GMI1982

A Sunny Outlook For Emcore - Barron's

Recent valuations by Merriman and Jefferies are more like: Fiber optics business at $5-7/share and the satellite solar business at $1-2/share, or business worth $6-9 without consideration for terrestrial solar. At $3.70, this stock is an absolute steal. Every $100M in solar biz adds $500-$600M in valuation on a comparables basis or about $2/share. As the deals mentioned come fruition, you can expect revenues close to $1B over the next couple of years. What do you think this will do to the stock price?