good summary, I was on the call as well.hard to know what fair...

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daveg

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30/04/21

13:53

Post #: 52847248
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Originally posted by pac23: ↑

Had a listen in
jmt below
the call moved along at a swift pace,
notes made brief so as not to fall behind

1st part was mostly a reading of the announcement released today

surge in demand, 35>45% growth reported
strategic development partnerships progressing well
market share is growing
expecting continued ~40%growth

Market advantages

PVS involved in deposition & etch
+
Position based flow control with nano precision

is making OEM's want to be involved

Q's from brokers followed
2US / 6AUS

A number of the brokers praised the company for its progress
and specifically these results.

Q? Which Q is the biggest Q'ly Growth expected?
A! Growth not seasonal anymore, no longer relying on PC / smartphone market,
now more chips required for IoT, All Vehicles, Data Centres, Lifesciences etc

Q?Is supply shortage >more retrofit requests.
A! Yes. Retrofits are being done, also OEMS are bringing on new tech equipment asap
with a 2year turnaround from factory build to production

Q?re Blacklog Guidance
will be 100% cleared over Q2/Q3
Getting solid forecasts from OEMS with 12 week lead time in advance,
contracted manufacturing allows for PVS to increase capacity in anticipation ,
"there is a growth spurt coming & we are ready"

Q?re Gross Margins vs Volume
A! PVS provides better value.
The involvement in development partnerships with OEM's
allows PVS to step up the value chain > better margins.

-----------------
gltah

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good summary, I was on the call as well.
hard to know what fair value is, but what is certain , it is a whole lot higher than 1.50

PVS Price at posting: $1.51 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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good summary, I was on the call as well.hard to know what fair...

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