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