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

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9	member 6/28/07 4:49PM Nice work
Price seems like a steal (for WDC) to me, despite the ugly looking 2Q guidance, view available tags
7	member 5/25/07 1:40PM stock decline
any thoughts on the recent hammering? view available tags
6	member 5/24/07 1:51PM Thanks
Thanks VL, appreciate your answers. I'm now trying to decide if this idea just got more interesting, or less, due to this new announcement. Best, Ringo view available tags
5	member 5/24/07 12:28PM Announcement today
Would love your thoughts. view available tags
4	member 5/24/07 11:36AM zzz
I got the wording all wrong. Here are the numbers justifying the statement that KOMG is trading below replacement value: The new $500m Showa facility increases the Showa's total capacity from 15.75m disks/mo to 24m... login to read the rest view available tags
3	member 5/24/07 9:31AM Follow-up
Not sure that I understand your comment about KOMG trading at a discount to replacement cost. If the Showa Denko facility does 24mm disks/mo (288mm annually) for $500mm, and KOMG does 41mm/qtr (164mm annually),... login to read the rest view available tags
1	member 5/23/07 2:43AM Questions
This is an interesting idea. It's hard to find any real operating businesses trading near 52 week lows these days. I hope you don't mind me barraging you with a ton of questions, but since... login to read the rest view available tags

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