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I don't know who or if anyone has blown up their account, but there is no news and yet the stock was down 5% yesterday and another 9.2% today.

I have been both investing and trading this stock for years. The company has almost no supply chain issues (see their most recent presentation) and is benefiting hugely from the semiconductor supply chain problems (their technology helps build more supply). I have decades of experience in investing. They are profitable, debt free, strategically located next to a university (so, they can get cheap labor) and their sales grow faster than their S&GA overhead. They even own at least one monopoly technology for which there exists no competition.

I bought more today and even liquidated another position for it. Liquidating the rest of my portfolio goes a little bit too far (I am conservative, but take opportunities when they arise).

Trading volume has been going down significantly. The current price does not reflect the value of the company.

From their conference call you can hear that they expect strong demand for their products until at least 2023. There are also transcripts available.

Ticker: Aixtron (ETR: AIXA)



Submitted November 24, 2021 at 06:22AM by audion00ba https://ift.tt/3l4BpKU

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