Louis Gerard

Currently on a quest to review every company

Over 3.05K followers and 1 MILLION page views on Seeking Alpha over the past 12 months

[Louis Gerard @PermiatCap]

X-Fab $XFAB continuing its climb toward its right value!

Possibly one of the strongest semiconductors to invest in right now.

[Louis Gerard @PermiatCap]

Microsoft $MSFT has been through one of its sharpest drawdowns in years and I believe that this is an opportunity to pounce.

Here's my one-pager on why I believe that this is a great opportunity in the next 12 months, available on https://t.co/UYiJ0vWUsx

[Louis Gerard @PermiatCap]

Here's my rationale for $ADBE

[Louis Gerard @PermiatCap]

Both Adobe $ADBE and Dow Inc $DOW have seen tremendous performance since the start of the month, which helped me gain an over 13% performance in July.

Thanks to both of them, I'm on top of the https://t.co/o0sBKXgZCX leaderboard. I'll post another great value pick this week on the platform.

[Louis Gerard @PermiatCap]

One of my best picks for the month of July has been Dow Chemical $DOW, as I argued that it now has all the resources to survive the downcycle.

Here's the one-pager behind the rationale that helped climb to the top of basispnt's leaderboard https://t.co/koqtsLCkVE:

[Louis Gerard @PermiatCap]

https://t.co/koqtsLCkVE

[Louis Gerard @PermiatCap]

Currently on the leaderboard of https://t.co/koqtsLCkVE this month, with my Dow $DOW and Adobe $ADBE picks that are both anchored on turnarounds and sentiment changes.

[Louis Gerard @PermiatCap]

I just bought more $XFAB.

I started buying in 2024 and continued on drawdowns with an initial average price of around 5€. So, based on the recent move, why did I buy more?

The recent momentum is finally solving one of the main issues of investing in the company: visibility.

X-Fab has always been undervalued but continued to lack any visibility, meaning that despite an increased guidance to around $1.5B in sales by 2030, the stock barely budged.

With @aleabitoreddit shedding a light on this fabulous firm, on all the right metrics of the SiC capabilities and the photonics potential, I believe that the stock can hit my bull target of over €22 a share.

My updated average purchasing price is now €6.930 and I'm willing to buy more if it continues to drop back below €10 a share.

[Louis Gerard @PermiatCap]

@aleabitoreddit Couldn't agree more, $XFAB is far from a memestock

[Louis Gerard @PermiatCap]

@Crypt0rTM Let’s see where it’s headed at the end of the day ahah, either back to 9 or 20, we never know with XFAB ahaha

[Louis Gerard @PermiatCap]

On $XFAB, don't forget that 50% of the stock is locked in by two families so the buying pressure only applies to half of the float available.

[Louis Gerard @PermiatCap]

@ponzy_picasso It does not, they're both the founders and also have 50% of Melexis which is the sister company of $XFAB and always held the same level of ownership since the creation of the company

[Louis Gerard @PermiatCap]

Current $XFAB shareholder who met management here, tbh the firm seems expensive on a P/E basis but that's only due to their massive $1B CapEx program that just ended to ramp up production for SiC. It is mainly automotive for the time being but the firm has continued to expand into high-growth areas prone for the current data centers narrative

[Louis Gerard @PermiatCap]

Well, I guess $XFAB is finally getting the love it deserves.

Great company and great management, which is why it pushed me to buy shares back in 2024.

https://t.co/rg8dWrNUY4

[Louis Gerard @PermiatCap]

@aleabitoreddit $XFAB is a great firm! Met the management at the AGM last year, and all were open for questions. Guess you saw the same value as I did when I first posted on the firm!
https://t.co/rg8dWrNUY4

[Louis Gerard @PermiatCap]

The market is finally appreciating how great the quarter was for $JD, especially as Alibaba $BABA and Tencent disappointed.

[Louis Gerard @PermiatCap]

X-Fab $XFAB crossing back the €1B market cap on the back of this massive rally!

Simply one of the best semiconductors to own.

More to go.