Wed, Nov 26, 2014, 5:03 AM EST - U.S. Markets open in 4 hrs 27 mins

Recent

% | $
Quotes you view appear here for quick access.

Sequans Communications S.A. Message Board

motownvg 6 posts  |  Last Activity: Oct 23, 2014 5:03 AM Member since: Oct 12, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Earnings

    by hooligan627 Oct 22, 2014 9:21 PM
    motownvg motownvg Oct 23, 2014 5:03 AM Flag

    I'll be happy if they hit the guidance (even low end of $6.5M) and then guide a nice 4Q ($10M + mid-range). Let's see. I think if they do this, no one can deny the ramp is underway. If not, I think people will be disappointed. Let's see how it goes and good luck to all longs.

    Sentiment: Strong Buy

  • Reply to

    Hold tight, earnings and news coming...

    by johnlaw0077 Oct 14, 2014 2:52 PM
    motownvg motownvg Oct 15, 2014 4:37 PM Flag

    sqns_makemerich, John's point was that down days are on low volume. Today the shares did not close down. By the way, I will go on the record saying that whoever sold for $1.31 will regret it (most likely someone with a margin call early in the day).

    Sentiment: Strong Buy

  • Reply to

    Hold tight, earnings and news coming...

    by johnlaw0077 Oct 14, 2014 2:52 PM
    motownvg motownvg Oct 14, 2014 10:34 PM Flag

    John, again, I agree with you. Down days are on low volume and everyone is just waiting for next Thursday. Regarding next Thurs, my guess is they will at least hit the $6.5 mils since Georges has not pre-announced any "bad news". The last time they missed guidance all the way back in 4Q 2011, they actually announced ahead of time and sent the stock plummeting (luckily, I was not a big holder then). Anyway, I am looking for at least $6.5 M for Q3 and guidance of at least $10 M for Q4. I think if they hit less, people will be disappointed, but even so it's not worth selling at these levels while the ramp is underway. Good luck to all the patient longs and hopefully their Q3 results and Q4 guidance are OK and we should be fine for a nice gradual rise over Q4 and the rest of 2015.

    Sentiment: Strong Buy

  • motownvg motownvg Sep 30, 2014 10:00 PM Flag

    Ragman, I agree with your point that they really just need to sell chips now and show solid revenue growth. However, the idea there is no future without Samsung and Apple is not totally correct. I just checked the 2013 handset maker market share and combined Samsung and Apple were 34% (Samsung 27% and Apple 7%). Anyway, the other point is SQNS is not really a handset chip maker yet, and are now positioned for IoT, tablets, and other devices. Like you, I want to see an OK 3rd quarter (hit the $6.5M - $7.5M guidance) and good 4Q guidance ($10+ M as the CFO alluded to in the last CC. Anyway, hang onto your shares until Oct 23rd CC and let's see how it goes. Good luck.

    Sentiment: Strong Buy

  • Reply to

    Hang tough longs...

    by johnlaw0077 Sep 20, 2014 3:16 PM
    motownvg motownvg Sep 22, 2014 1:28 AM Flag

    John, I fully agree with you at this point. I think the $2 bottom should hold and it's only up from here for the rest of the year and into 2015. Also, I think the Oct 23rd 3Q earnings announcement will be key if they can guide double digit revenues for Q4. I know we all wanted the ramp sooner, but if they can guide $10M sales in Q4 no one can deny a serious ramp is underway. This would be 4X higher than Q2 2013 revenues and double Q2 2014 revenues. Again, even if they needed to raise some funds to support the ramp, I think the shares will trend higher with this type of guidance. Also, so far, they have not missed the guidance for a following quarter (they have hit the low side, but not missed yet). Anyway, Georges is a huge owner (of more than 3.3 mils shares), so he stands to make much more from share price appreciation than from his salary. Good luck to all longs and hang tough at these levels. Cheers.

    Sentiment: Strong Buy

  • Well, SQNS seems to be bumping along the 200 day MA. Hopefully, in the next couple days it can break through this level with some convincing volume. If so, we should have a decent run into earnings and I believe from Q3 earnings onward SQNS should only be going higher. Getting the "double digit" plus revenue guidance for Q4 will be the key. "Double digit" was phrase used by the CFO in the last CC, so hopefully their 4Q guidance lives up to it. Then the ramp would be well underway since Q1 $4.5M, Q2 $5.1M, Q3 $6.5 - $7.5M and then Q4 $10M +. Hitting the Q3 range and providing double digit guidance should get us moving back to the IPO valuation. Currently, the market cap is around $126M and it was $300M at the IPO. This would imply some nice upside and my one year target would be to retake the IPO valuaiton or hit a price of about $5/ share. Anyway, good luck to all longs and let's hope they prove the ramp is really underway.

    Sentiment: Strong Buy

SQNS
1.44+0.0100(+0.70%)Nov 25 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.