RE: CEO6 Nov 2023 21:55
New Reactors will help and customers & potential customers funding research. Just read a Infineon report detailing silicon, silicon carbide, and GaN. Making projections, for electric cars, power data centres ect, and how they would all fully transition form silicon to GaN by 2030. When Lemos says revenue will triple it really will. You also have all the M@A occurring, I read a report in Evertiq.com which details the M@A in GaN companies. Problem is this co is being shorted, I think all the companies I have seen being shorted only a couple went bust. All the others without exception have bounced back. (Anyone wants me to give them a list I can). This company has a leading edge in what has been a niche market, it’s on the verge of going mainstream and Lemos is the man to do it.