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Anadigics, Inc. Message Board

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  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    BUBBAROCKS631 I guess I misunderstood your question on capacity. As far as a buyout that has
    always been a possibility and may have something to do with this rally. My opinion is that it is more
    related to a turnaround in earnings related to higher gross margins and sequential increases in
    revenue this year. The revenue trough was Q3 and yet EBITDA remained in an uptrend. That to
    me is significant because this cost structure is more realistic to make ANAD profitable this year.
    The one thing that would make this stock go much higher would be a growth rate in infrastructure
    revenue with higher gross margins. Revenue of $30 mil. quarterly with a 60% plus infrastructure
    revenue mix would put quarterly EPS in the $.05-.$.10 range. That scenario would have to move
    the share price up towards the $5 range. I still think we are early in this rally.

    Sentiment: Strong Buy

  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    I was referring to AVGO or other bigger company buying ANAD for ANAD's excess capacity....not ANAD acquiring more capacity. Some of the bigger names have stated that they cannot produce enough products or are getting very close to their capacity so buying out ANAD seems logical....regardless, I believe you are right about the direction of the pps....could be a good turn around story with or without a buyout....thanks.

    Sentiment: Buy

  • Reply to

    Selling the news

    by logicarus Jan 28, 2015 4:36 PM

    Close, but no cigar, Logic. AH had 95 shares go for $1.09. That's it for AH.

  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    Yes, the revunue split they predict for end of the year is 25:75 (mobile:infrastructure). If one believes their predictions (they could never predict a quarter in advance, never mind a whole year) that would imply, by your own nonsense claim of $10M "stabilized" mobile revenue, a $30M infrastructure revenue. That's a 25:75 split anyway. So, is your prediction of implied $40M per quarter wrong, or what? Do you want to take anything back?

  • EmilyChen284 and her just-as-evil second personality, A_Jessica, about to have a hissy fit and spew a lot of "AH HAH AHA HAH AH ..."s. You know, "both" of them are deleting all of their posts.

  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    BUBBAROCKS they don't need another FAB. They just need to get the FAB in Warren past 40%
    capacity utilization to become profitable. That should happen in Q2. After that we will have to wait
    and see. We will have to see revenue grow past $25 mil on a quarterly basis for this company to
    remain profitable on a consistent basis. The restructuring plan is aimed at focusing on infrastructure
    revenue. The goal is for infrastructure revenue to be 75% of revenues by the end of 2016. I would
    have to see a growth rate in infrastructure revenue to remain bullish on this company. If this plan is
    executed properly I see a good chance for this shift away from mobile to be successful. Most of the
    infrastructure markets ANAD has product in have high projected growth rates over the next few years.
    They have enough contracts locked up currently in infrastructure along with some good mobile
    contracts to make me optimistic at the current time.The big question is whether they can get enough
    of this business in infrastructure to grow revenues profitably over the next few years. VCSEL
    revenue on a contractual basis is speculative at best and I do not include that in my calculations.
    I will continue to monitor this company because I have a lot money tied up in it. In the mean time
    just hang on because this share price appears to be headed a lot higher based on the technical
    picture.

    Sentiment: Strong Buy

  • Reply to

    poor Maxben111 Sold his ANAD @ 1.00

    by geobre Jan 27, 2015 5:01 PM

    I guess Maxben has moved on, its too bad. he's missing out on a good thing here

    Sentiment: Strong Buy

  • Reply to

    Qualcom's major customer loss...

    by pittbullmama14 Jan 29, 2015 11:19 AM

    http://www.idownloadblog.com/2015/01/28/samsung-drops-qualcomm-galaxys6/

  • I predict ... SWKS will have an UP one. 33% gain in little over 2 months.

  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    It never is a bad thing to get profits....I bought in at about 0.80 but only because I think that they are going to be bought out by one of the bigger players who are having capacity problems....they could use another GaAs fab to keep their profit margins up. I could be wrong about this but I think a buyout happens in the next 6 months or so...regardless, it appears that management is making the moves to get back to profitability which will keep the pps rising after earnings announcement....JMO.

    Sentiment: Buy

  • looks to be Samsung. It appears Samsung won't be using QUALCOMM's chip in the next generation of one or more of its phones. Does this affect ANAD?? Help or hurt? Fact based responses appreciated.

  • Reply to

    Artificial price level

    by qahsan Jan 29, 2015 10:07 AM

    No doubt, this stock has been manipulated. The short sellers manipulated it last year to artificially
    low price levels. It was priced for bankruptcy. With the release of the Q3 earnings report that
    showed cash burn had been stabilized, that fear was alleviated. This run up recently is more
    related to speculation that the Q4 earnings will come in above guidance. I base that on the fact
    that net cash increased more than expected and gross margins above guidance. This company
    will swing to positive earnings this year so I think we have a lot of upside left on ANAD.

    Sentiment: Strong Buy

  • Reply to

    Artificial price level

    by qahsan Jan 29, 2015 10:07 AM

    Probably correct on most of your assessment. The company is still losing monies and this huge runup is not justified. However, the shorts may be the ones running this thing up. The last Short report, with only 1% reduction in short shares, does not show that yet, but the next report, the 1/30/2015 will show pretty good decline in short interest, IMO. Institutional holdings for Q4 will not be out until mid February.Interesting thing is that there are still no upgrades from anyone that I am aware of.

  • Being a very low value stock, with a daily average volume below 500K, it is very easy to manipulate ANAD stock. Without anything substantive (in positive terms) this stock has had a great run up. But I am wondering whether it is a deliberate manipulation to avoid delisting ?

  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    That is very good advice. Been there done that too during the 1999 internet bubble. Did not touch a stock again for 10 years after that one. Got back into it in 2009 during the reverse bubble and have made my 99 losses back and then some. Hopefully I picked another winner here. Bottom line, never bet with bank's money!

  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    BETAFISHER that is good one. LOL. Apparently Emily doesn't understand the margin trading rules.
    I do know that margin buying can be dangerous. I got a good dose of that in 1979 when I got a
    margin call on Savin Business Machines during the October Massacre that year. I have been very
    leery about using margin since then. If you decide to come back in on a pullback just go cash.
    We still have a lot of upside left here.

    Sentiment: Strong Buy

  • Reply to

    cashed out

    by betafisher1 Jan 28, 2015 2:43 PM

    Emily, I borrowed against my credit card, so you can understand why I would want to lock in profits.

  • Reply to

    Selling the news

    by logicarus Jan 28, 2015 4:36 PM

    QCOM (after going 1.09% during the day, went down another 7.8% in AH) seems to have problems with their Snapdragon 810 processor -- overheating I hear. Their processors are being phased out by some phone makers, I think including Samsung.

    QRVO, well, that one shut up way too much prior to merger. It's time it goes down. It will take time to work out synergies between the merged companies.

    AAPL, is up 5.65% for the day, so wireless is not all doing bad. SWKS, after ending the day up 0.38%, went down about 1% in AH -- not bad.

    It's not the end of the world. There are going to be a lot smartphones sold in 2015 and a lot of RF content to go into them.

  • Both QCOM (-5.58% AH) and QRVO (-4.64% AH) are down after-hours on good earnings/iffy projections. Sentiment seems to be sell the news. I expect ANAD will consolidate tomorrow after initially opening lower. This is your chance to get in, though I doubt we'll see $1 again.

  • Reply to

    ItsaGaAs was correct about restructuring.

    by fdv54320 Jan 28, 2015 3:22 PM

    Def. a head of schedule since cash increased to over $14M. My guess is that ANAD will be profitable by end of 2nd QTR

ANAD
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