Aixtron purpose of this thread

verlassen tu ich mich darauf nicht. die offiziellen zahlen spiegeln nicht die realtät wieder. der virus ist  soweit ausgebreitet das es sowieso keiner mehr in den griff bekommt.
aber hysterie und panik sind ein schlechter ratgeber.
positive manipulationen werden wohl bald ein mittel werden um etwas ruhe in's geschehen zu bringen.

 

Laut Bloomberg hat CMPG seinen Short auf -5.2% reduziert. Kannst du das bestätigen dlg ?  

Schau doch selber im Bundesanzeiger nach ... kein Hexenwerk ...

CPMG, Inc. AIXTRON SE DE000A0WMPJ6 5,20 % 2020-03-12  

https://news.bloomberglaw.com/...may-get-fda-nod-very-soon-piper-says

Gilead’s Covid-19 Drug May Get FDA Nod ‘Very Soon,’ Piper Says
March 18, 2020, 3:29 PM

Gilead’s treatment for the novel coronavirus “could be approved for Covid-19 very soon,” a Piper Sandler analyst said, after what he called “highly encouraging” data in 200 patients for a similar medicine developed by Fujifilm.

“We now believe the remdesivir clinical trial results are likely to be positive,” analyst Tyler Van Buren said of neutral-rated Gilead’s experimental medicine
“If successful, it could be approved for broad use in the coming months considering it’s safe, the bar for efficacy in the context of the ongoing global pandemic is low,” he said
NOTE: March 5, Gilead Analyst Sees Only 50% Chance That...

 

in the press conference by Trump that the Gilead drug is soon to be approved by FDA along with another one.  

Interesting moves today...Aixtron -7% (despite EUR/USD at 1.06x and CPMG covering), while Veeco +15% and Cree +10%. What did I miss?  

Gibt es was neues von Samsung bezüglich QD-Oled  ?  

Vice Chairman Lee Jae-yong said on this day, "It's difficult due to unexpected variables, but we shouldn't stop for a while. Let's be cautious but boldly go beyond the existing framework. We need wisdom to look after the crisis. Let's continue the challenge without shaking."

http://www.thelec.kr/news/articleView.html?idxno=5382  

diese krise macht mich doch sehr nachdenklich. die erde scheint einen denkzettel zu senden. wie so oft in der vergangenheit wenn der mensch übertrieben hat.
sollten wir diesen erkennen und mit 2 blauen augen davon kommen, dann steht uns vielleicht ein gesellschaftlicher und industrieller umbau bevor.
Ich habe mir selber die frage gestellt ob ich früchte aus peru im supermarkt brauche, blink blink schlüsselanhänger aus taiwan, alle 2 jahre ein neues smartphone, billig waren aus china usw..... usw.
ein leben am konsum limet in einer immer fragileren gesellschaft.
hat uns das eigendlich glücklicher gemacht? ich finde nein.
ich denke das es viele diskusionen nach der krise geben wird.
alte industrie branchen werden wohl schneller verschwinden als wie geplant,  andere werden in einer langen stagnation ausharren müssen.
wahrscheinlich kommt es zu einer starken digitalisierungs beschleunigung.  
wir stehen am abgrund unseres finanzsystems.  wir stehen aber auch am anfang eines neuen marktes, in dem hightec und greentec zu hohen ehren kommen könnten.  ähnlich wie damals die dotcom sache.
die welt wird sich verändern, da bin ich mir sehr sehr sicher.  

Last three days Italy has moderated a little.  Spain has gotten worse.  

Italy: 3/9
Spain: 3/14
France: 3/17
Germany:?

If the peak in Italy on 3/21 is real, that is ~2 weeks from the lockdown.  China's Wuhan lockdown was on 1/20 and the peak occurred on 2/4.
 

Italy's daily cases are not rising and appeared confirming the peak on 3/21.
Spain potentially formed a peak on 3/26?
Germany announced national lockdwon two weeks after Italy, so hopefully the peak comes later this week.



 

in the micro-LED market?

http://en.thelec.kr/news/articleView.html?idxno=786

I dont get this with the 90%  

US rising while the four European countries seem to be under control.  

https://www.ema.europa.eu/en/news/...ssionate-use-remdesivir-covid-19


 

hope its real. Phase 3 results out this month.

https://gvwire.com/2020/04/01/...rave-covid-19-patient-shes-home-now/  

Large volume manufacturing of Remdesivir has started
https://www.gilead.com/stories/articles/...-from-our-chairman-and-ceo  

Large drop in US yesterday. All four European countries still improving slowly.  The large jump in France two days ago but came right back down could be due to data collection error.  

https://finance.yahoo.com/news/...t-quarter-net-profit-054537617.html

"Solid" is at least my interpretation...  

Hi all,

the big US short seller CPMG reduced its short position from about 5.5% to 2.2% now.. that is massive (see link below) and explains the strong share price performance recently..
Nevertheless, still a lot to go, which will support the stock.
https://www.bundesanzeiger.de/ebanzwww/...ch_list.destHistoryId=27398

Thanks @dlg. Besides TSMC also the Semi equipment peers VAT and ASML with solid order intake!

So I expect a solid order intake quarter as well for Aixtron in Q1, lets hope they can accelerate the order intake with Q2 and then also update us with regards to QD OLED as we move through the year.

Regards,
Fel  

https://www.statnews.com/2020/04/16/...s-are-responding-to-treatment/  

https://www.cnbc.com/2020/04/16/...tiveness-treating-coronavirus.html

This could be the beginning of an end.  Aixtron has been doing well, proving the strength of this company.  

Thanks for your feedback, fel! Yes, CPMG has covered 3.5% and some 2.2% still to go. Question is what happens to the share price when the daily ca. 220k demand from CPMG disappears (which has accounted for almost a third of the daily XETRA turnover)...? I’ll have a closer look at my overall position when CPMG falls below the 0.5%.  

I know it’s not the most appealing topic, but another quick comment on CPMG. Last Friday alone, they covered 0.56% of Aixtron’s outstanding shares, i.e. some 625k shares. For reference, XETRA turnover last Friday was 808k shares.

Two conclusions that I would draw: i) I don’t think that CPMG was accountable for 78% of XETRA turnover on that day, i.e. kind of a proof for me that a significant part of trading volumes have shifted to other exchanges as well. ii) on a day when the DAX jumps >300 points and a single HF is covering 625k shares equal to 78% of the XETRA trading volume, the share declined by 1%, i.e. the actual impact of short activities (be it opening of positions or be it covering of positions), seems to me limited which confirms my view that we should be more relaxed in terms of reported short activities.  

Appreciate any other views as usual.  

Hi DLG,

I would not be focussed on Xetra volumes, they cover only a small part of "true" trading volumes. I cannot give you a precise value/share but from experience in my job I can tell you that Block trades via off-market exchanges like dark pools, institutional trading platforms (where institutionals trade directly with each other) etc provide MUCH more liquidity than Xetra cash markets.

One obvious advantage of buying outside a regulated market is that you dont move the stock price as much, compared when you buy the hole order book at Xetra, where each bid-ask spread is in 5 cent steps..

So just from my experience: dont look at Xetra volumes, they dont add value. And I agree with you, CPMG has certainly drove the stock higher and with them now <2% short, expect the stock to lose some of its momentum.

Turquoise is an example for an alternative trading plattform: https://en.wikipedia.org/wiki/Turquoise_(trading_platform)

Regards,
Fel