Aug. 31 at 1:29 PM
$IPGP nearly 40m-50 in net income will be added w/ purchase of Lumibird Medical. No debt. Expanding into defense and medical fields. AI, datacenter as headwinds. Headwinds are obvious; interest rate hikes, although if the long end comes down, it'll be like easing? US and north America makes up less than 1/2 of revenues now. Expanding heavily in to high margin sectors. nearing 52 week low. Margins have compressed but improving. They earned 200m net income in 2019.. I think they can get back to that...
