There is no new dilution. The stock compensation was granted 30 months ago. The reason the payout now is because how successful the company has been since. They hit the $2 million operating income milestone. The great news is they expect to hit the $3 million and $4 million milestones this year. Since there is little interest expense, $4 million in operating income is about $0.15 in operating EPS. That is EPS excluding the stock comp that then goes away after the $4 million milestone.
3D patent? Who cares about that?
Revenues up big. Earnings held down by what looks like a one time stock comp expense. Would have been $0.08 to $0.10 without the stock comp expense. I believe this is a non-recurring expense but will listen to the cc to confirm. Revenue guidance raised, but I thought it would be a little higher. Still looking for $120 million this year.
Too early to talk about selling. If GNW can keep knocking out $0.25 quarters, this will be a $8-10 stock next year.
A decent quarter should really move the stock. Things are starting to move Genny's way. Longterm rates have come off their bottom. MTG, the big mortgage insurer, reported a big beat. The economy has started to pick up. The only real issue remains LTC and I am confident, at least over the next year, rate increases will exceed the rate of higher policy payments.
The real test will be earnings either next week or the following week. Should be a decent showing, my guess $0.03-0.04. The big one should be the current quarter where my guess is $0.08 to 0.10. That's when all those new contracts kick in.
I take this report as a wash. As always, the promise is there. Need to hear the cc to see what impact the plant closing has going forward. For now, it's wait til next time again. I do believe we are undervalued at $8.18. I think we'll creep up from here.
A big one for KTCC. Years of under delivering. But the last few quarters have shown promise. Now they need to prove it. $0.19 or better with guidance of $0.20-.25 will juice this stock. The early earnings announcement may be an omen.
How is this not a $10 stock? PE based on last quarter earnings is about 6. Even identical twin Radian has a much higher PE.
Not too worried about the energy loans as long as crude prices stay over $40. The underlying properties will get sold for a moderate loss. That means the loss provisions already taken should cover most of it. Buffett didn't sell at $17, so he is definitely not selling here. The amount of assets is irrelevant, it's the ratio of capital to assets that matter. BAC's leverage is similar to the average bank. My primary concern is overseas exposure, but things are not getting worse their right now.
I have RFP and am waiting for earnings to see some fundamental improvement. One you may want to trade or buy for long term investment right now is SUNW. Up about 10% today on an AMZN partnership. Instant credibility for a stock that previously had credibility issues and that will grow 100% organically this year. Still way undervalued. Disappointed that the recent market rally hasn't lifted KTCC yet.
We are still waiting for your proof the company is selling shares on the open market. Since no Form 4s were filed recently, we know insiders aren't selling. You made a wild claim now back it up.
These numbers are HUGE! $24 million in just over a month. And that's just commercial and ag. Even if new orders drop by half they should be over $125 million in revenue this year, and $150 million is reachable. These guys are killing it in a hot market. Today's news on SCTY had nothing to do with it, other solar stocks are down. Bought more this morning. Backlog is now above year end levels when the stock traded over $3. We should at least get there quickly.
Hi bsup. Yes I believe it is based on increases in distributors. I believe the quarter we are in now will still have some of the costs of the last one, but should still be a lot better. Sales and earnings should really take off next quarter.