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Technology Stocks : Wolf speed
WOLF 30.76-0.4%Oct 28 3:59 PM EDT
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To: Ron who wrote (10684)5/9/2025 4:05:42 PM
From: EvanG1 Recommendation

Recommended By
Ron

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8-K disclosing the confidential report for the debt negotiations was the interesting thing for me.
  1. Revenue projections in these type of things tend to be conservative but they broke it out material revenue expecting a drop next fiscal year as 150mm material demand is weak. They think it will be more than offset with device revenue growing 46%.
  2. 200mm is at 350um thickness as opposed to previous 500um. I have heard hints at this. If yields at 350um are good that should remove cost concerns with 200mm.
  3. Debt proposal labeled as 4/30/2025 would add some dilution.
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