It is better than it seems. It has a lot of positives, but they are the slow digesting kind that might take a while for the market to get. Just published some comments on H1
I believe in this stock because the clients are basically forced to use CNT pellicles, and Canatu has the best technology and the best business model.
What other alternatives do the clients have if CNT pellicles don't work? As I understand it, there isn't really any other viable option, so they are also learning to work with them.
Or are they trying to prolong the use of CNT pellicles until other solutions emerge or until they can build an in-house CNT generator? This could be risky and might cause further delays.
Not too familiar with industry advances but if your thesis is correct and the second customer is tsmc, whose pellicle is intel using in their High NA EUV systems?
Today H1 results...awful. FST 20% Up and Canatu 7% down. The only good new is the FST order confirmation.
It is better than it seems. It has a lot of positives, but they are the slow digesting kind that might take a while for the market to get. Just published some comments on H1
Which fund is selling?
Inventure Fund Ky
I believe in this stock because the clients are basically forced to use CNT pellicles, and Canatu has the best technology and the best business model.
What other alternatives do the clients have if CNT pellicles don't work? As I understand it, there isn't really any other viable option, so they are also learning to work with them.
Or are they trying to prolong the use of CNT pellicles until other solutions emerge or until they can build an in-house CNT generator? This could be risky and might cause further delays.
Not too familiar with industry advances but if your thesis is correct and the second customer is tsmc, whose pellicle is intel using in their High NA EUV systems?
Hey! Excellent question. I’ll look into it.