Serenity once again calls for LPK: The current valuation is severely underestimated, and the total potential market far exceeds previous predictions.
BlockBeats News, June 19, Serenity stated in a post that it had previously completely missed the relevant content in the meeting minutes of the German laser technology company LPK, and believes the market has also overlooked this information.
Its main points of focus include: LPK is actively considering a listing on Nasdaq and is engaged in related discussions; the company aims to achieve a 70% market share in the glass substrate market; the total addressable market (TAM) is significantly larger than previously forecast; under the base case this year, it is expected that 4 to 5 clients will place orders; and the industry is ready to enter the large-scale capacity ramp-up phase.
Serenity believes that based on these discussions, LPK is currently seriously undervalued. Serenity also disclosed that they hold relevant positions.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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