2018.

I'm building some long term positions in micro caps, and Mobix Labs is definitely one of them.

Happy holidays!