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Re: Dreamtravbelgium post# 230786

Saturday, 03/07/2026 2:32:28 PM

Saturday, March 07, 2026 2:32:28 PM

Post# of 231634
Dream, your multiple is really conservative. The semi conductor industry is somewhere around 30. Lightwave hardly carries any fixed and expensive assets or infrastructure. It’s more like a design or software company and therefore has a much higher ROA than the capital intensive peers. I would claim that 30-40 may even be conservative.
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