- Aehr has accumulated significant expertise in the development of solutions to assess reliability screening and stress testing, semiconductor integrated circuits, and sensors among other products.
- In my view, if the mobility market and the electric vehicle industry explode in the next ten years, AEHR may do so.
- In 2020, AEHR decided to move to a sales representative distributorship model in Japan and Germany. I believe that the management is on the right path to deliver FCF.
- In my opinion, if the company can maintain a close relationship with clients and they are satisfied as in the last 40 years, sales growth will continue.
- I am using sales growth of 15%-20%, with CFO/Sales of 15% and Capex/Sales of 5%. Finally, by assuming a free cash flow margin of 15%, I obtained a free cash flow between $3.5 million and $8.5 million.
For further details see:
With New Wafer-Level Burn-In Products, Aehr Test Systems Has 35% Upside Potential