Some questions:
(I began reading Xpro only recently so please excuse me if these are silly questions)
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For Xpro, is Steinerfilm a customer or a competitor? Importyeti shows export shipments from Xpro to Steiner, but from Steiner’s website it appears as if it is a competitor.
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Steiner’s website says they have film thickness range from 1.2u to >100u (vs Xpro having 3u to 15u). Does this suggest that Xpro’s technical capabilities are inferior and if so, are they taking significant steps to get to a similar thickness range (they have said 2u is under development but there is a large gap even after that)?
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Also, to what extent does having a wider film thickness range open newer end user applications? (Eg how much larger is Steiner’s TAM vs Xpro’s TAM with respect to the different ranges?) In other words, if somehow Xpro could achieve Steiner’s range, how much larger would Xpro’s TAM be? Alternatively, after considering just the 2u that is already under development, how much larger will Xpro’s TAM be vs present?
Disc- no holdings as of now, tracking closely
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