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Sequans Communications S.A. Message Board

  • johnlaw0077 johnlaw0077 Jan 18, 2013 8:56 PM Flag

    15th Annual Needham Growth Conference

    Go to the SQNS company site and click on Investors and then Webcasts and Presentations and log in as a private investor then listen to the 40 min presentation by our President and CEO Dr. Karam. This will give you a look at what's ahead. Can't beleive we don't have many analysts covering this company yet. Good things coming and we are the lucky ones in early in this TD-LTE 4G game. Hold tight and enjoy the ride in 2013. I've been waiting for this all to come into play and here we go. Buy what you can now and hold on all you longs!!!

    Sentiment: Strong Buy

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    • Interesting presentation. Basically, he outlined that they expect to get to $300 mils in revenue at about a 20% gross margin eventually (not in 13 by any stretch and maybe not even in 14). This backs up the thesis that for this stock you just need to be patient and eventually it will pay off big time. However, the negative was that it sounded as if China Mobile really will not ramp until the end of 13 and only India will pick up in the 2H of 13 along with some other stuff. They will continue to burn cash this year and hopefully they will secure a couple nice additional design wins that they can actually announce.

      The other interesting thing was his discussion on strategy and why they are only 4G pure play versus 2G/3G/4G like Qualcom and Broadcom. Basically, they feel the market is too crowded there and they would have to fight the big boys too much (and burn money on developing this stuff instead of spending their money on becoming a leading 4G pure play). Once 4GLTE networks get built out, there will be plenty of room for 4GLTE only devices which they are really well positioned for due to their advanced development, small footprint (die size) and low cost.

      Anyway, the presentation is worth listening to and I see why SQNS still languishes a bit as a stock in the near term since some will happen this year, but it's still a bit slow going (especially 1H13 which will remain really slow).

      Still, I do not think there are many companies in the market I can invest in today and pretty much know it will be worth at least 2x, 3x, 4x or 5x my original investment. This is a great "investment" and should be viewed in a 12 to 18 month horizon as one of the best investments around. Good luck to all longs and enjoy the ride in 13 as well as early 14.

      Sentiment: Strong Buy

 
SQNS
1.62-0.07(-4.14%)Aug 1 4:05 PMEDT

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