for what has been a difficult year for small caps, this may turn out to be my #1 lottery ticket.
Market cap and float being so low, that if they are to increase rev and GM% to the goals, the sky is the limit here.
it will be a rocky road with wild swings but if you can maintain a long term and trading position (that you trade in and out of) that would be great.
agree 100%. To that point, hopefully we get another offer. They are so undervalued if yu net out the cash and look at the cash flow from the core business
I agree with this sentiment 100%. I think the low volume fade is a telling sign that this is poised to run again. Today is a great day to reload.
I think Q4 will surprise to the upside and the insider buys is what adds to that conviction.
2 days ago? It reaked earnings miss and leak..... the volume was huge!
I would have been 2 hands full based on what we knew as facts but the volume made me hold back.
Good for those that took advantage as I think this market can be very rigged but I just have no proof.
good call and insights.....reading between the lines. supports the insider buying and conservative guidance which i appreciate.
Does INFN's guidance and news give you reason to believe NPTN is set to benefit?
I am buying
1) Obviously the warning last quarter despite the upbeat guidance the quarter before - is mgt being honest?
2) The numbers dont jive....if business is looking good and deals arent lost, why is Q4 such a moderate single digit increase and decrease YOY?
3) Decrease in margin % significant? Are they giving away product again and fiberlan.....completely contradicts mumble jumble's opinion that pricing has stabalized
4) Op expenses $2MM above guidance? How do they not know this ahead of time?
5) Very hesistant comments from CEO on Fiberlan near term. Anyone can throw out $100MM revs in 5 years without basis but the near term doesnt give confidence, pipeline doesnt translate to revs and sales cycles are much longer
Question is... was last quarter a throw in the towel and we have reached a stock low? Or do we have to wait for a year before a 'maybe' execution on fiberlan etc?
Curious if its worth a nibble before this apparent 'exciting news' Narrod indicated that he will shortly share?
Thoughts on this?
why calix over zhne based on valuation and opportunity? Institutional following?
I would think that if you are convicted in the space, you need to invest in ZHNE
no - not a peep.
But, I would assume if there is any plan to spin off the business, regarless of execution, will automatically create a 20-30% increase in share price based on similar companies taking that approach.
I would assume if he has a plan it should be a good one, minus the execution element.
It is time to buy
GM% increases QOQ - 20% to 26%
QOQ EPS inceasing from -.24$ to $.01 earnings
Buying accretive revenue @ .5x sales - obviously sale not good news for EMKR
Why would anybody not mortgage the house and buy$ big time? There is no other fiber optic company with better position at this time...
'Further, the company updated its outlook for the third quarter. The firm sees adjusted results in a range of a net loss of $0.04 per share to earnings of $0.06 per share. Revenue is estimated in the range of $80 million to $82 million.'
Midpoint is penny profit vs consensus 10cent loss, revenues up, buying accretive business, insides buying.
This stockis dirt cheap!
should have pushed the stock back to well over $3. They raised guidance and are expanding product lines and being opportunistic. Insider buys showing convction not too long ago.
picking up some shares at these levels.
After yesterday's price movement, I would have expected a warning.
where is the stock at alyssa ? that is all that matters.
i made a mistake as I have sources that indicated that chunk as an insider purchase and it turned out to be options granted at nothing.
im making money though and you were wrong so just chill brother and take your beating like a man.
sorry bro for your loss and incorrect prediction. Everyone makes mistakes so just move on and hope your next trade pans out.
not intentional ....my source was wrong and it was a mistake. i dont owe you jack. I am here just to monitor the direction of NPTN shares and glad i reloaded in a big way at 2.58
yep....long and really think you are on the wrong side of the trade here at the worst time. TNAV has gotten dessimated and the value of the business is worth way more than current levels. they are clicking in their growth buinsess and as the intersection takes place in overcoming te decline in legacy, this will fly.
Investors are short minded which has caused the deterioation in the stock. once growth is place and share count decreased, the upward rise will be accelerated. The current move upside is a tease to get long timeholders to bail while they can, but a double is in store for this little gem that nobody cares about right now.
I have been a silent viewer from afar but this was actually a very insightful post. I may consider adding to my holdings but need to liquidate some positions first
actually not really...been following since it was $5 before the runnup but since have noticed the following:
1) Soros backing
2) Cash on hand due to secondary
3) Growth sector - product leadership
4) potential buyout candidate
5) Insider buying
6) Tableau vs DWCH head to head compare
Looking to dip in hands over fist today.....concerns?
I must admit that while i find your posts duplicative and somewhat annoying, you have been pretty on target with your predictions on Zhone so far. While its great that you have made significant $ (im guessing) with spot on calls, let others point out your 'atta boys' rather than your reminding us - being 'humble' has its advantages...finally leave the winding and unwinding terminology to wind up toys.
Well done in your tracking and ZHNE stock predictions and hoping your $4+ stock price becomes a reality.