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jeunke22

03/07/26 2:32 PM

#230790 RE: Dreamtravbelgium #230786

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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jeunke22

03/07/26 2:32 PM

#230791 RE: Dreamtravbelgium #230786

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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Big Old Baby

03/07/26 2:34 PM

#230792 RE: Dreamtravbelgium #230786

Do you know if the presentation from today is posted anywhere? Or will it be?
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NVdv-Belgium

03/07/26 4:29 PM

#230806 RE: Dreamtravbelgium #230786

Thanks for your great summary, my friend!
Bullish
Bullish