INDI - A Podcast from Joe's Pros

Indie Semiconductor Inc

TMT, Industrial/Transportation, SPAC


Presented:06/04/2021
Price:$10.12
Cap:$0.44B
Current Price:$3.53
Cap:$0.70B

Presented

Date06/04/2021
Price$10.12
Market Cap$0.44B
Ent Value$0.45B
P/E RatioN/A
Book Value$6.45
Div Yield0%
Shares O/S43.13M
Ave Daily Vol968,866
Short IntN/A

Current

Price$3.53
Market Cap$0.70B
indie Semiconductor, a fabless semiconductor company, designs and manufactures custom mixed-signal microcontrollers for automotive, medical, industrial, and consumer applications. The company offers custom solutions, standard products, and building blocks. It also integrates analog sub-systems, such as RF transceivers, power management circuitry, and sensor interfaces. The company's microcontroller-based chips integrate functions for sensing, processing, controlling, and communicating. indie Semiconductor was formerly known as AyDeeKay LLC and changed its name to indie Semiconductor in December 2014. The company was founded in 2007 and is based in Aliso Viejo, California.

Highlights

00:00 - Intro

00:34 - Overview of THBR/indie

03:27 - Background on Gary Simanson

05:51 - Clarification on enterprise value, projections, and what he’s excited about

10:52 - Competitors/differentiation and valuation

16:58 - indie’s manufacturing capabilities 

19:38 - Strength of indie’s engineering team

​22:35 - Valuation

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