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Ceragon Networks Ltd. (CRNT) Message Board

wonderslimman 17 posts  |  Last Activity: May 18, 2015 8:09 PM Member since: Apr 3, 2005
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  • wonderslimman by wonderslimman May 18, 2015 8:09 PM Flag

    resigning foretells somethings up in the next few months...maybe even with another one of their current holdings

    Sentiment: Buy

  • Reply to

    Next CC Coming ...

    by wonderslimman Apr 20, 2015 5:47 PM
    wonderslimman wonderslimman Apr 29, 2015 12:44 PM Flag

    based upon everything i've seen to date...totally agree. There are some big $$ holders that are "bagged", like us...got to believe they've got plans to create value other than just pending litigation!!

    Sentiment: Buy

  • wonderslimman by wonderslimman Apr 20, 2015 5:47 PM Flag

    "you can't know what you can't see" or something to that effect. "See you on next call"...If he was alluding to new hire as the implied pleasant surprise I'll be HUGELY disappointed. These guys are getting their paychecks and bennies...let's go boys...time to earn your keep!!

    Sentiment: Buy

  • Reply to

    Freefall

    by spadesmaster70 Apr 13, 2015 1:45 PM
    wonderslimman wonderslimman Apr 13, 2015 7:37 PM Flag

    Hope so...will present a good buying opportunity...this is a long term proposition...not a trade

    Sentiment: Hold

  • Reply to

    Teksler New CEO

    by upip_reality Apr 13, 2015 5:51 PM
    wonderslimman wonderslimman Apr 13, 2015 7:34 PM Flag

    Ilike the move...best prospect to come thru revolving doors yet. Who knows, maybe he'll convince AAPL of inherent value and they'll buy UPIP (don't sat it). Still say, with all of Starboards deal flow they should have Co buy a cash flowing, growing business while working Patent angle

    Sentiment: Buy

  • Reply to

    What Impresses Me...

    by wonderslimman Apr 10, 2015 8:37 AM
    wonderslimman wonderslimman Apr 11, 2015 8:02 AM Flag

    I've followed this Co back to prior Mgt who failed miserably so am familiar with the history. I agree with all PR on superbugs etc there is a huge market in the health care industry BUT Co would be broke before they could generate enough cash flow to survive. I think they're smart to pick low hanging fruit, as they've done, and grow top line and hopefully grow cash flow...seems to be working. I've heard they're beginning to penetrate Vet health care area for disinfectant albeit, slowly. "IF" exegete works it will add another market very easy to penetrate...THEN off to the Hospitals...low margin however, as they're tough buyers and poor payers. As to the stock...no need to have it higher yet only to fall back...the numbers, if they can produce them, will drive the price higher.
    Unfortunately, i'll bet a reverse coming and would rather it happen from here.

    Sentiment: Buy

  • wonderslimman by wonderslimman Apr 10, 2015 8:42 AM Flag

    perhaps two $20mm deals will take this stock to $12-14 IMHO...really like "the space"

    Sentiment: Buy

  • wonderslimman by wonderslimman Apr 10, 2015 8:37 AM Flag

    most is the MGT!! They are taking slow,, disciplined approach to generate sales and penetration into important market WITHOUT a lot of hype and pump and dump activity. I understand the Pet Care/Vet business can generate a lot of sales as it is slowly being introduced. I like the focus and growth potential as market continues to expand.
    On the downside, my one fear is the dreaded reverse split!!

    Sentiment: Buy

  • wonderslimman by wonderslimman Apr 8, 2015 8:39 PM Flag

    next CC...noticed some good upside volume in last hour today. Also, as I think about it...should they sour on patent prospects sure is a good vehicle for a deal of some sort...too many big players have lost too much $$ not to have something good happen!!

    Sentiment: Buy

  • Reply to

    My Summary

    by commoncentsinvestor Apr 2, 2015 11:42 AM
    wonderslimman wonderslimman Apr 3, 2015 12:03 PM Flag

    Totally agree...stock is almost too thin now. The only missing pieces to this puzzle is MGT...are they credible? Also, one or two contract wins and $12+ with updated guidance should be attainable!!

    Sentiment: Buy

  • wonderslimman by wonderslimman Apr 3, 2015 11:58 AM Flag

    Science!! If it continues to prove out this could be a big number! Why?? There's HUGE demand for compounds that fight the drug resistance bacteria that's spreading around the world...2 stocks I got lucky with in same field...Cubist and Durata...if ACHN proves out it will be acquired some day for much higher PPS

    Sentiment: Hold

  • wonderslimman by wonderslimman Mar 19, 2015 7:54 PM Flag

    i'm still long some...BUT a $670mm market cap? 4-5 times sales (maybe)...no mention whatsoever of making $$. So I hold stock..what's in it for me for next 12 months? Deerfield, Broadfin getting royalty pymts off the top...Mgt getting $$ plus bennies and expense accounts...wonder if they're hiring...some game. Just convinced myself...dead $$ for some time to come!! Will return at lower prices IMHO.

    Sentiment: Sell

  • wonderslimman by wonderslimman Mar 19, 2015 6:24 PM Flag

    unless they're going to pull a rabbit out of a hat (which I think they will) i'd use the listing and cash...merge with another growing SB Co...QTM and at least preserve value for ALL shareholders. I think the selling is that a lot of retail smells a "reverse split" to take care of listing issue.
    PS: as to SB "r...ping" the Co...last filing i find they still own 9.5%...the Indaba Cap 10.7% Kingdon Cap 5.8%...these guys all have reps...aren't known for making stupid mistakes

    Sentiment: Buy

  • wonderslimman by wonderslimman Mar 18, 2015 11:31 AM Flag

    clearly the comment from CC about seeing us at NEXT CC portends something is getting close. Also, can't help wondering, with Ericsson pressing APPL so hard on patents that UPIP just might be a strategic ally with the patents we got from ERIC. Hope does spring eternal but somehow I smell somethings in the works

    Sentiment: Buy

  • wonderslimman by wonderslimman Mar 17, 2015 11:03 AM Flag

    $10.6mm from heavily dilutive sale...Mgt can rest easy...their outrageous cash comp and expense acts will be covered for some time!!

    Sentiment: Hold

  • Reply to

    we needs sales and revenue Viegas

    by tlounsb2000 Mar 5, 2015 9:42 AM
    wonderslimman wonderslimman Mar 5, 2015 8:28 PM Flag

    T...ya think. Been in and out of this Co for LONG time...have missed your rants...though you happen to be 110% correct. Started new position on dip below $8...bot a little today...announcements and PR won't do it...this go around they've got to put up the numbers!!
    Did find it interesting JF of Dialectic put his feet to fire on CC...will be looking to see if he makes a move...he's solid investor!!

    Sentiment: Buy

  • Reply to

    It Just a Matter of Time

    by lyslamorlay Feb 24, 2015 9:55 AM
    wonderslimman wonderslimman Feb 28, 2015 12:47 PM Flag

    SB is "bagged" big time in UPIP (fka Openwave)...huge patent portfolio plus a lot of cash. Merge these 2 Co's, build out QTM business and set up separate sub for patent activity. UPIP is a "troll"...all trolls getting crushed

    Sentiment: Buy

CRNT
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