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DragonWave Inc. Message Board

byronangel 20 posts  |  Last Activity: Mar 2, 2016 12:14 AM Member since: May 17, 1999
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  • byronangel by byronangel Mar 2, 2016 12:14 AM Flag

    On the 22nd of this month, hundreds of packaging professionals will converge on Atlanta to attend the 7th annual NextPack conference. NextPack is billed as the “Conference on the Future of Packaging”. Attendees will be treated to insights from several renowned speakers:

    Larry Logan, chief marketing officer at Digimarc will talk about “Enhanced Packaging as a New Marketing Channel for Today’s Mobile Shoppers”—how technology and packaging are merging to create a new inflection point with today’s mobile-savvy shoppers.

    Sentiment: Strong Buy

  • Infinera was at a conference in Hawaii recently - everyone there without exception said they need more bandwidth

    The movement to the cloud is good news for Infinera

    Internet of Things will involve a lot of sensors transmitting video - this will be positive for Infinera

    5G will drive sales for Infinera when it happens

    There are still no products on the market that compete with Infinera Cloud Express, although competing products have been announced

    They will have announcements about product upgrades at the OFC conference later this year

    The North American cable companies have been pushing Infinera for years to get into the metro space. Transmode has a big opportunity with the cable companies.

    Sentiment: Strong Buy

  • byronangel by byronangel Feb 27, 2016 9:40 AM Flag

    A new book about the Kentucky Derby written by Bill Doolittle is coming out. The book will incorporate DMRC technology to show the reader videos of past races. Check it out online.
    Byron

    Sentiment: Strong Buy

  • byronangel by byronangel Feb 17, 2016 12:16 PM Flag

    Got an E-mail this morning from Liolios, the investor relations firm that DMRC uses. They're going to be having an investor conference 7 months from now, so they're letting people know. September 7-8 in San Francisco. I guess letting people know too early is better than too late.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:10 PM
    byronangel byronangel Feb 17, 2016 8:47 AM Flag

    Most Q4 filings are now in. In addition to Fidelity, Jericho was the other company that added 1m shares in the quarter. They ended the quarter owning 3.5m shares.

    The economy remains sluggish and there's not a lot of growth and not a huge number of companies that are having high growth in sales and earnings. As the growth in sales and earnings that we're seeing at INFN continues the stock can move higher.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:11 PM
    byronangel byronangel Feb 17, 2016 8:46 AM Flag

    AQR in Greenwich added 200,000 shares in Q4 and ended the quarter owning 425,000.

    Sentiment: Strong Buy

  • Elberon in Austin came in with a buy of 59,000 shares. I expect to see more institutions buying after earnings next week.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:11 PM
    byronangel byronangel Feb 13, 2016 9:18 AM Flag

    Federated, which has $30 billion under management in Pittsburgh, added 580,000 shares in Q4 and ended the quarter owning 1.3m shares. They obviously like the stock.
    Byron

    Sentiment: Strong Buy

  • byronangel by byronangel Feb 13, 2016 9:17 AM Flag

    A couple of filings are in from New York based investors. Senvest added 150,000 shares in Q4 and ended the quarter owning 765,000 shaers, making them DMRC's largest investor. They obviously like the stock. Additionally Kimelman & Baird came in as a new investor with a buy of 186,000 shares. I expect to see more institutional buying after earnings a week from Wednesday.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:10 PM
    byronangel byronangel Feb 12, 2016 9:20 AM Flag

    Blackrock added another 250,000 shares to their position in Q4 and ended the quarter owning over 4m shares. Also, Hodges Capital Management came in as a new investor in Q4 with a buy of 675,000 shares. They are one of the most highly regarded small cap investors. I often see Craig Hodges interviewed on CNBC. Who knows, maybe he will recommend INFN at some point on their air.
    Byron

    Sentiment: Strong Buy

  • Generated $133m in cash from operations in 2015

    Had meaningful growth in subsea business in 2015 and growth in all other verticals

    2015 ended with 20 customers for cloud express product including a number of large ICPs - 7 customers placed follow on orders in 2H 2015 - product has a full year lead in time to market over the competition - they are seeing accelerating demand in Q1 16 from large new customers

    They aggessively moved into the data center market in 2H 2015 - integration of Transmode is going well - they're in a strong position to take market share

    INFN is number one in market share with ICPs

    Sales are growing in Europe and they remain #1 in North America - they're especially encouraged by the growth they're seeing in LatAm and APAC

    They expect to gain market share in 2016 and their TAM is rapidly increasing

    Transmode should be accretive in 2016 - they're seeing a lot more demand for Transmode products than Transmode did as an independent company - INFN customers are buying

    Terabit PIC product will be out in 2016 - their technology lead over the competition is increasing and they're accelerating spending on R&D to further enhance their product portfolio - new products will increase profitability - their PIC technology continues to differentiate INFN products - they will be putting a PIC into Transmode products

    INFN customers are seeing demand as demand for bandwidth continues to grow - not seeing much in the way of macroeconomic headwinds

    cash - 26m from operations in Q4 - $356m in cash on hand year end

    guidance - Q1 is seasonally weak - sales - $245m plus or minus 5 million - EPS - 17 cents plus or minus a couple of cents - op margin - 11% - gross margins can continue to increase

    My thoughts - heading for EPS of $1/share here. With the growth this company is seeing the multiple should be at least 25.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:11 PM
    byronangel byronangel Feb 10, 2016 9:31 AM Flag

    Royce, one of the top small cap managers, used to be in SIGM, then sold out. As of Q4 they're back in the stock with a buy of 1.3 million shares. They obviously feel that now is the time to be in this stock.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:10 PM
    byronangel byronangel Feb 10, 2016 9:29 AM Flag

    Wells Fargo bought 400,000 shares in Q4 and ended the quarter owning over 2m shares. They obviously like the stock.

    Sentiment: Strong Buy

  • byronangel by byronangel Feb 10, 2016 9:27 AM Flag

    Morgan Stanley owned 40,000 shares at the end of Q3, then bought another 30,000 in Q4. If I was short I would be very worried watching all the heavyweight investors that are coming into the stock.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:11 PM
    byronangel byronangel Feb 9, 2016 4:16 PM Flag

    They bought 775,000 shares. Only a complete idiot could possibly believe that this is index fund buying. If it was index fund buying they would have bought 7,500 shares.

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:10 PM
    byronangel byronangel Feb 9, 2016 9:14 AM Flag

    Vanguard added almost 400,000 shares in Q4. They're now up to almost 10 million shares. A strong vote of confidence.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:11 PM
    byronangel byronangel Feb 9, 2016 9:12 AM Flag

    Vanguard added another 775,000 shares in Q4, bringing them to a total of 2.4 million shares. A strong vote of confidence.
    Byron

    Sentiment: Strong Buy

  • byronangel by byronangel Feb 9, 2016 9:10 AM Flag

    Vanguard added another 15,000 shares in Q4, bringing them to a total of 280,000 shares. Investors like Vanguard and Fidelity have unlimited firepower and will blow the shorts away eventually.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:11 PM
    byronangel byronangel Feb 6, 2016 10:11 AM Flag

    Alambic came in as a new investor in Q4 with a buy of 150,000 shares. Alambic is in San Francisco so I imagine they visited the company and spoke to management before investing.
    Byron

    Sentiment: Strong Buy

  • Reply to

    Q4 institutional buying

    by byronangel Jan 22, 2016 5:10 PM
    byronangel byronangel Feb 6, 2016 10:09 AM Flag

    Columbus Circle, which has $10 billion under management in Stamford, added 580,000 shares in Q4 and ended the quarter owning over 3 million shares. A nice vote of confidence, they are one of INFN's top 10 shareholders.
    Byron

    Sentiment: Strong Buy

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