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?

In the Cat Bird Seat: A Review of Emcore’s Business

Brad, this is definitely one of the BEST reviews I've seen to-date for companies in the renewable and telco space. A couple of minor corrections. First, Solfocus sources from both Spectrolab and Emcore. See the recent article in Compound Semiconductor. Second, Spectrolab ONLY supplies cells but Emcore offers a range of options as they have a complete, vertical offering for terrestrial solar power. Emcore is unique in that they are the ONLY solar vendor with offerings at all points in the solar power value chain.