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Sequans Communications S.A. Message Board

  • johnlaw0077 johnlaw0077 Jan 28, 2013 9:49 PM Flag

    reloading for a pop

    Earings comiong up on Feb. 7th and I feel a nice "pop" coming as it reloads here at 2.25. WImax will not make us much this past quarter and earning should drop as already reported. This is all factored in and it's the forward statements that will make us jump. Hold tight, should be a fun ride this year and into next.Time to make some bank on this baby.

    Sentiment: Strong Buy

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    • I think it's a good buy at these prices based on what I see their medium term prospects being. However, I am not too hopeful for positive guidance coming from the Feb 7th earnings announcement and CC. After listening to their Needham presentation, I got the distinct feeling that India at best would not see any volumes until Q3 2013 and China not much in 2013 (more than once Mr. Karam noted that he felt the big China ramp was going to be early 14, but please check the recording and if I am wrong I would be happy). Anyway, SQNS is very conservative on guidance and I believe their 1Q13 guidance will still be very poor since WIMAX is down and they are just shipping low volume LTE and they will not make any full year 2013 guidance (since they only seem to provide guidance for the quarter they are actually in based on the last few announcements/ CCs).

      Anyway, all that negativity aside, I still believe SQNS is a buy at these prices because I am about 95% sure it will be double or triple current prices within this year. I am just not putting too much hope into this announcement unless they get clearance to announce some more wins which would make a nice catalyst.

      Sentiment: Strong Buy

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