@Max095 the bare figure may seem daunting at first, but I am potentially assuming strong growth and profit prospects for the company and the figures presented were not bad. And then it will also adjust in my opinion. Therefore watchlist
@Max095 The P&L is only so distorted because they have hardly made any profit this year. The P&L for the next 12 months is almost 10, which is really not much
@Memo0606 No, but I already thought that at €60. As Micron is very volatile and cyclical, I need to see a forward P/E of 10 to feel safe. It should be around 70 - 80€ at the moment. But I can also well imagine that we will never see prices like this again. I am already heavily invested in the semi-sector.
