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Smart Technologies Inc. Message Board

  • rogerabc100 rogerabc100 May 20, 2011 1:01 AM Flag

    24 REASONS WHY 28% MELTDOWN IS NOT JUSTIFIED

    Please see the attached 3 links to verify numbers indicated in my post


    1) SMT price crashed 62% in 10 moths and is now trading at very low P/E and P/S

    2) Tiny market cap of $310M that easily can be pushed up by hedge funds

    3) Institutions hold 85% of SMT shares and soon will defend their investment after today crash of 28%

    4) Low Float of 14M shares out of 45M shares outstanding

    5) Large short interest of 18% needs to cover after MST meltdown of 28%

    6) Very low P/E of 7 and low P/S of 1.5

    7) Full year revenue of $790M, up 22% year-over-year

    8) Strong sales of attachment products, up 47% year-over-year

    9) Very large Annual gross margin of 49.5%

    10) Large Adjusted EBITDA margin of 23%

    11) Annual Adjusted Net Income of $85M, up 44%
    year-over-year

    12) Q4 earning problem is mostly related to strong Canadian dollar that could fade in Q1

    13) Adjusted net income for fiscal year 2011 was $0.65 per share compared $0.34 per share for fiscal 2010.

    14) GAAP net income for fiscal 2011 was $0.53 per share compared to $0.81 per share for fiscal 2010.

    15) SMT continued to see increased adoption of its solutions by businesses and government organizations worldwide.

    16) Revenue during fiscal 2011 increased 22%, supported by solid interactive whiteboard unit volume growth.

    17) SMT had healthy average selling prices and a 47% increase in attachment products sales.

    18) SMT had solid top-line performance in 4Q, as it benefited from robust sales of attachment products, totaling 35% of overall revenues.

    19) Q4 was impacted by additional costs related to strengthening R&D , ecosystem and global infrastructure.

    20) SMT believes it is critical to make investments now to maintain its long-term competitive edge in the market

    21) SMT outlook is not totally bad . SMT expects revenue in 2012 to be flat to 5% down compared to fiscal 2011

    22) Gross margin for the Q4 was 46.4%, compared to 51.2% for the prior-year period. Only slight reduction

    23) GAAP EPS for 4Q was $0.06 compared to $0.06 during the prior-year period.

    24) SMT at $7 is opportunity of life time

    http://finance.yahoo.com/news/SMART-Reports-Full-Year-and-pz-3494310032.html?x=0&.v=1

    http://www.dailyfinance.com/quotes/smart-technologies-inc/smt/nas

    http://www.dailyfinance.com/company/smart-technologies-inc/smt/nas/institutional-ownership

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    • If it was an opportunity of a lifetime at $7, it has to be grand theft now!!!!!!

    • Roger, how does this compare to you 16 Reasons why HEAT isn't cooking their books? Heat has lost 65% of it's value since that post.

      http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&bn=100101&tid=6371&mid=6371&tof=32&frt=2

      I think you're posts are informative, but they rely too much on company driven information, not future risk premiums to the sector they are in. SMT relies heavily on educational spending, which is getting pummeled by State's financial crisis.

    • 3 main reasons:

      1) Institutions hold 85% of SMT shares and soon will defend their investment after today crash of 39% in 2 weeks

      2) Low Float of 14M shares out of 45M shares outstanding

      5) Large short interest of 18% needs to cover after MST meltdown of 39% in 2 weeks

    • Merger and Acquisition Scenario
      SMART Technologies Inc (SMT) and Polycom, Inc. (PLCM)


      Revere Data's Merger & Acquisition Scenario Report offers independent, objective and insightful analysis into a hypothetical combination of SMART Technologies Inc (SMT) with Polycom, Inc. (PLCM) . The Revere report begins by identifying SMART Technologies Inc products that are either complementary or overlapping to Polycom, Inc. products. SMART Technologies Inc suppliers are then displayed alongside Polycom, Inc. suppliers, with overlapping suppliers to both firms highlighted. Dependent suppliers to both companies are also displayed, including the percentage of dependent revenue if known. Top SMART Technologies Inc customers and top Polycom, Inc. customers, including overlapping customers, are also shown. The Revere report then includes key business relationship data in the area of strategic partnerships for each company. Additional content and features include Lines of Business Summaries, Product Summaries, Individual SMART Technologies Inc Product Line and Polycom, Inc. Product Line Details, SMART Technologies Inc Earnings and Polycom, Inc. Earnings Summaries, and pro forma financial statements. Revere Data Merger & Acquisition Scenario Reports are an essential source of competitive insight into an array of potential merger, acquisition, takeover, consolidation, rollup or other combination scenarios, with particular focus in the healthcare, biotechnology, information technology, finance and media sectors. Revere's extensive databases on key business relationships, product lines, focused sectors, and financial performance indicators provide a rich and integrated information source for investment banking, corporate finance, C-level executives, management consultants, marketing, and business intelligence professionals who want actionable answers and ideas in seconds.

    • Excellent post. The recent double punishment is absolutely not justified.

      SMT believes it is critical to make investments now to maintain its long-term competitive edge in the market and there they mossed the EPS. The institutions hod 85% of SMT and soon they will initiate a huge rally to return SMT above $10

      Only stupid people selling $7 level . Smart money sees the huge opportunity and buy at these level.

    • Shhhhhh let me buy some more shares before everybody realizes this price is a steal. Entry point at 7,12 i am sure this will be a 100% gain in less than 18 months.

      • 2 Replies to marvic1900
      • 7 main reasons not to sell at $5

        1) SMT price crashed 62% in 10 moths and is now trading at very low P/E and P/S

        2) Tiny market cap of $310M that easily can be pushed up by hedge funds

        3) Institutions hold 85% of SMT shares and soon will defend their investment after today crash of 28%

        4) Low Float of 14M shares out of 45M shares outstanding

        5) Large short interest of 18% needs to cover after MST meltdown of 28%

        6) Very low P/E of 7 and low P/S of 1.5

        7) Full year revenue of $790M, up 22% year-over-year

      • SMT believes it is critical to make investments now to maintain its long-term competitive edge in the market. This is the main reason , it had a bad Q1. But SMT outlook is not totally bad . SMT expects revenue in 2012 to be flat to 5% down compared to fiscal 2011 . Also Gross margin for the Q4 was 46.4%, compared to 51.2% for the prior-year period. Only slight reduction

 
SMT
4.03-0.20(-4.73%)Apr 23 4:00 PMEDT

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