Very interesting, thanks Jason. Out of interest, have you looked at Suss Microtec? Another near-monopoly overlooked EU stock in critical segments of the supply chain which I believe to be criminally undervalued.
Thank you, Werner! No I haven't, but they look really interesting. Lots of opportunity in semicap and especially Europe where the US premium isn't present. I'll look into them for sure.
Great piece. The math on UHP CW lasers requiring 5-10x the reactor capacity per laser shows why Aixtron's opto segment was underappreciated. Do you see Veeco ever closing the gap on the Planetary Reactor's uniformity advantage for InP?
If Aixtron reaches 1600m revenue in euro by 2030, this will make their EPS to 2ish, multiply by 25-30 times PE ratio, it seems the upsides is roughly 100%
Very interesting, thanks Jason. Out of interest, have you looked at Suss Microtec? Another near-monopoly overlooked EU stock in critical segments of the supply chain which I believe to be criminally undervalued.
Thank you, Werner! No I haven't, but they look really interesting. Lots of opportunity in semicap and especially Europe where the US premium isn't present. I'll look into them for sure.
Thank you Jason, it was very helpful!
Apprecite it!
Everything is screaming photonics this year. Thanks for another confirmation of great quality
Yup! Absolutely, there is alpha in the beta
Appreciate the systematic approach to shine some light on these depths!
Thanks, appreciate the support!
Pretty information Jason. Thank you!
Thanks for reading!
Great piece. Lowe the depth
Thanks Andriy! Appreciate your support
Great piece. The math on UHP CW lasers requiring 5-10x the reactor capacity per laser shows why Aixtron's opto segment was underappreciated. Do you see Veeco ever closing the gap on the Planetary Reactor's uniformity advantage for InP?
If Aixtron reaches 1600m revenue in euro by 2030, this will make their EPS to 2ish, multiply by 25-30 times PE ratio, it seems the upsides is roughly 100%