Ann: Rakon upgrades earnings guidance and appoints new director, page-5

I agree it's cheap based on forward multiples. I'd say it's a manufacturing stock supplying tech components. It's not software, exactly so I don't expect it to trade on 'tech' multiples. We should also consider that the benefits they're getting from the fire could be one-off, but I think a portion of the business will stay with Rakon + overall demand should keep increasing. If 40m EBITDA is the new base and it increases even just moderately from there, then $3-4 here we come imo.