Sep. 5 at 1:17 AM
$AMPG $AMPG
Why I’m bullish on AMPG:
• 🚀 Huge growth potential: ~
$25M annual revenue company with
$100M+ potential O-RAN opportunities.
• 📡 Real technology: AMPG makes 5G/Open RAN radios used in cellular networks, not just a concept.
• 📱 Tier-1 carrier: Its radios are already deployed by TELUS in Canada, with a
$40M+ opportunity and additional follow-on orders.
• 🌏 Second major opportunity: Another international O-RAN program could exceed
$100M if fully deployed.
• 📈 Revenue accelerating: Q2 revenue was ~
$8.1M, up 51% sequentially.
• 💰 Margins improving: Gross margin jumped to 27.9% from 7.8% year-over-year.
• 🏦 Balance sheet strengthened: Raised roughly
$20M net after quarter-end to fund inventory, production and growth.
• 🔥 New products: New 4T8R radios are now certified in the U.S. and Canada, expanding the potential customer base.
• 🤖 Future upside: Exposure to AI-RAN, private 5G, defense, satellite and quantum computing.
