Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.52

+0.9%

Dec 19 9:30 AM EST

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To: bearshark who wrote (6386)	7/14/2017 11:18:27 AM
From: robert b furman	Read Replies (1) of 7827

Hi Bear and Eric, Seeking Alpha has put up Cohu's most recent investor presentation. 41 charts that describe in excellent detail the company's diverse product range with Total Addressable Market with market share gains and Cagr %'s. Very detailed product descriptions with Intermediate Term growth targets focused on: 1) prober sales through the worldwide service organization and largest installed owner base ( 11500 ) units. 2) Wafer Level Scale Packaging - a new type of test that tests the entire system while being produced. "Panther " is the new entry handler. This new technique currently represents about 20% of all chips produced.Heavy on machine vision and utilization of turret handlers for multiple tests at the same time. Ismeca is the # 1 turret handler globally. The Panther has been in beta for several years and has recently had pull ins for add on orders. New intermediate (2-3) years out revenue target is now being modeled at 500 million with a 20% EBITDA with 45 % margins. Now employee compensation, intangible assets impairment, cost of reorganization and severance pay comes out of that . BUT $500,000,000 x's 20% = $100,000,000 less the non gaap deductions. with 27,000,000 shares outstanding - that's a BIG EPS = / $3.70 less non gaap deductions in 2-3 years. Very good chart shows just how those numbers can be derived with segment by segment market share gains. Cohu is now a growth stock dependent on new chips that are leading edge growth areas. OK so that 2to3 years out and a guestimate - let's say they only do half of that - it still is $1.75 EPS non-gaap and that means a 2 for 1 split. Excellent presentation with a lot of details and worthy of multiple looks if you are a stockholder ( or want to be before it hits 40 - smile). file:///C:/Users/bob/Downloads/CEO%20Summit-7-12-17-FINAL.pdf ir.cohu.com

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