Aixtron Group AIXA

July 26, 2022 - 10:44pm EST by

member

						2022	2023
Price:		25.58		EPS		0	0
Shares Out. (in M):		113		P/E		0	0
Market Cap (in $M):		2,950		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 2 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
9	member 6/24/24 9:01AM Re: Re: this a big ole short 8
stock is down 50% since I posted that message, and my thesis was predicated on Aixtron overshipping SiC tools in 2023. They were shipping tools that could handle multiple years of SiC planned build outs... login to read the rest -1 view available tags
7	member 2/25/24 4:43PM Re: this a big ole short 6
Would love to hear more. view available tags
6	member 1/12/24 2:20PM this a big ole short
eom view available tags
4	member 8/20/22 11:56AM Re: fresh eyes 2
It has outperformed well this year so maybe not undiscovered but it is grouped in semis which haven't done great given economic sensitivity. It's growth will be much more secular vs cyclical so that is view available tags
3	member 8/20/22 11:53AM Re: Agree 1
In the long term, competition will increase but at the end of the day these Niches of semi equipment tend to be winner take most bc of scale advantages for r&d and support / maintenance.... login to read the rest view available tags
2	member 8/18/22 2:00PM fresh eyes
is there a reason that the current shareholder base might be missing the opportunities here? maybe management is not doing a good job communicating or being conservative, or there has been turnover in the ownership view available tags
1	member 7/27/22 5:24PM Agree
With you that AIXA's growth drivers remain underappreciated. Curious how you are thinking about competitive threats other than TEL, where displacement seems like an NT opportunity for AIXA. The ASM buy of LPE does seem to... login to read the rest view available tags

load more messages