Added to YB: 2026-07-17
Pitch date: 2026-07-13
LPKFF [neutral]
LPKF Laser & Electronics SE
-4.45%
current return
Author Info
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Company Info
LPKF Laser & Electronics SE, together with its subsidiaries, develops, manufactures, and sells laser-based solutions for the technology industry worldwide.
Market Cap
EUR 413.3M
Pitch Price
EUR 16.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
-63.01
P/E
-23.77
EV/Sales
3.63
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Shawarma Capital Portfolio Update: July 11, 2026 - LPKF Laser & Electronics SE
LPKFF (holding update): +80% since entry. Activist standoff went to June 4 vote, mgmt won. German listing gave back part of pop in small-cap pullback, now ~€17.5, still a double from basis. Glass-substrate AI packaging monopoly thesis intact, Part 4 live.
Read full article (1 min)