Added to YB: 2026-06-03
Pitch date: 2026-06-01
SHT-B.ST [bullish]
SHT Smart High-Tech AB (publ)
Author Info
No bio for this author
Company Info
SHT Smart High-Tech AB (publ) engages in the development and sale of nano-based materials and solutions for thermal management applications in Sweden, Europe, the United States, China, Japan, South Korea, and Southeast Asia.
Market Cap
SEK 1.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-12.58
P/E
-11.49
EV/Sales
217.87
Sector
Electronic Equipment, Instruments and Components
Category
growth
I am long $SHT Smart High-Tech.
SHT-B.ST: Long graphene thermal interface material (GT-TIM) maker pushing single-layer TIM 1.5 as new standard for hot GPUs/CPUs. Henkel strategic partner selling under Loctite brand; founder points to NVIDIA as approved customer. First AI hardware delivery May 25, $300K prepay in $5M 2026 framework. Risk: scaling 35K/mo China factory & dilution. Asymmetric; execution is the bet.
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