@swebricks Flaggningen har triggats av återköpet han har inte köpt fler aktier i marknaden. Från nära källor så vet jag Darth vill ej köpa ut bolaget det är inte hans strategi
@institLPGP some thoughts on ACMR
reg BC
WC is bloated leading to weak cash conversion as machines sit with customer awaiting checks
also they have been selling down ACMR shanghai and raising cash any risks with that?
in your view is revenue generally clump like q1 cleaning was down 5pct
@macrokurd@macrokurd i think he is coping that somehow israel and everyone just close their eyes and would let this happen. Second wave of strikes is coming