contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


canatu-delivered-second-s-100-reactor-to-major-customer-in-semiconductor-sector-as-expected

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Atte Riikola

Canatu is a technology company active in deep technology that creates carbon nanotubes (Canatu CNT), related products and manufacturing equipment for the semiconductor, automotive and medical diagnostics industries. The company operates through two business models, firstly using their own reactors to develop and manufacture CNT products. Second, the company sells its CNT reactors and licenses its related technology, allowing customers to produce the products themselves under a limited license.

According to the article, TSMC has ambitious plans for its US factories. The first factories are already under construction, and plans have apparently been raised to 12 factories, presumably on the same level as production in Taiwan. Hopefully, Canatu technology will be included; it would be strange if it weren’t. https://wccftech.com/tsmc-us-expansion-plans-grow-more-aggressive-with-twelve-planned-arizona-fabs

https://www.techinasia.com/news/samsung-ramps-hiring-as-texas-foundry-nears-wafer-prep In itself, nothing new, matches what was heard at CMD regarding risk production. Samsung now expects initial “risk production” in 2026 The site is expected to be Samsung’s first to use pellicles, thin protective membranes that keep dust off lithography masks, for extreme ultraviolet (EUV) patterning. The change aims to improve defect control and yield stability on advanced nodes, though Samsung has not officially confirmed pellicle use there

I read your message about 10 times and unfortunately, I didn’t understand the question/questions. If they were even meant for me.

Canatulla as the fourth leg is the potential business development of new applications. An excellent property of carbon nanotubes as a radio wave blocker was discovered in Stockholm, reported yesterday: https://scitechdaily.com/new-carbon-nanotube-coating-could-supercharge-6g-technology/

All the images on slide 52 of the presentation look suspiciously like AI-generated images (probably just for illustrative purposes). I wouldn’t draw any conclusions from them myself.

I wonder how the pricing or manufacturing licensing of these Canatu materials and products will be handled with customers when moving from 500W devices to over 600W devices? So I’m trying to understand the pricing: if the same solution is first offered with a 500W manufacturing process, where Canatu’s value proposition is a 20% improvement and alternative technologies compete on price, and then 18 months later, Canatu should get more money for the same product because the value proposition is that the customer has no alternatives for >600W devices. Or is it a completely different product or device?

Here’s the CMD comment:                   Inderes              Canatu CMD: Kasvua vaille valmista - Inderes    Vuodelle 2030 asetetut tavoitteet (lv. 100-150 MEUR ja EBIT 25-30 %) ovat mielestämme realistisesti saavutettavissa                             A lot of interesting things were heard and seen during the day. These will be further discussed in the comprehensive report currently in progress. I expect to publish it in April.

Canatu

The news was expected, as the company had already announced in its IPO prospectus that it would deliver the first two reactors this year. 

Translation: Original published in Finnish on 12/18/2024 at 7:22 am EET.
Canatu&#xa0;<a href="https://www.inderes.se/releases/canatu-delivers-second-s-100-reactor-for-cnt-pellicle-membrane-production-to-global-semiconductor-leader">announced</a> on Tuesday that it has successfully delivered its second S-100 reactor to a major global semiconductor customer. The news was expected, as the company had already announced in its IPO prospectus that it would deliver the first two reactors this year. The first reactor was delivered to another major customer in September.
The news shows that Canatu&apos;s strategy is moving in the right direction as planned, setting the stage for strong growth in the coming years. The ramp-up of the reactor business is central to Canatu&apos;s growth, as recurring revenue from royalties and non-discretionary consumables will gradually start to grow as customers use them to manufacture CNT-based EUV pellicle membranes. We have explained the reactor business in more detail in our recent <a href="https://www.inderes.se/research/canatu-intiation-of-coverage-attractive-growth-story-also-reflected-in-valuation">Initiation of coverage report</a>.

	2023	24e	25e
Revenue	13.6	22.7	30.3
growth-%	62.1 %	66.8 %	33.6 %
EBIT (adj.)	-0.6	-3.4	-2.4
EBIT-% (adj.)	-4.7 %	-15.1 %	-7.9 %
EPS (adj.)	-0.04	-0.09	-0.04
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	neg.	neg.	neg.
EV/EBITDA	844.0	neg.	neg.

Canatu delivered second S-100 reactor to major customer in semiconductor sector as expected

Key Estimate Figures21.10.2024

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