since when do we care about analysts? It's pieces like this that motivates Pera to blow the numbers away and making UBNT into a cash making beast! All I can say, is thank you analysts! You make it easy to beat and raise each quarter!
debt seems fake, its just numbers... Tunisia, Iceland, Greece, a lot of their debt has simply been extinguished. They'll keep kicking it down the road, eventually robots will take over everything and farm for us and we won't need money... just enjoy the game before its over.
he's spent 200M$ buying back stock over the last 2 years, he owns 70% share, which makes it as if he bought in that much himself... or 8% of the float... the air float is getting thinner and thinner for the shorts!
how are you so on top of all this?! Excellent feedback! Thanks so much! Your work is truly appreciated! Also on seeking alpha! You don't have a stocktwits handle do you?
how much do you guys think the Virus will impact WISPs or the Service provider revenue... Seeing a lot of wisps still struggling with this, I know its not UBNT's fault to teach network security practices, and they had updated their firmware that a lot of wisps didn't update, but a lot of frustration is being directed towards the Brand.
I know what you mean, I bought a ton of shares even up here, sometimes, you just know, its not wrong to average up! I can't wait to see all the unveiled products! The community is really buzzing too! Compared to 2014, there's like 4 times more traffic!
There's nothing wrong with averaging up! I just added 3K more shares 30% from my initial cost basis! I like to bet on determined and bright brilliant people!
well played! I actually like it here more than I did down at 3.5, gambling payed off! I might buy 1K shares just as a speculative gamble!
I mean, why would anyone profit take if this is the turn after consolidating for 2 years... I wouldn't sell this stock at 60. The company is firing on all cylinders and basically still at the bottom of its 5 year channel and the lower range of valuations. With a ramp up of revenue I expect the 30 PE range to come back which takes this 50% higher just to reflect normal valuations, after, when stocking problems are solved and UNIFI really takes off, this thing will be in the 80-100 before people realize what the heck happened!
SPWR, CSIQ, YGE, SUNE... All these business models are starting to implode as leverage players chase bids to keep the lights on. FSLR is the only one worth investing it but I fear even FSLR will be sucked down part of the way until the dust settles. Great long term! But prepare to watch your money halved in the meantime... FSLR reached 0.4 book value last time solar went in the trash! Don't get me wrong, I actually bought half a position today! If Nat gas doubled or oil skyrockets then the bearish scenario is over... But it might also go down!
I'm not familiar with LC business but I glance at the metrics, what worries me is the damaging effects of words like "fraud" being thrown around, taking heed history... It doesn't need to be true to damage the earnings going forward. I'd stay on the sidelines until we get some more clarity, or maybe put speculative money to work and take quick profits on volatility! Best of luck!
Robert Pera, the most under promising CEO who gives conservative guidance is implementing a buyback again and saying this is "the beginning of a really good run" I expect the tripling of revenue he talked about 2 years ago to start gaining momentum now!
depends on the market, Pera sounded VERY enthusiastic about Enterprise, the most I've ever heard him! he said it was the "beginning of a very good run" however he was less than enthused about service provider... I'm pretty surprised myself, even without backwards compatibility, it should have been down that much!
channel checks say beat, stock tape says beat, community buzz looks like a beat, currency mix looks like a beat, product cycle adopting well... if it can't beat this quarter and the next, sell ubiquiti cause all the tailwinds for a beat and raise are present!