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Alcatel-Lucent Message Board

goalugo 26 posts  |  Last Activity: Aug 28, 2014 8:19 PM Member since: Jul 11, 2012
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  • goalugo goalugo Aug 28, 2014 8:19 PM Flag

    Wireless division is possible, certainly now that Alcatel regained full control of their patents. I doubt a merger, and a buy out will not happen.

  • Reply to

    GS Loan will be repaid next week

    by dr.johndurkin Aug 18, 2014 1:15 PM
    goalugo goalugo Aug 18, 2014 6:40 PM Flag

    I wonder if this was one of the things that has been holding up the sale of the wireless division. Why would someone pay for that unit if the patents that belong to it are in GS control? This will help clear the way for the wireless asset disposal.

  • He may not be too concerned about the current share price. However, he will care about the share price come March/April of 2016. An excerpt of his performance/incentive package:
    "The Board of Directors decided the principle of an award of 1,300,000 Performance Units in 2013 to Mr. Michel Combes with a three -year vesting period based on presence and performance conditions.
    Performance Units are conditional rights, which give their beneficiaries the right to receive a cash remuneration. The value of each Performance Unit is determined based on the average price of the Alcatel Lucent share on the stock market over the 20 trading days preceding April 1, 2016.
    One third of the rights will vest per year, subject to the fulfilment of performance conditions, and will be unavailable until the end of the three-year period."

  • goalugo by goalugo Jul 31, 2014 5:23 PM Flag

    Only 91 days until the 3rd quarter results. I can't wait. The earning release should come in around 10:15pm (PST) on 10/30/14. Predictions anyone? Sam? LOL…anyway, what a brutal day! All in all, the company has made significant improvements, including regaining control of the patents (August). With that, the first step of the transformation is nearly complete. Now the focus "Shifts" to innovation and growth. There is no pretty way to win this turnaround. With Combes and Raby we will win, but at times it will be "winning ugly".

  • Here in the U.S. ALU's press release will be available at 10:15pm (PST) Wednesday 7/30/14. Adjust the time for your time zone.

  • Reply to

    Shift Plan and Q2

    by theprofit2014 Jul 26, 2014 10:56 PM
    goalugo goalugo Jul 27, 2014 12:10 AM Flag

    I'm sure he meant 2016. The Shift Plan is a 5 semester plan. The second half of 2013 (when MC really took charge and started making changes), the first and second half of 2014, and the first and second half of 2015. 5 semesters Shift Plan. Now, according to Combes, they are ahead of schedule, so how much that changes things in terms of time frame, I'm not sure.

  • We Must Be Doing Okay to be Investing In Other Companies (see Below):

    CounterTack, a pioneer in delivering real-time endpoint threat detection, context and visibility around targeted attacks, today announced it has received additional funding to close its Series B financing round from Alcatel-Lucent

  • goalugo by goalugo Jul 23, 2014 6:35 PM Flag

    So NOK reports about 10pm PST (1am EST). Personally, I hope they beat consensus (+0.07) with positive guidance.
    What really intrigues me is this: ALU is ahead of schedule on the Shift Plan. This might be the last quarterly earnings report where there is real uncertainty regarding having a cash flow positive quarter. I hope they surprise to the up side. Going forward, we are going to be in a position where "hope" turns into expectation. If we truly are ahead of schedule, after July 31, we can expect further reports to meet the cash flow positive goals (void of any global meltdown).

  • goalugo goalugo Jul 23, 2014 11:10 AM Flag

    Didn't AT&T announce today that they just signed on ALU to work with them with Cloud Networking? Another nice win.

  • Reply to

    I'm Back.........

    by congoisking Jul 10, 2014 10:21 AM
    goalugo goalugo Jul 10, 2014 4:23 PM Flag

    Welcome Back. I've been with ALU since May 2012. Honestly, I added a little to my position because of Tradestoxx and his DD. Just been holding and will continue to do so until March/April 2016 when I will do a little profit taking. Wondering how you have made out with AVNR????

  • goalugo goalugo Jun 27, 2014 12:21 AM Flag

    Really? Should I take him/her off ignore just for the entertainment?

  • Reply to

    424,757,000 euros of debt cleaning up by repurchase

    by thibo5 Jun 24, 2014 3:16 AM
    goalugo goalugo Jun 24, 2014 10:46 AM Flag

    Not surprising. The bonds maturing in 2016 would dilute the share price, which would be bad news for Combes' financial incentive package that is tied to ALU's share price in April 2016. Don't expect any more share dilution until after this date. You would be wise to hold until April 2016.
    "The Board of Directors decided the principle of an award of 1,300,000 Performance Units in 2013 to Mr. Michel Combes with a three -year vesting period based on presence and performance conditions.
    Performance Units are conditional rights, which give their beneficiaries the right to receive a cash remuneration. The value of each Performance Unit is determined based on the average price of the Alcatel Lucent share on the stock market over the 20 trading days preceding April 1, 2016.
    One third of the rights will vest per year, subject to the fulfilment of performance conditions, and will be unavailable until the end of the three-year period."

  • Reply to

    damn i should bought "EGHT" last week at 6.90$$$

    by bobbo64 Jun 23, 2014 2:44 PM
    goalugo goalugo Jun 23, 2014 4:06 PM Flag

    ditto.

  • Reply to

    Alcatel-Lucent's Turnaround Is On Track

    by goalugo Jun 20, 2014 3:26 PM
    goalugo goalugo Jun 20, 2014 3:30 PM Flag

    Tie-up with Qualcomm
    Alcatel's partnership with Qualcomm to develop multi-mode cells is set to bear fruit in coming years. The multi-mode cells that combine Alcatel's lightRadio radio access network with Qualcomm's small cell chips are expected to hit the market by mid-2014.

    The two companies expect to launch small cells with improved wireless network reception in environments such as urban areas, shopping malls, and other enterprise venues. Mike Schabel, VP of Alcatel-Lucent's small cell department, declared that all of Alcatel's small cells will have integrated Wi-Fi going forward.

    As of January 2014, Alcatel had 65 contracted, revenue-generating clients in 42 countries. Increasing sales of smartphones and tablets have resulted in increased demand for data usage, and the deployment of small cell base stations will not only shrink overheads for Alcatel, but also improve the network speed.
    Alcatel-Lucent has a database of over 600,000 qualified sites available for small cell rollout across the U.S. and western Europe, and according to the Small Cell Forum, this figure can easily go up to 11.5 million by 2018.

    Bottom line
    Alcatel is moving in the right direction under a strong management team. The company is doing the right things by selling off non-core assets and inking key partnerships with leading players to grow sales. So, Alcatel looks like a turnaround play that shouldn't be missed.

  • Betting on a turnaround can prove to be a very lucrative investment if you pick the right company. It isn't as easy as it sounds, as comebacks can often end in disasters, thus it's important for investors to pick the right company. One company on a turnaround trail that's worth considering is Alcatel-Lucent (ALU) . In short, partnerships with Qualcomm (QCOM) and Intel (INTC) are why Alcatel's turnaround will be successful and why investors should consider this company for their portfolios.

    A brilliant CEO

    Although Alcatel-Lucent is down over 12% in 2014, the company is in the right hands and has strong upside potential. Michel Combes, Alcatel's CEO, seems to be a smart leader; he has taken the right steps to transform the equipment maker into a company that can remain profitable over the long term. In February, Alcatel delivered its first quarterly profit in two years, indicating that Combes' bold Shift Plan is starting to take effect.

    As part of his Shift Plan, Combes promised sales of non-profitable assets worth #$%$1 billion, and a #$%$1 billion reduction in overhead by 2015. He is sticking to his words and will oversee his second disposal by selling Alcatel's 85% stake of its enterprise unit to China Huaxin.

    Getting rid of non-profitable assets is a must for any company, but it is even more important for Alcatel-Lucent. With a debt/equity ratio of 168, it is evident that Alcatel is highly leveraged. As a result, the company often fails to generate enough cash to keep up with interest expenses. Thus, Combes' Shift Plan is a masterstroke, as it will not only help the company enhance its margin, but also improve its overall financial outlook. The company can use the cash to pay off debts and sustain long-term profitability.

    Combes knows that cost-cutting and divestments are not enough to reverse Alcatel's fortunes. The company has taken multiple steps in the correct direction and may complete its fairy tale turnaround sooner than many expect.

  • goalugo goalugo Jun 20, 2014 12:25 AM Flag

    I just posted this info in my previous post. Agree that something could be in the works with Orange.

  • goalugo goalugo Jun 19, 2014 7:29 PM Flag

    Orange, who could be a potential buyer or partner in ALU's sub unit, seems to like this Alcatel-Lucent partnership. I wouldn't be at all surprised to see Orange involved soon.
    As a side note, have you seen the Alcatel-Lucent web site recently? It now has small cell technology front and center, obviously preparing for the mid year roll out/release with Qualcomm.

  • Alcatel-Lucent (Euronext Paris and NYSE: ALU) has signed a commercial and technological partnership agreement with fast-growing wireless start-up EBlink to expand its capabilities for 4G LTE ultra-broadband mobile access networks and small cells. The agreement includes a Euro 3 million investment in EBlink aimed at supporting innovation and accelerating business momentum.

    This partnership will enable Alcatel-Lucent’s customers to benefit from EBlink’s advanced wireless solutions. It will provide new technological choices as they evolve their networks toward cloud and small cell architectures in order to meet the soaring demands for wireless data.

    Alain Rolland, founder and CEO of EBlink added: “For EBlink, signing this partnership with Alcatel Lucent reaffirms the relevance of our technologies and will contribute to EBlink’s growth. As part of this agreement, Alcatel Lucent will address new market opportunities and distribute EBlink’s wireless fronthaul solutions to its mobile operator customer base worldwide.”

    Alain Maloberti, Chief Network Officer of Orange, welcomes the agreement between Alcatel-Lucent and EBlink: he mentions: “Orange has been working with EBlink for several years and we are pleased with the performance of their Wireless Fronthaul solutions. We fully support the integration of EBlink’s technology into the roadmap of our base station vendors.”

  • goalugo goalugo Jun 7, 2014 3:58 PM Flag

    I view the decision to increase the Bond offering by 10% a good thing. I think it implies strong initial support for the offering. According to the press release, there was a deadline of June 5th to increase the over-allotment. And, on June 5th it was increased, otherwise they would have lost that option. We really have no idea how successful the offering was, but we could assume they would not have exercised the increase without support. But…we won't know for sure until further information is given.

    "The 2019 Bonds issuance may be increased by 10% to reach an aggregate maximum nominal amount of approximately EUR 660 million and the 2020 Bonds issuance may be increased by 10% to reach an aggregate maximum nominal amount of approximately EUR 440 million, if these over-allotment options granted to the Joint Global Coordinators and Joint Bookrunners are exercised in full at the latest on 5 June 2014."

  • Reply to

    Closing Green again today

    by valustoxi4u Jun 6, 2014 10:28 AM
    goalugo goalugo Jun 6, 2014 11:28 AM Flag

    It says you have been a member for six years…and this was your first post?! and a double post at that!!? Welcome!

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