IVAC from Curzio’s Spam for his Ventures newsletter.

By gdoggcrunch, March 24, 2018

”THIS TINY $6 COMPANY IS GOING TO REPLACE EVERY “SMART DEVICE” ON THE PLANET”… It is IVAC

Curzio claims:
“By this time next year, every single smartphone, tablet, smartwatch and auto display system you own will be obsolete. The year after that, nearly 40% of the world’s population will be using this replacement instead. Early investors stand to make 10x their money or more… with almost ZERO RISK.”

Curzio’s take is a super durable glass will be used on everything. Intevac (IVAC) has a component of their business that produces a protective film for glass. There is a video on their website that is pretty compelling.

In this presentation below IVAC mentions the 20x Scratch Resistance and the 20% Breakage Resistance that Curzio quotes in his newsletter.

http://investor.intevac.com/static-files/42f13d90-5f96-43d4-b629-026e9ea276a7

IVAC believes they have a $500 million Revenue Opportunity assuming 25% adoption on various devices.

Obviously with <$150 in Market Cap, a $500 million revenue opportunity could double or triple the share price. It trades at less than 2x Book value and EV/Ebitda of 12. Obviously there has got to be competitors, and I’ll be checking into those. Curzio may be right on the risk reward. It does trade only 120K shares a day, so if he gets any traction on his spam this thing could pop. Cheers!

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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onthefly71
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His teaser promotes it as an earth shattering change for the cell phone and tablet industry. Some searches on glass tech led to articles on self- repairing glass technology with a polymer called “polyether-thioureas.” No idea if that’s part of the story.

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onthefly71
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His teaser promotes it as an earth shattering change for the cell phone and tablet industry. Some searches on glass tech led to articles on self- repairing glass technology with a polymer called “polyether-thioureas.” No idea if that’s part of the story.

Reading the conf call- he is most likely referring to the oDLC glass coatings they provide via their “vertex” project. I see the mention of a top 5 cell phone company. I see the insider and institutional buys, he teases, some insider non-open mkt options etc.

Interesting but no ideas on who their competitors are etc

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gdoggcrunch
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Reviewed the bill Trump just signed and it would appear the funding should be available for IVACs defense business. I expect IVAC will provide clarity on their Q1 18 con call. http://investor.intevac.com/static-files/40351b8f-f581-41e5-bf2a-3dad7b680005 Is an updated company prezo from the link in my write up. What I do not know is when Curzio goes live with his CVO recommendation.

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