LPKFF · LPKF Laser & Electronics AGLPKF Laser & Electronics AG
🔬 LPK earnings confirm volume ramp for glass core substrates starting H2 2026, not included in forecasts, making the earnings objectively terrible but actually positive for future growth
LPK earnings confirm volume ramp for glass core substrates starting H2 2026, not included in forecasts, making the earnings objectively terrible but actually positive for future growth.
Evidence & details
- +$LPKFF: owns laser induced deep etching at $169M market cap, used for glass substrates.
- +$MTRN: owns Spor Mountain, source of ~65% of world's beryllium.
- ⚡Glass substrates market growth
- ⚡Laser induced deep etching technology
- ⚡Beryllium supply monopoly
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Post Timeline · 1 posts
@gauchos805 $WOLF was probably the most interesting one up there after restructuring. $LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC, so possibly most explosive 10x upside. $MTRN is probably the most stable one up there with decentl…
Thesis: The post discusses Western supply chain bottleneck plays, highlighting $LPKFF (glass substrates, laser etching, potential 10x upside) and $MTRN (owns major beryllium supply, stable with high upside).
The post discusses Western supply chain bottleneck plays, highlighting $LPKFF (glass substrates, laser etching, potential 10x upside) and $MTRN (owns major beryllium supply, stable with high upside).
source ↗LPK earnings confirm volume ramp for glass core substrates starting H2 2026, not included in forecasts, making the earnings objectively terrible but actually positive for future growth.
source ↗