GT Advanced Technologies Inc. (NASDAQ:GTAT)

CAPS Rating: 4 out of 5

GT Solar International designs and manufactures equipment that is used to produce solar wafers and cells. It also provides services for the production of photovoltaic wafers, cells and modules, and polysilicon."

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Member Avatar waynehe (84.35) Submitted: 8/14/2014 8:09:08 PM : Outperform Start Price: $17.09 GTAT Score: +3.25

Ride the Sapphire Wave


Member Avatar streetz313 (48.55) Submitted: 7/30/2014 11:19:14 AM : Outperform Start Price: $14.32 GTAT Score: +23.61

The iPhone 6 is the tip of the iceberg. Just personally purchased 300 shares at $14.20


Member Avatar justinr (72.46) Submitted: 7/29/2014 8:29:40 AM : Outperform Start Price: $14.60 GTAT Score: +21.90

The future of smartphones has arrived and it is sapphire


Member Avatar Treborn822 (94.49) Submitted: 7/15/2014 3:40:11 PM : Outperform Start Price: $15.19 GTAT Score: +16.71

Solar and Saphire


Member Avatar SunflowerMind (57.75) Submitted: 7/12/2014 5:31:51 PM : Outperform Start Price: $15.32 GTAT Score: +15.88

It has a great place in the solar industry which will be the future of power generation as we see oil prices rise in the future. Its producing for apple now and who's to say once its gets apple, it can't go out and produce for others once apple releases it.


Member Avatar DrGarnicus (35.09) Submitted: 6/23/2014 2:35:12 PM : Outperform Start Price: $18.75 GTAT Score: -6.36

iPhone 6 and the sheep that need them.


Member Avatar DargFool (53.46) Submitted: 6/3/2014 4:13:18 PM : Outperform Start Price: $15.71 GTAT Score: +10.31

Leadership in efficient sapphire production and applications for thin sapphire laminates.


Member Avatar MotleyGiu (61.55) Submitted: 6/3/2014 12:39:49 PM : Outperform Start Price: $15.71 GTAT Score: +10.39

The future of solar is looking bright...add a client like apple on their 'side' tech materials business, and the receipie looks pretty good to me, for the long term of course


Member Avatar jpokergman (< 20) Submitted: 5/9/2014 11:38:19 AM : Outperform Start Price: $13.26 GTAT Score: +28.41

It looks like a monster at this level.


Member Avatar tscoop323 (< 20) Submitted: 5/8/2014 5:05:18 PM : Outperform Start Price: $14.02 GTAT Score: +21.29

Apple new supplier.


Member Avatar afewgoodstocks11 (28.59) Submitted: 5/7/2014 7:48:00 AM : Outperform Start Price: $3.03 GTAT Score: +450.86

I own this in real life at 6.50


Member Avatar JeffryClarke (48.38) Submitted: 5/7/2014 4:55:06 AM : Outperform Start Price: $16.26 GTAT Score: +3.70

At $16 per share the Apple deal and historical polysilicon business are priced in. You get everything else - Merlin, Hyperion and the innovative LED technologies which could represent as much as $3B annually - for free.


Member Avatar MrMrr (< 20) Submitted: 4/25/2014 2:11:37 PM : Outperform Start Price: $16.04 GTAT Score: +4.44

with apple phone not comming out untill 2015.GTAThas more time to be cutting into corning part of apple


Member Avatar GTK1004 (98.98) Submitted: 4/8/2014 8:19:25 PM : Outperform Start Price: $17.05 GTAT Score: -2.42

apple play but risk due to meeting apple's demand


Member Avatar yippiekiyeh (99.50) Submitted: 4/8/2014 1:19:41 PM : Outperform Start Price: $16.71 GTAT Score: -0.50

Their main focus is sapphire crystal for smart phone displays. Any company associated with AAPL is going to get some love just by being associated with the iphone and ipad.


Member Avatar cameo86 (< 20) Submitted: 3/18/2014 9:08:23 PM : Outperform Start Price: $18.55 GTAT Score: -9.68

Hyperion Technology

Not just exclusive technology to apple, it can produce for anyone and retrofit solar, consumer and military industries with their research and development.

Costs were estimated that GTAT could produce the saphire matierial at $11 that number has now been reduced to about $6 and corning can produce it at $5 per screen. Whos going to the better tech, apple prides themselves of top of the line products. They are also sick of taking back cracked glass from Cornings gorilla glass. Saphire is 2nd only to diamonds in scratches and durability.

Exactly how the company plans to dominate the mobile market by putting its technology in every single phone.

How it’s dramatically driving down costs and boosting efficiency – two critical factors to success.

Between February 5 and February 10, GTAT shares shot up 28% on news that Apple (AAPL) has confirmed its commitment with GT to advance sapphire technology for its product line.

Yet many analysts and investors remain unconvinced.

They believe yesterday’s selloff was due to concerns that GT’s sapphire screens won’t be used in the upcoming iPhone 6.

They couldn’t be more wrong.

I’m standing fully behind my initial call – that investing in GTAT now is the smartest way to play the future of sapphire touchscreen technology before it’s begun. Here’s why…

Reason #1: Driving Down Costs

As I told Wall Street Daily readers, the main reason why Corning’s (GLW) Gorilla Glass is used in mobile phones instead of sapphire is simple: cost.

Gorilla Glass costs $2 per screen, while sapphire is around $20.

However, it’s important to note that sapphire production costs have already come down significantly – the price was $30 per screen last summer.

But there’s more work to be done, so how will GT keep pace going forward?

Well, there’s a critical factor helping drive costs down even further: GT has much better technology that’s helping boost manufacturing efficiency.

Simply put, we’re talking about a furnace that makes synthetic sapphire.

You see, the leading reason why sapphire screens used to cost $30 is the fact that you couldn’t grow sapphire in high volume. There were impurities that led to several unusable sections of the end product.

But over the years, GTAT has made several strategic acquisitions to help address these issues…

August 2011: The $80-million acquisition of Confluence Solar for its HiCz – a technology that enables production of high-efficiency monocrystalline solar ingots.

November 2012: The $10-million acquisition of Twin Creeks Technologies for its ion implantation technology that produces lower-cost substrates.

March 2013: An exclusive distribution agreement with Intego GmbH, which allows GT to market and sell Intego’s automated sapphire inspection tools.

May 2013: GT spent an undisclosed amount of cash, plus 3.4 million shares, to acquire Thermal Technology’s production equipment.

Alongside these acquisitions, GT has also invested heavily in R&D efforts. That’s resulted in the company delivering significantly more screens per furnace run, with smaller raw material costs.

That, coupled with its acquisitions, means GT now has the most advanced technologies – which has improved efficiency.

For instance…

GT now uses a next-generation ASF 200kg furnace instead of its previous 115kg furnace, allowing for a 74% increase in synthetic sapphire size.

GT is also using Intego’s Sapphire Inspection Tool, which yields 20% to 30% more usable sapphire per batch by improving its uniformity and reducing the amount of wasted sapphire.

And by acquiring Thermal Technologies, GT now uses the company’s improved annealing furnace, which allows sapphire screens to be finished at a lower cost, with a higher volume of screens per hour. It boosts cycle time efficiency by 20%.

But perhaps the greatest factor driving down sapphire costs is Apple’s love affair with the material…

Reason #2: Apple

During a conference last year, GT CEO, Tom Gutierrez, made a bold statement…

He claimed that GT’s first-generation sapphire screens would be manufactured for $10 above the cost of today’s “strengthened glass.”

That’s $12 per screen!

Now, it’s simple economics that higher volume and greater efficiency would drive sapphire prices down. But when I heard this, I knew that a drop to nearly single digits in such a short time meant that the Apple collaboration rumors had to be true.

And that was confirmed last week.

Apple spent $114 million to buy a sapphire production facility in Mesa, Arizona and struck a $578-million deal with GT for the company to produce sapphire inside its 1.3-million-square-foot, solar-powered factory.

This explains why GT’s 2014 revenue forecast showed an 80% bump in sapphire sales.

And the heavy hitters are waking up to the opportunity with sapphire, too…

Reason #3: Morgan Stanley

Morgan Stanley (MS) recently disclosed a $6.7-million (5.3%) stake in GT.

Do you think the company would throw that kind of money around if it didn’t think GT’s sapphire business was viable?

No, me neither.

And Morgan Stanley isn’t the only one buying into GTAT…

Like I do, these institutions see any weakness in GTAT shares as an opportunity to buy into the future of touchscreen technology on the cheap. And you can see how the strategy has impacted the share price.

I don’t know about you, but it seems pretty wise to invest in a company that’s leading the way in one of today’s little-known, but fast-growing, tech trends.


Member Avatar FoundryOnStocks (36.88) Submitted: 3/17/2014 2:49:58 PM : Outperform Start Price: $17.11 GTAT Score: -2.30

$24.00 Price Target by March 2015


Member Avatar markofzorro (30.04) Submitted: 3/13/2014 11:22:02 AM : Outperform Start Price: $16.61 GTAT Score: +0.98

GTAT is a ~2 billion cap company with a stock price is up 500% since last March. Has it run up its max or is this a bubble? Probably not.

The company makes sapphire crystals used in phone screens and photocells, but it's primary business is making the machines that make these products. The stock popped when Apple announced a huge factory in Arizona that will house a bunch of GTAT-owned-and-operated furnaces making materials for screens. According to the company, the great majority of their efforts will focus on bringing this major facility on line this year. While very promising, GTAT is taking almost all the risk and Apple is not committed to buying the output — though it probably will if the factory works as expected.

Sapphire crystal is vastly better than glass for many applications as it is far harder and nearly impossible to scratch, weighs less, and can be made thinner. The biggest drawback is cost — it costs 5 to 10 times more than its nearest competitor, Gorilla Glass, and large pieces shatter more easily than glass, probably limiting application to phones and watches.

Costs of GTAT sapphire have fallen rapidly and are likely to continue to do so.

GTAT's research and acquisitions are focused on cutting prices and raising volume and quality. For instance, the Hyperion Ion Cannon implants hydrogen ions 20 microns below the surface, which allows a crystal wafer to flake off with little or no use of saws.

While GTAT's immediate future is bound up with the big Apple project, it also makes innovative furnaces used to make solar cells and panels, a rapid growth segment, albeit there has been a glut of capacity here. Again GTAT has exciting new disruptive technologies for silicon carbide lights, which are cooler and more efficient than LED lights. Don't expect to see any revenue soon, but this may be a big winner down the pike.

In sum, GTAT has great innovative technology and is moving aggressively to build and market new products. They appear to have bet the ranch on the Apple deal in Arizona. If it works out, they will make a ton of money in 2014 — or lose their shirts. They have a deep lineup of innovative products in for allied applications and a bright future in the long run.

All this depends on the Apple deal, so I'd consider this a speculative stock, albeit a promising one.


Member Avatar naughtyguy (30.68) Submitted: 3/10/2014 9:53:01 PM : Underperform Start Price: $17.87 GTAT Score: +5.61

good company but overbought!


Member Avatar jamowood (< 20) Submitted: 3/7/2014 4:25:45 AM : Outperform Start Price: $16.93 GTAT Score: -0.20

Meets all Rule Breaker guidelines for explosive growth

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