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IPG Photonics Corporation (IPGP) Message Board

risingmojo77 4 posts  |  Last Activity: Nov 18, 2014 8:49 AM Member since: Oct 26, 2011
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  • risingmojo77 by risingmojo77 Nov 18, 2014 8:49 AM Flag

    Another one of many cc's where management again assures investors that its fiber laser sales are turning the corner. Its taken them over 5 years just to be able to make a diode on their own that is still 3x more expensive than the market leader IPGP. They are still struggling to make fiber lasers above 6khw when IPGP is shipping six 50khw (yes, 50!) lasers to NASA this quarter. RSTI is still at least 10 years behind IPGP in fiber lasers. Also, RSTI announces "strong" results when their sales are down from last year?! Don't trust management.

    Sentiment: Strong Sell

  • Very surprised to see this trading near $70 after the latest strong earnings report. Consistently growing revenues in the high teen %'s and net income in the low 20% when the other companies in the industry can barely growth in the single digits. A lot of new products and potential new markets in the near term. Currently, the majority of revenue is coming from high-power cutting, but management seemed convinced on the cc that they can nearly match that with new welding and microprocessing tools within a few years. Generating over $200M in cash every year with nearly half a billion in cash on the books and no debt. Firmly believe this is a $100 stock within 3 years if the broader market cooperates IMHO. It is a steal below $75 and I am a buyer.

    Sentiment: Strong Buy

  • Reply to

    very cheap, strong buy

    by risingmojo77 Oct 13, 2014 5:29 PM
    risingmojo77 risingmojo77 Oct 15, 2014 11:12 PM Flag

    Ragnar, if you've been watching it for 3 years or so, then you've seen it rise from in the $40's to $70's (actually nearly hit $80 at one point). That's a pretty impressive return for a 3 year hold. I still think it has a lot of room to run for a long-term investor. The shorting is simply due to the volatility from a fast growing company. You've got management holding a sizeable stake despite frequent programmed selling and overall volume is relatively low. That lack of float and the sensitivity to market swings makes it a short's favorite, but longs will be well rewarded if they continue to hold.

    Sentiment: Strong Buy

  • risingmojo77 by risingmojo77 Oct 13, 2014 5:29 PM Flag

    At least $10 underpriced here. I am a buyer. I think earnings will be good and this latest market worry will be a distant memory like so many others over the last couple years.

    Sentiment: Strong Buy

75.3499+0.2099(+0.28%)10:56 AMEST

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