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Goldfield Corp. Message Board

hweb2 88 posts  |  Last Activity: May 23, 2016 11:13 AM Member since: Jan 28, 1999
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  • Reply to

    Weird fire sale at the open

    by hweb2 May 23, 2016 9:54 AM
    hweb2 hweb2 May 23, 2016 11:13 AM Flag

    OT--Thanks. Yeah CSPI has been a good one. And it's still attractive here imo. Earnings last quarter were impressive considering the profits were all from the Technology Solutions division. HPP actually had a loss in the quarter. With royalties from 4 planes over the next 2 quarters, HPP should swing to a nice profit. So could be looking at earnings of .20-.30/share in each of the next 2 quarters. Plus you have that healthy cash position on the balance sheet and a 6% dividend yield.

  • Reply to

    Weird fire sale at the open

    by hweb2 May 23, 2016 9:54 AM
    hweb2 hweb2 May 23, 2016 11:01 AM Flag

    Huh? This stock has been weak since last August and I don't think anyone has ever said different? And I don't remember anyone saying they could never get filled. The company had poor results in Q2 & Q3 of last year, so the stock should have been weak. Q4 & Q1 had 1-time charges due to restructuring. Not many people were in a rush to buy based on those reports. We'll see what happens after the Q2 numbers in August. First quarter in awhile where we'll finally start to see positive comps. Possibly very positive comps.

  • Someone decided to give away a block of shares this morning. Anyone get some in the $4's? I'm happy to be buying around $5.15. Thought it was a deal last week in the $5.30's!

  • Reply to

    Thank you...

    by o08o.ugh64w May 19, 2016 9:38 AM
    hweb2 hweb2 May 20, 2016 7:02 PM Flag

    Seeing the same thing. I've been buying on the bid all week. Getting filled 100 shares at a time. Weird. Still don't understand who would sell a stock with an 8.2% dividend yield that's going to report some favorable earnings comps in the coming quarters. To buy what instead? If there's other stocks that look anywhere near as good as EVOL, please let us know!

    Sure revenue growth won't be too hot this year as they've transitioned to a cloud-based model. But we can look forward to a rising backlog, greater recurring revenues and more consistent earnings. Anyone who's followed this company for years knows this is a very welcome change. They're also getting into some exciting new areas like mobile banking, mobile commerce, mobile gaming, etc.

    A year ago EVOL was trading at $9+. And this month the company reported higher Q1 bookings and non-GAAP earnings vs. last year, plus a 21% increase in backlog. I will continue to accumulate at these cheap prices. Eventually someone is going to notice us. Maybe to acquire the entire company.

  • Couldn't resist this low price. EVOL yielding over 8% and should have some terrific earnings comps coming up. Broader markets sure looking wobbly. Guess we need a pullback after the nice rebound from the Feb lows. Maybe EVOL gets even cheaper, but think stocks with big dividend yields will hold up better in a market selloff.

  • Reply to

    What's up with these lawsuits?

    by hweb2 May 11, 2016 11:45 AM
    hweb2 hweb2 May 17, 2016 10:46 AM Flag

    Yeah Q1 bottom line pretty underwhelming. There were some extraordinary charges in the quarter (which they never really outlined in the PR or on the CC). Good news is the outlook is very positive with that huge backlog. The large orders came at the end of Q1, so they weren't going to show up yet. The CC said revenues will start ramping up in Q3 & Q4. They could post some eye-popping numbers in those quarters. We'll see if they can execute.

  • Reply to

    OT---hweb2

    by pa1702 May 12, 2016 12:46 AM
    hweb2 hweb2 May 13, 2016 12:32 AM Flag

    Of course! Things are just starting to get exciting over there. Great earnings report this week. I actually added more around $7 when I saw the numbers. Without any plane royalties, I figured it would be a breakeven quarter at best. So was pleasantly surprised to see the earnings of .13/share. Outlook sounds bullish with new products that will start contributing to revenues. Plus they will get royalties from 4 planes over the next couple of quarters. CSPI also has a large cash position and a still healthy dividend yield.

    Stock up 30%+ since I first mentioned it here. Hopefully others were able to take advantage. EVOL will have its day too. Q2 report should show increases in earnings, revenue, backlog & bookings. People need to see it before they buy, which is fine. But they'll be chasing it higher in the $6's and $7's. The cheap shares are available now in the $5's.

  • Company had an impressive turnaround in its financial results last quarter and the stock price has doubled from where it was last fall. And someone still not happy?

  • Reply to

    Big volume

    by vrng_to_the_moon May 10, 2016 11:18 AM
    hweb2 hweb2 May 10, 2016 2:42 PM Flag

    Yeah like watching paint dry. Probably dead money til Q2 earnings report in early August. At least with EVOL, we get a fat 8% dividend yield while we wait.

  • Reply to

    So, so, so bleh.

    by hesitantcontrarian May 5, 2016 4:52 PM
    hweb2 hweb2 May 5, 2016 5:24 PM Flag

    Yeah sorry guys. Not only a weak Q1. But guidance for Q2 sounds even worse. Engineering margins declining and they're increasing spending. Might not even be GAAP profitable in Q2. Unfortunately I think the stock is headed back to the $4's.

  • Reply to

    What the heck?

    by hweb2 May 4, 2016 4:11 PM
    hweb2 hweb2 May 5, 2016 1:50 PM Flag

    Nice to see it bouncing back. Stock had dropped back to where it was BEFORE they announced that impressive Q4 turnaround with earnings of .05/share after many quarters of losses. Company has a solid balance sheet with .82/share in cash. Positive Q4 results and then a large order PR moved the stock over $3 in March. That order boosted their backlog by 60% to $75M.

    We'll see how Q1 earnings look on May 16th. I think GVP is an attractive hold into the numbers. Hoping to see another .05 quarter. But should at least be some kind of profit vs. a loss last year. And the backlog will show a huge jump.

  • Reply to

    Stock green all day til last few minutes

    by hweb2 May 4, 2016 5:34 PM
    hweb2 hweb2 May 5, 2016 11:30 AM Flag

    I wonder if they brought in the new CEO to get this company ready to be sold. He certainly has a history of leading companies to be acquired. With the stock in the $5's, I just hope they don't sell EVOL too cheap. Company is a cash cow with 78% gross margins and 32 consecutive profitable quarters. At $8, someone would be getting one heck of a deal.

    Our CEO's background from the PR in January:

    Prior to founding SSM, Thekkethala was founder and Managing General Partner of JT Ventures, a technology venture fund where he led investments in Allegro (acquired by Cisco), Fidelia (acquired by NetScout) and Ibrix (acquired by HP). Thekkethala also co-founded and led telecom software companies SRG Inc. and Consolidated Communications Systems and Services to successful acquisitions.

  • Reply to

    Don't get it...who would sell this at $2?

    by hweb2 Mar 2, 2016 3:25 PM
    hweb2 hweb2 May 5, 2016 10:33 AM Flag

    Yeah nice to see the pop to $2.40 yesterday after the strong earnings report. Wish I'd sold them all and bought back at $2. Oh well. Did add some more around $2. Don't understand who would sell so cheap. That's 3 great quarters in a row for LNTH. Company seems to offer conservative guidance, and then fly past it. I like that. Ugly balance sheet means this stock will trade at a discount. And they cautioned about a new competitor for their Xenon product starting in Q2. But guidance for Q2 and the rest of the year still looks solid. They just got their large customers locked up into long-term contracts. They've said revenues and gross margins will be even higher in 2017. Seems like only a matter of time before this one trades back up to the $3's, $4's, etc.

  • Even saw some buying at the open in the $5.80's. Had my buy orders stacked in lower thinking daytraders would bail after the mediocre Q1. Glad to see investors are focusing more on Q2 & beyond, as they should.

    With those $3.5M in annual operating expenses going away, the Q2 bottom line should show a nice sequential improvement over Q1. And will be a great comp vs. last year. I should have said I expect non-GAAP earnings to increase to .15/share in Q2. GAAP earnings probably more like .12/share. Still a healthy increase from .07/share (both GAAP & non-GAAP) earned in the year ago Q2.

    Earnings look to be just one of the many favorable metrics in the upcoming Q2 report. Revenues and bookings will look better vs. last year in Q2 than they did in Q1. Backlog will continue to build with the new cloud-based model. I'm guessing backlog could be up 30% in Q2 vs. last year.

    Looking forward to the Q2 report in early August. Then EVOL has an even easier comp in Q3. Revenues and earnings should just continue to grow in 2017. Only a matter of time before this one shoots higher. And we get to collect that nearly 8% dividend yield while we wait.

  • Stock got hit today. Looks like someone dumped a large block at the close. Did I miss some bad news??

  • Reply to

    Earnings Projection for Q1

    by audphil78 May 2, 2016 11:05 PM
    hweb2 hweb2 May 3, 2016 5:24 PM Flag

    Revenues might continue at these levels during 2016...as they transition to their new cloud-based model. But the good news is backlog will continue to build. Backlog is up 21% from last year, when the stock was trading at $9. Revenues and profits are going to be more predictable going forward...another positive. They're getting into some exciting areas and there's lots of cross-selling opportunities with the recent acquisition.

    With the restructuring now completed in Q1, there's $3.5M in annual operating expenses going away. So while revenues might be in this $6M-$7M range for the rest of this year, earnings should still be much improved starting in Q2. Which should make for some excellent comps. I think EVOL will post GAAP earnings around .15/share in Q2 vs. .07/share last year. I'll continue to accumulate.

  • Reply to

    Earnings Projection for Q1

    by audphil78 May 2, 2016 11:05 PM
    hweb2 hweb2 May 3, 2016 12:13 AM Flag

    Would love to see it, but I think your revenue estimate is too high. Remember they're switching to a cloud-based model like many other companies. Licensing revenue will now be recognized over years instead of all at once. This is sure to have a dampening effect on revenues short-term. I'm guessing Q1 revenues will only be in the $6M-$7M range. The good news is even though revenue growth may be subdued this year with the new model, backlog should continue to build, and they'll have more predictable revenues going forward. With $3.5M in annual operating expenses going away, earnings are still going to be very strong in the coming quarters (excluding the $1M charge in Q1) and a big improvement over last year.

    Hopefully the earnings report tomorrow will begin to show more investors what we already know. That EVOL is a steal in the $5's. Get paid a juicy 7.7% dividend yield...on a stock that should be trading back up in the $8-$10 range by yearend.

  • hweb2 hweb2 Apr 28, 2016 4:34 PM Flag

    Yeah congrats! Earnings maybe a bit light. But that backlog number is fantastic, way better than I was expecting.

  • Reply to

    Wow what a move today!

    by hweb2 Apr 15, 2016 1:14 PM
    hweb2 hweb2 Apr 26, 2016 11:53 AM Flag

    Yes historically Q2 & Q3 are CYBE's seasonally better quarters. But the CEO gave that warning about sequential fluctuations so people wouldn't expect the monster Q1 revenues to repeat in Q2. So if you're expecting Q2 to be as good or better than Q1, I think you're going to be very disappointed.

  • Reply to

    Wow what a move today!

    by hweb2 Apr 15, 2016 1:14 PM
    hweb2 hweb2 Apr 26, 2016 10:38 AM Flag

    When was CYBE at $40? Back in the internet bubble of 2000? Everything was going up back then, so I wouldn't put too much weight on that. Since then, I'm showing CYBE spiking up to the $20's for only a few months in 2004. Back in 2011, they had a couple of strong quarters...and the stock barely got above $10. CYBE has traded at a discount for some reason. I'm guessing it's the wild variability in quarterly results. So if they can piece together several great quarters in a row in 2016, you're right...stock is headed higher. If they see Q1 as the high point of the year, I think the stock will give back some of these recent gains.

GV
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