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dianakibsion 79 posts  |  Last Activity: 7 hours ago Member since: Mar 28, 2011
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  • .
    WSTL's conference call will be held on June 30, 2015 at 9:30AM Eastern Time)

    WSTL with 62c/share cash and no debt reported a better-than-expected fiscal 1Q 2015 AH today. This was the 3rd consecutive quarter showing improvements in all fronts (the 3rd Q under new CEO Tom Gruenwald):

    * Net income beat consensus analyst's estimates by 2c/share
    * Revenues of $21.6M beat $19,1 consensus estimate
    * Increased revenues sequentially by 16%
    * Gross margins increased to 39% from 25% the prior quarter
    * Improved performance in all areas
    * Book value $1.4
    * P/S of 0.4 compared to 1.4 sector average
    * Analysts' mean price target if $2.25

    CEO Gruenwald commented:

    “Our fiscal first quarter was highlighted by strong order momentum, new customer wins, solid revenue growth, a healthier gross margin, and better inventory management. Favorable trends in our in-building wireless business, intelligent site management solutions, tower-mounted amplifiers, and power distribution products contributed to the improved results this quarter, In addition, our current backlog gives us a solid foundation for the second fiscal quarter, and we continue to invest in our product portfolio to drive future growth.”

  • .
    Seekkingalpha author sees many positives ahead:

    New products launched in 2014 (UDiT & TMAs) were major revenue contributors in fiscal 4Q 2015 ended March 31, 2015.

    Westell launched a game-changing new product on June 25, 2015 designed to eliminate DAS Near-far problem and to optimize in-building wireless (IBW) optimization and commissioning.

    Westell is expanding into high-growth Latin America and Africa and is pursuing more a diverse client base to grow revenues.

    The company is working on several initiatives to raise gross margins from the current mid 30's to a sustainable 40%+.

    http://seekingalpha.com/instablog/12222521-micro-cap-gem-finder/4135705-wstl-a-1_04-stock-with-63c-share-cash-game-changing-products-and-global-expansion-could-triple

    I gave you guys GIG at $1.68 on Monday and now it's $1.9 heading to $3

  • dianakibsion dianakibsion 15 hours ago Flag

    That's a lazy man's question. It takes 1 minute to check something like that. The press release says July 30 at 8AM

  • .
    Highlights/reasons for upgrades after record 2Q 2015 performance and strong guidance (July 27 AH):

    * GIG beat the analysts' consensus net income estimates by 3c/share and beat revenue estimates
    * 2Q 2015 was first quarter of GAAP profitability on record non-GAAP profitability
    * Guided for record 3Q 2015 $10.3 million revenues and GAAP profitability
    * Guided for at least $39 million FY 2015 beating previous estimates and 24% higher than 2014
    * Record gross margins of 63%
    * Increased cash to $18.4 million or 65c/share. GIG has no debt
    * All products lines enjoying high and steadily growing demand.
    * 2016 seems like another 20%+ growth year based on existing and new products such as small cells
    * GIG's near-term goal is to reach $100 million revenues though organic growth and acquisitions
    * Fastest growing company in the semiconductor industry
    * Technical analysis says "Strong Buy"
    * Trading at 30% of sector P/S and even lower in other valuation metrics

    Recent upgrades:

    7/28/2015 - B. RILEY Update GIG GigOptix Knocks the Cover off the Ball. Positive momentum expected to carry over in 2H. Rising estimated and PT from 2.40 to 3.30 (Issued this morning)

    7/28/2015 Roth Capital Boost Price Target Buy $3.00 - $4.00(issued last night )

    More upgrades expected.

  • GIG beat net income consensus estimates by 3c/share and reported in-line numbers from June 29 raised guidance. Fastest growing company in semiconductor industry ( 20%/year CAGR).

    Highlights/Excerpts from conference call (for full CC go to seekingalpha GIG):

    In the second quarter, we delivered our first quarter of GAAP profitability free of nonrecurring items, record non-GAAP profitability and adjusted EBITDA, and generated more than $1 million cash from operations.

    To briefly summarize the second quarter results, revenue was up the fifth straight quarter to $9.8 million, which represents an increase of 9% sequentially and 22% over the second quarter of 2014. GAAP and non-GAAP gross margin continued to improve significantly, up to 63% and 66% respectively, 3% and 4% from the previous quarter of 60% and 62% respectively.

    GAAP net income free of nonrecurring items was a record $500,000 or net income of $0.02 per diluted share (first GAAP profitability ever). Non-GAAP net income was a record level of $2.1 million or net income of $0.06 per diluted share, 50% higher than the entire 2014 year’s net income of $0.04 per diluted share. Adjusted EBITDA was a new record of $2.8 million.

    Cash increased by about $700,000 compared to the previous quarter, ending with a balance of $18.4 million (or 61c/share & zero debt).

    With our current positive outlook for the business, we expect Q3 to show revenue increases to about $10.3 million, which will mark the highest revenue record quarter ever in the history of GigOptix.

    I want to reiterate our previous updated guidance for 2015 revenue to be at least $39 million for the entire year, which would make this year the record revenue year for GigOptix and also to be the year with the best profitability and cash generation ever.

    My take - GIG will be trading North of $2.5 soon following expected analyst's upgrades....:)

  • GIG beat net income consensus estimates by 3c/share and reported in-line numbers from June 29 raised guidance. Fastest growing company in semiconductor industry ( 20%/year CAGR).

    Highlights/Excerpts from conference call (for full CC go to seekingalpha GIG):

    In the second quarter, we delivered our first quarter of GAAP profitability free of nonrecurring items, record non-GAAP profitability and adjusted EBITDA, and generated more than $1 million cash from operations.

    To briefly summarize the second quarter results, revenue was up the fifth straight quarter to $9.8 million, which represents an increase of 9% sequentially and 22% over the second quarter of 2014. GAAP and non-GAAP gross margin continued to improve significantly, up to 63% and 66% respectively, 3% and 4% from the previous quarter of 60% and 62% respectively.

    GAAP net income free of nonrecurring items was a record $500,000 or net income of $0.02 per diluted share (first GAAP profitability ever). Non-GAAP net income was a record level of $2.1 million or net income of $0.06 per diluted share, 50% higher than the entire 2014 year’s net income of $0.04 per diluted share. Adjusted EBITDA was a new record of $2.8 million.

    Cash increased by about $700,000 compared to the previous quarter, ending with a balance of $18.4 million (or 61c/share & zero debt).

    With our current positive outlook for the business, we expect Q3 to show revenue increases to about $10.3 million, which will mark the highest revenue record quarter ever in the history of GigOptix.

    I want to reiterate our previous updated guidance for 2015 revenue to be at least $39 million for the entire year, which would make this year the record revenue year for GigOptix and also to be the year with the best profitability and cash generation ever.

    My take - GIG will be trading North of $2.5 soon following expected analyst's upgrades....:)

  • GigOpttix has 60c/share cash and zero debt....Analysts have a $3/share target which will likely be raised after today's earnings report.

    Preannouncement: (June 29, 2015)

    - Record quarterly revenues
    - Record non-GAAP profitability
    - First GAAP-profitable quarter ever
    - Raised guidance for FY 2015 - This means that 3Q & 4Q 2015 will also be GAAP profitable
    - Growing at over 20%/year CAGR
    - fastest growing company in the semi industry

    Other excerpts from preannouncement:

    Continued robust demand in the firm's High Speed Communications product line - primarily for its QSFP+ drivers and trans-impedance amplifiers (TIAs) for data-center active optical cables (AOC) and transceivers, and the linear-coherent 100Gbps and 200Gbps drivers for use in long-haul and metro telecom applications, as well as new business opportunities in the Industrial product line – has resulted in the higher than initially forecasted revenue.

    Based on these preliminary revenue results for second-quarter 2015, along with continued healthy margin performance and tight expense controls, GigOptix also believes that it will achieve positive GAAP net income and record non-GAAP profitability.

    In addition, as a result of the better than initially forecasted revenue performance for first-half 2015 (up 22% year-on-year) and the current continuous strong growth outlook for both the third quarter and the remainder of 2015, GigOptix has raised its revenue forecast for full-year 2015 by 4% (from the previously announced guidance midpoint of $37.5m) to at least $39m (up 19% on $32.9m for 2014).

  • .
    .
    GIG recently raised guidance for 2Q 2015 and FY 2015. The company will start reporting GAAP profitability going forward on over 20% CAGR yearly growth rate and over 60% gross margins. The company is also bidding to acquire larger company GSIT. The combined company would generate over $100 million in revenues and be highly GAAP profitable........you must do your DD now because this is a high-reward low-risk opportunity .....

    GIG even without cash-rich GSIT has over 60c/share cash with no debt....the market is only valuing the stock at $1/share over cash!!!

    Analysts covering the stock has a $3/share target which will likely be upgraded after tomorrow's earnings release

    Seeking alpha has a nice article on GIG to help you begin your DD but I can't post the link here. Search for Seekingalpha GIG and you'll find it .....also go to GIG's news about the preannouncement that listed the stock to $1.95 when that's happened a few weeks ago. GIG is still under the radar but it will not anymore after the July 27 AH earnings release.

    MMs have been manipulating the stock in an effort to accumulate shares.....Your best opportunity to get in on a ground level is Monday morning......The price will rally as earnings AH approach....after that it's blue skies baby!!!!

  • dianakibsion dianakibsion Jul 23, 2015 8:25 PM Flag

    AMD & GIG are today at the same price. If you are in love with AMD go make some real money on GIG and come back if you wish. GIG will gain 50%++ after earnings on July 27.

    Mark this post

  • GigOptix Increases Second Quarter and Fiscal 2015 Revenue Guidance

    Preliminary Q2FY15 revenue of approximately $9.8 million, 8 percent above Q1FY15 and 5% above the previously provided guidance midpoint of $9.4 million

    Revenue guidance for fiscal year 2015 increased to at least $39 million, up approximately 19% from fiscal 2014, and 4 percent from the previously provided guidance midpoint of $37.5 million

    Expect to achieve positive GAAP net income and record non-GAAP profitability in Q2FY15
    Business Wire GigOptix, Inc.

    SAN JOSE, Calif.--(BUSINESS WIRE)--

    GigOptix, Inc. (NYSE MKT:GIG) a leading supplier of advanced high-speed semiconductor components for use in long-haul, metro, cloud connectivity, data centers, consumer electronics links and interactive applications, through optical and wireless communications networks, today announced it currently expects revenue for the second quarter of fiscal year 2015, ended June 28, 2015, will be approximately $9.8 million, or an increase of approximately 8% from the first quarter of fiscal year 2015, and approximately 5% above the quarter’s guidance midpoint of $9.4 million provided on April 27, 2015 (revenue up 22% above 1Q 2014).

    Based on these preliminary revenue results in the second quarter of fiscal year 2015, along with continued healthy margin performance and tight expense controls, GigOptix also believes it will achieve positive GAAP net income and record non-GAAP profitability.

    In addition, as a result of the better than initially forecasted revenue performance for the first half of fiscal 2015, which grew 22% over the first half of fiscal 2014, and the current continuous strong growth outlook for the third quarter and the remainder of fiscal year 2015, GigOptix today increased its revenue forecast for fiscal 2015 to at least $39 million, up approximately 4% from the previously announced guidance midpoint of $37.5 million. The updated revenue represents a YoY increase of approximately 19% compared with the revenue of $32.9 million in fiscal year 2014.

  • dianakibsion dianakibsion Jul 23, 2015 2:20 PM Flag

    Sold 100 shares of AMZN and bought almost 30,000 shares of GIG.....my $1.73 buy order is not yet filled.

  • Company says record non-GAAP profitability in 2Q 2015 to be reported July 27, 2015 after hours

    Company also raised full year 2015 guidance therefore 3Q and 4Q will also be GAAP profitable:

    http://seekingalpha.com/instablog/12222521-micro-cap-gem-finder/4183845-gig-1_77-raises-2q-and-fy-2015-guidance-and-projects-gaap-profitability-for-first-time

    Fact: GIG will fly to $2.5 - $3 because at this time it is still under the radar

  • NETE: Post Q1 Financing to Acquire PayOnline Clouds Company Valuation
    Zacks Small Cap Research By Zacks Small Cap Research
    June 29, 2015 1:15 PM

    While investors are cautiously optimistic about Net Element’s (NETE) pending acquisition of PayOnline, the dearth of financial information on the target and the complicated financing to fund it are off-putting.

    Given that shares outstanding each quarter will vary greatly depending on share price, we can only look to the end point shares outstanding some time in March 2015. With what we know, we expect the fully diluted shares outstanding to be approximately 80 million shares at that time. At $0.43 a share this is a market capitalization of $34 million. So if we take the original $27 million in revenues expected next year for the base business, and add another $5 million for PayOnline revenues in 2015, we get $32 million in revenues or 1.1 times market cap to sales-- an inexpensive valuation based on comparables trading at 4.6 times.

    Once we have some data on PayOnline, and a look at the balance sheet we can refine this. Given what we believe to be in the ballpark numbers, we believe Net Element could be considerably undervalued. We will not be adding numbers from PayOnline to our model until the deal actually closes and then we will rework the model. If the company could reach the average valuation of its peer, its common stock could be worth $1.43 per share twelve months from now based on an industry average valuation of approximately 4.6xs enterprise value to sales, up 232%.

  • Reply to

    .69 cent book value

    by dw32347 Jul 20, 2015 6:39 PM
    dianakibsion dianakibsion Jul 21, 2015 9:06 AM Flag

    The MMs are toying with retailers. This will turn any day. Right now it's time to accumulate

  • Who will pay attention to a silly statement like that???

    ROTFLMAO!!!!

  • Reply to

    There were two 100k share buys last week.

    by pitwig Jul 20, 2015 10:07 AM
    dianakibsion dianakibsion Jul 20, 2015 11:07 AM Flag

    Richer....New CEO and Path forward

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