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Hauppauge Digital Inc. Message Board

heatwillfall 95 posts  |  Last Activity: Aug 28, 2015 11:14 AM Member since: May 17, 2011
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  • 12-month target: $3 - $4/share

    Fiscal 1Q 2016 was the third consecutive quarter of better-than-expected results under the leadership of new CEO Tom Gruenwald.

    Recapping the highlights of Fiscal 1Q 2016 reported on July 29, 2015:

    * Beat net income consensus estimate by 2c/share
    * Delivered $21.6 million in revenues beating handily the $19.1 million consensus estimate
    * Increased revenues by 16% sequentially
    * Increased gross margin to 39.3% from 25%
    * Decreased cash burn from $5 million to $1 million sequentially
    * Cash at end of quarter was $36.7 million or 62c/share and no debt

    Key CC highlights:

    * Biggest backlog in last two years. Very strong order flow
    * Highest gross margin in the last two years
    * New sales team under Chuck Bernstein while still under deployment singed up two significant clients one in the US and one in Latin America consistent with the major goal to diversify its client base and move into high-growth areas of Latin America, Africa, Asia
    * CEO expects a ramp in new client wins in North America and globally as the sales team gets fully deployed
    * Goal is to get gross margins to a sustainable 40%+ level. 1Q 2016 was an excellent start in that direction
    * R&D expenses will go down after the current quarter as game-changer Clearlink DAS begins deployment in late 2015.
    * GAAP profitability expected in two more quarters as sales ramp up, Clearlink DAS is deployed, and R&D expenses wind down.
    * Although progress in fiscal 1Q 2016 was great, CEO says Westell team has much higher aspirations going forward and expects operational excellence to improve quarter after quarter.

    In June 2015, WSTL introduced the ClearLink DAS, a distributed antenna system that the company says can solve the "near-far" issue. In other words, when a device gets a data signal from a DAS and a simultaneous signal from a distant macro tower, performance can be degraded.

    Westell executives said that the game-changer ClearLink DAS resolves the 'near-far' issue which is particularly problematic with LTE systems and will likely get worse as carriers launch LTE in additional bands. Westell said the problem can increase when carriers use frequencies that are not continuous. For some DAS equipment makers, points of interface and DAS equipment cannot be contained on the same chassis. This is not true of Westell's ClearLink DAS which permits the combination of both of these kinds of equipment in one chassis.

    Westell will start shipping ClearLink DAS next quarter. Westwll mentioned that several companies are interested in the product with two major carriers included….ATT and Verizon are Westell’s largest clients so it is safe to assume that they are the “two large carriers interested in the product.”

    Westell is exhibiting at the OSP Expo, September 1-3rd and at the upcoming CTIA Super Mobility 2015, September 9-11th.

  • Great opportunity to buy at bargain prices due to manipulation of low floater pps

    DRAM Highlights:

    - 2M share low floater
    - Market cap is $3.2M
    - Revenues of about $30M
    - Trading at little over 0.1 X sales
    - New CEO David Boylan has recently purchased 200,000 shares at an average price of $1.5/share
    - DRAM has guided for return to profitability for Fiscal 2016 – after 4 years of significant losses.

    Per the following August 10, 2015 guidance, Dataram Corp. (NASDAQ: DRAM) will report a strong fiscal 1Q 2016 on or before September 14, 2015.

    “In Q1 FY2016, the Company projects gross, operating revenues of between $7.2 to $7.4 million, and operating results between break-even and a net loss of $50,000.”

    “For FY 2016, the Company projects gross, operating revenues of between $28.0 to $34.0 million, and operating result between a net loss of $100,000 and net operating profit of $250,000, in each case exclusive of the impact of one-time charges and events.”

    Returning to break-even and profitability after 4 years will cause the stock to gain significantly from its current ultra-low valuation.

    During the August 10, 2015 Fiscal 4Q 2016 earnings release, DRAM’s new Chairman and CEO Dave Moylan commented:

    "2015 was a pivotal year in the Company's history. We entered FY2015 with great uncertainty and an uncertain future. With investor support and a new leadership team, Dataram implemented an aggressive financial and operational transformation of the Company in order to establish a strong foundation for profitable inorganic and organic growth. We re-focused our efforts to concentrate on what we do best, and have done extremely well since we incorporated in 1967 – delivering customized memory solutions into complex technical environments for our business customers around the globe. In the last eight months, we made many difficult and necessary decisions to ensure the Company remained viable and relevant. These efforts have resulted in quantifiable bottom line improvements; a leaner, more flexible workforce, who can better respond to market and customer needs; and a strategy designed to facilitate partnerships and development of M&A strategies. They have also afforded us optimum strategic flexibility. We have removed more than $3.5M in annual operating costs, with the full effect of these reductions beginning in June 2015. We are also recognizing advances in sales activity. With the business re-aligned, we are turning our focus to profitably and growing the business -- both organically and inorganically -- to drive the next stage of Dataram's evolution."

    Dataram, founded in 1967, is an independent manufacturer of memory products and provider of performance solutions that increase the performance and extend the useful life of servers, workstation, desktops and laptops sold by leading manufacturers such as Dell, Cisco, Fujitsu, HP, IBM, Lenovo and Oracle. Dataram's memory products and solutions are sold worldwide to OEMs, distributors, value-added resellers and end users. Additionally, Dataram manufactures and markets a line of Intel Approved memory products for sale to manufacturers and assemblers of embedded and original equipment. 70 Fortune 100 companies are powered by Dataram

  • .
    ELTK announced today that it has regained full NASDAQ compliance having traded above $1 for 10+ days.

    1 year target: $5++

    Highlights:

    - $10M market cap
    - $40M+ revenues
    - Reported 4c/share net income last quarter on 8% sequential revenue growth
    - Expects revenues/net income to head up
    - New equipment/technology & push in US/Canada are growth engines
    - Strong dollar good for ELTK

    ELTK CEO says return to profitability is sustainable & expects growing revenues & higher net income going forward. A strong dollar, ongoing efficiency gains and cost-cutting will drive net income to 10c/sh/Quarter.

    Two weeks ago, Israeli-beased ELTK - a manufacturer of specialty PCBs to the medical, aereospace, and defense industries, reported its return to profitability while showing a significant turnaround in revenues (as projected by the CEO in last quarterly report).

    ELTK is increasing revenues/net income by expanding its reach in the US and Canada where demand for its high-reliability PCBs is growing exponentially in the last two quarters, and by continuing to implement efficiency improvements with state-of-the art equipment recently installed and commissioned.

    On 8/19 Eltek announced:

    "Eltek Receives Orders Amounting to $1.1 Million From Three U.S. Customers in the Medical Device Sector"

    Showing Eltek's continuing penetration in the high-tech medical sector of the US and Canada.

    CEO NIssan is best known owner in the PCB and related industries in Isreal. Mr. Nissan operates his Nistec family of companies with discipline and class. Nistec purchased 51% of Eltek two years ago and just now it's stating to show positive results. CEO stated that he expects sustainable and growing profitability going forward.

    Also off the radar is DRAM @ $1.2 with a market cap of little over $3M float of 2M shares and revs of about $30M. Per recent guidance DRAM will return to profitability in Fiscal 1Q 2016 to be reported in 2 weeks. DRAM guided for a profitable fiscal 1Q and FY fiscal 2016.

  • Moving up because it completed its 10-day minimum $1 required by NASDAQ. NASDAQ compliance news ahead

    1 year target: $5++

    Highlights:

    - $10M market cap
    - $40M+ revenues
    - Reported 4c/share net income last quarter on 8% sequential revenue growth
    - Expects revenues/net income to head up
    - Strong dollar good for ELTK

    ELTK CEO says return to profitability is sustainable & expects growing revenues & higher net income going forward. ELTK trades at 02X sales and could double++ in a couple of quarters. A strong dollar, ongoing efficiency gains and cost-cutting will drive net income to 10c/sh/Quarter.

    Two weeks ago, Israeli-beased ELTK - a manufacturer of specialty PCBs to the medical, aereospace, and defense industries, reported its return to profitability while showing a significant turnaround in revenues (as projected by the CEO in last quarterly report).

    ELTK is increasing revenues/net income by expanding its reach in the US and Canada where demand for its high-reliability PCBs is growing exponentially in the last two quarters, and by continuing to implement efficiency improvements with state-of-the art equipment recently installed and commissioned.

    On 8/19 Eltek announced:

    "Eltek Receives Orders Amounting to $1.1 Million From Three U.S. Customers in the Medical Device Sector"

    Showing Eltek's continuing penetration in the high-tech medical sector of the US and Canada.

    CEO NIssan is best known owner in the PCB and related industries in Isreal. Mr. Nissan operates his Nistec family of companies with discipline and class. Nistec purchased 51% of Eltek two years ago and just now it's stating to show positive results. CEO stated that he expects sustainable and growing profitability going forward.

    Also off the radar is DRAM @ $1.1 with a market cap of little over $3M float of 2M shares and revs of about $30M. Per recent guidance DRAM will return to profitability in Fiscal 1Q 2016 to be reported in 2 weeks. DRAM guided for a profitable fiscal 1Q and FY fiscal 2016

  • Great opportunity to buy at bargain prices due to manipulation of low floater pps

    DRAM Highlights:

    - 2M share low floater
    - Market cap is $3.2M
    - Revenues of about $30M
    - Trading at little over 0.1 X sales
    - New CEO David Boylan has recently purchased 200,000 shares at an average price of $1.5/share
    - DRAM has guided for return to profitability for Fiscal 2016 – after 4 years of significant losses.

    Per the following August 10, 2015 guidance, Dataram Corp. (NASDAQ: DRAM) will report a strong fiscal 1Q 2016 on or before September 14, 2015.

    “In Q1 FY2016, the Company projects gross, operating revenues of between $7.2 to $7.4 million, and operating results between break-even and a net loss of $50,000.”

    “For FY 2016, the Company projects gross, operating revenues of between $28.0 to $34.0 million, and operating result between a net loss of $100,000 and net operating profit of $250,000, in each case exclusive of the impact of one-time charges and events.”

    Returning to break-even and profitability after 4 years will cause the stock to gain significantly from its current ultra-low valuation.

    During the August 10, 2015 Fiscal 4Q 2016 earnings release, DRAM’s new Chairman and CEO Dave Moylan commented:

    "2015 was a pivotal year in the Company's history. We entered FY2015 with great uncertainty and an uncertain future. With investor support and a new leadership team, Dataram implemented an aggressive financial and operational transformation of the Company in order to establish a strong foundation for profitable inorganic and organic growth. We re-focused our efforts to concentrate on what we do best, and have done extremely well since we incorporated in 1967 – delivering customized memory solutions into complex technical environments for our business customers around the globe. In the last eight months, we made many difficult and necessary decisions to ensure the Company remained viable and relevant. These efforts have resulted in quantifiable bottom line improvements; a leaner, more flexible workforce, who can better respond to market and customer needs; and a strategy designed to facilitate partnerships and development of M&A strategies. They have also afforded us optimum strategic flexibility. We have removed more than $3.5M in annual operating costs, with the full effect of these reductions beginning in June 2015. We are also recognizing advances in sales activity. With the business re-aligned, we are turning our focus to profitably and growing the business -- both organically and inorganically -- to drive the next stage of Dataram's evolution."

    Dataram, founded in 1967, is an independent manufacturer of memory products and provider of performance solutions that increase the performance and extend the useful life of servers, workstation, desktops and laptops sold by leading manufacturers such as Dell, Cisco, Fujitsu, HP, IBM, Lenovo and Oracle. Dataram's memory products and solutions are sold worldwide to OEMs, distributors, value-added resellers and end users. Additionally, Dataram manufactures and markets a line of Intel Approved memory products for sale to manufacturers and assemblers of embedded and original equipment. 70 Fortune 100 companies are powered by Dataram.

  • Highlights:
    - 2M share low floater
    - Market cap is $3.6M
    - Revenues of about $30M
    - Trading at little over 0.1 X sales
    - New CEO David Boylan has recently purchased 200,000 shares at an average price of $1.5/share
    - DRAM has guided for return to profitability for Fiscal 2016 – after 4 years of significant losses.

    Dataram Corp. (NASDAQ: DRAM) will report a strong fiscal 1Q 2016 within the next two weeks

    On August 10, 2015 (two weeks after fiscal 1Q 2016 officially ended), the company issued the following guidance:

    “In Q1 FY2016, the Company projects gross, operating revenues of between $7.2 to $7.4 million, and operating results between break-even and a net loss of $50,000.”

    “For FY 2016, the Company projects gross, operating revenues of between $28.0 to $34.0 million, and operating result between a net loss of $100,000 and net operating profit of $250,000, in each case exclusive of the impact of one-time charges and events.”

    Returning to profitability after 4 years will cause the stock to gain significantly from its current ultra-low valuation.

    During the August 10, 2015 Fiscal 4Q 2016 earnings release, DRAM’s new Chairman and CEO Dave Moylan commented:

    "2015 was a pivotal year in the Company's history. We entered FY2015 with great uncertainty and an uncertain future. With investor support and a new leadership team, Dataram implemented an aggressive financial and operational transformation of the Company in order to establish a strong foundation for profitable inorganic and organic growth. We re-focused our efforts to concentrate on what we do best, and have done extremely well since we incorporated in 1967 – delivering customized memory solutions into complex technical environments for our business customers around the globe. In the last eight months, we made many difficult and necessary decisions to ensure the Company remained viable and relevant. These efforts have resulted in quantifiable bottom line improvements; a leaner, more flexible workforce, who can better respond to market and customer needs; and a strategy designed to facilitate partnerships and development of M&A strategies. They have also afforded us optimum strategic flexibility. We have removed more than $3.5M in annual operating costs, with the full effect of these reductions beginning in June 2015. We are also recognizing advances in sales activity. With the business re-aligned, we are turning our focus to profitably and growing the business -- both organically and inorganically -- to drive the next stage of Dataram's evolution."

    Dataram, founded in 1967, is an independent manufacturer of memory products and provider of performance solutions that increase the performance and extend the useful life of servers, workstation, desktops and laptops sold by leading manufacturers such as Dell, Cisco, Fujitsu, HP, IBM, Lenovo and Oracle. Dataram's memory products and solutions are sold worldwide to OEMs, distributors, value-added resellers and end users. Additionally, Dataram manufactures and markets a line of Intel Approved memory products for sale to manufacturers and assemblers of embedded and original equipment. 70 Fortune 100 companies are powered by Dataram.

  • heatwillfall heatwillfall Aug 25, 2015 2:16 AM Flag

    High risk & very high potential reward. I am a gambler, I will grab a few tomorrow before earnings. Thanks!

  • Highlights:
    - 2M share low floater
    - Market cap is $3.6M
    - Revenues of about $30M
    - Trading at little over 0.1 X sales
    - New CEO David Boylan has recently purchased 200,000 shares at an average price of $1.5/share
    - DRAM has guided for return to profitability for Fiscal 2016 – after 4 years of significant losses.

    Dataram Corp. (NASDAQ: DRAM) will report a strong fiscal 1Q 2016 within the next two weeks

    On August 10, 2015 (two weeks after fiscal 1Q 2016 officially ended), the company issued the following guidance:

    “In Q1 FY2016, the Company projects gross, operating revenues of between $7.2 to $7.4 million, and operating results between break-even and a net loss of $50,000.”

    “For FY 2016, the Company projects gross, operating revenues of between $28.0 to $34.0 million, and operating result between a net loss of $100,000 and net operating profit of $250,000, in each case exclusive of the impact of one-time charges and events.”

    Returning to profitability after 4 years will cause the stock to gain significantly from its current ultra-low valuation.

    During the August 10, 2015 Fiscal 4Q 2016 earnings release, DRAM’s new Chairman and CEO Dave Moylan commented:

    "2015 was a pivotal year in the Company's history. We entered FY2015 with great uncertainty and an uncertain future. With investor support and a new leadership team, Dataram implemented an aggressive financial and operational transformation of the Company in order to establish a strong foundation for profitable inorganic and organic growth. We re-focused our efforts to concentrate on what we do best, and have done extremely well since we incorporated in 1967 – delivering customized memory solutions into complex technical environments for our business customers around the globe. In the last eight months, we made many difficult and necessary decisions to ensure the Company remained viable and relevant. These efforts have resulted in quantifiable bottom line improvements; a leaner, more flexible workforce, who can better respond to market and customer needs; and a strategy designed to facilitate partnerships and development of M&A strategies. They have also afforded us optimum strategic flexibility. We have removed more than $3.5M in annual operating costs, with the full effect of these reductions beginning in June 2015. We are also recognizing advances in sales activity. With the business re-aligned, we are turning our focus to profitably and growing the business -- both organically and inorganically -- to drive the next stage of Dataram's evolution."

    Dataram, founded in 1967, is an independent manufacturer of memory products and provider of performance solutions that increase the performance and extend the useful life of servers, workstation, desktops and laptops sold by leading manufacturers such as Dell, Cisco, Fujitsu, HP, IBM, Lenovo and Oracle. Dataram's memory products and solutions are sold worldwide to OEMs, distributors, value-added resellers and end users. Additionally, Dataram manufactures and markets a line of Intel Approved memory products for sale to manufacturers and assemblers of embedded and original equipment. 70 Fortune 100 companies are powered by Dataram.

  • .
    12 month target: $5++

    The solar sector is becoming and will be one of the stronger sectors going forward...Competitors JASO, TSL, & CSIQ recently reported blockbuster querterly reports and guided for an even stronger 2H 2015.

    SOL highlights

    - Third lowest debt of all solar panel manufacturers.
    - Trading at 1/3 or less of solar panel competitors
    - SOL has guided for the highest gross margins in the last 5 years for the upcoming 2Q 2015 to be reported next week.
    - SOL is more diversified than competitors
    - Competitors JASO, TSL, $ CSIQ beat estimates by a mile and guided for even stronger 3Q and FY 2015 in the last few days

    JASO in last week's CC stated "Demand for solar panels in China is so strong that, in the second half of the year, the Company, as well as its peers (including YGE), are on allocation."

    There are new powerful catalysts that could have a profound beneficial effect on SOL's financial performance in addition to cost cutting, efficiency gains, and other initiatives the company has been working on in the last few months;

    Here are some of the recent short and long-term positive catalysts for SOL:

    1) Record demand for solar panels in China (see comment on JASO above and refer to TSL and CSIQ earnings/guidance)
    2) China's currency devaluation
    3) China's new policy to invest over a trillion dollar to encourage green tech including solar of course
    4) Obama's and other countries' push to curb pollution
    5) Oil's super low prices making solar far more competitive than recent past

    Today's and last week's selloff provides a great entry opportunity for savvy/smart investors......SOL will make you money short and long term

  • .
    RBC Capital Markets‘s Mahesh Sanganeria:

    "Since Yingli’s core issue is cash management, lowering its shipment outlook is actually good – not bad – news, because it shows the company’s “focus on profitable growth rather than market share expansion through aggressive pricing. Yingli is “en route to sustainable growth.”

    From Bloomberg:

    Yingli Green Energy Holding Co., a Chinese solar manufacturer that hasn’t reported net income in almost four years, may return to profitability in the second half, the chief financial officer said.
    “We expect that through the second half of this year, the company’s profitability should be increased significantly and close to break-even or slightly profit level,” CFO Yiyu Wang said on a conference call with analysts Friday.

    There are new powerful catalysts that could have a profound beneficial effect on YGE's financial performance
    in addition to cost cutting, efficiency gains, and other initiatives the company has been working on in the last few months;

    Here are some of the recent positive catalysts for YGE:

    1) China's currency devaluation
    2) China's new policy to invest over a trillion dollar to encourage green tech including solar of course
    2) Obama's and other countries' push to curb pollution
    4) Oil's super low prices making solar far more competitive than recent past

    Savvy investors able to recognize these trends early and willing to take action will benefit the most.

    With YGE returning to profitability and growth we could see $10+ again in a year or two.

    Get in early in the recovery. We are specialists in identifying turnaround opportunities ....We gave you GIG at $1.68, WSTL at 95c, ELTK at 95c, CRNT at $1.1 before earnings . They are all 30 - 60% higher after earnings and still have significant upside.

    Our two new picks are YGE at 85c and DRAM at $1.5.

  • There are way too many positive initiatives and progress in the regulatory front that justify multiples relative to today's ridiculous pps

  • heatwillfall heatwillfall Aug 8, 2015 7:20 AM Flag

    Actually, the real growth will start in 3Q and accelerating every quarter afterwards. Craig Hallum expects revenues to increase from $45 million in 2014 to $118 million in 2015. This means that STRI will be GAAP-profitable sometime in 2016:

    http://finance.yahoo.com/q/ae?s=STRI+Analyst+Estimates

    If STRI is able to achieve that kind of growth and GAAP-profitability in 2016, the stock could trade at $10/share or higher

  • Link:

    http://seekingalpha.com/article/3174936-str-holdings-stri-ceo-bob-yorgensen-on-q1-2015-results-earnings-call-transcript

    I suggest that you actually hear the conference call ....you can find the link for it in the company website

  • heatwillfall heatwillfall Jul 31, 2015 9:22 AM Flag

    Hey guys...another important comment was that they had 2 10% plus clients this quarters. So it looks like ATT is starting to buy more stuff from WSTL. Last quarter there was only one 10% client and that was Verizon

  • Reply to

    Good entry point

    by gadol98 Jul 30, 2015 1:43 AM
    heatwillfall heatwillfall Jul 31, 2015 9:20 AM Flag

    They are hiring heavily in the US as well.

  • heatwillfall heatwillfall Jul 29, 2015 9:57 PM Flag

    For an extensive discussion on all those topics read the seekingalpha article a few posts back. Great info to prepare you for the CC tomorrow

    MMs tried hard and they succeeded keeping WSTL under $1 today ...probably hoping for a dismal quarter and for an eventual delisting.....It will not happen.....:)

  • The near-far DAS technology Westell owns will be a game changer.

    The CEO said in the last CC that he expect shipments to start in 2H 2015. He also mentioned that there are two large clients very interested in the technology (Verizon and ATT....who else)....as well as other potential clients. Client diversification and expansion into other geographies will also be key catalysts in upcoming quarters. So far the new CEO is doing a GREAT job

  • heatwillfall heatwillfall Jul 29, 2015 9:16 AM Flag

    Hey profit, you seem to know a lot about how the market works. What do you mean by:

    1) "agree 60% short position in yesterdays volume"

    2)" MM's getting ready"

    Thank you!

  • Only silly traders will sell this for less than $2/share. Upgrades are inevitable and the rally to $3+ is about to start.

HAUP
0.07+0.0030(+4.48%)Aug 28 12:55 PMEDT