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Telenav, Inc. Message Board

gandhip 7 posts  |  Last Activity: Jul 2, 2014 3:34 PM Member since: Aug 17, 2000
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  • we may blow past the ceiling during the last rise and hit 20's soon. Exciting and glad I bought when I did.

  • gandhip by gandhip Jun 2, 2014 10:48 AM Flag

    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.

  • gandhip by gandhip Apr 29, 2014 7:43 AM Flag

    yesterday's CC was one of the most disgusting CC's I have ever listened to. As a major shareholder, that was the last news / tone I wanted to hear. I wish i took the signals from the last CC that things werent right...

    1) They are reducing breakeven only because te business isnt there - what a huge change from the $30MM qtr
    2) Officers sold big time during the qt
    3) They had no answers to the analyst questions.

    Unless I want to take a huge loss, only hope now is a buyout. Growth isnot coming in the 2nd half of the year, just listen to the mgt's confidence (or lackthereof)....

    any others feeling the same? or this board completely dead? The silence is telling

  • Reply to


    by gandhip Apr 29, 2014 7:35 AM
    gandhip gandhip Apr 29, 2014 7:39 AM Flag

    by the way, happy to reneter recently at $3.18 and $2.81 in addition to having a portion of my original $.445 shares.

    MERU killed me last night w/ their report so hoping ZHNE can more than make up for it.

  • gandhip by gandhip Apr 29, 2014 7:35 AM Flag

    just wow. When I sold 70% of my holding at 6+ and 5+ I really felt that this would escape me on the upside and I wouldnt have an opportunity to reload, let alone at current levels. I saw it going to the mid 3.5's but no lower so this downtrend is surprising, even given the lackluster quarterly results.
    Some things to keep in mind...
    1) ZHNE was trading at $3.30's before Mory opened his mouth regarding the $20-40MM expectation on fiberlan. My point is that analysts ran with those expectations and the fact that ZHNE got JITC, they expected the rev to climb fast and furious. I still beleive this play is a year+ out when it gets heavy traction and people dont realize things take time to materialize, especially in such a competitve environment
    2) Based ont he point above, ZHNE should be trading at $3.30's based on current fundamentals and little expectation on fiberlan, plus the bonus of JITC cert which was already planned. My point is you can confidently buy in at sub $3 for the mid / long term to make money
    3) Reviewing the latest CC, people dont talk about it much but the margin story is key. The guide lower on GM% (still within target range) crushed the profitability picture given that they were already light on Q2 forecast since mid/high single digit growth would also affect the earnings and thus p/e valuation. I think this is a non-factor because Mory stated that pricing pressures have subsided and 35-37% should be the low based on in quarter product mix and transition. I would expect upper 30's from Q3 out.
    4) I agree with Alak's thesis of 'building a stable base (legacy business) with whip cream on top (potential for fiber lan). It puts a floor in the stock price. For the long timers, at $2.7 ish, we are trading at $.55 pre split which is dirt cheap for a company that has invested several millions in its IP and product development.
    5) Check out this link and presentation or google search....zhone fiberlan presentation.pdf
    (cont part 2)

  • Reply to

    Today's Volume

    by stock.face Apr 23, 2014 2:01 PM
    gandhip gandhip Apr 23, 2014 6:15 PM Flag

    i am long ZHNE but also a realist.... the fact that so many are optimistic during the major selloff is a red flag that we will go lower. The argument against small volume price decrease is actually flawed - it is days where people throw in the towels and head for the exits that signal capitulation and a possible bottom.

    There is too much optimism at these level that caution me to add more today.

    each has their own opinion and this is just mine.

5.30+0.10(+1.92%)Jul 22 4:00 PMEDT

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