Amtech Systems ASYS

August 28, 2019 - 2:20pm EST by

member

						2019	2020
Price:		4.98		EPS		.19	.29
Shares Out. (in M):		14		P/E		26x	17x
Market Cap (in $M):		71		P/FCF		7.5x	3.5x
Net Debt (in $M):		-54		EBIT		4	5
TEV (in $M):		17		TEV/EBIT		4.5x	3.4x

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12	member 5/22/21 11:39AM Re: Re: Re: Re: Author Exit Recommendation 11
After doing more work the past few months, I'm pretty convinced ASYS is still an asymmetric opportunity and we have been building a position on this pullback here at ~$9. Given its shorter lead times and... login to read the rest view available tags
10	member 2/19/21 5:16PM Re: Re: Author Exit Recommendation 9
More than fair, and nice call on the idea. I think there are some really interesting growth pockets of SCE and pair trading the space can create alpha from here without taking on too much... login to read the rest view available tags
8	member 2/19/21 4:51PM Re: Author Exit Recommendation 7
Both long ASYS ideas now closed out....curious why? Obviously the stock has appreciated but no more than the broader group (witness LRCX / AMAT and others). The SIC optionality seems interesting, though admitedly I have not... login to read the rest view available tags
5	member 1/16/21 2:57PM Competition
Thanks for the write up and updates. Who are their big competitors on the semiconductor side of the business? I'm curious how such a small company can compete with the billions of R&D dollars that Applied, view available tags

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