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heatwillfall 11 posts  |  Last Activity: Sep 14, 2015 11:14 AM Member since: May 17, 2011
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  • 12 month target: $8++

    Game-changing article on Dataram (Search for micricapgemfinder DRAM if you want to learn more about this turnaround stock with huge immediate upside)

    DRAM Highlights:

    - 2M share low floater
    - Market cap is $3.2M
    - Revenues of about $30M
    - Trading at little over 0.1 X sales
    - New CEO David Boylan has recently purchased 200,000 shares at an average price of $1.5/share
    - DRAM has guided for return to profitability for Fiscal 2016 – after 4 years of significant losses.

    Highlights of fiscal 2016 guidance (to be reported September 14, 2015):

    “In Q1 FY2016, the Company projects gross, operating revenues of between $7.2 to $7.4 million, and operating results between break-even and a net loss of $50,000.”

    “For FY 2016, the Company projects gross, operating revenues of between $28.0 to $34.0 million, and operating result between a net loss of $100,000 and net operating profit of $250,000, in each case exclusive of the impact of one-time charges and events.”

    Returning to break-even and profitability after 4 years of significant quarterly and yearly losses will cause the stock to gain significantly from its current ultra-low valuation.

    In the company’s August 10, 2015 Fiscal 4Q 2016 earnings release, DRAM’s new Chairman and CEO Dave Moylan commented:

    "2015 was a pivotal year in the Company's history. We entered FY2015 with great uncertainty and an uncertain future. With investor support and a new leadership team, Dataram implemented an aggressive financial and operational transformation of the Company in order to establish a strong foundation for profitable inorganic and organic growth. We re-focused our efforts to concentrate on what we do best, and have done extremely well since we incorporated in 1967 – delivering customized memory solutions into complex technical environments for our business customers around the globe. In the last eight months, we made many difficult and necessary decisions to ensure the Company remained viable and relevant. These efforts have resulted in quantifiable bottom line improvements; a leaner, more flexible workforce, who can better respond to market and customer needs; and a strategy designed to facilitate partnerships and development of M&A strategies. They have also afforded us optimum strategic flexibility. We have removed more than $3.5M in annual operating costs, with the full effect of these reductions beginning in June 2015. We are also recognizing advances in sales activity. With the business re-aligned, we are turning our focus to profitably and growing the business -- both organically and inorganically -- to drive the next stage of Dataram's evolution."

    Dataram, founded in 1967, is an independent manufacturer of memory products and provider of performance solutions that increase the performance and extend the useful life of servers, workstation, desktops and laptops sold by leading manufacturers such as Dell, Cisco, Fujitsu, HP, IBM, Lenovo and Oracle. Dataram's memory products and solutions are sold worldwide to OEMs, distributors, value-added resellers and end users. Additionally, Dataram manufactures and markets a line of Intel Approved memory products for sale to manufacturers and assemblers of embedded and original equipment. 70 Fortune 100 companies are powered by Dataram

  • heatwillfall heatwillfall Sep 11, 2015 9:56 AM Flag

    Thank you for the link

  • Back to the glory days with the new management/BOD?

    Me thinks so

  • 12-month target: $5+

    Highlights:

    - Raised guidance for upcoming 4Q 2015 to be reported in September, 2015
    - On March 3 announced restructuring to save $4M to $5M by the end of fiscal year 2015 with an incremental cost savings of approximately $10M to $12M in fiscal year 2016.
    - 56c/share cash
    - $70M market cap
    - Revenues of $340M/year
    - Institutions hold 70% of shares with several activist investors among them
    - Recently announced a multi-million multi-year contract in the Philippines
    - Named top-rated microwave specialist for 2015 according research firm Infonetics…received 7 out of 10 No. 1 places leaving CRNT, Ericsson. Huawei, Dragonwire far behind

    Raised guidance summary:

    Raised Revenues from $80 - $85 million to $85 - $88 million. This means that AVNW will report its first positive adjusted EBITDA ever. This shows significant bottom line improvement sequentially and compared to the year ago quarter as follows:

    4Q 2015 (per reiterated guidance): Revenues of $85 - $88 million …….positive adjusted EBITDA
    3Q 2015 (actual): Revenues of $72.3 million ………negative adjusted EBITDA of $4.2 million
    4Q 2014 (actual): Revenues of $85.2 million…………negative adjusted EBITDA of $4.8 million

    The improvement to the bottom line followed a new activist Board pushing for improved operating performance.

    Following the change of the BOD in Januar, On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    “These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability.”

    Industry reports call for an 8% CAR growth in the next few years for the type of equipment and technology offered by Aviat Networks. This is a significant growth potential caused by a never ending global appetite for more powerful and improved wireless and mobility speed and capacity

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world

  • heatwillfall heatwillfall Sep 7, 2015 1:24 AM Flag

    LPTN will double/triple in September. Lpathomab news coming

  • heatwillfall heatwillfall Sep 7, 2015 1:22 AM Flag

    Aviat? Ceragon? Ericsson? Huawei?

  • heatwillfall heatwillfall Sep 5, 2015 9:49 PM Flag

    OK that makes a whopping $7500 total in revenues because they are two more Apple nuts like you in the world. AAPL will settle between $75 and $90 after the two upcoming disappointing quarters.

    Go Astros and Texans!!!!

  • Highlights:

    - Raised guidance for upcoming 4Q 2015 to be reported September 8, 2015
    - On March 3 announced restructuring to save $4M to $5M by the end of fiscal year 2015 with an incremental cost savings of approximately $10M to $12M in fiscal year 2016.
    - 56c/share cash
    - $70M market cap
    - Revenues of $340M/year
    - Institutions hold 70% of shares with several activist investors among them
    - Recently announced a multi-million multi-year contract in the Philippines
    - Named top-rated microwave specialist for 2015 according research firm Infonetics…received 7 out of 10 No. 1 places leaving CRNT, Ericsson. Huawei, Dragonwire eating dust

    Here are excerpts of the press release raising guidance:

    Aviat Networks to Release Fiscal Fourth Quarter and Fiscal Year 2015 Financial Results on September 8, 2015; Raises Fiscal Fourth Quarter Revenue Outlook

    SANTA CLARA, Calif., Aug. 20, 2015 /PRNewswire/ -- Aviat Networks, Inc. (AVNW), a leading expert in microwave networking solutions announced it is raising its fiscal fourth quarter revenue outlook to $85 million to $88 million. The previous range was $80 million to $85 million.

    The company will host a conference call at 4:30 p.m. ET on September 8, 2015 to discuss its financial results. To listen to the live conference call, please dial toll free 888-395-3227 or 719-325-2402, access code 8371663, by 4:20 p.m. ET.

    Competitors CRNT recently reported earnings surprising everyone with its return to profitability. 25% market share leader Ericsson is winding down microwave operations benefitting AVNW and CRNT.

    On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    The restructuring plan is part of Aviat Networks' ongoing efforts to lower fixed overhead costs and operating expenses, and generate cash. In addition to these restructuring actions, Aviat expects to achieve additional savings from non-headcount cost reductions.

    These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability. The comprehensive restructuring program includes:

    • Reducing the global workforce through the consolidation of functions and simplification of operational processes, and

    • Selectively focusing on market verticals and geographies where management sees the highest potential for profitable growth.

    "We have made significant improvements to our cost structure over the last several quarters," says Michael Pangia, President and CEO, Aviat Networks. "While the long-term outlook for microwave and millimeter wave wireless transport remains positive, management is committed to running Aviat Networks as a profitable, cash generating business and these restructuring actions are a critical step in accomplishing these objectives. These additional efforts have been carefully selected to have minimal impact on the introduction of our new products and allow us to maintain our strong service offerings to support key customers around the globe."

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world

  • Highlights:

    - Raised guidance for upcoming 4Q 2015 to be reported September 8, 2015
    - On March 3 announced restructuring to save $4M to $5M by the end of fiscal year 2015 with an incremental cost savings of approximately $10M to $12M in fiscal year 2016.
    - 56c/share cash
    - $70M market cap
    - Revenues of $340M/year
    - Institutions hold 70% of shares with several activist investors among them
    - Recently announced a multi-million multi-year contract in the Philippines
    - Named top-rated microwave specialist for 2015 according research firm Infonetics…received 7 out of 10 No. 1 places leaving CRNT, Ericsson. Huawei, Dragonwire eating dust

    Here are excerpts of the press release raising guidance:

    Aviat Networks to Release Fiscal Fourth Quarter and Fiscal Year 2015 Financial Results on September 8, 2015; Raises Fiscal Fourth Quarter Revenue Outlook

    SANTA CLARA, Calif., Aug. 20, 2015 /PRNewswire/ -- Aviat Networks, Inc. (AVNW), a leading expert in microwave networking solutions announced it is raising its fiscal fourth quarter revenue outlook to $85 million to $88 million. The previous range was $80 million to $85 million.

    The company will host a conference call at 4:30 p.m. ET on September 8, 2015 to discuss its financial results. To listen to the live conference call, please dial toll free 888-395-3227 or 719-325-2402, access code 8371663, by 4:20 p.m. ET.

    Competitors CRNT recently reported earnings surprising everyone with its return to profitability. 25% market share leader Ericsson is winding down microwave operations benefitting AVNW and CRNT.

    On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    The restructuring plan is part of Aviat Networks' ongoing efforts to lower fixed overhead costs and operating expenses, and generate cash. In addition to these restructuring actions, Aviat expects to achieve additional savings from non-headcount cost reductions.

    These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability. The comprehensive restructuring program includes:

    • Reducing the global workforce through the consolidation of functions and simplification of operational processes, and

    • Selectively focusing on market verticals and geographies where management sees the highest potential for profitable growth.

    "We have made significant improvements to our cost structure over the last several quarters," says Michael Pangia, President and CEO, Aviat Networks. "While the long-term outlook for microwave and millimeter wave wireless transport remains positive, management is committed to running Aviat Networks as a profitable, cash generating business and these restructuring actions are a critical step in accomplishing these objectives. These additional efforts have been carefully selected to have minimal impact on the introduction of our new products and allow us to maintain our strong service offerings to support key customers around the globe."

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world

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