Added to YB: 2025-12-30
Pitch date: 2025-11-18
SHMD [bullish]
SCHMID Group N.V.
+60%
current return
Author Info
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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
$214.1M
Pitch Price
$3.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.02
P/E
N/A
EV/Sales
3.45
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
SCHMID Group: Panic Dilution Creates Entry Point as Debt Cleanup Clears Path to Compliance and Growth
SHMD added at $4: Debt-to-equity swap at $2.15 caused panic but necessary for compliance. Management forgave $5M debt, owns 70% so aligned. Guides $100M rev by '26 vs $75M current, strong backlog in glass substrate trend. 10% dilution now vs potential upside if becomes current filer & taps better financing.
Read full article (3 min)