Please see the screenshot attached of my email this morning to EnSilica CEO Ian Lankshear and Executive Chairman Mark Hodgkins.
I sincerely hope they share my vision for EnSilica and look to adapt rapidly. Otherwise someone else will probably have their lunch as Xaffodd just said!
As I have said before, I think EnSilica is worth far, far more than their current market capitalisation. Their leadership, staff’s talent and intellectual property combined with access to a deeper pool of investor capital (hello USA!) could propel them towards where I think they can be… something akin to CSR plc in the near term and perhaps in the decades ahead a European equivalent of Qualcomm.
I know that may seem fanciful, but don’t forget Qualcomm was founded by Irwin Jacobs and six others. The Magnificent Seven as I like to call them. Hopefully one day I will have a similar nickname for Ian Lankshear et al.
https://simplywall.st/community/narratives/gb/semiconductors/aim-ensi/ensilica-shares/o4x3fv6o-update-for-ensilica
This article here, coincidentally from EnSilica’s joint broker Panmure Liberum, references the vast wealth held by US savers in the stock market… $42 trillion. Currently EnSilica is tapping into very little of that.
https://web.archive.org/web/20251021121845/https://www.thetimes.com/article/1b64c068-1a74-480d-86de-56af998fe733
If I was a billionaire (or the sibling of one!) I would personally be exploring ways of helping EnSilica tap into American capital via a SPAC arrangement. Just saying… in case you are reading.
‘EnSilica… Coming to America‘ has a nice ring to it don’t you think 😉