Serenity once again calls out LPK: The current valuation is severely undervalued, and the total potential market far exceeds previous estimates

robot
Abstract generation in progress

BlockBeats News, June 19 — Serenity posted that it had completely missed the relevant content in the meeting minutes of the German laser technology company LPK, and believes that the market has also overlooked this information.

Its main focus includes: LPK has already been actively tracking a NASDAQ listing and is discussing it; the company aims to reach a 70% market share in the glass substrate market; the total addressable market size (TAM) has significantly exceeded prior forecasts; under the base-case scenario this year, it expects 4 to 5 customers to place orders; and the industry is ready to move into a large-scale capacity ramp-up phase.

Serenity believes that, based on these discussions, LPK is currently severely undervalued. It also disclosed that it holds relevant positions.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned