Company Directors have sold 800k of stock in the last couple of days. They know what's up, or down.
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Bottomed out at $5.48 on the 20th, and then flew up to $8 the next day after dipping down to $5.55. With little shares being offered up at this price we should see it run soon.
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I believe once Aehr completes the XP Full (18 Blade) testing at Customer Premises and is Validated that the (Testing Equipment) can perform at Full Capacity/Tolerances and without "ISSUES" then Its Off To the Races...If Not.hen you know the Rest of Story..Ie. der Abfallhaufen..Danke
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Seems pretty sticky in this 5.60 to 5.80 range. Maybe they can get an offering off at this price level? Would view that as a success. They don't need to do one but might allow them to go on offense more having an extra 10 to 30 million of cash in the bank account.
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Looking ahead....we know from Gayn's commentary they are doing a wafer testing trial this quarter with their equipment on the actual floor of a potential new large silicon carbide customer. If this results in a new customer win then that is when you can start throwing out some big upside price targets. I imagine the trial is a very thorough process that will take some time before the actual purchase decision (maybe this fiscal year?), but if they are doing this type of test on the customer's floor then the customer is definitely more than slightly interested.
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AEHR fans please be aware that this testing company is being watched by companies in the EV industry and any other industry that need chips tested ... $$$$
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Insider sales filings coming out. Not alarming ...as why wouldn't you take some off the table after a stock triples? Selfishly, I would love an overreaction to the downside on this and to get some in the 4s.
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One thing I found interesting in the release today.... "This customer continues to forecast orders for multiple additional FOX systems and WaferPak Contactors this fiscal year" ... Does this mean Aehr can hit 28 million just on Silicon Carbide alone? It would only take two more systems. Throw in the fact that they said on the call that 15 to 20% of revenue would come from each of the Silicon Photonics and sensors segments and you start thinking 40 million in revenue might be achievable this year.
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Listened to Gayn talk for an hour now on the Breakout Investors call. He is excited for sure. Gave a very good overview of the company over the last ten years. Gayn said when he worked at Verigy he tried to get them to buy Aehr because he knew what Aehr did was unique/niche but capable of much more in the future..thought that was interesting. Made it clear that seeing these big orders come through makes it much easier for them in dealing with potential new customers. In the past, new customers had to make a leap of faith but these large orders show the machines are in fact capable and mature and that leads to more inquiries.
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Looks like Don Richmond acquired 25,000 shares thru options on Monday at about 2.10 and 2.70. No corresponding sales noted this far. This was a Form 4 filed today.
Some quote from the article ... ----There is already an outline for what El-Khoury wants to do. One dimension is to make less stuff that is low-margin, more of the stuff that has a lot of value. “I walked in, and there’s a lot of value products in the company,” he says.
The high-value stuff includes things such as silicon carbide, a kind of chip that is revolutionizing electric vehicles.
“That’s a lot of technology, process, chemistry, it’s a very, very complex problem to solve, but it has a lot of benefit for electric vehicles,” he says of silicon carbide. “That’s a value product, and the margin is not low.”
the article continues....
----And “the way to translate that into value for shareholders is margin expansion.” That requires focus, which happens over several years. On Semi also makes the current dominant form of inverter chip, an older technology known as an “insulated-gate bipolar transistor,” or IGBT. Switching over from IGBT to silicon carbide can take four to five years for a heavily planned industry like autos, but On has to get started now moving its production focus.
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Few other things from the call....
1. Revenue will be more balanced throughout the year. This is not a case where investors will have to sit and wait until after the new calendar year for more orders. 2. It sounds like On Semi is moving all their silicon carbide related items to wafer level burn in. That should give Aehr steady and reliably growing revenue from ON for hopefully the next decade. 3. The small footprint of Aehr's test system is a big deal as Silicon Carbide grows rapidly. Can do in one small parking spot what would otherwise take 18 small parking spots. 4. STMicroelectronics or Infineon could be next to move to wafer level burn in for silicon carbide? 5. I don't think they need another Silicon Carbide customer win this year to hit over 28 million in revenue...but if they were to win STMicroelectronics or Infineon then that could very well move the stock high enough to where mutual funds and ESG funds can start to consider Aehr. Lots of funds have governing documents that won't let them touch anything under $5 or without a certain average daily volume. 7. Expecting some Apple supplier orders that ship this fiscal year. 8. 28 million is definitely conservative. While Gayn is often optimistic, he genuinely came across on the call as someone who absolutely believed he had the strongest hand at the table.
Low volume. They’re hitting this stock in cycles…should be this afternoon or Monday premarket.
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I like it. Was not expecting them to be so bold as to say greater than 28 million for the fiscal year. And I imagine after last year, that 28 million might even be conservative. My biggest concern is that they would have come out with some lowball forecast like 20 million. If Aehr gets to 28 million in revenue by the end of the year largely on the back of silicon carbide then you don't have to squint too hard to see them getting to above 50 million in revenue pretty quickly.
that the (Testing Equipment) can perform at Full Capacity/Tolerances and without "ISSUES" then Its Off
To the Races...If Not.hen you know the Rest of Story..Ie. der Abfallhaufen..Danke
industry and any other industry that need chips tested ... $$$$
https://twitter.com/AppGroup/status/1417894967859548163?s=19
Some quote from the article ... ----There is already an outline for what El-Khoury wants to do. One dimension is to make less stuff that is low-margin, more of the stuff that has a lot of value. “I walked in, and there’s a lot of value products in the company,” he says.
The high-value stuff includes things such as silicon carbide, a kind of chip that is revolutionizing electric vehicles.
“That’s a lot of technology, process, chemistry, it’s a very, very complex problem to solve, but it has a lot of benefit for electric vehicles,” he says of silicon carbide. “That’s a value product, and the margin is not low.”
the article continues....
----And “the way to translate that into value for shareholders is margin expansion.” That requires focus, which happens over several years. On Semi also makes the current dominant form of inverter chip, an older technology known as an “insulated-gate bipolar transistor,” or IGBT. Switching over from IGBT to silicon carbide can take four to five years for a heavily planned industry like autos, but On has to get started now moving its production focus.
1. Revenue will be more balanced throughout the year. This is not a case where investors will have to sit and wait until after the new calendar year for more orders.
2. It sounds like On Semi is moving all their silicon carbide related items to wafer level burn in. That should give Aehr steady and reliably growing revenue from ON for hopefully the next decade.
3. The small footprint of Aehr's test system is a big deal as Silicon Carbide grows rapidly. Can do in one small parking spot what would otherwise take 18 small parking spots.
4. STMicroelectronics or Infineon could be next to move to wafer level burn in for silicon carbide?
5. I don't think they need another Silicon Carbide customer win this year to hit over 28 million in revenue...but if they were to win STMicroelectronics or Infineon then that could very well move the stock high enough to where mutual funds and ESG funds can start to consider Aehr. Lots of funds have governing documents that won't let them touch anything under $5 or without a certain average daily volume.
7. Expecting some Apple supplier orders that ship this fiscal year.
8. 28 million is definitely conservative. While Gayn is often optimistic, he genuinely came across on the call as someone who absolutely believed he had the strongest hand at the table.
https://chart-analysis.tools/Bullish-Charts