Added to YB: 2026-01-23
Pitch date: 2026-01-21
SHMD [neutral]
SCHMID Group N.V.
-15.05%
current return
Author Info
No bio for this author
Company Info
SCHMID Group N.V. develops and manufactures equipment and process solutions for electronics, photovoltaics, glass, and energy systems in Germany and internationally.
Market Cap
$353.7M
Pitch Price
$9.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
-59.35
P/E
-2.64
EV/Sales
7.20
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
SCHMID Group NV (NASDAQ:SHMD): The German🇩🇪 AI Pick and Shovel Play, You Never Heard of
SHMD (pass): German chip equipment maker w/ proprietary acidic TGV etching system for glass substrates, critical for AI/HPC packaging. €95M order book vs €17M H1'25 revenue, targeting €100M rev/12% EBITDA margin 2026. Secured $30M 'death spiral' convertible financing after near-bankruptcy. Major dilution risk, Nasdaq delisting threat if 20-F not filed Feb'26. Technology moat strong but execution/regulatory risks extreme.
Read full article (17 min)