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IPG Photonics Corporation (IPGP) Message Board

risingmojo77 12 posts  |  Last Activity: Aug 24, 2014 12:10 AM Member since: Oct 26, 2011
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  • Reply to

    defense?

    by jindodog12 Aug 11, 2014 5:32 PM
    risingmojo77 risingmojo77 Aug 24, 2014 12:10 AM Flag

    You misheard or misunderstood what they were talking about. Israel's Iron Dome uses conventional radar and missiles to shoot down Hamas rockets, not IPGP lasers. While its true that IPGP supplied the laser for the US Navy test you mention, lasers (both IPGP and other maker's lasers) have been tested for several decades, but we're still at least a decade or two away from seeing them replace conventional weapons in large numbers. I don't think IPGP is downplaying this; there really is no market right now for these laser weapons other than these occasional tests. The only reason to own IPGP is because you believe they will continue to grow in their traditional industrial markets and expand into the microprocessing market with new products. BTW, IIVI does not supply any key components to IPGP, but they do supply COHR, RSTI, and some other laser makers.

    Sentiment: Hold

  • Reply to

    defense?

    by jindodog12 Aug 11, 2014 5:32 PM
    risingmojo77 risingmojo77 Aug 12, 2014 9:37 PM Flag

    I personally don't like IIVI in the near term for several reasons, including that defense is 20% of their total sales. The U.S. is reducing defense spending. I don't know where you get the idea that IPGP is a "defense stock". IPGP sold some experimental lasers to the U.S. military, but defense is less than 1% of their sales and it's unlikely to grow much beyond that anytime soon.

    Sentiment: Hold

  • Reply to

    Shouting "buy"

    by avi.hatch Jul 30, 2014 11:39 AM
    risingmojo77 risingmojo77 Jul 31, 2014 11:14 AM Flag

    I agree, this is a buy if you are a long. They continue to execute well, but the market is undervaluing IPGP at this point. I would really stress patience with this stock because at the end of the day it isn't in the most glamorous sector - it's selling industrial lasers, not the latest fad. I wouldn't expect it to rocket to $100/sh overnight, but I think long-term it will do better than the broad market and should hit $100 within the next couple years.

    Sentiment: Strong Buy

  • Reply to

    Fiber Lasers are where the action is nowadays

    by grub_stake_2000 Jul 26, 2014 11:40 PM
    risingmojo77 risingmojo77 Jul 27, 2014 9:37 AM Flag

    Agreed. Especially since they said the acquisition would be "accretive to our earnings immediately" so it is a profitable fiber laser company, and there are not many of those. Along with the Ophir acquisition (another Israeli company) a couple years ago that brought more UV experience, NEWP is definitely building their microprocessing portfolio.

    Sentiment: Strong Buy

  • Reply to

    GSIG versus IPGP over the last year

    by doneatforty Jul 23, 2014 11:03 AM
    risingmojo77 risingmojo77 Jul 25, 2014 7:38 PM Flag

    There is no reason to say I was wrong. At the time I did that post, both IPGP and NEWP were doing better than GSIG and I still believe they will over time. We'll see what the future brings. GLTU

    Sentiment: Sell

  • Reply to

    GSIG versus IPGP over the last year

    by doneatforty Jul 23, 2014 11:03 AM
    risingmojo77 risingmojo77 Jul 24, 2014 11:01 PM Flag

    You sound like some kind of nut. Just for fun, what price do you see for GSIG one year from now? Another 40% gain? What's in it for the investor buying at $12.06 now?

    Sentiment: Sell

  • Reply to

    GSIG versus IPGP over the last year

    by doneatforty Jul 23, 2014 11:03 AM
    risingmojo77 risingmojo77 Jul 24, 2014 9:56 AM Flag

    If you judge stocks by picking arbitrary one year periods, you obviously don't know much about investing. I'm not in the market for a year, I pick good stocks and I stick with them until I see a reason not to. GSIG's financials don't look good and they've been looking worse since they came out of bankruptcy a few years ago. Management is racking up debt trying to diversify GSIG while it's core laser business dies on the vine. GSIG spent a lot trying to get into the fiber laser business, but couldn't compete. IPGP is a solid company and it's performance over longer periods is better than GSIG's. Look to the future and honestly tell me which company that you think will be a market leader?!

    Sentiment: Sell

  • Reply to

    defense systems

    by jindodog12 Jul 21, 2014 12:04 PM
    risingmojo77 risingmojo77 Jul 21, 2014 10:59 PM Flag

    As Han Solo used to say: "Hokey religions and ancient weapons are no match for a good blaster at your side, kid".

    Sorry, couldn't resist! You are correct, those are IPGP lasers. I think this was mentioned on a cc a couple quarters ago.

    Sentiment: Strong Buy

  • risingmojo77 by risingmojo77 Jul 20, 2014 6:18 PM Flag

    IPGP getting swept up in selling due to their Russian connections, no doubt. I think this is overblown. It is very undervalued right now and I am a buyer.

    Sentiment: Strong Buy

  • Reply to

    GSIG a take out candidate for COHR

    by russellcaseart Feb 28, 2014 2:48 PM
    risingmojo77 risingmojo77 Jul 13, 2014 4:02 PM Flag

    Just because you see stocks mentioned together doesn't mean it makes sense for one to acquire the other. GSIG's laser business (sealed low-power CO2 lasers & scanners) may be complimentary to COHR, but the laser business is only around half of GSIG's total business. Past and current GSIG management has diversified into precision and medical components, which I don't see as beneficial to COHR (or GSIG for that matter). GSIG's laser technology is rather old and COHR has been more successful pushing into newer technologies using excimer, ultrafast, and fiber lasers. COHR or some other acquirer might be able to pick up GSIG's laser business on the cheap in the future, but acquiring all of GSIG doesn't make any sense now.

    Sentiment: Sell

  • risingmojo77 by risingmojo77 Jul 8, 2014 4:02 PM Flag

    P/E on this turkey is ridiculously high. EPS is declining while debt balloons. No revenue growth without expensive acquisitions. Back to $10 shortly.

    Sentiment: Strong Sell

  • 20-30% upside within 6 months IMHO.

    Sentiment: Strong Buy

IPGP
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