The Machine-to-Machine¹ industry is forecast by Strategy Analytics to grow at a CAGR of 18 percent, from $45 billion in 2013 and reaching $242 billion in 2022, according to the new Strategy Analytics Machine-to-Machine Strategies (M2M) service report, “M2M Revenues by Industry Vertical“.
Identive Group (INVE) is selling slow-growth, non-core operations to focus on high-growth technologies.
The company will focus on high-growth NFC, RFID, and cloud identity-as-a-service (IaaS) patented core competencies.
Successful implementation of streamlined operation should yield consistent profitability and increase shareholder value.
Many companies focusing on NFC/RFID/M2M/Internet-of-Things markets like SuperCom Ltd. (SPCB), On Track Innovations (OTIV), Lantronix (LTRX) and others have much higher valuations than INVE. Investors should note that INVE's expected revenues after restructuring will be much higher than the companies I've just mentioned. Even larger sector player Sierra Wireless (SWIR) saw its stock price almost tripled to a 52-week high of $26.56 before the recent consolidation. The projected rate of growth in this technology sector is staggering, and companies with a growing presence like INVE are sure to benefit from this windfall.
TODAY'sARTICLE ON INVE:
4-bagger in a hurry
I had no problem with the link
How can anyone pay almost $12 for this????
Thank you! NVTL is a real company and very undervalued.
PLUG is a pump and dump with weak fundamentals. $3 max
who....the cloud model is usually negative for a short period of time say a year or two. I say usually...that is if you have only a handful of potential clients (NTWK as an example).....But if you have dozens of clients that overcomes the bumpiness of the revenues and recurrent revenues start piing up very quickly. Furthermore, cloud revenues are higher margin than on-premise or legacy revenues. VRYAF was bombarded by demand from SMEs and the majority of its record revenues came from cloud contracts.....same thing with CKSW. If the CFO tells you to ump from a bridge I am sure you would.
Here is the link for VRYAF earnings analysis by a guy from SeekingAlpha that "discovered" this gem.
dude.....you have molasses instead of brains. There is a huge demand for the type of software that ATEA/CKSW/VRYAF provide. The demand has been overwhelming in the last 4 - 6 months according to industry reports. CKSW and VRYAF have reported RECORD quarters last week....they dis not see it coming a few months ago. ATEA is hiring again and they are now attending every show and even sponsoring them. A few months ago they were not willing to spend a dime on anything. Things change dude....you need to keep up with the changes and trends...educate yourself a bit so that you don't have to sound so stupid every time you open your mouth.
ATEA'a float is only 1.4 million shares. Author has $6+ target after earnings in tow weeks
CKSW and VRYAF more than doubled and reported record revenues and net income last week due to unprecedented demand for Field Service Management (FSM) cloud-based solutions from small and medium sized enterprises (SME;s) trying to remain competitive. ATEA's products and services are far superior to VRYAF's.
New Seekingalpha article just out.
Easy 3-bagger with new CEO from larger competitor SANM.
Profitable quarter ahead and trading at 0.1 times sales.
Bids piling up as we speak........low floater can gain 20 - 30% with volume
They are not, they have a top 4 accounting firm auditing their books
I like the chart ...I am a T/A trader. I don't care about what they do but their fundamentals being strong help. Thanks!!
It's up in pre-market again
I like the chart and the fundamentals seem strong with all that cash
Excerpts from SeekingAlpha article on GIGM today
GIGM is grossly undervalued...... even with today's gain, GIGM is valued 30% below below cash value of $1.47/share and 200% below book value of $2.27.
FYI....GIGM's CEO Collin Hwang has put his money where his mouth is by buying almost a million shares in the open market!
Going forward, the company focus is on growth markets: mobile and social casino games, and cloud computing services.
• Games business expects growth: New mobile games launches expected in the first half of 2014, followed by new social casino games.
• Cloud business forecasts growth: New cloud services expected to make initial revenue contributions in Q4 2013; multiple new services to be launched in 2014 expanding target market to larger enterprises.
Online games business
GigaMedia is investing in and repositioning its online games business to align itself with strong growth in browser/mobile games in the social casino sector. Management targets a comprehensive, multi-platform offering of self-developed browser, mobile and PC-based games by early 2014, delivering improved financial performance and lower business risk.
Cloud services business
Developed by GigaMedia as an integrated platform of critical services and tools for small-to-medium enterprises (SMEs), GigaCloud provides cloud-based Software as a Service (SaaS) offerings. GigaCloud's hosted services enable SMEs to outsource key IT needs and increase flexibility, efficiency and competitiveness. Expansion of GigaCloud in 2014 will begin with both new hosted and new private SaaS applications and services refocused on larger SMEs; new consulting services are also planned.
SMTX is a growing and profitable contract electronic manufacturer poised to double according to SeekingAlpha article today. The company has a new CEO and has delivered a strong 3Q and is expected to deliver a better 4Q in a few weeks
Below is a summary of the various improvements achieved in 3Q 2013 over the prior quarter(s) results:
Revenues of $72.9 million up by 12.3% from the prior quarter.
Achieved positive adjusted EBITDA of $2.1 million versus $(1.3) million in the prior quarter.
Net income was $0.6 million (4c/share) and was negatively affected by two non-recurring legacy items totaling $0.51 million. This compares favorably to losses in the two prior quarters
Interim President and Chief Executive Officer Larry Silber commented: "We are pleased with the improvement in revenue over the prior quarter and our order book remains strong. Significant gains have been made across our business resulting in improved customer satisfaction. "
Mr. Silber continued, "Our short-term goals includes, successfully completing the CEO search and implementing a smooth transition plan, substantially reducing inventories, improving the efficiency and profitability of our sites, continuing to expand our business with existing customers and the pipeline for new customers, and continue with executing our strong order book."
On December 23, 2013 SMTX announced the appointment of Sushil Dhiman, a Senior VP with competitor Sanmina-SCI (SANM) as its President and Chief Executive Officer effective January 6, 2014.
Commenting on Mr. Dhiman's appointment, Executive Chairman Clarke Bailey stated: "we are pleased that our search resulted in Sushil joining SMTC as President and CEO. He brings a wealth of experience in operations, customer service and business development. I believe he is a great fit for our company and expect him to have a significant impact on the success of SMTC."
Hy jackasssss.....no one knows that either delisting/RS will occur. This one can easily fly past $1 on a moment's notoce.
VALUE INVESTORS ARE NOT FOOLS