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Bullboard - Stock Discussion Forum 5N Plus Inc T.VNP

Alternate Symbol(s):  FPLSF

5N Plus Inc. produces and sells specialty semiconductors and performance materials in the Americas, Europe, Asia, and internationally. It offers semiconductor compounds, semiconductor wafers, metals, epitaxial semiconductor substrates, space solar cells, and assemblies. The company also provides active pharmaceutical ingredients, specialized chemicals, commercial grade metals, alloys... see more

Bullboard (TSX:VNP)

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(1726)
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  • Possibleidiot01X
Comment by Possibleidiot01on May 07, 2025 9:40pm

RE:RE:RE:RE:RE:last Q was certainly "growthy" enough :)

People think of binary outcomes ; it's either one or another. Believe both of them? FSLR never thought tariffs would be applied ( hard to believe a government could be so reckless making it up ...more  
Comment by MacBookon May 07, 2025 9:21pm

RE:RE:RE:RE:last Q was certainly "growthy" enough :)

FSLR eps 1.95 vs 2.55  ... cash down from 1.2B to 400M ... major buy forward drawdown "tariffs were unexpected and posed a ‘significant economic headwind’ to the company’s manufacturing ...more  
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(1726)
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  • Possibleidiot01X
Comment by Possibleidiot01on May 07, 2025 9:07pm

RE:RE:RE:last Q was certainly "growthy" enough :)

""Our outstanding first quarter performance reflects strong demand and accelerated purchasing by customers in strategic sectors." "n an environment of ongoing global trade ...more  
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(48)
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  • s2000duckX
Comment by s2000duckon May 07, 2025 8:51pm

RE:RE:last Q was certainly "growthy" enough :)

@WattDoINo  that is the question...if Q1 Bump due to tariff positioning by customers, and with a relative significant drop in backlog...with FY guidance remaining same--> one would assume next ...more  
Comment by MacBookon May 07, 2025 8:32pm

RE:RE:last Q was certainly "growthy" enough :)

read between the lines ... mgt is scared sh!t of the revenue ahead. Trump is more than 1QTR ... at a minimum this will extend until CUSMA is renegotiated if at all. FSLR is hurting and will continue ...more  
Comment by WattDoINoon May 07, 2025 7:17pm

RE:last Q was certainly "growthy" enough :)

NOTE: They did not change the 2025 FY guidance although they have pulled a Jack Rabbit out of their Q1 hat. How much of these numbers is growth vs. accelerated purchases ? Would be nice if the ...more  
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(384)
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  • TimeBuilder1X
Post by TimeBuilder1on May 07, 2025 7:00pm

Happy with Q 1 Results

And a Bright Future  ;>)  IMO
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(9)
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  • invest92X
Comment by invest92on May 07, 2025 6:47pm

RE:RE:last Q was certainly "growthy" enough :)

1Q /25 is the best earnings I have seen from 5N Plus so far. Astounding 
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(1)
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  • leopold99X
Comment by leopold99on May 07, 2025 6:25pm

RE:last Q was certainly "growthy" enough :)

That was quite the comment "not growthy enough" He had no clue regarding VNP.  I expect a nice bump tomorow.
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(48)
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  • s2000duckX
Post by s2000duckon May 07, 2025 5:05pm

last Q was certainly "growthy" enough :)

drastic backlog reduction likely a concern for analysts, regardless of reasons given. Conf call Q &A should be interesting!
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(1726)
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  • Possibleidiot01X
Post by Possibleidiot01on May 05, 2025 5:25pm

Jordan Zinberg - BNN - WATCH

WATCH 5N Plus(VNP-T) May 05, 2025   Based in Montreal. Supply specialty semiconductors and performance materials. Customers such as, for example ...more  
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  • s2000duckX
Post by s2000duckon Apr 29, 2025 11:14am

VNP stock up 20%~ since the big buy 2 weeks ago....

No surprise. But  we are approaching the 50% retracement and sp average at $6.95 so caution is in the air. (mind the still existing gap at $5.86-5.95 zone) GLTA
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