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GT Advanced Technologies Inc. Message Board

zozanny30 10 posts  |  Last Activity: Jul 9, 2014 10:07 PM Member since: Oct 25, 2013
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  • Reply to

    Cease and Desist?

    by pizzoriccio Jul 9, 2014 7:42 PM
    zozanny30 zozanny30 Jul 9, 2014 10:07 PM Flag

    Hi Matt, thanks for taking my question on Hyperion the other night, very helpful. I know the plant in Mesa is very active and sapphire production appears to be in force, with TG words "all sappire produced will be utilized" makes me feel confident. For now, I am not concerned with what application AAPL intends to use the sapphire for, just as long as they buy it and GTAT sells it (=revenue). My focus is on the other businesses taking shape. I'm pleased HICZ made its first sale (ice broken if you will). How would you compare the long term potential of businesses (HiCZ, Hyperion) in terms of revenue? And does GTAT have the current capacity to deliver 100 plus units of Hyperion or will we see capex/expansion first, to tip us off on significant Hyperion orders? Thanks for your time.

  • Reply to

    isn't margolis the only analyst

    by retailbaloon Jul 7, 2014 9:39 PM
    zozanny30 zozanny30 Jul 8, 2014 1:01 AM Flag

    Thanks MK...I was just wondering if they currently have the capacity to hit those targets or will we see additional cap-ex/expansion first. Which would give us a hint of significant Hyperion orders.

  • Reply to

    isn't margolis the only analyst

    by retailbaloon Jul 7, 2014 9:39 PM
    zozanny30 zozanny30 Jul 7, 2014 11:52 PM Flag

    Ok, that's a unit every 4.5 you believe GTAT has the capacity to build many units simultaneously ? I mean, they would have to build many, many units at the same time to hit 80 deliveries. Can you provide any color on how they can accomplish this? Thanks

  • Reply to

    isn't margolis the only analyst

    by retailbaloon Jul 7, 2014 9:39 PM
    zozanny30 zozanny30 Jul 7, 2014 10:35 PM Flag

    Thanks for all your great research Matt, I have also subscribed to your PTT research. Keep up the good work! I just have quick question for you. You forecast 800 million in revenues for Hyperion in 2016. How many units does that include and what is the manufacturing (construction time) per unit for GTAT? How many Hyperion units can GTAT ship per month?

  • zozanny30 zozanny30 May 15, 2014 10:29 PM Flag

    Fatpig420 you continue to fail in seeing the big picture. If the iPhone 6 does not feature sappire, although a potential short term drag on the stock because of folks like you, but does not have any impact on the long term growth. GTAT has bet the house on filling Apple's order, by suspending ALL deliveries from backlog and devoting 100% of their resourses in addition to massive hiring for the AZ plant. Plus, AAPL has loaned them 578 million dollars....let me repeat that. 578 MILLION DOLLARS!!!!! Do you honestly believe any manager would do that if there is not significant upside in the partnership. Remember, GTAT did not have any sapphire business 3 short years ago and now they have signed an exclusive agreement with the largest manufacture in the world. TG is a visionary and an expert at diversifying his company with proven execution. What's evidence to you have that TG is that stupid to run his company to the ground that he has a large chunk of his net worth tied up in? Who cares if sappire is not in the next iPhone, quote from the CC last quarter, "all sappire material will be utilized". That tells me AAPL plans to use sappire for applications. Along with GTAT's other business' one must be long term minded here.

  • zozanny30 zozanny30 May 14, 2014 10:16 PM Flag

    GTAT has suspended all deliveries of booked business to solely focus on building out the plant and deliver sapphire to AAPL in tremendous volumes. So basically GTAT has devoted 100% of their resources to fill Apple's order which AAPL has committed 578 million to help make possible. TG has said there are now 1000 employees at Mesa operating 1000 to possibly over 2000 furnaces to make sappire for apple which will ALL be utilized. So let me ask you one question fatpig420, can you read between the lines and think? And please remember all of GTAT's other business which will drive growth. How can anyone be negative on GTAT and it's stock?

  • zozanny30 zozanny30 May 14, 2014 11:02 AM Flag

    "45 years huh You must not be very good". This comment proves your posts are simply not worth reading. We don't even know who this person is or what he or she has done. All I know is, someone who is bullish on GTAT most likely has been long a stock that is up over 300% which is 3 times more what you can possibly make being short. But please continue to short, I'm pretty confident your money will end up in my pocket and for that I thank you.

  • zozanny30 zozanny30 May 7, 2014 2:04 PM Flag

    so do you make money?

  • Reply to

    Choo Choo

    by jbinvestmentz May 1, 2014 12:07 PM
    zozanny30 zozanny30 May 5, 2014 2:07 PM Flag

    "this market is topping out" What is your evidence to back up that statement?

  • Reply to

    Another garbage day for RKUS owners

    by playlist155 May 5, 2014 12:25 PM
    zozanny30 zozanny30 May 5, 2014 1:55 PM Flag

    You mean a PE of 42...forcasted earnings of .25

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