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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (48434)	6/24/2012 2:41:35 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78688

GTAT - the numbers look so good, they are hard to believe. 45% gross profit in an incredible tough market like solar and crystal growth equipment does not look credible to me. Furthermore,GTAT has a very small manufacturing footprint, almost none of which is in China which seems to imply that they buy most of their components. Compare this to Centrotherm, which is in a similar business and is struggling mightily. Seems not credible to me.

To: E_K_S who wrote (48434)	6/24/2012 4:20:26 PM
From: EddyRiquelme	Respond to of 78688

Thanks E_K_S for the help I'll take a look at your analysis as soon as you can- it looks comprehensive though. Cheers Eddy

To: E_K_S who wrote (48434)	6/25/2012 11:02:19 AM
From: NikhilJog	Read Replies (1) \| Respond to of 78688

EKS- this is great!

To: E_K_S who wrote (48434)	6/25/2012 3:49:19 PM
From: Sergio H	Respond to of 78688

GTAT <Here is what Motley Fools think ( http://goo.gl/0wPUH ). I am still skeptical especially when management will not use some of that cash to buy back shares> A few things that the Fool article failed to mention: The sapphire backlog is at risk as most of the backlog does not include prepayment or deposit and there have been cancellations. Co. reported under estimates last q. and new orders have been low. GTAT's guidance includes estimates based on cost cutting technology that has not yet been established. Additional costs are associated with implementing new technology and that is why they are not in a position to buy back shares or initiate a div. This info comes from GTAT's press release and their q report: wallstcheatsheet.com