I am buying more. New products coming, great margins, great technology. If some fund unloads some shares I will be there to take them. Oh, great chart too. Got any shares to give me at $16?
I love it when Goldman puts out a negative Gold announcement and that is the turning point for Gold to rise!!!!
But, some people have the news in advance. How about the companies that are testing the gage. Maybe they love it and are planning to order 10 more? Same for some of the other products. That is not inside information, but still a good reason to buy the stock.
I don't have an answer. It depends on how quickly the new products are adopted and the margins they generate. great stocks have earnings that grow by 25% per year and have ROE's of greater than 20% and have a track record of accelerating revenue. (at least 3 quarters). So this can go from good to great, because we know they can scale the business, or they can stumble and have some weak quarters.
All the athletes are going to want to be tested before and after the games. The press is sure to cover it. CEMI needs to secure an order before the start, and then it will be amazing free coverage! Let's hope.
Ahead we have the announcement of the Gage, more non Chip OEM business and the some Wafersense revenue. The MX business will be spotty. You want to own this before all the good stuff is known by the public.
Be patient, it appears to be fully valued for the stuff that is known.
So far this just looks like a mild correction and a buying opportunity. What if the Fed is concerned about Brexit and they don't raise? Isn't the raise now baked in the price of gold? CDE still looks good.
Zacks Small Cap Research just did an excellent article on CEMI, focusing on revenue from Zika in the second half. Pretty good review of all of the company. We should get a little pop from it.
We are going to hear about Zika all summer. Over the weekend, I understand NY sprayed for mosquitos.
Wait until the games begin in Brazil. Can anyone think of other small companies that can benefit from this outbreak? I think more and more people will discover CEMI especially once they announce a test.
You would think BMO would put out there recommendation a few weeks before or after the CDE announcement. Not much credibility here, we recommend it only so we can be the seller if they need to raise funds!
This is a great time to own the stock. Everybody can guess how big and how fast the Zika orders will flow before the Game begin. Also how big and profitable will the Malaria test be? Will the NFL and every little league be require to test for concussions? We have no figures, but can imagine. Buy the rumor, sell the news!
Not done yet. This is probably a good time to add more while all is quiet. We know they have a great backlog, three OEM's now, the GAGE about to be launched, and other products just coming to market.
Sales could be lumpy, but at this point it would be hard to mess up.
According to Yahoo there is only one analyst giving estimates for next year. They need to get revenue growing and then attract more coverage.
This is a great buying opportunity. There are very few companies that can define a growth path in new products like this. I am buying especially if it goes down more. will sell in 2020.