May. 30 at 3:44 PM
I've served many semiconductor companies &
$WOLF pivot to far more efficient 200mm wafers takes time, capital. Pivot is temporary hit to Gross Margins, Sales & Debt. This will revert to norm as productivity & capacity is absorbed into Siler City, NC NEW
$5B Fab & Mohawk Valley, NY starts to do the same. SiC is 11B market by 2030 &
$WOLF capacity annually is 3B. Say 50% Gross Margins a more efficient SGA down 200m per YE sharholder call that is 1.3B or 155 CSOS 8.38/EPS x PE of 42 x Infineon's PE
$351/Shr. IFX.DE https://companiesmarketcap.com/infineon/pe-ratio/ Wolfspeed
$WOLF controlling investors Apollo Global Mgt
$APO and advisers www.moelis.com restructured Carvana
$CVNA from
$3.56 Feb 2023 to over
$320/share today. Can they do it again
$WOLF we will find out but Ch 11 will dust both Debt Holders, Common Shareholder ALL Stakeholders IMHO (Do you own due diligence & share)..