All this talk of a potential ANAD buyout is, IMO, a bunch of hot air. This management team is focused on turning the company around, not on a buyout for peanuts. If the turn-around begins to falter, then, and only then, do I think a buyout is feasible. I would like to see a longer term plan for the company. Phase 1 is getting back to profitability, Phase 2 is coming out with some good products to sustain growth, but Phase 3 is what I'm interested in--moving away from being a boutique company and returning back to real head-to-head competition with the sisters. That's probably at least a couple years away. If we're ever going to see the stock price of this company back in double digits, they'll need to move away from the boutique mentality.
Well, verify what I am saying by reading the TheStreet "Avago Technologies (AVGO) Earnings Report: Q1 2015 Conference Call Transcript." Here is one mention of capacity issue in the CC: "Given this levels of growth, coupled with our expectation for additional FBAR filter content in upcoming Smartphone generations, we expect to remain capacity constrained through the balance of this year, even as we continue to grow our FBAR capacity over the next 12 months. As you know, we have expanded our Fort Collins fab capacity multiple-fold over the past few years but demand has continued to exceed expectations."
Which other players need more capacity? You need to be a bit more specific if you wish to be taken seriously.
BTW, AVGO, in the same transcript, also states: "Turning to second quarter of FY15. Similar to prior years, we expect a sharp seasonal -- some may even call it product life-cycle related -- decline in demand from our large North American Smartphone OEMs."
Don't know what you are saying are facts or not....but I know other players need more capacity...like I said, I am willing to wait this one out for awhile to see if a buyout happens. With AVGO announcing the Emulex buyout at their quarterly results it is worthwhile for me to wait for others to report in April at least.
Back on Dec. 23rd, 2014, investor_gadget, posted the following:
"I did a search of the US Patent office and found they assigned 84 patents to Silicon Valley Bank on October 24, 2014. Ten of these appear to be 2014 patents. Not sure what value they hold, but at least the bank must have felt there was some value. Maybe someone smarter than me would be able to discern value. Here is the link. http://assignment.uspto.gov/#/assignment?id=34056-641&q=anadigics
Thanks again to everyone for their input."
Did this get addressed at the last CC? Is this IP still assigned to the bank?
Bubba, the capacity constraints of Avago is in manufacturing their FBAR filters. They are addressing that issue by adding needed capacity to their existing locations. It sure seems that the GaAs capacity would not help them there. Do you think otherwise? What I am driving at is that Avgo does not need capacity ANAD can offer.
Settlement Date; Short Interest; Avg Daily Share Volume; Days To Cover
2/13/2015 6,301,677 427,226 14.750219
1/30/2015 6,153,916 597,921 10.292189
1/15/2015 6,141,552 440,237 13.950558
12/31/2014 6,205,325 355,682 17.446272
The last reporting period, there was a replacement of under a dollar shorts to over a dollar shorts. The pps right now is too high, too pumped up with nothing to back it up. No Upgrades for anyone.
Nice spelling. You prove your ignorance on a daily basis with each and every post!! It is amazing that you think your opinion matters!!!
ANAD is tied for fifth place for largest YTD percentage price gain at 63% out of 677 Tech stocks.
With the closing price today of $1.23 there is still a lot of upside left. For the last few months I
have constantly gone head to head with the notorious bashers on here about the low share price
on ANAD. It was priced for bankruptcy and actually trading lower than RSH unti Dec. This was
NEVER a bankruptcy situation. As far as my strong buy sentiment that I began posting in October
l can now REST MY CASE. The current share price is the proof that the strong buy sentiment
was correct irregardless of the negative bashers on here with an unknown agenda.
The only thing I have to back it up are the comments by the CEOS during conference calls. I am not an insider at ANAD, AVGO, SWSK., etc....but the CEOs are saying that they are becoming capacity limited....since they both have money to spend and have said that they are looking at acquisitions (note Emulex buyout announced today) it makes logical sense to look at ANAD. Regardless, based on the pps holding up really well after the conference call a lot of people are thinking that the pps will go up from here....I am just "wishful" that they would be bought out in shorter term so that I can take my gains and invest elsewhere....I am up 40% already, but think this will go higher. I am willing to hold on for a couple more months to see what it brings before cashing out.
Itasgaas , I agree with you on these crazy "phachina monologues" that idiot persistently posts on here.
The scenario you laid out a few months ago was in some ways better than the Stock Doctor. I believe
we have both been thinking along the same lines for the past few months on how this would play out.
So far we been proven correct. That phacina sold at $.85 so what does he know? I had a price target
back then of $2 and still believe that will happen at a minimum this year. The question as you stated is
will these bashers still be here at $2, $3 etc. FAGLER has already disappeared. The other GNAT is
what I call cheap entertainment and does prompt the rest of us to post so he does serve a purpose.
The bottom line is this. The short sellers no longer have control. Now, the smart STRONG money
has control of this because this share price is still undervalued considering the current situation.
BUBBA you may end up being correct about a buyout of ANAD but it will not be necessary for the
share price to continue to go higher. My calculations indicate that infrastructure revenue will continue
to increase for the remainder of this year at increasingly higher gross margins. As I stated back
on Jan. 26th that once we broke $1.05 the next resistance point would be in the $1.25-$1.30
range. We are now in the third week of that trading range and I can tell by the trading patterns
that a lot of the weak money has been taken off the table. All technical signals are still positive
It now appears that we are close to the next upmove. This breakout move is now into the fifth
month with a 123% gain from the bottom of $.55. Some of us are up in the high double digit
percentage gain area and now are playing with "house money" on an undervalued stock.
I have never pumped and dumped this stock despite the accusation from that IDIOTIC GNAT.
I still consider this to be a buy opportunity on every pullback. Some of us will continue
accumulating unless something fundamental changes.
I have been going around and around with this little punk basher for the past few months. I laid out
a scenario back then when ANAD was trading in the $.60's based on the cash burn and the cost
structure. The entire premise back then was that ANAD could no longer compete in the mobile
market because of the gross margins. The RESTRUCTURING plan was based on a lower cost
structure with higher gross margins. So far the restructuring plan has actually stayed ahead of
the original trajectory I had projected. Liquidity is no longer a problem. Infrastructure revenue
for the remainder of 2015 should see quarterly sequential increases in revenue with higher
gross margins. This little GNAT is making an issue about the difference between "revenue
contribution" and "significant revenue" from VCSEL. When I said significant revenue from
VCSEL I meant at least a 10% plus revenue contribution in 2016 which I would call "significant"
considering a revenue contribution currently of zero. This little boy duley should get a life
above and beyond this message board and forget about all his bitterness. He should just
try to learn how to make money buying undervalued stocks like some of us have done here.
No, I am not denying AVGO purchasing them. They are a storage, data and connectivity company. They have nothing to do with RF chips. I am just trying to make fun of bubba and his constant whine of someone big buying ANAD, without anything to back his notion up.
It is wishful thinking that is based on bigger companies already stating that they are having capacity issues....increasing capacity means more fabs or more foundry suppliers....I believe that high quality companies like the big RF companies will want to control the processes and the products and therefore will opt for buying a fab....and buying a fab with existing products that will be profitable and additive to the top and bottom lines even makes more sense, especially when it can be bought this cheap....