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PCTEL, Inc. Message Board

mawchek 5 posts  |  Last Activity: May 24, 2016 10:59 PM Member since: Aug 21, 2000
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  • ICAD is not out of the woods yet. We need to see a genuine revenue/earnings pop along with market acceptance of new products. It is heartening to see the PPS showing such strength in a flimsy macro market.


  • Reply to

    Should be good CC

    by foogie88 May 3, 2016 4:37 PM
    mawchek mawchek May 4, 2016 6:30 AM Flag

    Hey foogie88, it was a good CC. Good to hear management's optimism for growth in skin EBx given the satisfactory reimbursement levels being witnessed. Good to hear of apparent strong interest in the tomo diagnostic and breast density products. Good to hear about the strong growth foreseen in H2 as sales efforts mature and further into 2017 as next generation diagnostic and therapy tools fill the pipeline. The optimism was refreshing after so many quarters of "hope and wait". At least now we have some substance behind the patience being demanded..

    The quarterly financial results were disappointing but not altogether unexpected. Not crippling by any means. Management's inability to provide revenue/earnings guidance will persist in keeping many investors away from major investments in ICAD for the next few quarters. I heard enough to maintain my position and expect strong PPS performance as ICAD's revenue/EPS growth unfolds. Patience will be rewarded. What did you think?


  • mawchek mawchek Apr 29, 2016 12:59 PM Flag

    Your opinion is foolish and biased, IMO. From the CC transcript:

    "We generated $64 million in cash from operations in the quarter, up 31% from $49 million in Q1 last year. Inventories were $81 million at the end of the quarter as expected. With the strong cash generation and value of our shares, we invested $12 million in capital projects, and repurchased $50 million of our common stock during the quarter.

    While we ended the quarter with nearly $30 million in cash and securities, we continue to expect to operate with less cash on hand during the year. This will likely include temporary draws from our $150 million revolver during seasonally low cash periods like the second quarter."

    No cash? Secondary offering? PLEEEAAASE!

  • Reply to

    Fine Quarter

    by mawchek Apr 28, 2016 4:27 PM
    mawchek mawchek Apr 28, 2016 10:41 PM Flag

    The earnings CC was informative. Management made a sharp and knowledgeable presentation. They know their business, as they should. Reiterated the goal of $2.75 EPS for 2019, a near tripling of the impaired $.97 reported for 2015. Significant share repurchases will help this goal along. Make your own assumptions for a PE on future EPS. I see solid PPS growth ahead.


  • mawchek by mawchek Apr 28, 2016 4:27 PM Flag

    SCSS beats $.20 consensus, earning $.27 in the latest quarter. Reiterates full year EPS guidance of $1.25-1.45, up from $.97 in 2015. The 15 PE on guidance is a bargain given earnings growth.

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