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Sierra Wireless Inc. Message Board

st067753 7 posts  |  Last Activity: Jul 11, 2016 6:23 PM Member since: Mar 16, 2007
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  • Reply to

    Insiders At Novatel increasing their positions.

    by vicdapirate Jul 9, 2016 12:33 PM
    st067753 st067753 Jul 11, 2016 6:23 PM Flag

    So this is reiterating 1st quarter (3/31/16) reporting which according to the Nasdaq, MIFI has only 15% Institutional Ownership. For all we know, they could have sold their position by 6/30/16 similarly to how George Soros bought 2 million shares and sold the position within 6 months. It's hard to gleam any insight on these based on the lag from real-time. I tend to look at the institutional interest percentage as companies like FLTX and CAMP have much higher percentages.

  • Today will mark the 4th trading day in a row with volume of less than 100K shares traded.

  • It's been over a month since MIFI issued a Press Release about Delivering a Solution for UBER Drivers in South Africa. It's been real quite since then....

    Will the next Press Release be to announce the sale of the company? There's a strong possibility for an announcement before the Q2 earnings report which should happen the 1st or 2nd week of August.

  • Reply to

    If there were ...

    by louisbartomeosr Jun 15, 2016 10:40 AM
    st067753 st067753 Jun 17, 2016 2:05 PM Flag

    Sue is still making money, don't be fooled. Let's not forget the 960,000 restricted stock units she received on 3/1/16. That's been a frustration for shareholders back since Peter was running things. MIFI Executives & the Board have been handing themselves restricted stock units (which are free shares) all the time. When MIFI was trading near $5, they would give themselves 200,000 share grants. Now that it's near $1, they give themselves 1,000,000 share grants. Do the math? They still are giving (handing) themselves $1M payouts over time. The true shareholders are the only ones at risk and have lost money on MIFI.

  • Reply to

    WOW, VOLUME 1

    by lnguyen_usa Jun 2, 2016 9:32 AM
    st067753 st067753 Jun 3, 2016 12:34 PM Flag

    Stop talking about the shorts.....For institutions, this is chump change. So if someone shorted 500,000 shares last April and got lucky at the peak around $6.60 and now sees MIFI trading at $1.60, we're talking about a $3.3M investment now worth $5.8M or a gain of $2.5M. Major institutions invest 10's, if not 100's of millions of dollars in companies.

    Sej said it right, this is about MIFI growing revenue and earnings. At a market cap that is half of Fleetmatics, MIFI would increase by 10X to $16 per share or $850M. MIFI had 534,000 subscribers as of Q1 and Fleetmatics had 737,000 (about 38% higher). Yes, MIFI has higher debt and less cash, but a $1.7B vs. $85M market cap difference won't last long.

    Buy all you can of MIFI

  • Reply to

    It's a Beat!

    by jasontheexaminer May 9, 2016 4:50 PM
    st067753 st067753 May 9, 2016 5:01 PM Flag

    Not to dwell on the negative but I didn't like the fact that IoT revenue fell by $5M QoQ and breaking out the SaaS & Services revenue showed only a $200K increase QoQ. Also, guidance for Q2 is disappointing.

    MIFI revenue seems to have saved the quarter with an increase of $10M QoQ even though it's the lowest margin business. Probably never a better time to consider selling the MIFI business.

  • Reply to

    MIFI Earnings Expectations

    by august1552 May 4, 2016 9:59 AM
    st067753 st067753 May 4, 2016 9:24 PM Flag

    So, in essence, Fleetmatics is selling at 4X annual revenue even when FLTX is trading near their 52 wk low. ($345M in annual revenue vs. a market cap of $1.4B)

    As great as FLTX numbers look, I don't see much upside at there current valuation for the stock price.

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