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AXT Inc. Message Board

  • dean.cohen dean.cohen Feb 5, 2013 5:32 PM Flag

    Earning and guidance guesses

    Earning and guidance guesses and germanium prices without change I see flat earnings. Perhaps the uptick in phone sales will have some positive impact. I suspect the ceo will say more of the same, i.e. we must wait for gallium prices to rise before we will see a rise in revenues and margin. China slowdown will have a negative impact. Positives: company has the cash to withstand this; they will survive while less capitalized companies will go by the wayside, and this can be positive for the company in the future; that they are working on the stringent qualifying process for new customers and eventually solar applications will grow when the economy is better. Problem is that gallium is bottoming while cell phone sales are likely peaking. Patience will be the key here for holders of this stock. It may take several years to top the high noted about two years ago. But even so, A quadriple from here in 3 to 5 years is nothing to complain of. I suspect that guidance will remain cautious and the stock will languish is a trading range of $2+ and $3.50 following the markets up and down, until gallium prices start increasing. And that will take some time. Any thoughts from others?

    Sentiment: Buy

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    • Yahoo messed up my original message. The correct message:

      With gallium still trying to find a bottom and germanium prices without change I see flat earnings. Perhaps the uptick in phone sales will have some positive impact. I suspect the ceo will say more of the same, i.e. we must wait for gallium prices to rise before we will see a rise in revenues and margins; that they are working on the stringent qualifying process for new customers and eventually solar applications will grow when the economy is better. China slowdown will have a negative impact. Positives: company has the cash to withstand this; they will survive while less capitalized companies will go by the wayside, and this can be positive for the company in the future with market share eventually increasing.

      Problem is that gallium is bottoming while cell phone sales are likely peaking. Patience will be the key here for holders of this stock. It may take several years to top the high noted about two years ago. But even so, A quadruple from here in 3 to 5 years is nothing to complain of. I suspect that guidance will remain cautious and the stock will languish is a trading range between $2+ and $3.50, following the markets up and down, until gallium prices start increasing. And that will take some time. Any thoughts from others?

      Sentiment: Buy

 
AXTI
2.650.00(0.00%)Dec 19 3:59 PMEST

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