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joeyggrecco 101 posts  |  Last Activity: Aug 29, 2015 8:42 AM Member since: Feb 13, 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.

  • On August 20, 2015 Aviat Ntworks (AVNW) stated that it was raising guidance for the Fiscal 4Q 2015 but investors did not notice because this bit of news was included in the earnings date announcement.

    Here is the press release:

    Aviat Networks to Release Fiscal Fourth Quarter and Fiscal Year 2015 Financial Results on September 8, 2015; Raises Fiscal Fourth Quarter Revenue Outlook

    SANTA CLARA, Calif., Aug. 20, 2015 /PRNewswire/ -- Aviat Networks, Inc. (AVNW), a leading expert in microwave networking solutions, will announce financial results for the fiscal fourth quarter and fiscal year of 2015, which ended July 3, 2015 on Tuesday, September 8, 2015. Aviat Networks expects to file its Annual Report on Form 10-K shortly thereafter.

    Aviat also announced it is raising its fiscal fourth quarter revenue outlook to $85 million to $88 million. The previous range was $80 million to $85 million.

    The company will host a conference call at 4:30 p.m. ET on September 8, 2015 to discuss its financial results. To listen to the live conference call, please dial toll free 888-395-3227 or 719-325-2402, access code 8371663, by 4:20 p.m. ET.

    Competitors CRNT recently reported earnings surprising everyone with its return to profitability.

    With higher revenues and lower operating costs AVNW will improve significantly improved results

    On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    The restructuring plan is part of Aviat Networks' ongoing efforts to lower fixed overhead costs and operating expenses, and generate cash. In addition to these restructuring actions, Aviat expects to achieve additional savings from non-headcount cost reductions.

    These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability. The comprehensive restructuring program includes:

    • Reducing the global workforce through the consolidation of functions and simplification of operational processes, and

    • Selectively focusing on market verticals and geographies where management sees the highest potential for profitable growth.

    "We have made significant improvements to our cost structure over the last several quarters," says Michael Pangia, President and CEO, Aviat Networks. "While the long-term outlook for microwave and millimeter wave wireless transport remains positive, management is committed to running Aviat Networks as a profitable, cash generating business and these restructuring actions are a critical step in accomplishing these objectives. These additional efforts have been carefully selected to have minimal impact on the introduction of our new products and allow us to maintain our strong service offerings to support key customers around the globe."

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world.

  • joeyggrecco joeyggrecco Aug 28, 2015 12:15 PM Flag

    DRAM last trade $1.31 up 4%.....this one will breakout any minute

  • joeyggrecco joeyggrecco Aug 28, 2015 10:40 AM Flag

    How do you find these undervalued gems? EKLTK, DRAM, CRNT, GIG, and now WSTL?? What screening program do you use? TIA

  • joeyggrecco joeyggrecco Aug 28, 2015 10:07 AM Flag

    Wow...

    62c/share cash no debt growing towards sustainable profitability, blue chip clients, and trading at little over a buck a share?

    Great find! I am in.......Thanks!!

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

    12-month target: $3 - $4/share

    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. The mentioned that several companies are interested in the product with two major carriers included….ATTT 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.

  • This one does not have the toxic financing that our beloved AEZS does but it has a couple of clinical failures.....although the results for ASONEP, a Renal cell carcinoma (RCC) drug candidate, were very encouraging. In fact, there are still 6 patients on the drug for several months after the trial ended. RCC is very aggressive and tough to treat...Sutent is a horrible and ineffective RCC drug selling billion a year. I expect a new look at this potentially blockbuster drug with a partner

  • joeyggrecco joeyggrecco Aug 28, 2015 12:17 AM Flag

    I agree......Go AEZS....Go DRAM....my next two big winners

  • 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.

  • 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.

  • .
    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

  • Nice try ahoes.....no cigar....hehehe.

    Thank you for the cheap shares

  • .
    12 month target: $5++

    SOL has the third lowest debt of all solar panel manufacturers. The company has guided for the highest gross margins in the last 5 years for the upcoming 2Q 2015 to be reported next week.

    Competitor JASO in this 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."

    For the third quarter JASO guided for 900 to 950 MW of cell and module shipments - a strong 17% quarter over quarter improvement at the mid-point.

    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 positive catalysts for SOL:

    1) Record demand for solar panels in China (see comment on JASO above)
    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

    Get in early in this inflection point. 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 three new picks are SOL at $1.28, YGE at 85c, and DRAM at $1.5. Watch them explode after earnings.

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