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An analyst just took a flamethrower to the share price with his verbal assault game during the CC Q&A (first question)
The intonation and snarkiness was only partly covered in a veil of fake sincerity
So, you cherry pick one metric and feign a dramatic shock of disappointment just to drive the price down in order to cover your short (or to pick up an initial position)
Is that the game now dude??
I wonder how much of a short position he was tasked with defending
Make no mistake, the management of CLFD is top notch and Clearfield continues to perform remarkably
Cheri's guidance is ALWAYS on the modest/realistic end of the curve
Pretty absurd to have a selloff of this magnitude after an earnings beat and growth curve that was just laid down
Smart money buy time
spec
Right on the back of the Blackrock filing ... a robo-crap spam Zacks rank alert drops a few $$ off the share price
who paid for that one?
It's always the little fish (small caps) in the ocean (NASDAQ) that get schooled (thrown around like Cramer used to brag about)
hang on, CLFD currently $70
spec
Blackrock holding 12% stake in CLFD
That's a pretty significant chunk of optimism in a non-divi equity
Only way to get a return is through share price rise
and Blackrock doesn't waste time with 10-15% gainers
spec
Pre market CLFD is clearly set for a nice move today
Long
spec
CLFD at $80 - didn’t expect to see this price range ever again but here we are
I guess the crowd at the latest event wasn’t thrilled about another 40% top line growth projected for 2023
The doubling in 2022 probably was expected to repeat so a genuinely modest CEO is just going to stun them like a taser when she beats guidance and scales production ahead of demand to boot
Great margins and market share expansion
The next earnings presentation is going to be fun
Cheers
spec
CLFD getting whipped today, expected on the opening day of the investment conference/event
MM's just gonna do what they do
Seems like every small but blooming company in the tech sector gets nailed on every good news day too
It usually trends back to the prices that are justified, but it can really make you rethink your math
CLFD under $100 is a steal
spec
Anyone who has been following the successful run of Clearfield can see the buying opportunity here under $100
Accelerating PROFITS
Accelerated positive free cash flow
Accelerated sales
Outstanding management
SMOKING HOT sector
It’s Go Time for CLFD
The $120M cap raise is about 10% of the current market cap and most likely either destined to be invested in expansion of production capacity or an acquisition
Either way, management has proven to be thoughtful and precise in their game plan
Great performance is my confident prediction
Let the light flow
spec
IYKYK
CLFD more than doubled since mid June
And that’s exactly aligned with management communications that growth and shareholder value is accelerating
Clearfield has been growing in leaps and bounds yet there is still an enormous amount of market share to contend for
Not tired of winning!
Linked post from 6 months ago-
Nailed it …… again!
CLFD knocks it
Out
Of
The
Park
Congratulations to a superb management team
Cheers to fellow shareholders
spec
Upcoming earnings are going to reflect acceleration
Hooked up and a decent day on the big boards would be a great combo
CLFD has a war chest of cash to deploy on acquisition opportunities if they arise in the months ahead (as they have in recent past)
The funding cycle is opening the floodgates for the suppliers and installation segments
This is built to be a cash flow monster
Couldn’t align the planets any better, 5G, Rural Broadband, telcordia certification for Tier1 carriers, expansion of manufacturing facilities and service pipeline
spec
Added again last week under $85 and that move is looking like a good addition
Yeah, it’s a high P/E but no debt, huge capacity upgrades recently and orders are accelerating
Management has delivered on performance and strategy
Earnings up this week - 11/17 after close
spec
Those $CLFD shares from 18 months ago are UP 420%
shoulda woulda coulda
CLFD >$126 now
Nobody else in?
Just me?
spec
@CLFD on the rail
Rail gun, that is!
Ballistic run as Clearfield accelerates in production capacity AND sales
5G and rural broadband cash flowing BIGLY
One of the few persistent bright spots in today’s market
Lean in, we’re going on a long haul
Check my past posts, I have been in CLFD for a while
spec
Blowout earnings for CLFD .92 tops estimate of .66/share in Q3
Earnings acceleration, TTM sales up 78% accelerating
Acquisition, for vertical integration in product manufacturing, also broadens global relationships especially overseas
Federal Rural Broadband money FLOWING NOW
Excellent leadership on this one, five stars all the way!
spec
CLFD under $55 - those will be a bargain very soon
rural broadband $$$ flowing now
lean in
spec
Correction on the name mentioned in the previous post
I should have checked, it's Cheri Beranek
https://www.seeclearfield.com/about/management.html
spec
Bought the dip, HOLD the rip
Still an expertly run company reaping the rewards of past investments in production and distribution scale
multiple catalysts and mucho cash flow (still no debt)
Go Cheryl
spec
wish I had never sold a single share but every share was good to me
CLFD up 140% on my $35 buys
wish I hadn't sold any, LOL
spec
CLFD up 50% from my reload at $35
Go fiber for 5G
spec
Up to $40.80 now
Taking profits, will add again if it pulls back <$35
spec
Clearfield Reports Record Fiscal Second Quarter and Six Month 2021 Financial Results
Another solid beat, excellent track record of growing profits and market share for this small fiber optics company
More room to grow as stimulus $$$ flows into the sector, rural broadband and 5G
spec
Bought back in @ 29.70
strong profitable company and a great 5G play
Rural Broadband $$$ coming into play again and even bigger
CLFD and AVNW are my 5G hardware picks for organic growth on stimulus steroids
spec
Louis Navalier says CLFD:
LOUIS: Sure. Here it is. Make sure to write it down as soon as possible…
The stock is Clearfield Inc. And the ticker symbol is C-L-F-D. It’s a fiber optics company building the infrastructure that makes 5G possible…
And dozens of other fast moving stocks just like Clearfield Inc.
That's the news moving stock.
$CLFD up on big volume!!
can't see any specific news but she's finally getting a big move on big volume
CLFD closed at $31.63 up 12% on HEAVY volume
spec
$CLFD up on big volume!!
can't see any specific news but she's finally getting a big move on big volume
spec
CLFD beats earnings estimates with record quarterly revenue
CLFD at $21 - I expect a beat on the Q4 .19 estimate and the .50 annual est
both estimates are up substantially in the recent analysts updates
spec
Hell of a 3mo chart, on watchlist, hold the $20 line!
CLFD has doubled in the last 6 months from $10 to over $20
It's still just beginning to bloom, great days ahead with 5G rollout and all the fiber connections requiring the advantages of the Clearfield product line in ease of installation and efficiency throughout the supply chain
Tier 1 customers beginning to place large orders, more to come!
spec
NEWS: $CLFD Clearfield Sets September 2020 Financial Conference Schedule
Clearfield, Inc. (NASDAQ: CLFD) , the specialist in fiber management for communication service providers, is scheduled to virtually participate at the following financial conferences during September 2020: 9 th Annual Gateway Conference Presenting on Wednesday, September 9, 202...
Read the whole news CLFD - Clearfield Sets September 2020 Financial Conference Schedule
Nice beat! Q3 earnings popped the AH trades from $14 to $17
I’ve been in CLFD since it was stuck at $4 for a while, boy that’s a ways back
Always liked the product but the reason I took a large position was the great cash flow and zero debt
Great CEO, she knows how to lead and how to steer the compant in the right direction
And did I mention no debt???
spec
CLFD looking like a breakout
5G is a game changer
spec
COB Insider Buying CLFD
Purchased at market - total ~$125K
that's a pretty solid statement that the stock is undervalued
spec
Roth Capital initiates coverage on Clearfield with a buy rating and a $19 price target.
spec
News: $CLFD Capital Market Laboratories (CMLviz) Interviews Clearfield CEO - 'We're extremely well positioned to be able to take advantage of 5G'
LOS ANGELES, May 03, 2019 (GLOBE NEWSWIRE) -- In an interview with Capital Market Laboratories (CMLviz), chief executive officer of Clearfield (NASDAQ:CLFD) Cheri Beranek had a clear message: Clearfield developed an intriguing approach to equipment and Beranek views 5G as a huge oppor...
In case you are interested https://marketwirenews.com/news-releases/capital-market-laboratories-cmlviz-interviews-clearfield-ceo-we-re-extremely-well-positioned-to-be-able-to-take-advantage-of-5g--8109980.html
Fiber optics is the future of communication. I think CLFD is a good pick here with plenty of upside. They beat on revenues and earnings. Another in this sector got beat up pretty bad today -16% (AFOP).
http://techstockbull.com/fiber-optic-q3-earnings-clearfield-pops-alliance-fiber-optic-flops/
More insider loading by Roth. I would say this stock is about to shed its POS status.
Insider buying on the form 4. POS could finally see a turn-around.
Google fiber possibly expanding to 34 cities; exciting time to be in this.
it has a long way to go….just beginning. one of highest, if not highest volume days ever in company history!!! they flushed it yesterday, hoping to get cheap shares….I think we'll break $30 next week with annual shareholder meeting. 10M float, Google relationship and this thing is going to soar!!! THEVI
CLFD...Still rocking...how far can this go?
As long as we are Goog's back, who knows.
CLFD yes crus1, beautiful company here making the right moves with fiber
If I recall correctly, CLFD hit 4 bucks on December 30, 2012.
$4 to $20 in one year, gosh. still holding for another run.
Clfd wow to think two years ago, maybe 3 we were sitting at 4.00
CLFD on another run, getting noticed for all the right reasons
spec
I member this under a buck.Always had faith in this being a great investment and great trade when it woke up bigly!))Nice to see ya still here too btw 10 bagger!
DFLY Member Level Friday, 03/13/09 02:55:20 PM
Re: 10 bagger post# 295
Post # of 673
i believe in this being 5-20 dollars down the road!)
Clfd super impressed here
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Ticker:(NASDAQ)CLFD
OS:11,872,331
Clearfield, Inc. manufactures and sells telecommunications equipment and products in the United States. Its products include fiber distribution systems, optical components, outside plant cabinets, and fiber and copper cable assemblies. The fiber distribution systems are fiber distribution panels and cable management systems that are designed to reduce installation time and support a range of panel configurations, densities, connectors, and adapters that can be utilized on a stand-alone basis or integrated into the panel system. The company packages optical components for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation to seamlessly integrate with the fiber distribution products in the central office and outside plant environments. It serves communication service providers, including fiber-to-the-home, enterprise, and original equipment manufacture markets. The company was founded in 1979. It was formerly known as APA Optics, Inc. and changed its name to APA Enterprises, Inc. Further, the company changed its name to Clearfield, Inc. in January 2008. Clearfield, Inc. is headquartered in Plymouth, Minnesota.
Economic conditions slow momentum; gross margin gains and ongoing strategic investments position Company for future opportunities
MINNEAPOLIS--(BUSINESS WIRE)--Clearfield, Inc. (NASDAQ: CLFD - News):
| $4.9 million, down 17% from previous year | |
| $1.7 million, down 16% from previous year | |
| 34.4%, up from 34.0% in previous year | |
| $160,000 | |
| $.01 |
Clearfield, Inc. (NASDAQ: CLFD - News) today announced results for the first fiscal quarter of 2010 which ended December 31, 2009. Revenue for the quarter was $4,943,000 in comparison to $5,933,000 for the quarter ended December 31, 2008, a decrease of 17 percent. Gross profit for the first quarter of fiscal 2010 was $1,702,000 in comparison to $2,014,000 for the first quarter for fiscal 2009, a decrease of 16 percent. The Company reported a net loss of $160,000 for the first quarter of fiscal 2010, or $.01 per share, compared to income of $217,000, or $.02 per share, for the first fiscal quarter of 2009.
Revenue decreased in the broadband and commercial data networks market as well as the contract manufacturing market. Revenue in the broadband and commercial data networks market was $4.1 million in the first quarter of fiscal 2010, down from $4.7 million in the previous year’s first quarter. The revenue decrease was primarily associated with decreased demand from a single distributor in the Eastern region of the U.S. Revenue from that distributor accounted for 19% of total quarter revenue for the first quarter of fiscal 2010 in comparison to 25% for the first quarter for fiscal 2009. This decrease overshadowed stable revenue performance in the Midwest and revenue gains in regions of the U.S. where the Company has invested in additional sales personnel in recent quarters. Revenue associated with contract manufacturing, principally copper cable assembles produced to the design specifications of OEM’s outside of the telecommunications market, also contributed to the overall quarterly revenue decline, as revenue to that market was $814,000 for the first quarter of fiscal 2010 down from $1.1 million in the first quarter for fiscal 2009.
In the first fiscal quarter of 2010, gross margins improved nearly one half of one percent to 34.4% from the same quarter of last fiscal year. The year-over-year improvement is the result of material cost improvements and manufacturing efficiency.
Operating expenses were $1.9 million, an increase of 5% from $1.8 million in the same quarter 2009. The Company continues to invest in revenue growth, with the hiring of field sales personnel along with product and market managers.
Comments on Operations
“Our recent revenue performance is indicative of a market that is hampered by economic conditions,” explains Cheri Beranek, President and Chief Executive Officer of Clearfield. “While our largest customers continue to offer kudos to our product line and have told us they remain committed to the return on investment they expect from the FTTH marketplace, the availability of capital and funding to our customers has slowed some major initiatives in some of our historically strongest markets.”
“We are just beginning to see the initial grant and loan awards from the American Recovery and Reinvestment Act. We are actively tracking both award winners and applications that are still under review. However, grant and loan award recipients are just initiating their Requests For Vendor Quotation and we do not expect them to begin receiving funds until later this spring.”
“During this time, we are continuing to make strategic investments in sales personnel and marketing initiatives to broaden our reach within our markets. In addition, we are aggressively pursuing new products that will allow us to enter new markets and address an expanding range of customer requirements,” concluded Beranek.
About Clearfield, Inc
Clearfield, Inc. designs and manufactures the FieldSmart Fiber Management Platform, which includes its latest generation FieldSmart Fiber Crossover Distribution System (FxDS), FieldSmart Fiber Scalability Center (FSC) and FieldSmart Fiber Delivery Point (FDP) series. The FxDS, FSC and FDP product lines support a wide range of panel configurations, densities, connectors and adapter options, and are offered alongside an assortment of passive optical components. Clearfield provides a complete line of fiber and copper assemblies for inside plant, outside plant and access networks. Clearfield is a public company, traded on Nasdaq:CLFD. www.ClearfieldConnection.com
Forward-Looking Statements
Forward-looking statements contained herein are made pursuant to the safe harbor provisions of the Private Litigation Reform Act of 1995. These statements are based upon the Company's current expectations and judgments about future developments in the Company's business. Certain important factors could have a material impact on the Company's performance, including, without limitation the effect of the significant downturn in the U.S. economy on Clearfield’s customers; the impact of the American Recovery and Reinvestment Act or any other legislation on customer demand and purchasing patterns; cyclical selling cycles; need to introduce new products and effectively compete against competitive products; dependence on third-party manufacturers; limited experience in manufacturing, reliance on key customers; rapid changes in technology; the negative effect of product defects; the need to protect its intellectual property; the impact on its financial results or stock price of its ability to use its deferred tax asset, consisting primarily of net operating loss carryforwards, to offset future taxable income; the valuation of its goodwill and the effect of its stock price, among other factors, on the evaluation of goodwill; and other factors set forth in Clearfield’s Annual Report on Form 10-K for the year ended September 30, 2009 as well as other filings with the Securities and Exchange Commission. The Company undertakes no obligation to update such statements to reflect actual events.
CLEARFIELD, INC. | ||||||||||
CONSOLIDATED CONDENSED STATEMENTS OF OPERATIONS | ||||||||||
UNAUDITED | ||||||||||
Three Months Ended | ||||||||||
December 31, | ||||||||||
2009 | 2008 | |||||||||
Revenues | $ | 4,942,667 | $ | 5,933,287 | ||||||
Cost of sales | 3,240,959 | 3,919,079 | ||||||||
Gross profit | 1,701,708 | 2,014,208 | ||||||||
Operating expenses | ||||||||||
Selling, general and administrative | 1,889,615 | 1,804,978 | ||||||||
Income (loss) from operations | (187,907 | ) | 209,230 | |||||||
Other income (expense) | ||||||||||
Interest income | 38,056 | 31,750 | ||||||||
Interest expense | (584 | ) | (1,906 | ) | ||||||
Other income | 14,515 | 13,644 | ||||||||
51,987 | 43,488 | |||||||||
Income before income taxes | (135,920 | ) | 252,718 | |||||||
Income tax expense | 23,761 | 35,231 | ||||||||
Net income (loss) | $ | (159,681 | ) | $ | 217,487 | |||||
Net income (loss)per share: | ||||||||||
Basic | ($.01 | ) | $ | .02 | ||||||
Diluted | ($.01 | ) | $ | .02 | ||||||
Weighted average shares outstanding: | ||||||||||
Basic | 11,977,266 | 11,938,131 | ||||||||
Diluted | 11,977,266 | 11,938,131 | ||||||||
CLEARFIELD, INC. | ||||||||||
BALANCE SHEETS | ||||||||||
UNAUDITED | ||||||||||
December 31, 2009 | September 30, 2009 | |||||||||
Assets | ||||||||||
Current Assets | ||||||||||
Cash and cash equivalents | $ | 4,375,289 | $ | 4,731,735 | ||||||
Short-term investments | 1,153,566 | 2,108,566 | ||||||||
Accounts receivable, net | 1,739,721 | 2,723,414 | ||||||||
Inventories | 1,241,314 | 1,153,862 | ||||||||
Other current assets | 217,376 | 180,635 | ||||||||
Total current assets | 8,727,266 | 10,898,212 | ||||||||
Property, plant and equipment, net | 1,255,763 | 1,319,492 | ||||||||
Other Assets | ||||||||||
Long-term investments | 3,876,000 | 2,840,000 | ||||||||
Goodwill | 2,570,511 | 2,570,511 | ||||||||
Deferred taxes –long term | 2,209,745 | 2,231,990 | ||||||||
Other | 557,921 | 568,554 | ||||||||
Total other assets | 9,214,177 | 8,211,055 | ||||||||
Total Assets | $ | 19,197,206 | $ | 20,428,759 | ||||||
Liabilities and Shareholders’ Equity | ||||||||||
Total current liabilities | 1,376,749 | 2,493,006 | ||||||||
Deferred rent | 86,068 | 87,942 | ||||||||
Total Liabilities | 1,462,817 | 2,580,948 | ||||||||
Shareholders’ Equity | ||||||||||
Common stock | 119,788 | 119,746 | ||||||||
Additional paid-in capital | 52,418,356 | 52,372,139 | ||||||||
Accumulated deficit | (34,803,755 | ) | (34,644,074 | ) | ||||||
Total shareholders’ equity | 17,734,389 | 17,847,811 | ||||||||
Total Liabilities and Shareholders’ Equity | $ | 19,197,206 | $ | 20,428,759 |
Clearfield, Inc.
Cheryl P. Beranek, 763-476-6866
Chief Executive Officer and President
3 Month chart:
12 Month chart:
5 Year chart:
10 Year chart:
CLFD and GLW(Corning)10 year comparison chart:
more info to come...
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