5N Plus Inc T.VNP

vnp comparable

[MacBook]

Transform TGAN

$18M revenue - no profits
$300M USD market cap

vs VNP

$240M - 34M profit  $CDN
$422M $CAN market cap

VNP very undervalued here. still unloved

[Possibleidiot01]

I appreciate , as a long time shareholder, the point you're trying to make but VNP appears to be a much more diverse company which if we were doing an apple to apple comparision ......... the point I'm trying to make is a pure play gallium nitrate company may be valued more highly in the market .

[MacBook]

Very few GAN companies have mil-spec experience. VNP is more uniquely situated that most "pure" plays baystreet still sluggish on vnp's potential imho.

[Possibleidiot01]

A web search brings up - competition IMO. Or maybe potential purchasers if the Cnadian dollar stays low. Semiconductors GlobalFoundries receives US Department of Defense funding to accelerate GaN on Si offering Misha Lu, DIGITIMES Asia, Taipei Thursday 19 October 2023 0   GlobalFoundries (GF) has received US$35 million in funding from the US Department of Defense

[MacBook]

yes, as china supply decreases, DOD needs western manufacturing. VNP has a number of patents on for masking layers to keep chip packaging to a minimum as well as the much needed RF and 5/6G patents.  Any north american foundy including GF is a target customer.    It's possible VNP space is already working to prototype for DoD custom requirements. very bullish VNP growth