Thanks for the report. I think a little LTE was baked into the price but If the market really thought that the SIMO LTE was in the S6, I am guessing the price would be near $40. There is plenty of upside with eMMC and SSD.
I don't know any specifics but after seeing the news story I thought it would be a great contrarian play. Of course I did not buy any.
Thanks to you and hopeful for the background on the CEO. I have not listened to enough SGMA calls to be able to read between the lines. It makes a big difference to know the style and history of the presenter. I have gotten burned (maybe that is harsh) by taking some other company presentations at face value.
I sold my RCKY recently. I think it has a ways to go still but wanted to redeploy some capital. I didn't want to post anything on the board that would give the local lunatic any fodder.
What also is important is the direction of the business. Phrases like "positive trend", "improved results", "trend will continue going forward", etc. are just as important as the numbers.
ADC and Booker: Thanks for the well thought out replies to my pessimistic post.
Unfortunately, costs are still going to continue to rise and GNW will always be back in the same situation and trying to catch up with rates to keep LTC from being a loser.
IFON is an official 2 bagger.
Dividends are listed. I only see three companies so far. Please let me know if I missed one or you expect one in the next week.
b_fr_nk IFON 100.78 0.00
hieronymous_blat NTWK 51.03 0.00
jazz9292 SQNS 44.23 0.00
fruitsalad12 MNK 28.09 0.00
bodybag2006 GLUU 27.84 0.00
pullinup BIIB 21.23 0.00
bottomsupinvestor HIHO 20.58 0.10
jazz9292 CRNT 13.64 0.00
bottomsupinvestor SIMO 11.99 0.15
fruitsalad12 JW-A 10.61 0.29
fruitsalad12 BWLD 9.05 0.00
valuebambino GIGA 4.14 0.00
S&P500 GSPC 3.44 0.00
pullinup SEB 2.75 0.00
hieronymous_blat MCZ -0.50 0.00
b_fr_nk MCZ -0.50 0.00
bodybag2006 PDII -1.86 0.00
pullinup ATRI -3.65 0.00
uptabdowntab HTCH -4.32 0.00
hieronymous_blat SDRL -4.61 0.00
jazz9292 JAKK -5.32 0.00
bottomsupinvestor HIMX -6.40 0.00
valuebambino DYNT -17.32 0.00
uptabdowntab INVE -19.89 0.00
b_fr_nk DAEG -21.43 0.00
valuebambino BDR -24.12 0.00
uptabdowntab ANR -26.97 0.00
bodybag2006 LF -42.17 0.00
Holy cow, where where did b_fr_nk come??? From near the bottom to first in one week. I hope he is out celebrating.
Only one more week to go with the contest ending ominously on Friday the 13th. We will have to see if b_fr_nk's strength will fade or the momo continue.
Group Average 6.18
It looks like one share traded this morning. I think that may be the market maker screwing with someone to cost you commission dollars for floating a limit order out there rather than crossing the spread with a market order.
Howdy uptabdowntab. I saw you posted some time ago on the NSATF board which is now NSAT. The stock seemed cheap at the time and still does to me. The cheap price was probably a combination of three things - a less than $1.00 share price, the fact that it is a Canadian company and not listed in the US, and lack luster growth. They just recently got listed on the NYSE MKT and did a reverse split. That should get them some additional interest and increased liquidity. Growth should pick up as they did a small acquisition and have some acquisition candidates in mind. They think the drop in military spending has bottomed. There is some business that should hit in the second part of 2015. Taxes and currency exchange makes the numbers somewhat cloudy.
In any case, I thought I would give you a heads up on the new ticker and listing in case you are interested and maybe get your two cents since I just started to follow the company and don't know much.
Just as I predicted, desperate posts before the divi. Yes, this is a dividend trap, but not for longs but for you and other shorts. This will be $0.32 of dividends paid on the last twelve months. This is after another $0.17 paid the twelve months prior to that. You have been giving the same evaluation of gloom for almost 2 years now.
Yes, I would feel trapped with the dividends if I were you.
I was happy with the call. Earnings and results for smaller companies can be "lumpy" from quarter to quarter with the exact timing of shipments or handling other financial accounting. The taxes and currency exchange are major non-operating factors and make the numbers erratic.
Yes, the second half of 2015 and beyond sounds like it will be strong. Ms. Chan did sound optimistic about an acquisition,
My opinion is that this stock is cheap even without growth. However, with the new business, bottoming out of the military activity, and possible acquisitions, there is a very real possibility for both growth and value here which is a great combination with a low risk profile.
I am still looking at the Q4 report but was wondering if these folk actually put out a backlog number. I see they refer to backlog in the release but maybe I missed the actual number.
14% YOY on earnings sounds good.
It has not been a lot but I am helping with the volume. I wish I started buying in earlier but in any case, it is still very, very, very cheap even at 52 week highs.
Just as I suspected, your desperate and inaccurate posts will increase before the x-dividend date. Only about 1 week to go. At that point you shorts will have to pay us longs the dividend unless of course you bash enough to buy shares and cover before then. Unfortunately, you will have to compete with me to buy your shares. Good luck with that one. I am looking forward to your next inaccurate and scare tactic post soon. Unfortunately, your moral compass is missing a needle.