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Thanks, rosskata…but he also sold a call on Aixtron shares at the same time (www.dgap.de/dgap/News/directors_dealings/.../?newsID=1415084) – interestingly the purchase of this call had never been disclosed.
May I ask for the forum’s view on the Siltronic takeover? Is this i) neutral for Aixtron, ii) positive as additional orders from Globalwafers might be coming, iii) negativ/risky as Globalwafers might change the Siltronic suppliers? (www.aixtron.com/de/presse/...t%20AIXTRON-Anlage%20hoch_n1560)
I would also like to tap your brains on the Gen 2 OVPD news on 18 Dec…how should we interprete this news? Is it kind of a “given” that there will be a Phase III order following the logic of “why should Samsung und Apeva jointly develop a new technology over a couple of years just to stop it after a successful Phase II completion?” Aixtron was neutral by saying that “The decision for such phase III is open at this point in time.”, but would there be any plausible reason in your view to stop it now?
Any other guesses on how long it could take for a decision to enter into Phase III (potentially part of Aixtron's 2021 revenue guidance?), on the potential Euro amount of such a step + revenue recognition timing and on next week’s lottery numbers are highly appreciated!
In terms of analyst coverage: we do have 5 analysts with a „Buy“ rating and a share price target below today’s share price (see below) . In other words: the risk of a downgrade seems quite elevated unless these analysts follow DZ & Oddo with substantial price target increases.
Lampe: 12.5 Euro
DB: 14 Euro
Barclays: 13 Euro
Liberum: 14 Euro
Warburg: 14 Euro
May I ask for the forum’s view on the Siltronic takeover? Is this i) neutral for Aixtron, ii) positive as additional orders from Globalwafers might be coming, iii) negativ/risky as Globalwafers might change the Siltronic suppliers? (www.aixtron.com/de/presse/...t%20AIXTRON-Anlage%20hoch_n1560)
I would also like to tap your brains on the Gen 2 OVPD news on 18 Dec…how should we interprete this news? Is it kind of a “given” that there will be a Phase III order following the logic of “why should Samsung und Apeva jointly develop a new technology over a couple of years just to stop it after a successful Phase II completion?” Aixtron was neutral by saying that “The decision for such phase III is open at this point in time.”, but would there be any plausible reason in your view to stop it now?
Any other guesses on how long it could take for a decision to enter into Phase III (potentially part of Aixtron's 2021 revenue guidance?), on the potential Euro amount of such a step + revenue recognition timing and on next week’s lottery numbers are highly appreciated!
In terms of analyst coverage: we do have 5 analysts with a „Buy“ rating and a share price target below today’s share price (see below) . In other words: the risk of a downgrade seems quite elevated unless these analysts follow DZ & Oddo with substantial price target increases.
Lampe: 12.5 Euro
DB: 14 Euro
Barclays: 13 Euro
Liberum: 14 Euro
Warburg: 14 Euro
baggo-mh
